Restaurant Brands International
QSR-T
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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 ...
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Opinion
Expert
TOP PICK
TOP PICK
October 10, 2019
Rapid grower. Gets money from franchise fees plus franchisee puts up all the capital. ROE of about 35%. Same-store sales growth. International and domestic expansion. Acquisitions add to growth. Yield is 2.80%. (Analysts’ price target is $108.26)
Rapid grower. Gets money from franchise fees plus franchisee puts up all the capital. ROE of about 35%. Same-store sales growth. International and domestic expansion. Acquisitions add to growth. Yield is 2.80%. (Analysts’ price target is $108.26)
food services
BUY
BUY
October 8, 2019
vs. Domino's Pizza Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.
vs. Domino's Pizza Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.
food services
BUY
BUY
October 1, 2019
Loves it. Long-term, the chart is good, but short-term he is waiting for a buy signal. It's gone sideways between 2016-18, then had a strong breakout, and now we see pullback to support at $90. Expect more choppiness near-term. He'd like to see a pullback to around $85, consolidation, then re-acceleration to the upside.
Loves it. Long-term, the chart is good, but short-term he is waiting for a buy signal. It's gone sideways between 2016-18, then had a strong breakout, and now we see pullback to support at $90. Expect more choppiness near-term. He'd like to see a pullback to around $85, consolidation, then re-acceleration to the upside.
food services
TOP PICK
TOP PICK
September 30, 2019
Cash flow has growth 50%. ROE is forecast to grow to 45% in 2020. He sees a 30% upside. (Analysts’ price target is $108.21)
Cash flow has growth 50%. ROE is forecast to grow to 45% in 2020. He sees a 30% upside. (Analysts’ price target is $108.21)
food services
BUY WEAKNESS
BUY WEAKNESS
September 11, 2019
Likes it at these levels. 11% earnings growth rate, dividend of 2.7%, beta just less than the market. Better relationships with Tim's franchisees. When these dips come along, it's good to buy. The recent 3G selloff doesn't concern him. Very competitive space, will continue to acquire smaller companies.
Likes it at these levels. 11% earnings growth rate, dividend of 2.7%, beta just less than the market. Better relationships with Tim's franchisees. When these dips come along, it's good to buy. The recent 3G selloff doesn't concern him. Very competitive space, will continue to acquire smaller companies.
food services
BUY
BUY
September 10, 2019
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
food services
TOP PICK
TOP PICK
August 14, 2019
They will increase stores from 26,000 to 40,000. Big upside in all three brands. Earnings just beat nicely (Burger King and Popeye's). Better service with faster transactions. (Analysts’ price target is $106.57)
They will increase stores from 26,000 to 40,000. Big upside in all three brands. Earnings just beat nicely (Burger King and Popeye's). Better service with faster transactions. (Analysts’ price target is $106.57)
food services
STRONG BUY
STRONG BUY
August 13, 2019
A great chart that continues to make new all-time highs. He'd buy it here. There's more upside coming.
A great chart that continues to make new all-time highs. He'd buy it here. There's more upside coming.
food services
BUY
BUY
August 7, 2019
He recently bought it. There's lot of room to run. It's a growth stock based on geographic expansion. Horton's is a brand here, though still short of market saturation. They now have a deal with Beyond Meat to provide meatless items. QSR is also using an app to expand revenues. Not only opening stores, but QSR is also acquiring other restaurants; he expects a pizza acquisition. You can buy and hold this a long time.
He recently bought it. There's lot of room to run. It's a growth stock based on geographic expansion. Horton's is a brand here, though still short of market saturation. They now have a deal with Beyond Meat to provide meatless items. QSR is also using an app to expand revenues. Not only opening stores, but QSR is also acquiring other restaurants; he expects a pizza acquisition. You can buy and hold this a long time.
food services
BUY
BUY
July 29, 2019
Tim Horton's has done a good job evolving and expanded their menu. They moved from breakfast to lunch and now expanding to dinner. They already have a strong brand.
Tim Horton's has done a good job evolving and expanded their menu. They moved from breakfast to lunch and now expanding to dinner. They already have a strong brand.
food services
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$98.490
Unknown
DON'T BUY
DON'T BUY
July 23, 2019
Tim Hortons, Burger King and Heinz make up their investments. He does not like their strategy of cutting costs to the core -- especially in the recent treatment of Tim Hortons franchise owners. It trades at a very high multiple. Their expansion plans in the US have not worked for Tim Hortons, so there may be some risk in the future. He would not own it. He thinks the parent should spin the Tim Hortons name out, especially now the US franchise owners are now in conflict.
Tim Hortons, Burger King and Heinz make up their investments. He does not like their strategy of cutting costs to the core -- especially in the recent treatment of Tim Hortons franchise owners. It trades at a very high multiple. Their expansion plans in the US have not worked for Tim Hortons, so there may be some risk in the future. He would not own it. He thinks the parent should spin the Tim Hortons name out, especially now the US franchise owners are now in conflict.
food services
TOP PICK
TOP PICK
July 18, 2019
Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)
Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)
food services
BUY
BUY
July 11, 2019
It's a secular growth business with organic growth driven by same-store sales growth led by Popeye's and Burger King. Tim Horton's is accelerating after a tough 2018. They're expanding in Canada and abroad, namely Popeye's and Burger King. Third, they grow by acquisitions, backed by 3G Capital. They are good operators. It pays a 3% dividend and are buying back stock.
It's a secular growth business with organic growth driven by same-store sales growth led by Popeye's and Burger King. Tim Horton's is accelerating after a tough 2018. They're expanding in Canada and abroad, namely Popeye's and Burger King. Third, they grow by acquisitions, backed by 3G Capital. They are good operators. It pays a 3% dividend and are buying back stock.
food services
BUY
BUY
July 5, 2019
He likes it. He wants it to break $94, and the trend on the chart since January has been pretty good. There's been some volatility since then. Also, it's been rangebound in the last few years, but the chart has been generally up since 2016. Be patient. This is basing, and he would step in.
He likes it. He wants it to break $94, and the trend on the chart since January has been pretty good. There's been some volatility since then. Also, it's been rangebound in the last few years, but the chart has been generally up since 2016. Be patient. This is basing, and he would step in.
food services
PAST TOP PICK
PAST TOP PICK
July 4, 2019
(A Top Pick Jul 04/18, Up 21%) Consumer discretionary, but more defensive. Lower beta. Decent growth rate of 10-12%. Nice dividend of 2.9%. Sales performance improving. Focusing on guest experience. Strong dividend income and growth, plus earnings growth.
(A Top Pick Jul 04/18, Up 21%) Consumer discretionary, but more defensive. Lower beta. Decent growth rate of 10-12%. Nice dividend of 2.9%. Sales performance improving. Focusing on guest experience. Strong dividend income and growth, plus earnings growth.
food services
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