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: $77.1800 on 2017-07-25

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Date Signal Expert Opinion Price
2017-07-19 COMMENT Veronika Hirsch

Short? A great management team. She would definitely not Short this name. You never Short a name that has a great management team. She wouldn’t rush out and buy this right now. Their same-store sales comps on their other chains are not doing particularly well.


Price:
$77.490
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-16 PAST TOP PICK Greg Newman

(A Top Pick June 17/16. Up 47%.) Saw a lot of growth at the time it was not reflected in the price. It was an iconic brand with a lot of catalysts. Sees it growing at 20%, and he models 11% EPS growth. Expensive at 31X, but still cheaper than its 4-year average. Still a Buy.


Price:
$80.460
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-15 DON'T BUY Christine Poole

They have done very well compared to the overall TSX.  They operate Tim Horton’s and Burger King.  She thinks it is overextended, even though they are very good operators.  You want to see how that international expansion takes hold.  She would not jump in here.


Price:
$79.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Unknown
2017-05-29 BUY Colin Stewart

Sell McDonald’s (MCD-N) and buy Restaurant Brands (QSR-T)? He feels that this is not a bad idea Restaurant Brands has more of a growth runway. McDonald’s is more of a mature business with penetration pretty much everywhere. The free cash flow profile is quite attractive.


Price:
$83.100
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-18 PAST TOP PICK Matt Kacur

(A Top Pick March 13/17. Up 10%.) Made a recent acquisition of Popeye’s Louisiana Chicken. It didn’t strike him as the best place to invest, but by the numbers, it was great.


Price:
$80.460
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-30 HOLD Veronika Hirsch

They do a great job of making acquisitions and squeezing costs out of it.  Popeye’s is their latest acquisition.  Tim Horton’s have complained that they are pushing too much, but this is how they operate.  She thinks they will go on to the next acquisition when they are done with this one.  1.3% dividend.


Price:
$74.600
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-15 COMMENT Stephen Groff

This has made a number of transformative deals, with Tim Hortons being the major one. Their strength is in cost cutting, and they’ve done a very good job managing that. There has been a little controversy lately of how far they go on costs. Not a cheap stock. Has a healthy amount of leverage. There are some well known catalysts including refinancing, a very expensive pref instrument, which will drive earnings growth and accelerate it heading into 2018. He likes this and would own more if it was cheaper.


Price:
$73.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 TOP PICK Matt Kacur

Acquiring Popeye’s Chicken makes good financial sense, as both companies were undervalued. Popeye’s had a 37% Return on Capital. Dividend yield of 1.3%. (Analysts’ price target is $64.)


Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-08 BUY on WEAKNESS Paul Harris, CFA

The company has done a great job. They will put deals together, cut the cost structure down, and then you’ve got this great company that expands by acquisition. This is good management that is much more aggressive on costs. A great story.


Price:
$73.260
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-03-01 COMMENT Barry Schwartz

Sold his holdings when Burger King merged with Tim Hortons, as he was concerned about the debt levels. The valuation on all these fast food companies is sky-high. As a value investor, it is very hard for him to pay these prices where there is not a lot of growth. They get growth by cost cutting. If he ever saw a material pullback, he would definitely take a look again.


Price:
$73.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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
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