Wendy's/Arby's Group (WEN)

wendy's is going downhill fast. economy changes how people eat, and i have a feeling people dont waste their money at wendys when they are broke. Add to that the health food craze. This company has already taken a beating; and it won't recover until more important sectors of the economy recover.

Expecting good news.

breakfast and international expansion

WEN is on the way to $5 because:

1- Significant cost cutting. In this environment it counts as earnings.

2- Arby's sales may begin to stabilize and therefore stop being a drag on Wendys which is doing just fine

3- Tons of cash to jump on any opportinities that may arise as small players become to throw awa the towels.

4- A disaster 3rd quarter is already priced in the stock after UBS downgraded the stock to neutral from buy but kept $5 target on it.

5- The hedhe fund that own over 25% of WEN shares will keep WEN stock exciting especilaly after the company succeeded in rasing a lot of cash from their bond issuiance.

6- All you need is another hedge fund to show interest in WEN to see the stock po. Best exampleis RAD wgen was trading at a 1$ then jumped to $3 overnight when hedge funds began to load up on the stock.

7- International potential, expansion, dual branding, breakfast, cost cutting, synergies, effecincies, better executions, new product developments etc...all of this in under war.

Patient investors will be rewards nicely for holding this baby for a year or so. But for quick money get out when WEN announces 3rd quarter results. Take your monet and run to a near-buy wendys for a spicy chicken sandwiche combo.

With earnings coming out Nov.5, WEN will more than likely be profitable for the 2nd straight quarter and should send the stock into the $5-5.50 range.

Major turnaround in the works at both Arby's and Wendy's. Wendy's in particular has a shot at becoming the "healthy" fast food alternative, with choice of salad and baked potato (vs fries, etc.) as sides. Arby's menu is expanding as well, including real sandwiches in addition to the roast beef on a bun it's been calling a sandwich. Should really fire their ad department execs, though. Commercials are not catchy at all and miss good points.

Stock is down in price now, beat earnings last quarter posting a profit I believe it has been oversold from current pricing. If earnings are strong 11/2/2009 this stock will change direction and go the way it was suppose to be already heading. New bacon burger to tryout hoping they improve quality at all their locations to match the ones I go to :)

YES

Undervalued at 4 bucks.

I ate breadfast at Wendy's yesterday and was impressed by the amount of food I received and the quality. Their coffee can compete with MD and their food is better. Price wise it was about the same as garbage from Mc Donalds and Jack in the Sewer.

Fast food isn't going away. Wendy's and Arby's have relatively unique fare. Still cheap relative to peers.

Wendy's/Arby's is trading at a significant discount to its peers, but it is entirely unjustified. Looking forward, the company has several factors playing in its favor, and I believe its recent return to profitabilty is a good time to jump in and profit off the factors below:

1) Cost savings-

This is pretty much standard for any company turnaround, but the Wendy's/Arby's dual-branded restaurants have had early success in cutting costs

2) Breakfast Menu-

Wendy's currently does not participate much in breakfast sales. While this menu generally carries lower prices, breakfast accounts for 22% of industrywide traffic.That said, the Wendy's brand generates only about 2.2% of its sales from the first meal of the day. The majority of that figure, furthermore, came only from the testing of breakfast menus in about 10% of the company's restaurants. The tests have been successful to date, and Wendy's is planning to have rolled out that meal in all of its locations by 2011. Arby's has also worked hard to expand its offering in recent years by generating buzz in other products away from its traditional roast beef sandwiches.

3) International Expansion-

Of the more than 10,000 total locations between the two brands, only about 850 are located outside of the U.S. -- and the majority of those are in Canada.
Even so, earlier this year the company teamed with a Saudi- based company to build 135 dual-branded restaurants in the Middle East and North Africa. Wendy's also has plans to open another 35 locations in Singapore. In the meantime, there appears to be plenty of potential for the company to open other restaurants in Europe and and other areas of the world in which its larger competitors continue to enjoy success.

i made my prior call to early on this one. Now is the time to watch wendy's grow

WEN IS A PERFECT TAKEOVER TARGET FOR A COMPANY LIKE YUM...THEIR FUTURE IS BRIGHT EITHER WAY

"It's waaay better than other fast stocks... It's Wendy's"

This stock has taken a beating over the last two years. I don't know any information as to why that is. All I look at is the chart. It looks like it has found support and has broken the two year downtrend line with heavy volume at these low prices. Most likely this stock will trade around $10-$12 within the next year. When it hits that range that would be 100% profit and I would sell it and forget about it and move on to the next play.

Love those frosties!!! And the chili, chicken sandwiches, side caesar salad, sometimes the baked potato. Which is all I need, but they are making improvements/additions to the menu, which is an added plus. Arby's is ok...kind of pricey, good value when they do that 5 items for $5 thing. Company should improve with international growth and introduction of new products.

I think this stock has good upside growth , this stock may hit $10 by the end of the year.

Out of Burger King, McDonald's, and Wendy's, Wendy's is by the far the tastiest in my opinion. Now this is no indicator of how well the company itself is doing, but I'm sure a lot of people prefer Wendy's over a lot of other fast food places due to the quality of the food. Do I see a turnaround? I believe so.