Viewing Company Restaurent Brands International | StockChase
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Restaurent Brands International Stock Symbol: QSR-T

Notes:

Formerly Tim Hortons. Merged with Burger King (December 2014)

Last Price Recorded: $72.2200 on 2017-02-27

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Date Signal Expert Opinion Price
2017-02-16 BUY on WEAKNESS David Baskin

They bought Tim Horton’s and made it more efficient.  Buy it on pull back because they are fully priced right now.


Price:
$70.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-20 BUY Michael Simpson, CFA

Its big assets are Tim Hortons and Burger King. Bought this in the high $50s and thinks it is a good company. They have debt, but that will be paid down rapidly. With the extra cash flow, they will buy back shares and increase the dividend. He is more excited about Tim Hortons then Burger King, but overall thinks it is a good company.


Price:
$64.790
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-12-05 HOLD Stephen Groff

He likes it.  It is a very well run business.  They took a lot of cost out.  It is a competitive environment.  The stock is not as cheap as it was.  They have a lot of debt and some has to be refinanced in the next couple of years.


Price:
$64.040
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-10-24 BUY on WEAKNESS Peter Brieger

Restaurant Brands (QSR-T) or Cineplex (CGX-T)? Doing well and expanding many of their Tim Hortons. He would hold off until there is some bad news or the markets get hit.


Price:
$59.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-09-14 COMMENT Rick Stuchberry

He likes the trend and likes the company, but there is quite a bit of debt in this. You want to be really picky when you buy it. They’ll work through the debt over time. It is a little pricey in that sector.


Price:
$59.090
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-07 WATCH Stephen Groff

A well-run company. Incredibly cost conscious and has exceeded his expectations. Expectations are higher for this company. The stock re-rated, and is not a cheap stock today. You have to get a couple of years out before it starts looking attractive. He likes the company and thinks it is a very strong business, but today is not the day to be jumping in. An important name to be following.


Price:
$62.110
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 HOLD Barry Schwartz

This company’s business translates across the globe. A good business to be in. It is a good investment, but the problem is that it has run up tremendously. He would take a look at Dunkin’ Brands (DNKN-Q) or Starbucks (SBUX-Q) instead. He is a shareholder, but is not selling his shares.


Price:
$63.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-02 HOLD Greg Dean

Has not been adding to his holdings. It has been expensive since it existed. Everyone has been focused on earnings, and not free cash flow. They started approving returns on CapX, and if the franchisees did not meet the return they were just not going to spend the money. This has been north of 20X earnings for the last 2 years, but as free cash flow it was 5%-6%.


Price:
$58.300
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 HOLD Veronika Hirsch

(Market Call Minute.)


Price:
$58.120
Subject:
120
Bias:
UNKNOWN
Owned:
Unknown
2016-06-29 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

A solid company. An expensive stock. Have a lot of debt, but it is well-managed. They’ve cut out a lot of costs and have a lot of free cash flow. A good, long term investment, but Buy it on weakness.


Price:
$53.420
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-06-21 COMMENT Zachary Curry

The company has done good things. Valuation is fairly rich, but they are good at cutting costs and integrating. Thinks you will see a lot of synergies, certainly in Canada. If there is a negative economic period of growth, they go down the least, because it is a cheap way to eat.


Price:
$55.130
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-06-20 COMMENT James Telfser

Owns Burger King and Tim Hortons. A pretty simple business, but what they are really doing is skimming off the top and collecting revenues. 99.7% of their network is franchised. A very cash heavy business and paid down a lot of debt from the Tim Horton acquisition. Valuation is quite robust.


Price:
$55.830
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-17 TOP PICK Greg Newman

Has a very strong, top line momentum. Strong performance in all regions. Just increased their dividend for the 6th quarter in a row. He models they can grow earnings per share 18% each and every year over the next couple of year through opening new stores and enhanced products and higher margins. Have been lowering their debt steadily since the merger. Trading below its three-year average, and trading in line with its peers, but has a better growth rate. Dividend yield of 1.41%.


Price:
$55.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-16 COMMENT Paul Harris, CFA

This owns Tim Hortons and Burger King. They are very astute and very cost-conscious. One of the tough parts about this, is that they have to make more acquisitions. It is a cost story and a slow revenue growth story. You’ll have to see a bigger acquisition from them such as Yum Brands.


Price:
$54.680
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-14 COMMENT Christine Poole

Primarily a growth company. They want to aggressively grow Tim Hortons in the US. Trading at a pretty high multiple. There are other places in that space she would rather own. Trading at about 30X PE with a 1.4% dividend yield.


Price:
$54.910
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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