
The Reports That Hold the Key to Earnings Season, and the NFL’s Big Move Into Streaming 7/25/22
CNBC's "Fast Money"
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Is There Any Overlap Between Wallmark and Mac Donald's Consumers?
I think mac donald continues to be defensive. They've form the s am p by about 11 % year to date. Valuation not at all challenging here, and in fact, starts to look relatively interesting on a five year comp. I feel like there's not a lot of room for any miss. So pretty company, but not for me.
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