Restaurent Brands International | StockChase
352
Restaurent Brands International (QSR-T)

Last Price Recorded: $78.7500 on 2018-06-16

ON STOCKCHASE SINCE Apr 2006

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

food services
352
Restaurent Brands International (QSR-T)

Last Price Recorded: $78.7500 on 2018-06-16

ON STOCKCHASE SINCE Apr 2006

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

food services

Restaurent Brands International


Signal Opinion Expert
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

DON'T BUY

He does not own any restaurant franchise companies.  Dunkin donuts is having issue today.  There is a disconnect between franchisors and franchisees. 

food services

He does not own any restaurant franchise companies.  Dunkin donuts is having issue today.  There is a disconnect between franchisors and franchisees. 

food services
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$70.090
Owned Owned
No

DON'T BUY

Tim Horton's, Popeye's, Burger King.  A number of the Tim's franchisees have become quite vocal recently.  Costs have gone up.  There is bad blood.  It is possible that they are too fixed on cutting costs and not on the customer.  All of the packaged foods companies have been pressured recently.  He prefers CARA-T.

food services

Tim Horton's, Popeye's, Burger King.  A number of the Tim's franchisees have become quite vocal recently.  Costs have gone up.  There is bad blood.  It is possible that they are too fixed on cutting costs and not on the customer.  All of the packaged foods companies have been pressured recently.  He prefers CARA-T.

food services
Norman Levine

Managing D, Portfolio Management...

Price Price
$69.380
Owned Owned
Unknown

DON'T BUY

The parent of Tim Hortons.  He hates the way this company operates.  They squeeze people out and especially the franchisees.  He does not respect the organization anymore.  He stays away from this on principle.

food services

The parent of Tim Hortons.  He hates the way this company operates.  They squeeze people out and especially the franchisees.  He does not respect the organization anymore.  He stays away from this on principle.

food services
Benj Gallander

President, Contra the Heard Inv...

Price Price
$69.530
Owned Owned
No

DON'T BUY

Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India. 

food services

Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India. 

food services
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.760
Owned Owned
No

HOLD

He owns it. Given what is happening with the franchisees and with minimum wages you want to be patient with this name. Longer term is a great franchise. Valuation is pretty decent trading 21 times earnings with a 15% expected growth rate. Good brands underneath the umbrella (Tim’s, Burger King, etc.). In the meantime, you get a 3.3% dividend yield which is not bad given where rates are in Canada. 

food services

He owns it. Given what is happening with the franchisees and with minimum wages you want to be patient with this name. Longer term is a great franchise. Valuation is pretty decent trading 21 times earnings with a 15% expected growth rate. Good brands underneath the umbrella (Tim’s, Burger King, etc.). In the meantime, you get a 3.3% dividend yield which is not bad given where rates are in Canada. 

food services
Stan Wong

Director &, Private Wealth Manag...

Price Price
$70.690
Owned Owned
Yes

DON'T BUY

Solid franchiser. Tim Hortons and Burger King are the primary names. Tim Horton is struggling now. Cost-cutting seems to have gone a little overboard and potentially has jeopardized the relationship with franchisees. Still an expensive name. 

food services

Solid franchiser. Tim Hortons and Burger King are the primary names. Tim Horton is struggling now. Cost-cutting seems to have gone a little overboard and potentially has jeopardized the relationship with franchisees. Still an expensive name. 

food services
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$73.320
Owned Owned
No

DON'T BUY

A little bit of a problem company. An acquirer. Big holdings are Tim Hortons and Burger King. They tend to squeeze as much as they can from the franchisees and try to grow sales. They had many problems with Tim Hortons franchisees and that hurt the stock. People are not so much in love with the stock. Valuation was well overdone, and he would worry at this level.

food services

A little bit of a problem company. An acquirer. Big holdings are Tim Hortons and Burger King. They tend to squeeze as much as they can from the franchisees and try to grow sales. They had many problems with Tim Hortons franchisees and that hurt the stock. People are not so much in love with the stock. Valuation was well overdone, and he would worry at this level.

food services
Norman Levine

Managing D, Portfolio Management...

Price Price
$75.020
Owned Owned
No

TOP PICK

Recently bought this. Burger King is doing quite well though Timmy's has been flat. Good combo of 3% dividend and growth. (Analysts price target: $90.35)

food services

Recently bought this. Burger King is doing quite well though Timmy's has been flat. Good combo of 3% dividend and growth. (Analysts price target: $90.35)

food services
Stan Wong

Director &, Private Wealth Manag...

Price Price
$74.500
Owned Owned
Yes

TOP PICK

They are struggling a little bit with Tim Hortons same store sales. They are paying now a 3.1% dividend. The strategies that management is implementing is going to work out. Stock is cheaper than its 5 years average. (Analysts’ price target is $89.92)

food services

They are struggling a little bit with Tim Hortons same store sales. They are paying now a 3.1% dividend. The strategies that management is implementing is going to work out. Stock is cheaper than its 5 years average. (Analysts’ price target is $89.92)

food services
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$75.300
Owned Owned
Yes

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