TSE:QSR
47.02
2.41
(4.88%)
Analysis and Opinions about QSR-T
Signal
Opinion
Expert
SHORT
SHORT
March 10, 2020
He has a small short because of poor valuation and price momentum. Trades at 21x EBIT to EBITDA, so pricey. Managers used too much debt and have damaged the brand with fighting with franchisees as managers tried to cut costs. Managers say they have mended some bridges. Overall, this is too pricey for a consumer stock.
Show full opinionHide full opinion
He has a small short because of poor valuation and price momentum. Trades at 21x EBIT to EBITDA, so pricey. Managers used too much debt and have damaged the brand with fighting with franchisees as managers tried to cut costs. Managers say they have mended some bridges. Overall, this is too pricey for a consumer stock.
PAST TOP PICK
PAST TOP PICK
March 10, 2020
(A Top Pick Apr 11/19, Down 16%) Disappointing, but still owns it. It's a master franchisor. Two of its three chains is doing very well, namely Popeye's, but Tim Horton's is struggling. It changed leadership in January; their menu got too complex. He expects new managers to revive Horton's. Stick with it.
Show full opinionHide full opinion(A Top Pick Apr 11/19, Down 16%) Disappointing, but still owns it. It's a master franchisor. Two of its three chains is doing very well, namely Popeye's, but Tim Horton's is struggling. It changed leadership in January; their menu got too complex. He expects new managers to revive Horton's. Stick with it.
WAIT
WAIT
February 26, 2020
He would be okay for the longer term as a hold, but it is a little expensive here. Tim Horton's is the largest segment and it is slowing. It will be a wait over the next couple of quarters he thinks.
Show full opinionHide full opinionHe would be okay for the longer term as a hold, but it is a little expensive here. Tim Horton's is the largest segment and it is slowing. It will be a wait over the next couple of quarters he thinks.
BUY
BUY
February 20, 2020
We have seen a bit of a pullback but we are in the seasonal period for them. We are at a support level from a couple of years ago. They had a couple of operational issues on the Tim's side. He thinks it looks good from a technical perspective. Burger King is a well run company. (Analysts’ price target is $101.00)
Show full opinionHide full opinionWe have seen a bit of a pullback but we are in the seasonal period for them. We are at a support level from a couple of years ago. They had a couple of operational issues on the Tim's side. He thinks it looks good from a technical perspective. Burger King is a well run company. (Analysts’ price target is $101.00)
COMMENT
COMMENT
February 13, 2020
Owns YUM! Brands instead. QSR has negative growth at Tim's. You want all your brands to have healthy growth. Pretty well run. Cost-cutting when they bought Tim's may have backfired. YUM has international exposure and strong performance of Taco Bell in the domestic market.
BUY
BUY
February 5, 2020
He owns it, but it's his worst performer. But he likes the dividend, can pick away at this and add to his position. They plan to expand from 26,000 to 40,000 stores in a decade. They have 3% comparable sales growth and 5% net restaurant growth. Set yourself up to buy for the next move up.
Show full opinionHide full opinionHe owns it, but it's his worst performer. But he likes the dividend, can pick away at this and add to his position. They plan to expand from 26,000 to 40,000 stores in a decade. They have 3% comparable sales growth and 5% net restaurant growth. Set yourself up to buy for the next move up.
STRONG BUY
STRONG BUY
February 3, 2020
He is buying hand over fist at this price and in front of the earnings release. Tims is most struggling as they simplify the items on their menu. Berger King is going like gang busters. Poppy's is crushing it with their reviews on social media.
Show full opinionHide full opinionHe is buying hand over fist at this price and in front of the earnings release. Tims is most struggling as they simplify the items on their menu. Berger King is going like gang busters. Poppy's is crushing it with their reviews on social media.
COMMENT
COMMENT
February 3, 2020
There's support at $80. As long it remains above there, it should trend higher. It had a good start to 2019, but then pulled back 50%, which is normal. But watch out if it continues to decline. He himself needs to decide on his holding soon.
Show full opinionHide full opinionThere's support at $80. As long it remains above there, it should trend higher. It had a good start to 2019, but then pulled back 50%, which is normal. But watch out if it continues to decline. He himself needs to decide on his holding soon.
HOLD
HOLD
January 30, 2020
Trading at discount to fair value. Trading 22x forward earnings, 12% earnings growth rate. Getting paid to wait. Middle class and urbanization will push discretionary spending. Tim's is struggling, but is going back to basics. Things will start to turn around soon. Yield is 3.2%.
Show full opinionHide full opinionTrading at discount to fair value. Trading 22x forward earnings, 12% earnings growth rate. Getting paid to wait. Middle class and urbanization will push discretionary spending. Tim's is struggling, but is going back to basics. Things will start to turn around soon. Yield is 3.2%.
DON'T BUY
DON'T BUY
January 22, 2020
They've been struggling because of weakness at Tim Horton's and Burger King. This will turn around. He's confident. Meanwhile, you're paid while you wait. A 10-15% rebound in the stock would interest him. He owns McDonald's in this space.
They've been struggling because of weakness at Tim Horton's and Burger King. This will turn around. He's confident. Meanwhile, you're paid while you wait. A 10-15% rebound in the stock would interest him. He owns McDonald's in this space.
DON'T BUY
DON'T BUY
January 17, 2020
He looks for good price momentum, good valuation metrics, and a stock price is not volatile. This stock is in the middle on every metric. They are expensive based on current sales. The dividend looks safe. The challenge is that management is financial engineering their results and it is running out of room. He would need to see sales improve before becoming interested. Yield 3.2%
Show full opinionHide full opinionHe looks for good price momentum, good valuation metrics, and a stock price is not volatile. This stock is in the middle on every metric. They are expensive based on current sales. The dividend looks safe. The challenge is that management is financial engineering their results and it is running out of room. He would need to see sales improve before becoming interested. Yield 3.2%
COMMENT
COMMENT
January 14, 2020
Domino's vs. QSR No idea which one will perform better going forward. But he bets that Domino's will expand from 16,000 worldwide stores to 25,000 in the next five years. The company projects 7-12% earnings growth. Pizza is a very good business. Domino's has smart managers. QSR will do fine, but he'd rather buy Starbucks or McDonald's.
Domino's vs. QSR No idea which one will perform better going forward. But he bets that Domino's will expand from 16,000 worldwide stores to 25,000 in the next five years. The company projects 7-12% earnings growth. Pizza is a very good business. Domino's has smart managers. QSR will do fine, but he'd rather buy Starbucks or McDonald's.
TOP PICK
TOP PICK
January 9, 2020
Bona fide growth stock. Growth drivers are same store sales, unit growth, and acquisitions. Burger King and Popeye's are really hitting it out of the park. Stock pullback gives a good entry point. Yield is 3.20%. (Analysts’ price target is $101.48)
Show full opinionHide full opinionBona fide growth stock. Growth drivers are same store sales, unit growth, and acquisitions. Burger King and Popeye's are really hitting it out of the park. Stock pullback gives a good entry point. Yield is 3.20%. (Analysts’ price target is $101.48)
DON'T BUY
DON'T BUY
January 6, 2020
Initially after the merger the share price took off. These are relatively mature businesses with low margin and relatively saturated. He would need a larger dividend.
Show full opinionHide full opinionInitially after the merger the share price took off. These are relatively mature businesses with low margin and relatively saturated. He would need a larger dividend.
TOP PICK
TOP PICK
January 3, 2020
Parent of Tim Hortons. A stock that has under-performed relative to its peers. A recent new purchase for them. Popeye's is doing great in the US as well as Burger King. The stock is not cheap, but he likes the yield here. Yield 3.12% (Analysts’ price target is $101.75)
Show full opinionHide full opinionParent of Tim Hortons. A stock that has under-performed relative to its peers. A recent new purchase for them. Popeye's is doing great in the US as well as Burger King. The stock is not cheap, but he likes the yield here. Yield 3.12% (Analysts’ price target is $101.75)
Restaurant Brands International(QSR-T) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 27
Neutral - Hold Signals / Votes : 2
Bearish - Sell Signals / Votes : 11
Total Signals / Votes : 40
Restaurant Brands International(QSR-T) Frequently Asked Questions
What is Restaurant Brands International stock symbol?
Restaurant Brands International is a Canadian stock, trading under the symbol QSR-T on the Toronto Stock Exchange (QSR-CT). It is usually referred to as TSX:QSR or QSR-T
Is Restaurant Brands International a buy or a sell?
In the last year, 40 stock analysts published opinions about QSR-T. 27 analysts recommended to BUY the stock. 11 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Restaurant Brands International.
Is Restaurant Brands International a good investment or a top pick?
Restaurant Brands International was recommended as a Top Pick by Brian Madden on 2020-03-10. Read the latest stock experts ratings for Restaurant Brands International.
Why is Restaurant Brands International stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Restaurant Brands International worth watching?
40 stock analysts on Stockchase covered Restaurant Brands International In the last year. It is a trending stock that is worth watching.
What is Restaurant Brands International stock price?
On 2020-04-03, Restaurant Brands International (QSR-T) stock closed at a price of $47.02.
