The Wendy's Company (NASDAQ:WEN)

With a new spin off that is supposed to compete with Chipolte...this may be the beginning of some new growth for Wendy's.

Wendys has always made good hamburgers and good profit. This should keep going on.

Arbys is junk! Wendy's barely has customers! Look at MCD and Chic-Fillet, you can't get in the doors! Dave was cool but they suck!

I like their food.

Good leadership, Emil Brolick revived Yum hopefully he can do it for Wendys as well.

How do you pay a 3.4% dividend when you're losing money? You don't--you cut the dividend. And then your stock price takes a tumble.

have observed they provide better products in this region (buffalo,ny area) compare to mcdonalds,given time they should out do the others

With Dividends exceeding revenue and a P/E ratio of 140, Wendy's is either already overpriced and due for a market correction, or will stay stagnant. I love your burgers Wendy, but I think I'll bet against you for the time being.

The recent dip in the stock price of this icnoic burger chan presents a delicious opportunity to go long.

their menu has been vastly improved, people will follow soon enough.

I wanted to like this, but it was purely a spec play. And if I happen to get back in, it will still be a spec play, because the fundamentals aren't cutting it for me.

~$2.1B of the $4.3B in total assets is counted as "goodwill" and "intangibles"

About $1.2B - $1.3B will be coming due between 2012 - 2019 (2012, $433M should have already been paid in July).

Has only net income of $9.8M/yr, if I'm being generous.

The only way I have conceived that Wendy's would be a good buy, would be if McDonald's bought them out, because McDonald's would get a tremendous boost of scale, while being best able of the fast food companies to stomach Wendy's total debt load.

But I am doubtful McDonald's will buy them out since that could be against antitrust law.

Thus, I see little hope for Wendy's stock at this price, as a going concern.

Lee

outperform when privatized

new menu and breakfast is good

Within the last couple of years the quality has become miles ahead of McDonald's for just a small premium on some items (in Canada). I'm expecting a big turnaround. They have 6,650 locations established, with a great marketing theme recently - featuring a cute red head. They've also got somebody savvy operating their twitter account. I'm impressed with the new direction.

I like their menu. You simply can't beat their valu menu's price to quality. For less than five bucks you can get a drink, 2 sandwiches (chicken or meat) and some spicy wings and walk out full.

The downside is the execution. It does take longer to get served than at the other fast food joints. But the reason is a good one, they are making your order from the start, unlike getting already made sandwiches sitting under heat lamps.

You even get a small dividend which competes with what you would get from the bank.

Underperform.

Wendy's is due for a turn around. While they have often been criticized for their overly-fluid menu, that gives them more flexibility than their competitors. Displacing Burger King as the #2 burger chain is solid, and Wendy's has stayed (barely) profitable during a tough time for the company. With a 2.0 current ratio and 0.7 debt, Wendy's won't be going bankrupt quickly, and its impressive new stores should help change its image. $1.22 of cash per share is not too shabby either. This is a beaten down company that has been through the wringer and is now approaching improvement in its status. This is not a safe investment, but I think there could be impressive returns for such a visible company.

I just picked up shares to start a position. I like the heavy insider buying, new leadership and the plans to revamp and expand. While it's not a reason to buy the stock, I really like the new menu items. Great food. Also, I really like what I see with their latest marketing ads etc.. Great direction.

If their recent overtaking of burger champ #2 is any indication, Wendy's is doing something right. A small dividend comes with the low price, a nice little benefit. Personally, Wendy's rates among my favorite fast food places to go, and I think their efforts show. They have some class but aren't so elegant that they are out of the low price range.

If they keep honing their U.S. formula and continue building up their small overseas presence, I see modest and continuing growth over the next five years.