Comments on: A Buy Rating on Tim Hortons http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Canadian Capitalist http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/#comment-2794 Canadian Capitalist Tue, 23 May 2006 03:23:05 +0000 http://www.canadiancapitalist.com/2006/04/23/a-buy-rating-on-tim-hortons#comment-2794 Michael: I am a bit skeptical about Tim's growth prospects in the US. As I discussed in a couple of earlier posts, at $30 THI is priced to deliver good growth many years into the future. As an investor, I am not willing to bet that such growth would materialize. I was surprised that a conservative stock picker like The Investment Reporter recommended THI. Michael: I am a bit skeptical about Tim’s growth prospects in the US. As I discussed in a couple of earlier posts, at $30 THI is priced to deliver good growth many years into the future. As an investor, I am not willing to bet that such growth would materialize. I was surprised that a conservative stock picker like The Investment Reporter recommended THI.

]]> By: Michael Urlocker http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/#comment-2748 Michael Urlocker Mon, 22 May 2006 14:50:24 +0000 http://www.canadiancapitalist.com/2006/04/23/a-buy-rating-on-tim-hortons#comment-2748 I agree that Tim's is a well-run, dominant company in Canada. Even a cash-generating machine. But if you read the prospectus, there is evidence that growth in Canada is slowing and the US market hasnt been so wonderful to Tim's so far. I wonder if Tim's would do better in the USA if the company tried a disruptive approach. Thats the way tech companies operate when they are trying to crack new markets. Think of I-pod and Blackberry, for example, two devices that were very different (and in fact incompatible with) the mainstream when they came out. Now they are mainstream. I welcome your thoughts on the analysis I wrote up at www.OnDisruption.com Here is the specific Tim's posting: http://ondisruption.typepad.com/my_weblog/2006/03/donuts_and_blac.html Likewise, Laura Ries (marketing & brand guru from Ries & Ries fame) makes similar comments about Dunkin' Donuts and its lack of differentiation (All the major coffee competitors have used the “same but cheaper strategy” which never works against the “real thing,”) at her blog: http://ries.typepad.com/ries_blog/2006/04/why_dunkin_donu.html Your thoughts? I agree that Tim’s is a well-run, dominant company in Canada. Even a cash-generating machine. But if you read the prospectus, there is evidence that growth in Canada is slowing and the US market hasnt been so wonderful to Tim’s so far.

I wonder if Tim’s would do better in the USA if the company tried a disruptive approach.

Thats the way tech companies operate when they are trying to crack new markets. Think of I-pod and Blackberry, for example, two devices that were very different (and in fact incompatible with) the mainstream when they came out. Now they are mainstream.

I welcome your thoughts on the analysis I wrote up at http://www.OnDisruption.com

Here is the specific Tim’s posting:
http://ondisruption.typepad.com/my_weblog/2006/03/donuts_and_blac.html

Likewise, Laura Ries (marketing & brand guru from Ries & Ries fame) makes similar comments about Dunkin’ Donuts and its lack of differentiation (All the major coffee competitors have used the “same but cheaper strategy” which never works against the “real thing,”) at her blog:

http://ries.typepad.com/ries_blog/2006/04/why_dunkin_donu.html

Your thoughts?

]]> By: ratingo.com http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/#comment-1968 ratingo.com Fri, 28 Apr 2006 06:30:35 +0000 http://www.canadiancapitalist.com/2006/04/23/a-buy-rating-on-tim-hortons#comment-1968 Speaking about ratings... As Internet user you, probably, have already tried to find ratings on some things which you consider to buy, use or get more information on. It may be services (hosting, design or movie rentals), public figures, consumer goods, articles or books, news, movies, beer, hotels, websites and much more. You have, perhaps, seen thousands of fragmented websites, discussion forums, which force you to dig for the information even more. With Ratingo you got one-stop shop, where you can find what people think (and why) about all you have been searching for before. <b><a href="http://ratingo.com" rel="nofollow">ratingo.com</a></b> Speaking about ratings…
As Internet user you, probably, have already tried to find ratings on some things which you consider to buy, use or get more information on. It may be services (hosting, design or movie rentals), public figures, consumer goods, articles or books, news, movies, beer, hotels, websites and much more.

You have, perhaps, seen thousands of fragmented websites, discussion forums, which force you to dig for the information even more.

With Ratingo you got one-stop shop, where you can find what people think (and why) about all you have been searching for before.

ratingo.com

]]> By: Canadian Capitalist http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/#comment-1842 Canadian Capitalist Wed, 26 Apr 2006 17:16:32 +0000 http://www.canadiancapitalist.com/2006/04/23/a-buy-rating-on-tim-hortons#comment-1842 The Investment Reporter thinks Tim has quite a bit of room to grow in Canada. Tim is already a very profitable franchise and is a very good business. The key question in my opinion is how much to pay for the business. My personal opinion is I would buy THI between $22-23, but then the Reporter has a tremendous record and I don't! The Investment Reporter thinks Tim has quite a bit of room to grow in Canada. Tim is already a very profitable franchise and is a very good business. The key question in my opinion is how much to pay for the business. My personal opinion is I would buy THI between $22-23, but then the Reporter has a tremendous record and I don’t!

]]> By: Big Cajun Man http://www.canadiancapitalist.com/a-buy-rating-on-tim-hortons/#comment-1841 Big Cajun Man Wed, 26 Apr 2006 15:35:02 +0000 http://www.canadiancapitalist.com/2006/04/23/a-buy-rating-on-tim-hortons#comment-1841 Really? I don't know what the model is for their revenue, so I am not sure I understand whether they are a BUY or not. Will Timmy's prosper due to more stores opening, or by the value of their brand and product? Can someone tell me? --C8j Really? I don’t know what the model is for their revenue, so I am not sure I understand whether they are a BUY or not. Will Timmy’s prosper due to more stores opening, or by the value of their brand and product? Can someone tell me?

–C8j

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