Cramer’s Stop Trading: Starbucks and McDonald's

Restaurant Industry Analysis - Melius is highly regarded, particularly Ben Rees's work on cloud technology versus SAS [1] - Melius initiated coverage on Starbucks and McDonald's with sell ratings, which are considered potentially misinformed [1] - The analyst believes it will be difficult to re-enter Starbucks if the company reports a bad quarter [1] - McDonald's is actively improving its value proposition and operations [2] - Texas Roadhouse was recommended, but faces potential challenges due to all-time high cattle prices [2] - Texas Roadhouse may need to adjust its pricing strategy to maintain profitability, aiming to preserve an $1150 price point [2][3] Banking Sector - Huntington Bank made a significant acquisition in Texas [3] - The acquisition signals a potential trend of bank mergers across the country, facing fewer regulatory obstacles [3]