Wendy's/Arby's Group (WEN)

Give me a single with cheese, a biggie fries and 8% in teh next 12 months. CAn you say power-merger...

This is a spec play for me with a 2-4 year time horizon. The synergy between the two chains will take at least that long to take effect. Yes, breakfast will be a boost but I think the market is oversaturated so don't count on this to pull the stock up on it's own. I am looking at the overseas expanstion of the Wendy's brand into markets int he Mid East and Asia since growth in the US will be slow going foward.

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

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.

5

Deal with Triarc will make Wendy's price move up!

As the deal with Arbies goes through, the two companies will combine to strengthen their status in the fastfood chain, but it will not be so great as to outperform the S&P 500.

Price of meat will increase

Beaten up by a few years of stagnant performance and charges to pay for the merger. Franchise sales have been growing consistently, if not steadily, and make up the majority of stores.

long term turn around play

many people like wendy's better

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.

EXPANDING INTO BREAKFAST AND PREMIUM PRICED ITEMS WILL ONLY HELP THIS CHAIN.

# 3 US hamburger chain, excellent organization.

High $ 7, low $ 2.81 Summer is here, cheaper than MCD.
You can buy 12x more shares

Has anyone eaten at a Wendy's lately?? Double stack...mmm good.

They are going to be sold. Trading near 52 week low, someone will pay a hefty premium. Even if someone fails to step up to the plate for the company, it is a solid bet, with strong core business. With a slowing economy, people will be driven away from higher end dining.

have to eat!

Arby's purchased Wendy's on 4/24/08. More Choices! More Food! More Revenue! Also Wendy's is the 3rd HIGHEST Fast Food Chain in the Market! Arby's also has in the works, of going international soon! More Revenue for the company!

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.

High food costs eat into margins. Wendy doesn't want to scare off customers by passing along costs.