Restaurent Brands International | StockChase
328
Restaurent Brands International (QSR-T)

Last Price Recorded: $83.6200 on 2017-11-23

ON STOCKCHASE SINCE Apr 2006

Formerly Tim Hortons. Merged with Burger King (December 2014)

food services

Restaurent Brands International


Signal Opinion Expert
     

2017-11-13

DON'T BUY
Restaurent Brands International (QSR-T)

Their Chili is possibly the best anywhere in the free world.  When you look at growth here, there are places where you can’t go 40 meters without coming across a Tim Horton’s, so there is very little growth here.  It remains to be seen if the US growth will drive them.  He prefers IRG-T.

food services
Brendan Caldwell

President, Caldwell Securities

Price: $83.050
Owned: Unknown

2017-11-03

TOP PICK
Restaurent Brands International (QSR-T)

A TSX answer to a Yum Brands or McDonald's. A play on global growth with excellent management. Trading at 33X earnings which is not cheap, but it never does get cheap. He is modelling 24% per share growth. 3 to 5 years out this could be double, and ultimately double again from there. Dividend yield of 1.2%. (Analysts’ Price Target is $74.50.)

food services
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $83.850
Owned: Yes

2017-10-30

BUY
Restaurent Brands International (QSR-T)

He likes it long term and would own more if it was cheaper.  They are having to reinvest and it is hurting margins.  He does not know short term and it is reasonably fully valued, but he likes the business long term.  They are good at doing M&A and taking costs out.  They are a royalty model so they care about growth in absolute units.

food services
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $82.840
Owned: Yes

2017-10-20

COMMENT
Restaurent Brands International (QSR-T)

Chart is looking good. You have your Tim Hortons and Burger Kings. Chart shows it is in a nice Up channel. If you want to add to your holdings, wait for the bottom of the channel. If you want to take some profits or lighten up, wait for the top of the channel.

food services
William Chin

Portfolio manager, Caldwell Investment Management

Price: $85.070
Owned: Unknown

2017-10-16

COMMENT
Restaurent Brands International (QSR-T)

He loved this when everybody hated it. The stock had gone nowhere for years. Now people clearly like the stock, and the stock has gone up to the right. People are addicted to their phones. Even with people reducing cable spending and cutting the cord, the company has done a terrific job of increasing cable and reducing the churn. He doesn’t think this is as undervalued as it was. Feels all the telcos have been bid up because of the consistency of earnings and dividends. He still likes the telcos.

food services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $83.780
Owned: Yes

2017-08-24

DON'T BUY
Restaurent Brands International (QSR-T)

SBUX-T vs. QSR-N.  He sold SBUX-T because the same store sales were weakening and that is happening for QSR-T as well.  Both are not too cheap.  There are headwinds in theses names.

food services
Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $77.160
Owned: No

2017-08-22

DON'T BUY
Restaurent Brands International (QSR-T)

A number of Canadian retailers could not make a go of it in the US.  But this is like Target where a big US company thinks everything in Canada is the same as the US, but smaller.  Tim Horton’s cannot be run just like Burger King.

food services
David Baskin

President, Baskin Wealth Management

Price: $78.060
Owned: Unknown

2017-08-17

WATCH
Restaurent Brands International (QSR-T)

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation.  If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall.  He would be interested in it after a missed quarter.

food services
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $75.860
Owned: Unknown

2017-07-28

COMMENT
Restaurent Brands International (QSR-T)

Affect of minimum wage in Alberta and Ontario on Tim Hortons? Tim Hortons is now a part of QSR that has locations all over the world, so what is happening in Canada is not going to move the needle for them.

food services
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $74.990
Owned: Unknown

2017-07-19

COMMENT
Restaurent Brands International (QSR-T)

Short? A great management team. She would definitely not Short this name. You never Short a name that has a great management team. She wouldn’t rush out and buy this right now. Their same-store sales comps on their other chains are not doing particularly well.

food services
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $77.490
Owned: No

2017-06-16

PAST TOP PICK
Restaurent Brands International (QSR-T)

(A Top Pick June 17/16. Up 47%.) Saw a lot of growth at the time it was not reflected in the price. It was an iconic brand with a lot of catalysts. Sees it growing at 20%, and he models 11% EPS growth. Expensive at 31X, but still cheaper than its 4-year average. Still a Buy.

food services
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $80.460
Owned: Yes

2017-06-15

DON'T BUY
Restaurent Brands International (QSR-T)

They have done very well compared to the overall TSX.  They operate Tim Horton’s and Burger King.  She thinks it is overextended, even though they are very good operators.  You want to see how that international expansion takes hold.  She would not jump in here.

food services
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $79.030
Owned: Unknown

2017-05-29

BUY
Restaurent Brands International (QSR-T)

Sell McDonald’s (MCD-N) and buy Restaurant Brands (QSR-T)? He feels that this is not a bad idea Restaurant Brands has more of a growth runway. McDonald’s is more of a mature business with penetration pretty much everywhere. The free cash flow profile is quite attractive.

food services
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $83.100
Owned: Unknown

2017-05-18

PAST TOP PICK
Restaurent Brands International (QSR-T)

(A Top Pick March 13/17. Up 10%.) Made a recent acquisition of Popeye’s Louisiana Chicken. It didn’t strike him as the best place to invest, but by the numbers, it was great.

food services
Matt Kacur

President, FSA Financial Science and Art

Price: $80.460
Owned: No

2017-03-30

HOLD
Restaurent Brands International (QSR-T)

They do a great job of making acquisitions and squeezing costs out of it.  Popeye’s is their latest acquisition.  Tim Horton’s have complained that they are pushing too much, but this is how they operate.  She thinks they will go on to the next acquisition when they are done with this one.  1.3% dividend.

food services
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $74.600
Owned: Unknown

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