Tim Hortons Inc (NYSE:THI)

CAPS Rating: 3 out of 5

The Company's principal business is the operation, development and franchising of quick-service restaurants that serve high-quality food including hot and cold coffee, baked goods, sandwiches and soups.

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Member Avatar GrahamJervis (43.70) Submitted: 4/1/2014 10:42:33 AM : Outperform Start Price: $54.89 THI Score: +39.68

Capital efficient company

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Member Avatar ElCid16 (95.85) Submitted: 2/21/2014 11:17:21 AM : Outperform Start Price: $52.78 THI Score: +43.61

I added THI to my RL portfolio today at $52.50.

Tim Hortons return on assets is 18% and hasn't been below 14% in almost a decade. This is better than Starbucks. Better than Panera. And on par with Chipotle.

The company is reducing shares to the tune of about 4% per year - without using excessive debt.

The dividend is compounding over 20% per year and the payout ratio is still only about 30% of operating cash flow.

Revenue growth is in the high single digits.

And most importantly - they aren't susceptible to the internet or technology. (Man, I love restaurant stocks.)

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Member Avatar daviddurick (71.24) Submitted: 2/23/2013 4:48:45 PM : Outperform Start Price: $46.90 THI Score: +40.01

Higher quality that Dunkin, they mandate their franchisees only own one store to keep quality up so I think they will start taking the market away from Dunkin in the US and will grow at a good consistent rate.

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Member Avatar caseblo (< 20) Submitted: 2/23/2013 3:57:48 PM : Outperform Start Price: $46.90 THI Score: +40.01

crowded whenever I go or go past!

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Member Avatar mjwclarke (38.06) Submitted: 2/9/2013 2:41:23 PM : Outperform Start Price: $47.68 THI Score: +36.42

Tim Horton's has an unbeatable brand in Canada, and is expanding at a healthy clip in the United States. They are introducing ever-higher margin products into their stores and expanding well in the lunch and dinner segments. P/E is at the higher end, but business risk is low and competition in their home market is relatively low. This company has a wide moat.

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Member Avatar yeshiva (93.11) Submitted: 11/14/2012 3:16:01 PM : Outperform Start Price: $43.88 THI Score: +35.96

long lines waiting for service,best service,they are growing considering western new york area is weak

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Member Avatar TallToner (< 20) Submitted: 8/25/2012 9:56:53 PM : Outperform Start Price: $48.87 THI Score: +23.13

4% same store growth in a world of 2% GDP Growth. Intense following, and great growth potential in N America

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Member Avatar thequast (86.58) Submitted: 8/25/2012 8:40:30 PM : Outperform Start Price: $48.74 THI Score: +23.19

Good growth and a cult like following. New international expansion in middle east.

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Member Avatar TMFHobo (59.30) Submitted: 7/23/2012 12:35:38 PM : Underperform Start Price: $49.74 THI Score: -12.60

Company has saturated Canadian market with over 3,000 locations there. For a country with a population of just 30 million, that equals 1 for every 10,000 Canadians. Starbucks hit saturation in the US with less than half that ratio, and even McDonald's and Subway only have about 30,000 locations worldwide.
Expansion in the US has not taken off either for Tim's. They may find growth with new panini sandwiches but it's not enough to justify a P/E of 21.

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Member Avatar hubertreeves (< 20) Submitted: 5/10/2012 7:02:29 PM : Outperform Start Price: $52.77 THI Score: +3.94

Excellent presence in the canadian market. Always improving menu, changing this so slightly but with great results.

Only worry, their new "espresso" coffee. Not up to par.

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Member Avatar j3rrylucas2012 (39.68) Submitted: 2/1/2012 3:08:52 PM : Outperform Start Price: $46.24 THI Score: +22.94

CEO quit a while back and they still haven't found a replacement. When they do, and they get a firmer vision, the company should increase its presence in Canada and the US.

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Member Avatar Maudest224 (81.47) Submitted: 10/21/2011 9:16:17 PM : Outperform Start Price: $47.61 THI Score: +7.32

Tim Horton's has perfected the drive-thru and great food. I have become addicted to THI for weekday breakfast. Every day I continue to be impressed with their ability to move any length of line quickly through their drive-throughs. My average time to get breakfast is under 3 minutes. I regularly go to four locations and the quality of food and speed of service is very consistent between these locations. Probably because they have great friendly people at each location, even startups. They also continue to develop their menu with interesting choices for lunch and breakfast, plus they have a nice seasonal change in their menu. Plus they are adding Coldstone ice cream service to many locations, so you have a reason to stop for an evening treat.

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Member Avatar hairyrichkid (< 20) Submitted: 10/19/2011 1:59:06 PM : Outperform Start Price: $46.20 THI Score: +9.20

I have never gone past a store that does't have a line of cars for breakfast or lunch. It's a chalenge to get past without getting in an accident.

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Member Avatar dweidel (50.54) Submitted: 9/20/2011 9:48:47 PM : Outperform Start Price: $43.44 THI Score: +11.69

If I need a quick coffee - it's Timmies, if I buy food on the go - 50% of the time it's Timmies, If I'm meeting up with somebody - it's Timmies. Well priced fresh baked goods made throughout the day, made to order sandwhiches, coffee... and the official workweek breakfast destination of Canada. Beautiful stores and also smaller locations in many gas station convenience stores. Extended period of testing and development of the business model in Canada... Now it's time to grow 3 fold over the next decade in the North Eastern U.S. Solid dividend.

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Member Avatar Gooman64 (75.77) Submitted: 5/2/2011 10:15:48 AM : Outperform Start Price: $42.29 THI Score: +36.36

Tim Horton's suddenly popping up in NYC.
Decent food, well priced, good looking interior. I like the place and I like where it's going

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Member Avatar seawayguy (< 20) Submitted: 9/28/2010 8:46:38 PM : Outperform Start Price: $34.61 THI Score: +56.95

Expansion will prove to be successful....good food, donuts coffee and more at a fair price.

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Member Avatar mitleg (< 20) Submitted: 8/31/2010 10:11:36 PM : Outperform Start Price: $33.34 THI Score: +53.23

Terrific company. They have an enormous presence i Canada. They are making inroads in Michigan and other border states. They have great coffee, sandwiches, etc. A winner.

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Member Avatar MetroidMan (64.93) Submitted: 8/28/2010 3:24:40 PM : Outperform Start Price: $33.23 THI Score: +53.77

The McDonalds of Canada in 1955

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Member Avatar bentsfool (80.38) Submitted: 8/9/2010 4:45:27 PM : Outperform Start Price: $32.30 THI Score: +69.90

TIM ORTONS One of the best business plans in Canada, Quality products ,with a line up in every store Loyal customers seem adicted to their coffee..$ 42..00 Target

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Member Avatar Bobbybanana40 (86.84) Submitted: 8/3/2010 11:20:11 PM : Outperform Start Price: $32.22 THI Score: +71.27

Good stuff and expand when starbucks tanks

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