“One of Wall Street’s Top Analysts” – CNBC

Expert Stock Coverage

Unparalleled Expertise

 

“Mark Kalinowski has his finger on the pulse of the restaurant business like no other Wall Street analyst… he has broken more news about McDonald’s than the reporters assigned to the beat… Kalinowski rolls up his sleeves, dives in and brings important news to the surface for clients”

-Huffington Post

 

“The Burger King with accurate predictions… The Big Mac of predicting the company’s [McDonald’s] sales.”

-The Wall Street Journal

 

Lead Analyst:

 
 

Mark Kalinowski
PRESIDENT & CEO

Kalinowski Equity Research LLC provides its clients with value-added, forward-looking information that helps them make informed decisions about restaurant-stock investing.

Restaurant Industry
Mark Kalinowski

McDonald’s (MCD) and Yum Brands (YUM): A Simple Investment Strategy (Updated 1/6/25)

In the past, we’ve sometimes remarked to buysiders that it wouldn’t be a bad investment strategy — when choosing between large-cap restaurant stocks McDonald’s and Yum Brands — to simply pick the one with the more attractive (i.e., lower) valuation. In that frame of mind, we published note examining this simple strategy back on January 8, 2023 and on January 7, 2024. With this note, we take an updated look at that approach as a possible simple investment strategy.

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Restaurant Industry
Mark Kalinowski

McDonald’s (MCD) and Yum Brands (YUM): A Simple Investment Strategy (Updated 1/6/25)

In the past, we’ve sometimes remarked to buysiders that it wouldn’t be a bad investment strategy — when choosing between large-cap restaurant stocks McDonald’s and Yum Brands — to simply pick the one with the more attractive (i.e., lower) valuation. In that frame of mind, we published note examining this simple strategy back on January 8, 2023 and on January 7, 2024. With this note, we take an updated look at that approach as a possible simple investment strategy.

Read More »
Restaurant Industry
Mark Kalinowski

Restaurants: Kalinowski Equity Research’s Top Stock Pick for 2025

Looking back to the end of 2009, and through the end of 12/31/24, the value of $10,000 invested in the Kalinowski top picks would now be worth $108,600 (a CAGR of about +17.2%). The value of $10,000 invested in the S&P 500 over that time would now be worth $76,776 (a CAGR of about +14.6%).

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