Restaurant Brands International (QSR-T) Stock Predictions - Stockchase
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Restaurant Brands International (QSR-T)

ON STOCKCHASE SINCE Apr 2006

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

food services

Restaurant Brands Interna...

QSR-T

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Restaurant Brands International (QSR-T) SAVE Dec, 15, 2018, 3:00 am

71.31 1.55 (2.13%)

About Restaurant 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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WATCH
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
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Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$74.670
Owned Owned
No

DON'T BUY
He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
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He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$72.120
Owned Owned
No

PAST TOP PICK

(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but he isn't changing his estimates. This will be fine over five years. They need to do a better job with their franchisees. Menu innovation is strong, but they are growing internationally (as in China) which is what investors should pay attention to.

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(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but he isn't changing his estimates. This will be fine over five years. They need to do a better job with their franchisees. Menu innovation is strong, but they are growing internationally (as in China) which is what investors should pay attention to.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$72.500
Owned Owned
Yes

COMMENT

The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

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The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$76.690
Owned Owned
No

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.

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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.

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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.

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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.

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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. 

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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. 

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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.

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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.

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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.

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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.

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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.

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

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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)

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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)

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$74.910
Owned Owned
No

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