Carl Sibilski Quotations

Much of Avon's premium valuation is built on the market's expectation that the firm will continue to tick off positive financial results with the precision of a fine watch. While we think Avon has a stable business model, it's not immune to business hiccups.

McDonald's has run out of high return places to invest cash like they did over the last 50 years, so the prudent decision is just give it back to shareholders.

McDonald's crossed the $20 billion mark for the first time in global sales and also did it while translating 12.7 percent of that into net income, which is very admirable for a restaurant company.

Russia is growing so fast that it's quite hard to estimate its total potential. South America is a region where the its model continues to work very well,

The breakfast market is dominated by McDonald's at this point. So the big question for me would be will they be able to generate the critical mass of breakfast sales? They might be able to do it.

This is definitely very bad news. Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.

This is definitely very bad news, ... Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.

They have spent more time trying to make it okay for you to go to McDonald's with your friends because they ran into a branding problem where it kind of wasn't socially acceptable for older kids.

It makes sense for McDonald's to focus their top management efforts on the Golden Arches.

They are going to keep up quite a bit of momentum in 2006.

If McDonald's is going to be a $45 to $50 stock someday, they're going to need growth from China.

This is a company that has everything going right for it, at least for now, ... History has shown that investors are always optimistic about the company. At the same time, the stock does sell off quickly when sales begin to look shaky.

The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.

The currency impact is what I expected, ... Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.