Restaurant Brands International

QSR-T

TSE:QSR

85.59
0.11 (0.13%)
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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Analysis and Opinions about QSR-T

Signal
Opinion
Expert
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.
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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%
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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%
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.

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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)
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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)
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.
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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.
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)
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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)
BUY
BUY
January 2, 2020
The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)
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The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)
DON'T BUY
DON'T BUY
December 31, 2019
Had a good run in mid-2019. They grew international presence with Popeye's and Burger King, a good job. The issue remains Tim Horton's weak same-store sales growth, though QSR is doing well upgrading Horton's stores and expanding food offerings. Another issue remains the franchise owners vs. the corporate head. QSR also trades at a high multiple. Considering buying if this falls $10. Otherwise, don't buy.
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Had a good run in mid-2019. They grew international presence with Popeye's and Burger King, a good job. The issue remains Tim Horton's weak same-store sales growth, though QSR is doing well upgrading Horton's stores and expanding food offerings. Another issue remains the franchise owners vs. the corporate head. QSR also trades at a high multiple. Considering buying if this falls $10. Otherwise, don't buy.
BUY WEAKNESS
BUY WEAKNESS
December 24, 2019
Support around $83, so this could fall to $78, when you can step in. He predicts a general market pullback in January.
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Support around $83, so this could fall to $78, when you can step in. He predicts a general market pullback in January.
BUY
BUY
December 23, 2019
He would buy it right now. It has declined since September. Since late October it has formed a base. It is at support. It has good risk/reward right now.
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He would buy it right now. It has declined since September. Since late October it has formed a base. It is at support. It has good risk/reward right now.
BUY WEAKNESS
BUY WEAKNESS
December 16, 2019

It spins off tons of cash and QSR has done well finding peripheral markets for its various brands. Not cheap, given high multiples, but he likes this industry. Buy on any pullback. He owns YUM-N instead.

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It spins off tons of cash and QSR has done well finding peripheral markets for its various brands. Not cheap, given high multiples, but he likes this industry. Buy on any pullback. He owns YUM-N instead.

BUY
BUY
December 12, 2019
He is looking at it. It is a good recurring revenue model. It is a good business. They have a lot of debt but can handle it. They will have growth world-wide with their brands.
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He is looking at it. It is a good recurring revenue model. It is a good business. They have a lot of debt but can handle it. They will have growth world-wide with their brands.
TOP PICK
TOP PICK
December 11, 2019
Try to buy the good names when they are down. They are not cheap at 22 times earnings. Popeye's and Burger King brands are doing really well driving sales up 8%. He likes their move into China and thinks Tim Hortons will turnaround. (Analysts’ price target is $103.22)
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Try to buy the good names when they are down. They are not cheap at 22 times earnings. Popeye's and Burger King brands are doing really well driving sales up 8%. He likes their move into China and thinks Tim Hortons will turnaround. (Analysts’ price target is $103.22)
DON'T BUY
DON'T BUY
December 10, 2019
Dislikes it. It's come off. Horton's has had re-branding issues, and was a bust in the U.S. Management through 3G has been terrible to Horton's franchisees, even immorally. He objects to this. He doesn't like management. The only positive is that it's trading cheaper now at 18x earnings.
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Dislikes it. It's come off. Horton's has had re-branding issues, and was a bust in the U.S. Management through 3G has been terrible to Horton's franchisees, even immorally. He objects to this. He doesn't like management. The only positive is that it's trading cheaper now at 18x earnings.
DON'T BUY
DON'T BUY
November 29, 2019
Not a big fan of retail and he doesn't own it. They have done well though. Popeye's and Burger King. Same-store growth hasn't been great even though international growth is rising. Think how Starbucks stumbled with same-store sales.
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Not a big fan of retail and he doesn't own it. They have done well though. Popeye's and Burger King. Same-store growth hasn't been great even though international growth is rising. Think how Starbucks stumbled with same-store sales.
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