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Restaurant Brands International Inc

Restaurant Brands International Inc (QSR)

97.35
-0.89
( -0.91% )
Updated: 13:41:40

Professional-Grade Tools, for Individual Investors.

Key stats and details

Current Price
97.35
Bid
97.31
Ask
97.37
Volume
180,837
97.22 Day's Range 98.88
90.21 52 Week Range 112.11
Market Cap
Previous Close
98.24
Open
98.28
Last Trade
100
@
97.35
Last Trade Time
13:40:41
Financial Volume
-
VWAP
-
Average Volume (3m)
957,197
Shares Outstanding
312,455,000
Dividend Yield
-
PE Ratio
25.59
Earnings Per Share (EPS)
3.81
Revenue
7.02B
Net Profit
1.19B

About Restaurant Brands International Inc

Sector
Eating Places
Industry
Eating Places
Website
Headquarters
Oakville, Ontario, Can
Founded
-
Restaurant Brands International Inc is listed in the Eating Places sector of the Toronto Stock Exchange with ticker QSR. The last closing price for Restaurant Brands was $98.24. Over the last year, Restaurant Brands shares have traded in a share price range of $ 90.21 to $ 112.11.

Restaurant Brands currently has 312,455,000 shares outstanding. The market capitalization of Restaurant Brands is $30.70 billion. Restaurant Brands has a price to earnings ratio (PE ratio) of 25.59.

QSR Latest News

Restaurant Brands International Inc. to Participate in the Morgan Stanley Global Consumer & Retail Conference

Restaurant Brands International Inc. to Participate in the Morgan Stanley Global Consumer & Retail Conference Canada NewsWire TORONTO, Nov. 26, 2024 TORONTO, Nov. 26, 2024 /CNW/ - Restaurant...

Tims China Announces Third Quarter 2024 Financial Results

Achieved Consecutive Adjusted Corporate EBITDA1 Profitability Generated Highest-ever Company Owned and Operated Store Contribution Margin4 of 13.3% SHANGHAI and NEW YORK, Nov. 12, 2024 (GLOBE...

Restaurant Brands International Inc. Reports Third Quarter 2024 Results

Restaurant Brands International Inc. Reports Third Quarter 2024 Results Canada NewsWire TORONTO, Nov. 5, 2024 Consolidated system-wide sales grow +3.2% year-over-yearGlobal comparable sales of...

Tims China to participate in and sponsor the Upcoming Fourth ESG Global Leaders Summit

SHANGHAI, Oct. 14, 2024 (GLOBE NEWSWIRE) -- TH International Limited (NASDAQ THCH), the exclusive operator of Tim Hortons coffee shops in China (“Tims China” or the “Company”) will be...

Restaurant Brands International to Report Third Quarter 2024 Results on November 5, 2024

Restaurant Brands International to Report Third Quarter 2024 Results on November 5, 2024 PR Newswire TORONTO, Sept. 25, 2024 TORONTO , Sept. 25, 2024 /PRNewswire/ - Restaurant Brands...

Restaurant Brands International Inc. Announces Renewal of Normal Course Issuer Bid

Restaurant Brands International Inc. Announces Renewal of Normal Course Issuer Bid Canada NewsWire TORONTO, Sept. 12, 2024 TORONTO, Sept. 12, 2024 /CNW/ - Restaurant Brands International Inc...

Tims China Partners with Panda Superstar Meng Lan to Celebrate Bagel Maverick

SHANGHAI and NEW YORK, Sept. 05, 2024 (GLOBE NEWSWIRE) -- Meng Lan, the beloved panda superstar, isn’t just adored for his round, cuddly appearance—he symbolizes much more. Born to a lineage of...

Restaurant Brands International Inc. Announces Pricing of First Lien Senior Secured Notes Offering

Restaurant Brands International Inc. Announces Pricing of First Lien Senior Secured Notes Offering PR Newswire TORONTO, Sept. 3, 2024 TORONTO, Sept. 3, 2024 /PRNewswire/ - Restaurant Brands...

PeriodChangeChange %OpenHighLowAvg. Daily VolVWAP
1-0.11-0.11286681715697.4699.3396.4574905497.48928877CS
40.420.43330238316396.9399.3392.9354655696.30128554CS
125.485.964950473591.87102.3790.2595719795.54451952CS
266.076.6498685363791.28102.7890.2192413595.55182558CS
521.811.8944944525995.54112.1190.2180790398.43234058CS
15623.0431.005248284274.31112.1160.3778216787.83196144CS
2609.3510.62588112.1136.4879881582.36204351CS

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QSR Discussion

View Posts
Lucky_Luciano Lucky_Luciano 10 months ago
My Three-Pronged Investment Thesis Update -- TRIFECTA Update 2:

Truth always prevails. I have not sold a share since this was last written in the post I'm referring to:

_____________________________________________________

The verdict is coming in fast and furious. TAST went on a tear and sold 10000/16000 of it for almost 200% gains. Keeping 6000 long and allocating the profit to 500 extra shares of QSR.

1,900 shares long of QSR and 6,000 shares long TAST, and 10,000 shares long THCH

Total investment as of this time stamp of 8-20-23 on the original allocation of $111,000 is now at a current market valuation of $196,000 ($130,000 QSR + $44,000 TAST + $22,000 THCH)
__________________________________________________

Since that time, QSR bought TAST for $9.60 per share and I sold out at $9.50 per share. What is that? 300% return or more? I say I got bought out on the cheap. But since I own QSR still, all 1900 shares still, I guess I bought it from myself. More THCH was bought from those hefty profits, as well as other non-related positions.

UPDATE AS OF 2-5-24

1,900 shares long of QSR and 24,000 shares long THCH (a franchisee of QSR)


Truth prevails and the march continues forward.
👍️0
Lucky_Luciano Lucky_Luciano 1 year ago
My Three-Pronged Investment Thesis Update -- TRIFECTA Update:

The verdict is coming in fast and furious. TAST went on a tear and sold 10000/16000 of it for almost 200% gains. Keeping 6000 long and allocating the profit to 500 extra shares of QSR.

1,900 shares long of QSR and 6,000 shares long TAST, and 10,000 shares long THCH

Total investment as of this time stamp of 8-20-23 on the original allocation of $111,000 is now at a current market valuation of $196,000 ($130,000 QSR + $44,000 TAST + $22,000 THCH)

Truth prevails and the march continues forward.
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
UPDATE: TAST is on a tear. So is QSR

Not a single share sold.

It's good to be the King
👍️0
ernie44 ernie44 2 years ago
am into farm things like bacon and eggs

👍️ 1
Lucky_Luciano Lucky_Luciano 2 years ago
Peter Doyle just became chairman of QSR with $30 million of his own money on the line. And he turned Dominoes around and made it an investment better than Amazon if truth be known. Better returns! I think this is a winner!
👍️ 1
Lucky_Luciano Lucky_Luciano 2 years ago
QSR's brand Tim Horton's is about 50% of its revenue, and I think China is going to be explosive for them. THCH is rollling out very aggressive growth there. And they just signed a deal to franchise Popeyes as well. THCH is funded by Burger King in China which is doing great.
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
My Three-Pronged Investment Thesis Update -- TRIFECTA
(Time-stamp update from post that this one is responding to)

Additional purchase since last time-stamped update:
2000 shares of THCH (Tim Hortons) added.

1,300 shares long of QSR and 15,200 shares long TAST, and 2,000 shares long THCH

Total investment as of this time stamp of 2-23-23 is approximately $111,000 at a current market valuation of $125,443 ($85,423 QSR + $29,640 + $10,380 THCH)

Investment highlights:

1. Returning 7% to shareholders at today's price of $60ish - With a 3.2% div. yield and having bought back 3% of its shares this year so far, that's a true return of 6% given back to shareholders on a growth story.

2. Strong FCF on a strong franchise model ensuring stable CAFD for decades to come.

3. Perfect shield against inflation and recession resistant. The main inflationary pressures such as commodity and operating costs costs are on franchisees of the business. Fast food is more resilient in recessions since fast casual diners can "downgrade." Hence, less price elastic than say fine dining, and fast food proved to be a good place to be in the decade of the '70s known for its stagflation.

4. Only one weak spot currently remains for Burger King, which is the largest income driver for QSR, and that is domestic franchisees that are experiencing flat comps (unlike the fantastic results of their International footprint). A big plan to rejuvenate the brand in the US will be unveiled in September, a month away at the time of this post.

5. TAST is a *booster* to turbo-charge this already great investment in my opinion.
Burger King's largest franchisee, which always outperforms US comps as a whole is Carrols (TAST), so they should be a beneficiary from QSR's renewed focus in rejuvenating the brand. From a contrarian perspective, it will inflate the returns on QSR dramatically when the two are tied together in a portfolio like this one with significant weight. Since TAST's units are over 90% BK units, which are the one sore spot for QSR domestically speaking, an improvement in gross margins there would be dramatic. So, the alignment of interests are there to turn this around, and both have good management.

6. BONUS KICKER: New mystery brands to be bought in the future. My personal hope is that they buy RAVE (Pizza Inn and Pie Five) one day since that is a 100% franchise model itself and would help my stock there (another unrelated investment), and give them a pizza chain they can ramp up expansion on with a much stronger capital base. Although it's probably too small at this time to be on their radar. Yet, what a great a way to go head to head with Pizza Hut one day.

7. SECOND BONUS BOOSTER: Tim Horton's in China (THCH) was added due to the re-opening of China's economy, and a new SPAC that emerged but quickly fell to great value in this author's opinion.

ETRADE:

QSR
08/24/22 Bought 1000 of QSR @ $47.50 (Order #2033) Unassigned -47,500.00
08/24/22 Option Exercise 10 QSR Jan 20 '23 $47.50 Call(QSR) Unassigned -
06/13/22 Bought To Open 10 QSR Jan 20 '23 $47.50 Call(QSR) @ $4.41 Unassigned -4,415.10
04/08/22 Sold To Close 10 QSR Apr 14 '22 $50 Call(QSR) @ $9.50 Unassigned 9,494.83
10/27/21 Bought To Open 10 QSR Apr 14 '22 $50 Call(QSR) @ $7.72 Unassigned -7,725.10

Translation: 1000 shares purchased at net avg. cost of $51.91 -- Bought a reservation that expired due to lack of funds for dream stock, but *luckily* made small profit. Then made a new reservation and exercised it early when sufficient funding was available.

TAST
Buy 1000 TAST Executed @ $1.3891Dec 08, 2022 10:37 AM ET 21,432
10/10/22 Bough 1000 of TAST @ $1.624 (Order #2059) Unassigned -1,624.80
10/10/22 Bought 1000 of TAST @ $1.625 (Order #2058) Unassigned -1,625.20
09/02/22 Bought 1000 of TAST @ $1.97 (Order #2041) Unassigned -1,970.00
04/27/22 Bought 1000 of TAST @ $1.67 (Order #1955) Unassigned -1,670.00
04/18/22 Bought 1000 of TAST @ $1.9568 (Order #1951) Unassigned -1,956.80
12/01/21 Bought 1000 of TAST @ $2.6466 (Order #1850) Unassigned -2,646.60
11/19/21 Bought 800 of TAST @ $3.05 (Order #1849) Unassigned -2,440.00
11/19/21 Bought 200 of TAST @ $3.045 (Order #1849) Unassigned -609.00
10/05/21 Dividend CARROLS RESTAURANT GROUP INC CASH DIV ON 5000 SHS REC 08/25/21 PAY 10/05/21 Unassigned 2,050.00
08/13/21 Bought 2000 of TAST @ $4.276 (Order #1786) Unassigned -8,552.00
07/15/21 Bought 1000 of TAST @ $4.78 (Order #1772) Unassigned -4,780.00
06/03/21 Bought 100 of TAST @ $5.715 (Order #1647) Unassigned -571.50
06/03/21 Bought 900 of TAST @ $5.7185 (Order #1647) Unassigned -5,146.65

Translation: Bought 12,000 shares over the course of a year for an avg. cost of $2.59 per share: Per share calculated: ($2.77 per share * 12000 - dividend)/12000. -- Total Investment: $31,080

THCH
01/23/23 Bought 1000 of THCH @ $2.9699 (Order #2119) Unassigned -2,969.90
01/17/23 Bought 300 of THCH @ $3.4197 (Order #2114) Unassigned -1,025.91
01/17/23 Bought 100 of THCH @ $3.375 (Order #2114) Unassigned -337.50
01/17/23 Bought 600 of THCH @ $3.40 (Order #2114) Unassigned -2,040.00

Translation: Added Tim Horton's China as latest edition of QSR's brands to make it a Tri-Fecta!

MERRILL EDGE:

TOTAL INVESTMENT: $22,384 and current market valuation is $22,611

QSR
QSR = 300 shares at $53.79 per share avg. cost.

05/10/2022 (Short Term) 200 $51.25 $10,250.00 $59.09 $11,818.00 +$1,568.00+15.30%
10/25/2021 (Short Term) 100 $58.87 $5,886.50 $59.09 $5,909.00 +$22.50+0.38%

TAST
TAST = 2200 shares at $2.84 per share avg. cost

05/02/2022 (Short Term) 1,000 $1.58 $1,575.00 $2.22 $2,220.00 +$645.00+40.95%
08/13/2021 (Long Term) 1,000 $3.85 $3,845.00 $2.22 $2,220.00 -$1,625.00-42.26%
07/19/2021 (Long Term) 200 $4.14 $828.00 $2.22 $444.00 -$384.00-46.38%
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
Sorry, just now seeing this. Thanks for reminding me that I need to update my thesis. I'm also in Tim Horton's China now as well -- A Trifecta: QSR, TAST, and THCH.

Still 1000 shares long here and haven't noticed much volatility lately. Seems stable as a rock. And listening to Peter Doyle I'm more confident than ever. He absolutely gets it to me.
👍️0
ernie44 ernie44 2 years ago
QSR down 4 5 % After posting a nice profit..... coverings ???
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
My Two-Pronged Investment Thesis Update
(Time-stamp update from post that this one is responding to)

Additional purchase since last time-stamped update:
Buy 1000 TAST Executed @ $1.3891Dec 08, 2022 10:37 AM ET 21,432

1,300 shares long of QSR and 15,200 shares long TAST

Total investment as of this time stamp of 12-11-22 is approximately $105,000 at a current market valuation of $108,000.

Investment highlights:

1. Returning 7% to shareholders at today's price of $60ish - With a 3.2% div. yield and having bought back 3% of its shares this year so far, that's a true return of 6% given back to shareholders on a growth story.

2. Strong FCF on a strong franchise model ensuring stable CAFD for decades to come.

3. Perfect shield against inflation and recession resistant. The main inflationary pressures such as commodity and operating costs costs are on franchisees of the business. Fast food is more resilient in recessions since fast casual diners can "downgrade." Hence, less price elastic than say fine dining, and fast food proved to be a good place to be in the decade of the '70s known for its stagflation.

4. Only one weak spot currently remains for Burger King, which is the largest income driver for QSR, and that is domestic franchisees that are experiencing flat comps (unlike the fantastic results of their International footprint). A big plan to rejuvenate the brand in the US will be unveiled in September, a month away at the time of this post.

5. TAST is a *booster* to turbo-charge this already great investment in my opinion.
Burger King's largest franchisee, which always outperforms US comps as a whole is Carrols (TAST), so they should be a beneficiary from QSR's renewed focus in rejuvenating the brand. From a contrarian perspective, it will inflate the returns on QSR dramatically when the two are tied together in a portfolio like this one with significant weight. Since TAST's units are over 90% BK units, which are the one sore spot for QSR domestically speaking, an improvement in gross margins there would be dramatic. So, the alignment of interests are there to turn this around, and both have good management.

6. BONUS KICKER: New mystery brands to be bought in the future. My personal hope is that they buy RAVE (Pizza Inn and Pie Five) one day since that is a 100% franchise model itself and would help my stock there (another unrelated investment), and give them a pizza chain they can ramp up expansion on with a much stronger capital base. Although it's probably too small at this time to be on their radar. Yet, what a great a way to go head to head with Pizza Hut one day.

ETRADE:

QSR
08/24/22 Bought 1000 of QSR @ $47.50 (Order #2033) Unassigned -47,500.00
08/24/22 Option Exercise 10 QSR Jan 20 '23 $47.50 Call(QSR) Unassigned -
06/13/22 Bought To Open 10 QSR Jan 20 '23 $47.50 Call(QSR) @ $4.41 Unassigned -4,415.10
04/08/22 Sold To Close 10 QSR Apr 14 '22 $50 Call(QSR) @ $9.50 Unassigned 9,494.83
10/27/21 Bought To Open 10 QSR Apr 14 '22 $50 Call(QSR) @ $7.72 Unassigned -7,725.10

Translation: 1000 shares purchased at net avg. cost of $51.91 -- Bought a reservation that expired due to lack of funds for dream stock, but *luckily* made small profit. Then made a new reservation and exercised it early when sufficient funding was available.

TAST
10/10/22 Bough 1000 of TAST @ $1.624 (Order #2059) Unassigned -1,624.80
10/10/22 Bought 1000 of TAST @ $1.625 (Order #2058) Unassigned -1,625.20
09/02/22 Bought 1000 of TAST @ $1.97 (Order #2041) Unassigned -1,970.00
04/27/22 Bought 1000 of TAST @ $1.67 (Order #1955) Unassigned -1,670.00
04/18/22 Bought 1000 of TAST @ $1.9568 (Order #1951) Unassigned -1,956.80
12/01/21 Bought 1000 of TAST @ $2.6466 (Order #1850) Unassigned -2,646.60
11/19/21 Bought 800 of TAST @ $3.05 (Order #1849) Unassigned -2,440.00
11/19/21 Bought 200 of TAST @ $3.045 (Order #1849) Unassigned -609.00
10/05/21 Dividend CARROLS RESTAURANT GROUP INC CASH DIV ON 5000 SHS REC 08/25/21 PAY 10/05/21 Unassigned 2,050.00
08/13/21 Bought 2000 of TAST @ $4.276 (Order #1786) Unassigned -8,552.00
07/15/21 Bought 1000 of TAST @ $4.78 (Order #1772) Unassigned -4,780.00
06/03/21 Bought 100 of TAST @ $5.715 (Order #1647) Unassigned -571.50
06/03/21 Bought 900 of TAST @ $5.7185 (Order #1647) Unassigned -5,146.65

Translation: Bought 12,000 shares over the course of a year for an avg. cost of $2.59 per share: Per share calculated: ($2.77 per share * 12000 - dividend)/12000. -- Total Investment: $31,080

MERRILL EDGE:

TOTAL INVESTMENT: $22,384 and current market valuation is $22,611

QSR
QSR = 300 shares at $53.79 per share avg. cost.

05/10/2022 (Short Term) 200 $51.25 $10,250.00 $59.09 $11,818.00 +$1,568.00+15.30%
10/25/2021 (Short Term) 100 $58.87 $5,886.50 $59.09 $5,909.00 +$22.50+0.38%

TAST
TAST = 2200 shares at $2.84 per share avg. cost

05/02/2022 (Short Term) 1,000 $1.58 $1,575.00 $2.22 $2,220.00 +$645.00+40.95%
08/13/2021 (Long Term) 1,000 $3.85 $3,845.00 $2.22 $2,220.00 -$1,625.00-42.26%
07/19/2021 (Long Term) 200 $4.14 $828.00 $2.22 $444.00 -$384.00-46.38%
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
Strong same store sales at Burger King in CEO's interview:



This would be before the recent huge investment announced in its franchisees.
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
Recent WSJ Report in video format made specifically about fast food restaurants such as QSR:



I consider this bet on Burger King a good inflation hedge.
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
A CFA discussed QSR in a good video made two months ago:

👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
Thought it would be a good time to consolidate our portfolios as one in order to be a more transparent team!
👍️0
Lucky_Luciano Lucky_Luciano 2 years ago
My Two-Pronged Investment Thesis

1,300 shares long of QSR and 14,200 shares long TAST

Total investment as of this time stamp of 10-15-22 is approximately $104,000 at a current market valuation of $88,000.

Investment highlights:

1. Returning 7% to shareholders at today's price of $60ish - Witih a 4% div. yield and having bought back 3% of its shares this year so far, that's a true return of 7% given back to shareholders on a growth story.

2. Strong FCF on a strong franchise model ensuring stable CAFD for decades to come.

3. Perfect shield against inflation and recession resistant. The main inflationary pressures such as commodity and operating costs costs are on franchisees of the business. Fast food is more resilient in recessions since fast casual diners can "downgrade." Hence, less price elastic than say fine dining, and fast food proved to be a good place to be in the decade of the '70s known for its stagflation.

4. Only one weak spot currently remains for Burger King, which is the largest income driver for QSR, and that is domestic franchisees that are experiencing flat comps (unlike the fantastic results of their International footprint). A big plan to rejuvenate the brand in the US will be unveiled in September, a month away at the time of this post.

5. TAST is a *booster* to turbo-charge this already great investment in my opinion.
Burger King's largest franchisee, which always outperforms US comps as a whole is Carrols (TAST), so they should be a beneficiary from QSR's renewed focus in rejuvenating the brand. From a contrarian perspective, it will inflate the returns on QSR dramatically when the two are tied together in a portfolio like this one with significant weight. Since TAST's units are over 90% BK units, which are the one sore spot for QSR domestically speaking, an improvement in gross margins there would be dramatic. So, the alignment of interests are there to turn this around, and both have good management.

6. BONUS KICKER: New mystery brands to be bought in the future. My personal hope is that they buy RAVE (Pizza Inn and Pie Five) one day since that is a 100% franchise model itself and would help my stock there (another unrelated investment), and give them a pizza chain they can ramp up expansion on with a much stronger capital base. Although it's probably too small at this time to be on their radar. Yet, what a great a way to go head to head with Pizza Hut one day.

ETRADE:

QSR
08/24/22 Bought 1000 of QSR @ $47.50 (Order #2033) Unassigned -47,500.00
08/24/22 Option Exercise 10 QSR Jan 20 '23 $47.50 Call(QSR) Unassigned -
06/13/22 Bought To Open 10 QSR Jan 20 '23 $47.50 Call(QSR) @ $4.41 Unassigned -4,415.10
04/08/22 Sold To Close 10 QSR Apr 14 '22 $50 Call(QSR) @ $9.50 Unassigned 9,494.83
10/27/21 Bought To Open 10 QSR Apr 14 '22 $50 Call(QSR) @ $7.72 Unassigned -7,725.10

Translation: 1000 shares purchased at net avg. cost of $51.91 -- Bought a reservation that expired due to lack of funds for dream stock, but *luckily* made small profit. Then made a new reservation and exercised it early when sufficient funding was available.

TAST
10/10/22 Bough 1000 of TAST @ $1.624 (Order #2059) Unassigned -1,624.80
10/10/22 Bought 1000 of TAST @ $1.625 (Order #2058) Unassigned -1,625.20
09/02/22 Bought 1000 of TAST @ $1.97 (Order #2041) Unassigned -1,970.00
04/27/22 Bought 1000 of TAST @ $1.67 (Order #1955) Unassigned -1,670.00
04/18/22 Bought 1000 of TAST @ $1.9568 (Order #1951) Unassigned -1,956.80
12/01/21 Bought 1000 of TAST @ $2.6466 (Order #1850) Unassigned -2,646.60
11/19/21 Bought 800 of TAST @ $3.05 (Order #1849) Unassigned -2,440.00
11/19/21 Bought 200 of TAST @ $3.045 (Order #1849) Unassigned -609.00
10/05/21 Dividend CARROLS RESTAURANT GROUP INC CASH DIV ON 5000 SHS REC 08/25/21 PAY 10/05/21 Unassigned 2,050.00
08/13/21 Bought 2000 of TAST @ $4.276 (Order #1786) Unassigned -8,552.00
07/15/21 Bought 1000 of TAST @ $4.78 (Order #1772) Unassigned -4,780.00
06/03/21 Bought 100 of TAST @ $5.715 (Order #1647) Unassigned -571.50
06/03/21 Bought 900 of TAST @ $5.7185 (Order #1647) Unassigned -5,146.65

Translation: Bought 12,000 shares over the course of a year for an avg. cost of $2.59 per share: Per share calculated: ($2.77 per share * 12000 - dividend)/12000. -- Total Investment: $31,080

MERRILL EDGE:

TOTAL INVESTMENT: $22,384 and current market valuation is $22,611

QSR
QSR = 300 shares at $53.79 per share avg. cost.

05/10/2022 (Short Term) 200 $51.25 $10,250.00 $59.09 $11,818.00 +$1,568.00+15.30%
10/25/2021 (Short Term) 100 $58.87 $5,886.50 $59.09 $5,909.00 +$22.50+0.38%

TAST
TAST = 2200 shares at $2.84 per share avg. cost

05/02/2022 (Short Term) 1,000 $1.58 $1,575.00 $2.22 $2,220.00 +$645.00+40.95%
08/13/2021 (Long Term) 1,000 $3.85 $3,845.00 $2.22 $2,220.00 -$1,625.00-42.26%
07/19/2021 (Long Term) 200 $4.14 $828.00 $2.22 $444.00 -$384.00-46.38%
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Lucky_Luciano Lucky_Luciano 2 years ago
I have this investment in QSR as well from my brokerage at Merrill.

And I also have TAST in there. Great minds think alike!

MERRILL EDGE:

TOTAL INVESTMENT: $22,384 and current market valuation is $22,611

QSR
QSR = 300 shares at $53.79 per share avg. cost.

05/10/2022 (Short Term) 200 $51.25 $10,250.00 $59.09 $11,818.00 +$1,568.00+15.30%
10/25/2021 (Short Term) 100 $58.87 $5,886.50 $59.09 $5,909.00 +$22.50+0.38%

TAST
TAST = 2200 shares at $2.84 per share avg. cost

05/02/2022 (Short Term) 1,000 $1.58 $1,575.00 $2.22 $2,220.00 +$645.00+40.95%
08/13/2021 (Long Term) 1,000 $3.85 $3,845.00 $2.22 $2,220.00 -$1,625.00-42.26%
07/19/2021 (Long Term) 200 $4.14 $828.00 $2.22 $444.00 -$384.00-46.38%

I think it would be prudent to join our two together into a consolidated power house! Vote as one! For truth and in defiance against all bad laws.
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Lucky_Luciano Lucky_Luciano 2 years ago
QSR to $100 is a case that this analyst makes too:

https://seekingalpha.com/article/4536776-restaurant-brands-international-firing-all-cylinders-near-term-growth
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Lucky_Luciano Lucky_Luciano 2 years ago
RAVE has lot sof promise. You should get away from some of those shady stocks you participate in though. They had their time, but you should move to bigger and better things. They probably have dark characters that try to damage you. Darkness attracts darkness.
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Lucky_Luciano Lucky_Luciano 2 years ago
I have a very similar position, although more which I'll post soon because I'll be drawing upon two accounts for full disclosure.

Preserving some time-stamped evidence here, which I'm erasing from my profile as of 8-28-22.



Continuation of experiment of 4 abandoned tickers: Empty shells or no sales that have more secrets than their surface meaning implies.

TIME-STAMPED SUPPORTING EVIDENCE (Part 3 of X):

FNQQF - 2,985,500 shares @ avg cost basis of .014 per share

AVNI - $6,900 profit. 9,000 *free* shares remain

ZMWYF (subsidiary experiment of AVNI) - closed at $2,000 profit

TOGL - $46,000 profit. Position Closed.

EVCC - $11,341 profit. 352,624 *free* shares remain
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Lucky_Luciano Lucky_Luciano 2 years ago
Which two brokers?

I love this company as well.
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NobleRoman NobleRoman 2 years ago
My Two-Pronged Investment Thesis

1,000 shares long of QSR and 9,000 shares long TAST

Total investment as of this time stamp of 8-27-22 is approximately $78,000 at a current market valuation of $80,000.

Investment highlights:

1. Returning 7% to shareholders at today's price of $60ish - Witih a 4% div. yield and having bought back 3% of its shares this year so far, that's a true return of 7% given back to shareholders on a growth story.

2. Strong FCF on a strong franchise model ensuring stable CAFD for decades to come.

3. Perfect shield against inflation and recession resistant. The main inflationary pressures such as commodity and operatig costs costs are on franchisees of the business. Fast food is more resilient in recessions since fast casual diners can "downgrade." Hence, less price elastic than say fine dining, and fast food proved to be a good place to be in the decade of the '70s known for its stagflation.

4. Only one weak spot currently remains for Burger King, which is the largest income driver for QSR, and that is domestic franchisees that are experiencing flat comps (unlike the fantastic results of their International footprint). A big plan to rejuvenate the brand in the US will be unveiled in September, a month away at the time of this post.

5. TAST is a *booster* to turbo-charge this already great investment in my opinion.
Burger King's largest franchisee, which always outperforms US comps as a whole is Carrols (TAST), so they should be a beneficiary from QSR's renewed focus in rejuvenating the brand. From a contrarian perspective, it will inflate the returns on QSR dramatically when the two are tied together in a portfolio like this one with significant weight. Since TAST's units are over 90% BK units, which are the one sore spot for QSR domestically speaking, an improvement in gross margins there would be dramatic. So, the alignment of interests are there to turn this around, and both have good management.

6. BONUS KICKER: New mystery brands to be bought in the future. My personal hope is that they buy RAVE (Pizza Inn and Pie Five) one day since that is a 100% franchise model itself and would help my stock there (another unrelated investment), and give them a pizza chain they can ramp up expansion on with a much stronger capital base. Although it's probably too small at this time to be on their radar. Yet, what a great a way to go head to head with Pizza Hut one day.

QSR
08/24/22 Bought 1000 of QSR @ $47.50 (Order #2033) Unassigned -47,500.00
08/24/22 Option Exercise 10 QSR Jan 20 '23 $47.50 Call(QSR) Unassigned -
06/13/22 Bought To Open 10 QSR Jan 20 '23 $47.50 Call(QSR) @ $4.41 Unassigned -4,415.10
04/08/22 Sold To Close 10 QSR Apr 14 '22 $50 Call(QSR) @ $9.50 Unassigned 9,494.83
10/27/21 Bought To Open 10 QSR Apr 14 '22 $50 Call(QSR) @ $7.72 Unassigned -7,725.10

Translation: 1000 shares purchased at net avg. cost of $51.91 -- Bought a reservation that expired due to lack of funds for dream stock, but *luckily* made small profit. Then made a new reservation and exercised it early when sufficient funding was available.

TAST
04/27/22 Bought 1000 of TAST @ $1.67 (Order #1955) Unassigned -1,670.00
04/18/22 Bought 1000 of TAST @ $1.9568 (Order #1951) Unassigned -1,956.80
12/01/21 Bought 1000 of TAST @ $2.6466 (Order #1850) Unassigned -2,646.60
11/19/21 Bought 800 of TAST @ $3.05 (Order #1849) Unassigned -2,440.00
11/19/21 Bought 200 of TAST @ $3.045 (Order #1849) Unassigned -609.00
10/05/21 Dividend CARROLS RESTAURANT GROUP INC CASH DIV ON 5000 SHS REC 08/25/21 PAY 10/05/21 Unassigned 2,050.00
08/13/21 Bought 2000 of TAST @ $4.276 (Order #1786) Unassigned -8,552.00
07/15/21 Bought 1000 of TAST @ $4.78 (Order #1772) Unassigned -4,780.00
06/03/21 Bought 100 of TAST @ $5.715 (Order #1647) Unassigned -571.50
06/03/21 Bought 900 of TAST @ $5.7185 (Order #1647) Unassigned -5,146.65

Translation: Bought 9,000 shares over the course of a year for an avg. cost of $2.88 per share ($3.11 per share * 9000 - dividend)/9000.
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NobleRoman NobleRoman 2 years ago
Returning 7% to shareholders at today's price of $60ish

With a 4% yield and having bought back 3% of its shares this year so far, that's a true return of 7% to shareholders. And a growth stock no less with strong FCF!

Hope they buy RAVE (Pizza Inn and Pie Five) one day since that is a 100% franchise model itself and would help my stock there, and give them a pizza chain they can ramp up expansion on with a much stronger capital base.
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NobleRoman NobleRoman 2 years ago
QSR to $100?

That's the thesis of this article, and I like it:

https://seekingalpha.com/article/4536776-restaurant-brands-international-firing-all-cylinders-near-term-growth

Analyst consensus at the time of this writing: Around $64 per share with about 14 analysts covering the stock. Closing price today: Low 60s.
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NobleRoman NobleRoman 2 years ago
Love that chicken from Popeyes

I grew up in New Orleans where spicy actually meant SPICY HOT. Not the Popeyes I knew, but still darn good!
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NobleRoman NobleRoman 2 years ago
It's Good to be the KING

I'm 1,300 shares long in QSR between two brokers. And about 11,000 shares in TAST, Burger King's largest franchisee, between two brokers.

That's quite an investment and I love these brands! Almost $100,000 between the two tickers at today's date: QSR at $61 per share and TAST around $2.20 per share.

Can't wait to see what new mystery brand we buy in the future.
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UpTickMeA$AP UpTickMeA$AP 3 years ago
Burger king still selling whoppers in authoritarian russia. Feeding the very people who are killing innocent civilians, and a free country.

No more sickening, disgusting burger king.


This company is disgusting. Filthy.

Short this pile of shit.

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koolmc koolmc 4 years ago
hit 60's again :)
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koolmc koolmc 4 years ago
hello 60's :)
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koolmc koolmc 4 years ago
very nice, still riding shares from march/april lows' gl
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Goddess_HK Goddess_HK 4 years ago
QSR acquisition of Subway in process behind the scenes

How do we feel about this?
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koolmc koolmc 4 years ago
hitting 58 been adding on dips long term swing
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koolmc koolmc 4 years ago
still riding shares longer term
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koolmc koolmc 4 years ago
hit last month's price now getting close to add entry
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koolmc koolmc 4 years ago
still riding it
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koolmc koolmc 4 years ago
60 now after hours :)
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koolmc koolmc 4 years ago
hit 59.73
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koolmc koolmc 5 years ago
popeye same store sales soar more then 40 percent :)
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koolmc koolmc 5 years ago
added more on the dip today 60's by eoy, bounces back quickly on any dip
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koolmc koolmc 5 years ago
hit 54 that 60 target eoy getting closer and closer each week :)
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koolmc koolmc 5 years ago
nice bounce back recession proof stock
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koolmc koolmc 5 years ago
looking for at least 60's by eoy fastfood restaurants typically do well in a recession
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koolmc koolmc 5 years ago
nice action a/h, another long term hold 60's by eoy imo
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budgetthis budgetthis 5 years ago
Looking really good, as more of the world opens up.......

Wear those masks, folks !!

$$ QSR $$
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budgetthis budgetthis 5 years ago
Me too......you know, I think the Covid-19 effects are factored in here already, and with any positive news about the future in our earnings reports, we should continue on up the charts.

We got a BUY rating from UBS today, also......which was nice to see, imho.
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koolmc koolmc 5 years ago
close to that 50 mark fast food restaurant are recession proof holding this and mcd
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koolmc koolmc 5 years ago
close to that 50 mark fast food restaurant are recession proof holding this and mcd
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koolmc koolmc 5 years ago
earning won't be as good but most likely baked in all about future events, economy opening up etc
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budgetthis budgetthis 5 years ago
QSR looking great going into earnings on May 1st, imho.
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koolmc koolmc 5 years ago
48 now :)
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AnotherInvestor AnotherInvestor 5 years ago
Way up after hours. What's up?
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