Stock price when the opinion was issued
Tim Hortons (THI-T) or Dunkin’ Brands (DNKN-Q)? This chart shows a lot more stability, but, like Tim Hortons, there is a little bit of pause and usually these pauses get corrected to the upside. If it broke below around $44.50, that would indicate something is wrong. The next support would be around $42. You may want to hedge your bet by taking a half position in both.
Likes the company. An impressive business. Has a great market position in the US, similar to what a Tim Hortons (THI-T) might have in Canada. They also own the Baskin-Robbins brand, which has great global growth. Pretty fully valued.