I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Key Takeaways QSR is leveraging Tim Hortons, Burger King and Popeyes to drive comparable sales growth across key markets.QSR is advancing Burger King remodels and refranchising to modernize stores and support franchise-led growth.QSR's menu innovation boosted breakfast and Whopper sales, supporting traffic across brands.Restaurant Brands International Inc. (QSR) continues to strengthen its market position by leveraging its brand value through innovative menu offerings, enhanced operational efficiency and st ...

Investors looking for stocks in the Retail - Restaurants sector might want to consider either Restaurant Brands (QSR) or Chipotle Mexican Grill (CMG) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven s ...

Toronto, Ontario--(Newsfile Corp. - January 14, 2026) - Happy Belly Food Group Inc. (CSE: HBFG) (OTCQB: HBFGF) ("Happy Belly" or the "Company"), a leading consolidator of emerging restaurant brands, is pleased to announce that its Heal Wellness brand ("Heal") has secured both a franchisee and a real estate location in Shawnessey Village, a high-traffic retail node in Calgary, Alberta. This milestone further advances Heal's disciplined, asset-light growth strategy across key Western Canadian markets with an ...

Core Insights - Restaurant Brands International Inc. (RBI) has announced key dates for 2026, including an Investor Event on February 26, 2026, and preliminary earnings call dates [1][4]. Group 1: Investor Event - The Investor Event will take place in Miami, Florida, marking two years since the introduction of RBI's long-term growth algorithm, serving as a mid-point update on the company's progress [2]. - Senior leadership, including Executive Chairman Patrick Doyle, CEO Josh Kobza, and CFO Sami Siddiqui, will provide updates on multi-year initiatives, operational and brand-building priorities, and capital allocation [2]. Group 2: Earnings Reporting Calendar - RBI has outlined its preliminary earnings reporting calendar for 2026, with key dates including: - February 12, 2026: Fourth quarter and year ended December 31, 2025 - May 6, 2026: First quarter ended March 31, 2026 - August 6, 2026: Second quarter ended June 30, 2026 - November 2, 2026: Third quarter ended September 30, 2026 [7]. Group 3: Company Overview - RBI is one of the largest quick service restaurant companies globally, with over $45 billion in annual system-wide sales and more than 32,000 restaurants across over 120 countries and territories [5]. - The company owns four prominent quick service restaurant brands: Tim Hortons, Burger King, Popeyes, and Firehouse Subs, which have been serving their communities for decades [5]. - RBI's principal executive offices are located in Miami, Florida, with brands headquartered in their original markets: Canada for Tim Hortons and the U.S. for Burger King, Popeyes, and Firehouse Subs [6].

Core Insights - The US stock markets are maintaining stability in 2026, driven by investor optimism [1] - There is an anticipated shift from high-priced, momentum-driven tech stocks to undervalued sectors [1] Group 1: Market Trends - Investors are currently exhibiting bullish behavior in the US stock markets [1] - A rotation is expected from expensive tech stocks to underappreciated sectors, indicating a potential change in investment strategies [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology, having worked on Wall Street and in Silicon Valley, and advises seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and is recognized in various web publications [1]

Restaurant Brands International Inc. (NYSE:QSR) is included in our list of the best restaurant stocks to buy now. Bullish Analyst Sentiment on Restaurant Brands International (QSR) Amid Improving Burger King Momentum Jonathan Weiss/Shutterstock.com As of January 6, 2026, roughly 60% of analysts are bullish on Restaurant Brands International Inc. (NYSE:QSR) with a median price target of $77.50, translating into an upside potential of 16.10%. Meanwhile, the Street-high target points to a potential upside ...

Key Takeaways QSR sees near-term margin pressure as Burger King U.S. faces high-teens beef cost inflation.QSR views beef inflation as cyclical, tied to herd rebuilding, with signs that costs may be peaking.Restaurant Brands International relies on efficiencies and value, avoiding sharp price hikes.Rising beef costs have re-emerged as a talking point for quick-service restaurants, raising questions about whether margin pressure is structural or merely cyclical. Management commentary from Restaurant Brands In ...

On the dividend front, Pepsi's 4% dividend yield is impressive. But I'd argue the company's 53-year track record of raising its dividend is even more impressive.Despite concerns that the company's business model is inherently cyclical, we've seen robust sales through past down markets. Thus, I'd argue his is a dividend stock with a solid defensive tilt.Pepsi's upside in the past has come from immense pricing power, which I'd argue hasn't gone away. The ability for Pepsi to raise prices on its core snack bus ...

Core Insights - Baupost Group's latest 13F filing reveals a highly selective and concentrated portfolio, focusing on durable businesses with long-term cash generation potential [1][2] Investment Moves - **Restaurant Brands International (QSR)**: Increased by 4,203,300 shares to 8,252,862 shares, representing a $529.3 million position (11.05% of the portfolio). This is now Baupost's largest equity holding, indicating a belief in significant mispricing relative to its stable franchise model and cash flows [3][4] - **Elevance Health (ELV)**: Increased by 703,000 shares to 1,319,000 shares, totaling a $426.2 million position (8.90%). The increase suggests confidence in the company's predictable cash flows and resilience in a politically noisy sector [5][6] - **Union Pacific (UNP)**: Newly established position with 1,496,204 shares, valued at $353.7 million (7.38%). The railroad's high barriers to entry and pricing power align with Baupost's focus on downside protection [7][8] - **Alphabet (GOOG)**: Reduced by 775,850 shares to 1,858,138 shares, now a $452.6 million position (9.45%). The reduction reflects portfolio risk management rather than a loss of conviction [9] - **CRH plc (CRH)**: Trimmed by 442,000 shares to 3,383,395 shares, valued at $405.7 million (8.47%). The trim indicates a disciplined approach to valuation, despite the long-term thesis remaining intact [10] - **Full Exits**: Baupost exited several positions entirely, including Viasat, Liberty Broadband, ICON plc, and Amcor, signaling a shift in risk-reward balance [11][12] Strategic Focus - The quarter was characterized by conviction-driven capital redeployment into high-confidence ideas, particularly in sectors like restaurants, railroads, healthcare, and materials [13][14] - Trimming positions like GOOG and CRH reflects a focus on risk management and valuation discipline rather than a bearish outlook [15] - The top 10 positions account for over 75% of disclosed assets, emphasizing Baupost's belief in concentration as a strategy against ignorance [16] - The portfolio prioritizes downside protection, with upside driven by business durability rather than macroeconomic bets [17]