I’d fold ‘em, says Jim Iurio on the Halftime Report. Look at MCD instead.

Q: Barron's: For starters, why are you so high on the Pacific Northwest?

A: Delafield: Many companies in the Pacific Northwest are undercovered and underserved by both Wall Street and the institutional-investment community. Of course, you have Starbucks [SBUX], Amazon.com [AMZN], Boeing [BA], which still has its main manufacturing facilities here, even though it's headquartered in Chicago, and Microsoft [MSFT]. But beyond them, the coverage drops pretty rapidly.

love the place

bullish and the company is adapting to changes.

Finally they are getting their edge back. I know it will take time but we have to be patient as management delivers.

Restructuring

Shares of Starbucks Corp. jumped Thursday after the coffee chain said its sales in the fiscal second quarter fell less sharply than at the end of last year.

Doubting the comeback story? Nobody believed that Starbucks' (SBUX) Howard Schultz could execute this turnaround, but he is well on his way with getting the company back on track, that's obvious. Rationalizing and slowing the growth and making it cheaper -- these are the things that he's accomplished, the same way that McDonald's (MCD) executed its turn. I have always been a big believer in the Starbucks product and in Schultz, and it is great to see this one flying again ... although, as in MCD, we are only in the third inning -- too early to buy much beyond here.

From a recent Mad Money show: "It looks like it's bottoming, but McDonald's (MCD) took 18 months to turn around, let's wait before we buy."

like coffee; business model.

Eventually everyone will realized a $1 coffee is just as good.

Not enough play action.

people spendihg habits are changing.McDonald is taking market share.

held too long

Love MCD coffee and price

not a good business model

7.00 latte is never gonna cut it now

doing bad

bus model destroyed

Closing stores good but too much for coffee.