Q: Good morning I would appreciate your opinion on QSR latest results. I just finished reading through and although growth seems slow it was heading in the right direction. I am wondering your opinion on the different segments (brands) and their push into international markets and BK revamp. Do you think this could be the start of expansion and the bet that Doyle can turn this business around like Dominos? I have been a long time holder and recently been wondering if i should sell and move on or stay the course. Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I’d like your thoughts on Chipotle after their recent quarterly results. Comparable-store sales have now been flat or slightly negative for the past few quarters, mainly due to weaker traffic, even though the company continues to open a large number of new restaurants each year and expand internationally. At what price would you start to be interested in this company or you would avoid it simply ?
Q: EAT Reporting excellent 2nd Q results today Oct. 29) the stock is down 7.5%. Please go over the results and provide your opinion. Is this merely a case of a good stock in the wrong sector? It seems reasonably priced and I am tempted to buy on the down. Would you see it as a buy or wait until the sector improves? Thank you.
Q: CMG's recent decline has been significant. Will the interest rate cut lead to a rebound, or will recession concerns impact the restaurant sector? Is this a buying opportunity or should I hold?
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Q: What would you say to switching part of a QSR holding into CMG, reasons for or against.
Thanks Matthew
Thanks Matthew
Q: Hi 5i
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
Q: I sold SBUX to take a capital loss and bought CMG as a proxy. After comparing growth projections and balance sheets I am wondering if I should bother buying back Starbucks after 30 days or just keep Chipotle. SBUX looks cheaper but maybe cheap for a reason. Can you please compare the two and provide your thoughts as to which one would be better for a long term hold?
Q: You've recently described Chipotle as expensive, even after a large drop since mid-June. What would you consider a reasonable valuation for it now, and do you see the surprise and very sudden departure of the CEO (and any other talent he poaches from there) as affecting its future prospects?
Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !
Q: I own both of these companies and i see a recent question that you rate QSR better for growth in the future over CMG. Look at the 5 year return of both of these companies and it is like black and white. CMG has been fabulous and no return from QSR, why i still hold QSR is only hoping that one day, one day, that something positive will happen. The only person that makes money on this company is the overpaid CEO.
Q: Between Restaurant Brands QSR and Chipotle CMG , which stock do you think will have higher share price appreciation over the next two years and why ?
Thanks, Tim.
Thanks, Tim.
Q: Hi 5i, Would you buy chipotle before the split 50-to-1 (Need to hold shares in the company by the end of the trading on June 18) , is there an advantage ? why ?
Thanks
Thanks
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Apple Inc. (AAPL $269.43)
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Amazon.com Inc. (AMZN $248.40)
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Alphabet Inc. (GOOGL $290.10)
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Microsoft Corporation (MSFT $506.00)
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NVIDIA Corporation (NVDA $199.05)
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Chipotle Mexican Grill Inc. (CMG $30.48)
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Republic Services Inc. (RSG $204.12)
Q: Hello,
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.
Q: Would you buy Chipotle today ?
Q: What would be your opinion of the 50 for 1 split to be voted on in June? I know these splits don't change the company but can help generate buzz with more retail investors seemingly able to buy more shares to form a meaningful position. My question would be do you think CMG have the same ability like a TESLA or Netflix which are two I can think of off the top of my head that split and then ran back up towards their previous pre split price.? thanks
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Starbucks Corporation (SBUX $84.60)
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Chipotle Mexican Grill Inc. (CMG $30.48)
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McDonald's Corporation (MCD $299.10)
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Restaurant Brands International Inc. (QSR $97.00)
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MTY Food Group Inc. (MTY $34.02)
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Domino's Pizza Inc (DPZ $407.59)
Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.
Q: Can you please comment on earnings?
Do you view it as a compelling buy with the decline on earnings?
Do you view it as a compelling buy with the decline on earnings?
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Alphabet Inc. (GOOG $290.59)
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Intuitive Surgical Inc. (ISRG $576.20)
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Microsoft Corporation (MSFT $506.00)
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NVIDIA Corporation (NVDA $199.05)
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Booking Holdings Inc. (BKNG $4,958.40)
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Chipotle Mexican Grill Inc. (CMG $30.48)
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Salesforce Inc. (CRM $241.71)
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Honeywell International Inc. (HON $196.07)
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Eli Lilly and Company (LLY $966.64)
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Berkshire Hathaway Inc. (BRK.B $496.98)
Q: Hi team,
Grateful if you could provide a list of your top growth stocks, ten Canadian and ten American, for the next 2-3 years, excluding “lottery tickets”, with short comments and a risk evaluation. Please deduct as many credits as you see fit.
Thank you for the good work,
Jacques IDS
Grateful if you could provide a list of your top growth stocks, ten Canadian and ten American, for the next 2-3 years, excluding “lottery tickets”, with short comments and a risk evaluation. Please deduct as many credits as you see fit.
Thank you for the good work,
Jacques IDS
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Chipotle Mexican Grill Inc. (CMG $30.48)
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McDonald's Corporation (MCD $299.10)
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Domino's Pizza Inc (DPZ $407.59)
Q: Good day,
Can I get your thoughts on these two companies? I hold them both, thinking in my food-lover, simplistic way that they are in a business that will always have demand. But as I read more about investing, other than brand-recognition, they really have no moat and I question whether they are good to hold long-term.
In general. I wonder if restaurants/fast food are an investable area? If so, how do these two rate? If keeping only one, which would you choose?
Thank you,
Can I get your thoughts on these two companies? I hold them both, thinking in my food-lover, simplistic way that they are in a business that will always have demand. But as I read more about investing, other than brand-recognition, they really have no moat and I question whether they are good to hold long-term.
In general. I wonder if restaurants/fast food are an investable area? If so, how do these two rate? If keeping only one, which would you choose?
Thank you,
Q: CMG hasd been doing quite nicely this year. Perhaps too nicely? Its P/E is now pushing 55. Is it overpriced? Would you sell?