Restaurent Brands International (QSR-T) Stock Predictions - Stockchase
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361
Restaurent Brands International (QSR-T)

ON STOCKCHASE SINCE Apr 2006

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

food services

Restaurent Brands Interna... Restaurent Brands International
QSR-T

62 361
food services

Restaurent Brands International (QSR-T) SAVE

78.16

1.39 (1.81%)

Sep, 21, 2018, 12:00 am

OPINIONS

About Restaurent Brands International (QSR-T)

Restaurant Brands International Inc. is a Canadian multinational fast food holding company. Formed in 2014 by the $12.5 billion merger between American fast food restaurant chain Burger King and Canadian ... More at Wikipedia

What the experts are saying about QSR-T



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COMMENT

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

food services

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

food services
Stan Wong

Director &, Private Wealth Manag...

Price Price
$76.450
Owned Owned
Yes

DON'T BUY

Avoid it. Franchisees fighting with the company is not a good sign. Horton's has been a great brand, but after the QSR takeover, QSR has cut corners too much and franchisees are now pushing back. Also, the U.S. expansion didn't work.

food services

Avoid it. Franchisees fighting with the company is not a good sign. Horton's has been a great brand, but after the QSR takeover, QSR has cut corners too much and franchisees are now pushing back. Also, the U.S. expansion didn't work.

food services
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$73.630
Owned Owned
No

COMMENT

They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else. 

food services

They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else. 

food services
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$74.510
Owned Owned
No

WATCH

Wait a few more dollars to the lower-$70's before buying there. Wait a little more. Right now, it's moving down to that level.

food services

Wait a few more dollars to the lower-$70's before buying there. Wait a little more. Right now, it's moving down to that level.

food services
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$76.000
Owned Owned
Unknown

BUY

He likes the business and the model and the valuation is good.  They had to fix their reputation in Canada.  They are taking that issue very seriously and are addressing it.  He thinks the leverage is manageable in this company.

food services

He likes the business and the model and the valuation is good.  They had to fix their reputation in Canada.  They are taking that issue very seriously and are addressing it.  He thinks the leverage is manageable in this company.

food services
Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$84.340
Owned Owned
Yes

DON'T BUY

The fight with franchises was probably a buying opportunity. Same-store sales have slowed and valuations have risen. He'd rather look at Starbucks.

food services

The fight with franchises was probably a buying opportunity. Same-store sales have slowed and valuations have risen. He'd rather look at Starbucks.

food services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$81.110
Owned Owned
Unknown

TOP PICK

Great ROE. They're improving brand awareness, guest experience and ordering online, like Tim Horton's coffee. Also, they're looking to expand internationally. They're trying to make domestic franchisees happier. It pays 2.9% dividend yield. 23x forward earnings with a 15% growth rate. (Analysts' price target: $87.83)

food services

Great ROE. They're improving brand awareness, guest experience and ordering online, like Tim Horton's coffee. Also, they're looking to expand internationally. They're trying to make domestic franchisees happier. It pays 2.9% dividend yield. 23x forward earnings with a 15% growth rate. (Analysts' price target: $87.83)

food services
Stan Wong

Director &, Private Wealth Manag...

Price Price
$79.310
Owned Owned
Yes

BUY

Are dividends sustainable? Yes. Their payout ratio is really low. 3% dividend yield. Global growth story. A name you want to own. They win from turning things around but also from global growth. More stores and better margins.

food services

Are dividends sustainable? Yes. Their payout ratio is really low. 3% dividend yield. Global growth story. A name you want to own. They win from turning things around but also from global growth. More stores and better margins.

food services
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$79.830
Owned Owned
No

HOLD

A well-run company, he thinks.  They have come off the lows after a good earnings report.  Franchisees are upset, but the owners have a history of doing business this way.  Management is strong and have consistently hit ROE targets.  He prefers MTY Food Group Inc. (MTY-T), who focuses more on food courts.

food services

A well-run company, he thinks.  They have come off the lows after a good earnings report.  Franchisees are upset, but the owners have a history of doing business this way.  Management is strong and have consistently hit ROE targets.  He prefers MTY Food Group Inc. (MTY-T), who focuses more on food courts.

food services
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$80.970
Owned Owned
No

DON'T BUY

They are terrific operators and have Warren Buffett in their corner. However they have upset franchise owners of Tim Hortons and Burger King. They are the juicer and the franchisees are the lemon: they are trying to squeeze every drop from the franchisees, but if franchisees can't make a good living, they will lose interest in the business. He doesn't own QSR because he is dubious that their model will translate into Canada. He doesn't think that Tim Hortons fits their model well. He used to own Tim Hortons and loved it and feels bad that he can't own it now, because it is part of QSR. He thinks that the tension created by QSR's model is holding back growth.

food services

They are terrific operators and have Warren Buffett in their corner. However they have upset franchise owners of Tim Hortons and Burger King. They are the juicer and the franchisees are the lemon: they are trying to squeeze every drop from the franchisees, but if franchisees can't make a good living, they will lose interest in the business. He doesn't own QSR because he is dubious that their model will translate into Canada. He doesn't think that Tim Hortons fits their model well. He used to own Tim Hortons and loved it and feels bad that he can't own it now, because it is part of QSR. He thinks that the tension created by QSR's model is holding back growth.

food services
David Baskin

President, Baskin Wealth Manage...

Price Price
$78.650
Owned Owned
No

DON'T BUY

Sold his shares 6 months ago. It's always been a rich stock. He likes their foot traffic and demand across their various brands. It's not his favourite consumer name. Instead, he prefers McDonald's, or Facebook or a gambling stock. QSR is doing okay, not bad, doing well for shareholders but it's upsetting franchisees (who continue to make money off the brand). It's now not cheap at 22X earnings.

food services

Sold his shares 6 months ago. It's always been a rich stock. He likes their foot traffic and demand across their various brands. It's not his favourite consumer name. Instead, he prefers McDonald's, or Facebook or a gambling stock. QSR is doing okay, not bad, doing well for shareholders but it's upsetting franchisees (who continue to make money off the brand). It's now not cheap at 22X earnings.

food services
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$74.910
Owned Owned
No

BUY on WEAKNESS

It has been a bumpy ride recently.  It is probably a good entry point.  Recently there was bad press about unhappy franchisees.  Longer term they continue to innovate and come up with new products.  He thinks they will continue to make acquisitions as well.

food services

It has been a bumpy ride recently.  It is probably a good entry point.  Recently there was bad press about unhappy franchisees.  Longer term they continue to innovate and come up with new products.  He thinks they will continue to make acquisitions as well.

food services
Bruce Campbell

President , Stone Castle Investm...

Price Price
$72.280
Owned Owned
Yes

BUY

Is the dividend safe? They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner.

food services

Is the dividend safe? They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner.

food services
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$69.970
Owned Owned
Yes

TOP PICK

They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner. (Analysts’ price target is $85.52)

food services

They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner. (Analysts’ price target is $85.52)

food services
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$69.970
Owned Owned
Yes

DON'T BUY

It consolidated in 2015, then broke out at the start of 2016, but now we're seeing lower lows and lower highs. Let it play out. But it's in a downtrend.

food services

It consolidated in 2015, then broke out at the start of 2016, but now we're seeing lower lows and lower highs. Let it play out. But it's in a downtrend.

food services
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$69.470
Owned Owned
Unknown

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