McDonald's (MCD) shareholders are "lovin' it" right now. The stock is up 50% this year despite sky-high gas and food prices. The company -- out with earnings on Tuesday -- has been firing on all cylinders. Also reporting next week, The Cheesecake Factory (CAKE) and recent buy-out candidate, Wendy's (WEN). What’s the trade?
Of all the stocks mentioned above Jeff Macke likes MCD best. He says the others won’t have much tailwind.
Pete Najarian likes MCD for their international exposure.
Tim Seymour thinks soft commodities prices could harm fast food prices.
The guys tell Dylan Ratigan to “beware Cheesecake Factory” for vulnerability to commodity prices and energy prices.
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Trader disclosure: On July 20th 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders;Macke Owns (SWY), (INTC); Jon Najarian Owns (RDC), (AAPL); (AMD); (CHL); (CLX); (CME); (F); (JNPR); (NKE); (SWY) (ZMH), (RDC);Jon Najarian Is Short (BX); Seymour Owns (AAPL); (BP); (GLD); (F); (INTC); (YHOO); Pete Najarian Owns (CLX); Seymour Owns (MSFT), (SWC), (HAL), (SLB), (BX); WWE Programs Air On Networks Of NBC Universal, The Parent Company Of CNBC; CNBC Is A Service Of NBC Universal And Dow Jones; Red Star Asset Management Is Short (XOM)