Restaurant Brands International (QSR.TO) Buy,…

Restaurant Brands International (QSR.TO)

105.46

+1.59 (1.53%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

313 watching

WATCH

They stumbled in the early days getting franchisors aboard and are back-pedalling. He watches this. Covid has disrupted this industry and doesn't know where this will go. Food delivery to the door isn't that profitable and doesn't know if it has legs. Frankly, there are better places to invest money, like Boyd or Constellation Brands. Doesn't mean this is a terrible stock, but it doesn't check all the boxes.

PAST TOP PICK

(A Top Pick Jan 09/20, Down 1%) Wouldn't buy again. Remains a good company, but Tim's is exposed to the breakfast trade, which has fallen off. Popeye's and Burger King have done well. There are better ideas out there.

WATCH

Typically, lawsuits are red herrings. Usually a nominal amount is settled out of court. So it goes back to the fundamentals of the company. Price has held in there. But post-pandemic, how much have habits changed? With current low yield and current fundamentals, it's a wait-and-see.

PAST TOP PICK

(A Top Pick Dec 11/19, Down 7%) Bought it for Popeye's. Modelling 25% growth rate next year. It pays a reasonable dividend and is at a reasonable valuation. Still a play for the recovery. Tim Horton's turnaround is a must watch. Overall a good brand.

DON'T BUY

They have done a great job expanding their footprint over the last couple of years. He worried about the COVID impact in South America so he did not have confidence in their South American operations. It could be a part of your portfolio for US exposure but it does not fit into what he wanted to do. See his Top Picks.

PAST TOP PICK

(A Top Pick Jan 09/20, Down 7%) He'd buy again, despite the rough ride this year. Premier growth stock in consumer discretionary space. Iconic. It's not if we get past the pandemic, but when. Tim's is the fly in the ointment, but it will get sorted. There will be future acquisitions.

PAST TOP PICK

(A Top Pick Dec 11/19, Down 10%) Looking for a turnaround on Tim's, and for global growth on the other brands. Modelling decent growth. Covid hurt, but doesn't affect its long-term viability.

PAST TOP PICK

(A Top Pick Oct 24/19, Down 15%) Sold out a week ago. Industry under immense pressure. Tim's and Burger King are struggling. Earnings growth remains uncertain. He'd look at it once there's a vaccine.

DON'T BUY

It is a challenging business right now. He thinks restaurants will be more shut down soon. The COVID business it taking an emotional toll. Life is not going to be back to normal for quite some time and he feels this one will be under pressure for quite some time.

PAST TOP PICK

(A Top Pick Sep 30/19, Down 22%) People are not going to restaurants because of coronavirus. He is very cautious with all stocks related to entertainment, including restaurants and shopping malls. There won't be a quick snap back in the restaurant sector.

DON'T BUY

Dividend growth. He prefers looking at the leaders in this space and in America, like McDonald's. Consumer habits will have lasting effects--people will continue to cook for themselves. He doesn't see tremendous growth in fast food.

PAST TOP PICK

(A Top Pick Aug 14/19, Down 24%) It got hit by COVID, but they just beat Q2 by 10%. Online sales are up 120%. Have strong liquidity and a balance sheet. Maybe don't buy it right now, but it's a strong play on global expansion. Trades at a decent PE and pays a good dividend. Hold for now and buy as it dips as the stock bounces around. Expected them to turn around Tim Horton's sooner, but it's still a good brand in Canada.

TOP PICK

Popeye's is still trending plus 20% Y/Y. Burger King is a small positive. Tim's is still minus double digits, but this should grow. A year ago, it was $105, and you don't get this chance too often. Yield is 3.78%. (Analysts’ price target is $83.38)

COMMENT

You can make a bullish or bearish case for this. He's trying to be more cautious and doesn't believe they are out of the woods yet. Management has done a good job during these trying times. If you can deal with volatility, it could be a good choice. There is market risk but they have capital.

TOP PICK

It boasts $34 billion in sales from 27,000 restaurants in 100+ countries. We know their franchises, including Horton's, Burger King and Popeye's. 99% of stores are owned by franchisees, so it's capital-lite for QSR. Menu innovation is a driver with meatless burgers at Burger King and the spicy chicken sandwich in the U.S. Acquisitions through pizza could further boost growth. (Analysts’ price target is $82.40)

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Restaurant Brands International (QSR.TO)