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
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
TOP PICK
TOP PICK
June 19, 2019
Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)
Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)
food services
BUY
BUY
June 5, 2019
As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.
As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.
food services
PAST TOP PICK
PAST TOP PICK
May 2, 2019
(A Top Pick May 03/18, Up 31%) The stock is getting expensive at these levels, but he still sees growth here. They just launched loyalty program with significant take up (like 20% of Canadians signed up).
(A Top Pick May 03/18, Up 31%) The stock is getting expensive at these levels, but he still sees growth here. They just launched loyalty program with significant take up (like 20% of Canadians signed up).
food services
TOP PICK
TOP PICK
April 11, 2019
New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)
New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)
food services
COMMENT
COMMENT
April 2, 2019
For a TFSA? Not a bad decision. Provides a bit of growth. Concern is that they've given more on the dividend than to pay down debt. Risk is if management doesn't invest in a brand once acquired.
For a TFSA? Not a bad decision. Provides a bit of growth. Concern is that they've given more on the dividend than to pay down debt. Risk is if management doesn't invest in a brand once acquired.
food services
DON'T BUY
DON'T BUY
April 1, 2019
They're expanding like crazy in China, but their sales growth is weaker than expected. He doesn't know their strategy and won't buy QSR until he does. They're generating lots of free cash flow and offer great brands, but the market fears it'll overpay its next acquisition.
They're expanding like crazy in China, but their sales growth is weaker than expected. He doesn't know their strategy and won't buy QSR until he does. They're generating lots of free cash flow and offer great brands, but the market fears it'll overpay its next acquisition.
food services
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