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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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)
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
COMMENT
COMMENT
March 14, 2019
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
food services
PAST TOP PICK
PAST TOP PICK
February 28, 2019
(A Top Pick Mar 13/18, Up 15%) Who doesn't like Tim's. not cheap but attractive for people that want decent income and exposure to the global middle class consumer. They expect to open 1500 locations in China over the next 10 years. The relationship between franchisees and the company has eased. A defensive growth company.
(A Top Pick Mar 13/18, Up 15%) Who doesn't like Tim's. not cheap but attractive for people that want decent income and exposure to the global middle class consumer. They expect to open 1500 locations in China over the next 10 years. The relationship between franchisees and the company has eased. A defensive growth company.
food services
BUY WEAKNESS
BUY WEAKNESS
February 26, 2019
It's piqued his interest because it's an impressive operator. They changed CEOs, who may repair broken relationships with their franchises. They're great acquirers. It would be tempting during a pullback.
It's piqued his interest because it's an impressive operator. They changed CEOs, who may repair broken relationships with their franchises. They're great acquirers. It would be tempting during a pullback.
food services
PAST TOP PICK
PAST TOP PICK
February 21, 2019
(A Top Pick Feb 23/18, Up 17%) There was lots of skepticism a year ago on this name. All three banners are performing well. Tim's has been turning around. There are growth opportunities. He is modeling 17% EPS growth for a name trading at 19 times 2021. A little expensive but still a great international name.
(A Top Pick Feb 23/18, Up 17%) There was lots of skepticism a year ago on this name. All three banners are performing well. Tim's has been turning around. There are growth opportunities. He is modeling 17% EPS growth for a name trading at 19 times 2021. A little expensive but still a great international name.
food services
BUY
BUY
January 18, 2019
Last quarter revenues were a slight miss. Burger King and Popeye's did perform well. He sees 18% EPS growth and it trades at a reasonable 19X. Good growth of stores and they're turning around Horton's. A good grower. It may be close to breaking out.
Last quarter revenues were a slight miss. Burger King and Popeye's did perform well. He sees 18% EPS growth and it trades at a reasonable 19X. Good growth of stores and they're turning around Horton's. A good grower. It may be close to breaking out.
food services
WEAK BUY
WEAK BUY
December 28, 2018
Holding in above major support level. Doesn't mind nibbling at it here. Testing a support level here. But we have a series of lower highs. If it could break the downtrend, he'd add more. It's cyclical, going sideways. Not too excited about this stock.
Holding in above major support level. Doesn't mind nibbling at it here. Testing a support level here. But we have a series of lower highs. If it could break the downtrend, he'd add more. It's cyclical, going sideways. Not too excited about this stock.
food services
BUY
BUY
December 19, 2018
The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.
The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.
food services
WATCH
WATCH
December 4, 2018
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
food services
DON'T BUY
DON'T BUY
October 31, 2018
He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
food services
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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)