TSE:QSR
73.49
0.40
(0.54%)
Restaurant Brands International
QSR-T
Analysis and Opinions about QSR-T
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 12, 2020
(A Top Pick Jun 18/19, Down 16%) Buy it for a long term growth based on the brands. Popeye's was flat in their Q1 earnings, Burger King was down 35% and Tim Hortons down 50%. Their dividend will continue and the balance sheet looks fine. You could still add on weakness.
Show full opinionHide full opinion
(A Top Pick Jun 18/19, Down 16%) Buy it for a long term growth based on the brands. Popeye's was flat in their Q1 earnings, Burger King was down 35% and Tim Hortons down 50%. Their dividend will continue and the balance sheet looks fine. You could still add on weakness.
DON'T BUY
DON'T BUY
May 26, 2020
Their expansion into China. He's skeptical. The Horton's expansion into America didn't work, so China? In China, he would own Starbucks or especially McDonald's which has more growth discipline. In China, a company needs a landlord partner, and location means so much.
BUY WEAKNESS
BUY WEAKNESS
May 8, 2020
Future of restaurants? This company was always very expensive to him. His model price is is $48.93. Management has had some hits and misses. He would look to buy at $40.
Show full opinionHide full opinionFuture of restaurants? This company was always very expensive to him. His model price is is $48.93. Management has had some hits and misses. He would look to buy at $40.
DON'T BUY
DON'T BUY
May 4, 2020
They were saved by Poppy's sandwiches. The company is interesting as he thought they were at risk of cutting the dividend, but didn't. Tim Horton's is the problem because the sales have weakened. This is hard to turn around. He would own dominos as a fast food pick. It controls its own delivery and competitors may close up shop. The valuation is attractive and no risk, like Tim Horton's.
Show full opinionHide full opinionThey were saved by Poppy's sandwiches. The company is interesting as he thought they were at risk of cutting the dividend, but didn't. Tim Horton's is the problem because the sales have weakened. This is hard to turn around. He would own dominos as a fast food pick. It controls its own delivery and competitors may close up shop. The valuation is attractive and no risk, like Tim Horton's.
BUY
BUY
May 1, 2020
They reported earnings today and they were a little disappointing -- $0.48 EPS versus $0.49 expectations. They have been forced to close their sit down dinning areas. They are starting to re-open locations and are mitigating the loss with increases in drive-thru and delivery sales. What really stands out is that Popeye's same store sales were up 32% and are running flat to year ago levels. He likes their menu innovations and thinks they could make some strategic acquisitions. This is a good entry point.
Show full opinionHide full opinionThey reported earnings today and they were a little disappointing -- $0.48 EPS versus $0.49 expectations. They have been forced to close their sit down dinning areas. They are starting to re-open locations and are mitigating the loss with increases in drive-thru and delivery sales. What really stands out is that Popeye's same store sales were up 32% and are running flat to year ago levels. He likes their menu innovations and thinks they could make some strategic acquisitions. This is a good entry point.
COMMENT
COMMENT
April 15, 2020
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
Show full opinionHide full opinionQSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
PAST TOP PICK
PAST TOP PICK
April 9, 2020
(A Top Pick Apr 11/19, Down 26%) This one has not worked out. Not much really has. It is a difficult period for this company. He bought it because they owned strong and growing brands and he continues to think this. It is a vacuum caused by social distancing that has brought them down. Burger King's menu is working out well. This company will continue to struggle over the next quarter or two.
(A Top Pick Apr 11/19, Down 26%) This one has not worked out. Not much really has. It is a difficult period for this company. He bought it because they owned strong and growing brands and he continues to think this. It is a vacuum caused by social distancing that has brought them down. Burger King's menu is working out well. This company will continue to struggle over the next quarter or two.
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 opinionHe 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.
Restaurant Brands International(QSR-T) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 29
Neutral - Hold Signals / Votes : 2
Bearish - Sell Signals / Votes : 12
Total Signals / Votes : 43
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, 43 stock analysts published opinions about QSR-T. 29 analysts recommended to BUY the stock. 12 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 Greg Newman on 2020-06-12. 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?
43 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 2020-07-02, Restaurant Brands International (QSR-T) stock closed at a price of $73.49.
