Tim Hortons

  • For an Investment in Coffee and Donuts, Head North?

    By Mark Yagalla - August 19, 2013 | Tickers: DNKN, KKD, THI

    When Americans think of coffee and donuts, Dunkin' Brands (NASDAQ: DNKN) and Krispy Kreme Doughnuts (NYSE: KKD) typically come to mind. But for Canadians, the first think they think of is Tim Hortons (NYSE: THI). Tim Hortons is the largest quick-service restaurant chain in Canada and has achieved iconic-brand status among Canadians. The chain serves always-fresh coffee, baked goods and home-style lunches. At the end of the first quarter of more »

  • What Are the Problems that a Debt-Fueled Stock Buyback Won't Solve?

    By Mike Thiessen - August 15, 2013 | Tickers: DNKN, SBUX, THI

    Beloved Canadian fast-food giant Tim Hortons (NYSE: THI) has announced plans to expand the scope of its recent buyback initiative amid widespread griping by rank-and-file shareholders. The move comes on the heels of rumors that the company's CEO is fighting for his job and could presage further announcements from the profitable but debt-burdened purveyor of coffee, donuts and breakfast sandwiches.

    Tim Hortons's volatile shares have lagged the broader more »

  • Is Bill Ackman Secretly a Genius?

    By John McKenna - August 15, 2013 | Tickers: HLF, JCP, WEN, THI

    It’s not that easy being Bill Ackman.

    Whether it was calling out Herbalife (NYSE: HLF) as a “pyramid scheme” or spinning off Tim Horton’s (NYSE: THI) from Wendy’s (NASDAQ: WEN), every big move he’s done has been under the microscope. Now that he has announced that he will leave JC Penney’s (NYSE: JCP) board of directors, following some of the men he brought with him more »

  • Have Lattes Become Too Expensive?

    By Joshua Bondy - July 20, 2013 | Tickers: DNKN, SBUX, THI

    It is a well-known fact that the human population is addicted to coffee. In America over half of the adult population consumes coffee every day. Companies like Starbucks (NASDAQ: SBUX) have shown that people like to get their coffee from a familiar face, and they don't mind paying a premium. The problem is that market has gotten overly comfortable with coffee retailers. Starbucks alone trades at a price to more »

  • The Underrated Growth Story of the Great White North

    By Marshall Hargrave - July 12, 2013 | Tickers: DNKN, SBUX, THI

    A couple of top hedge funds are pushing for change over at Tim Hortons (NYSE: THI), but one thing investors are missing is the growth opportunities. The Canadian coffee giant has industry tailwinds, leading market share and expansion opportunities. Tim Hortons has grossly under-performed its peers, which include Dunkin' Brands Group (NASDAQ: DNKN) and Starbucks (NASDAQ: SBUX), and the broader market over the past 12 months. 

    But this should be more »

  • This Coffee Shop Gets a Shot of Caffeine

    By Marshall Hargrave - June 26, 2013 | Tickers: DNKN, SBUX, THI

    The Canadian-based quick-service restaurant Tim Hortons (NYSE: THI) got a big vote of confidence from the Scout Capital Management hedge fund last week. Per an SEC filing, Scout now owns some 5.5% of the coffee company, and is now calling itself Tim Hortons' second-largest shareholder (check out Scout's top stocks).

    Scout Capital looks to find investment opportunities via special situations; it appears that Tim Hortons could offer investors more »

  • The Lesser-Known Restaurateurs

    By Matthew Luke - June 19, 2013 | Tickers: ARCO, BH, MCD, THI

    In the world of publicly-traded restaurant companies, a tiny few command most of the attention of the U.S. mainstream financial media. If your company is not a big name like Starbucks or Chipotle Mexican Grill, good luck getting even a brief mention on CNBC. Despite the lack of attention, there are other, lesser-known restaurant companies out there that are quietly improving sales, expanding their businesses and making their shareholders more »

  • Cashing In on Fast Casual

    By Daniel Cawrey - June 10, 2013 | Tickers: CMG, MCD, PNRA, THI

    When people dine out of the home, they have a few qualifications. The meal generally needs to be quick, it has to be tasty, and of course it must be affordable. Increasingly, people are becoming tired of the normal fast food fare. Companies like McDonald's (NYSE: MCD) have seen this effect as their sales have staggered a bit recently. As an example, McDonald's sales in the first quarter more »

  • Two Tasty Stocks in the Restaurant Business

    By Damian Illia - June 6, 2013 | Tickers: WEN, THI, YUM

    Established quick-food brands have been successful around the globe and promise to keep delivering growth as the world’s population becomes younger, more concentrated in cities and holds larger amounts of discretionary income. Wendy’s (NASDAQ: WEN), Yum! Brands (NYSE: YUM) and Tim Hortons (NYSE: THI) are three of these big companies in the restaurant business with fairly large moats that could be interesting investment opportunities. Let’s take a more »

  • Why a New CEO Is a New Opportunity to Profit

    By Bob Chandler - June 5, 2013 | Tickers: BIG, SWY, THI

    When a new Chief Executive Officer (CEO) takes over, he or she usually wants to start off unencumbered by past management mistakes. The new boss' first moves often set the stage, and just stabilizing the business can look like a significant achievement. It’s worth monitoring these CEO changes since, if the measures are taken effectively, the company’s shares usually react quite positively to any perceived accomplishment.

    One of more »

  • Following Canadian Tire Corporation's Successful REIT Spinoff, Will Tim Hortons and Hudsons Bay Follow Suit?

    By Mike Thiessen - June 3, 2013 | Tickers: THI

    On May 9, well-known Canadian retailer Canadian Tire Corporation (TSX: CTC) announced that it would spin off its real estate holdings into a classic real estate investment trust that would receive tax-favorable treatment from the Canadian government. This announcement comes within months of a half-dozen similar Canadian spin-offs that have collectively raised three-quarters of a billion dollars through IPOs on the Toronto Stock Exchange and elsewhere. Although the terms of more »

  • Why You Need This Restaurant Stock in Your Portfolio

    By Jon Quast - May 29, 2013 | Tickers: BJRI, BWLD, MCD, TXRH, THI

    We are all searching for that one stock that exponentially grows our investment. If you are looking for such a play in the restaurant sector, I can recommend one to you. This company has rewarded shareholders over the last five years with 200% returns, yet it's still not too late to get in. Actually -- as you will see -- the biggest growth for this company is still in the future more »

  • Perk Up Your Portfolio With a Little Caffeine

    By Nauman Aly - May 23, 2013 | Tickers: DNKN, GMCR, SJM, SBUX, THI | Editor's Choice

    Coffee has long been the beverage of choice in many parts of the world, and the US has joined the coffee craze with gusto. Although Americans don’t tend to like it quite as strong as it is served in Spain, Italy, France and throughout Central and South America; the continued strong performance of such giant coffee chains Starbucks (NASDAQ: SBUX) and Dunkin’ Donuts (NASDAQ: DNKN) makes an investment in more »

  • 5 Reasons Starbucks Is Best of Breed

    By Robert Baillieul - May 7, 2013 | Tickers: DNKN, SBUX, THI

    In shopping we feel comfortable paying a premium for a good brand because it signifies reliability and quality that will pay off later.

    So why don't investors apply that same logic to the stock market? Too many investors are unwilling to pay up for the best companies because they're afraid of high price multiples. They're drawn to the 'bargain' second and third-rate competitors. But when it more »

  • 5 Reasons to Buy Dunkin' Brands

    By Robert Baillieul - May 6, 2013 | Tickers: DNKN, SBUX, THI

    There are five questions investors should consider when evaluating a growth stock:

    1. Does the company have a clear growth plan?
    2. Can management execute on its expansion strategy?
    3. Can the company protect or expand its margins?
    4. Is the stock reasonably priced?
    5. Does the company reward shareholders with dividends and buybacks?

    Let's see how Dunkin' Brands (NASDAQ: DNKN) stacks up.

    1) Clear expansion plan

    Dunkin' has three key growth drivers:

    Domestic more »

  • New Growth Initiatives Will Bring This Restaurant Higher Revenue

    By Nauman Aly - April 30, 2013 | Tickers: DNKN, SBUX, THI

    Over the past several years, the health craze in the U.S. has forced many food industry organizations - both large and small - to reevaluate menu items in order to serve their more diverse and health-conscious customers. Tim Hortons (NYSE: THI) is no exception - although in many respects, the company actually IS an exception in terms of "green" guidelines and nutritional yet tasty menu selections.

    Doing well while also doing more »

  • Wake up, Grab Some Coffee, and Invest in It

    By Ash Anderson - April 27, 2013 | Tickers: GMCR, SBUX, THI

    Human beings drink a whole lot of coffee. In the United States alone, consumption is around 4.2kg of the bean per person, per year. That means big business for companies like Starbucks (NASDAQ: SBUX) and Green Mountain Coffee Roasters (NASDAQ: GMCR) which get this commodity into the hands of consumers.

    Not to be outdone by the United States, Canada actually consumes even more coffee on a per capita basis more »

  • Image Change Isn't Easy, but Is It Profitable?

    By Jon Quast - April 16, 2013 | Tickers: JCP, MCD, THI

    News broke recently that McDonald's (NYSE: MCD) is trying to change their image.  What image do they have?  Well, it seems that McDonald's has the reputation of having unprofessional, and at times rude employees.  That's not good news for a company already struggling with same-store sales.  So in a valiant effort to provide their customers with a better dining experience (and to make more money of course more »

  • Image Change Isn't Easy, but Is It Profitable?

    By Jon Quast - April 16, 2013 | Tickers: JCP, MCD, THI

    News broke recently that McDonald's (NYSE: MCD) is trying to change their image.  What image do they have?  Well, it seems that McDonald's has the reputation of having unprofessional, and at times rude employees.  That's not good news for a company already struggling with same-store sales.  So in a valiant effort to provide their customers with a better dining experience (and to make more money of course more »

  • Image change isn't easy, but is it profitable?

    By Jon Quast - April 13, 2013 | Tickers: JCP, MCD, THI

    News broke recently that McDonald's (NYSE: MCD) is trying to change their image.  What image do they have?  Well, it seems that McDonald's has the reputation of having unprofessional, and at times rude employees.  That's not good news for a company already struggling with same-store sales.  So in a valiant effort to provide their customers with a better dining experience (and to make more money of course more »

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