Tim Hortons, Inc. (USA) (THI)

Tim Horton's may not be a sexy, get your rich pick, but it's a solid company with 4 decades of proven performance and extreme customer loyalty in Canada - the likes of which I haven't seen anywhere else. It's not going anywhere anytime soon and continues to make (small but significant) inroads into regions of the US, particularly those frequented by a lot of Canadians (New England, upstate NY, Michigan).

I like THI at this price. I have problems with how quickly they're growing in the USA and how much they're paying for the land they're buying and buildings they're erecting, and long term its going to hurt them. And these places are always empty...open 24 hours and losing money every night... But like I said, at THIS stock price, I like it. They have little debt, they have a booming business in Canada, they're the cheapest coffee shop in the USA, they have a great drive-thru business model, they want the in-and-out customers, the ones who pay the price and don't sit at the table for hours. So THI doesn't offer refills or wi-fi. I like that! Smart!

We Canadians nurse our babies on this stuff. It may never crack the US market, but since they started paying a divy I can't pass up owning them. Is there a Drip pun in here somewhere for a div paying coffee shop?

Zacks Rank 2-Buy, Recommend Outperform, Industry Rank 164 / 217, Target 32.00, Avg Target of 10 analysts 32.53

This is a proven coffee and baked goods company from Canada. Tim Hortons has made an initial entry into the US, and since the product inspires customer loyalty, and is priced below Starbucks, I feel this company with time will win a strong consumer base in the US. It may take a few years for the US consumer to become familiar with the brand and to develop it's new loyal customer base, so this is a long term hold.

a good stock

Adding market penetration into New York City as is going on right now will boost their visibility in the US and open up new growth opportunities outside of New England, where most Tim Horton's are located. The poor price/value ratio of a Starbucks coffee is being exposed, and with public sentiment against a privileged elite, a down to earth place like Tim Horton's will do well contrasted with urban Dunkin Donuts, whose staff are typically very poorly educated, and Starbucks, which is filled with a pretentious air. Tim Horton's offers a solid meal and good coffee in a laid back atmosphere which should draw many more consumers, including those who just want to give it a try. Further, the expansion strategy signals solid results in Canada and New England, and provided the company does not attempt to overexpand, will increase their visibility and further growth prospects throughout the US. It's no sure thing, but it might be worth a gamble to see if better than expected results can drive the price over $30 which is possible if expansion locations meet with the success that I think they can and investors take note.

good canadian coffee chain

well managed and growing

Living 20 min. from the border with Canada I drive by
quite a few Timmy Ho's. It suprises me to see drive-thru lanes 8-10 cars deep around 6pm. They seem to be the most popular in this area by far. Crispy creme is no longer, Starbucks appears to have lost its' aura. Larger dividend, share buyback, plenty of room for expansion. I'm in!

Good coffee M M MA MAKES ME HAPPY

This is my "Canadian" exposure. They do have an extremely loyal following in Canada and could develop a solid following in the US among folks who prefer something less pretentious and pricey than SBUX, especially in these lean, mean times.

Solid world class management. Great balance sheet. Great products and pricing. Loyal customers. Balanced growth program in the states. A Dividend. As resession settles in will steal market share from high priced coffee houses.

Love this company.

"Best in Class"

Never doubt the power of the Double Double!!!!!!!!!!!!!!

Like a previous rater, I, too, live in Western New York and see that they totally dominate the market here. There isn't a time of day in which there isn't a line at the drive-thru at the one nearest to me. Overall, this company has a very smart strategy, to me, it seems, with their US expansion. They are still building more stores around this area, or at least recently finished one, so that the saturation around here is very high. It seems to me that they are securing their dominance before they expand into new areas, meaning that this will be a long-term growth play. It's also held up very nicely in an economic downturn, and serves as a Starbucks replacement in a downturn.

THE WORLD WORST COFFEE EVER

Doing well in a tough environment. Going to outperform

They dominate the market here in western NY...if they can expand & have half the success in other parts of the country that they have here and in canada, THI will be a force to be rekoned with

Great company, but the market concerns about US expansion really seem to be dragging down price in near term.