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: $79.9700 on 2017-09-22

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Date Signal Expert Opinion Price
2017-08-24 DON'T BUY Stan Wong

SBUX-T vs. QSR-N.  He sold SBUX-T because the same store sales were weakening and that is happening for QSR-T as well.  Both are not too cheap.  There are headwinds in theses names.


Price:
$77.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-22 DON'T BUY David Baskin

A number of Canadian retailers could not make a go of it in the US.  But this is like Target where a big US company thinks everything in Canada is the same as the US, but smaller.  Tim Horton’s cannot be run just like Burger King.


Price:
$78.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-17 WATCH Bruce Campbell (1)

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation.  If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall.  He would be interested in it after a missed quarter.


Price:
$75.860
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-28 COMMENT Greg Newman

Affect of minimum wage in Alberta and Ontario on Tim Hortons? Tim Hortons is now a part of QSR that has locations all over the world, so what is happening in Canada is not going to move the needle for them.


Price:
$74.990
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
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
Showing 1 to 15 of 323 entries
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