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Just love Timmy's THI
#1
OK, I am really a Starbucks man. In fact, as the joke goes..."Why can't airline pilots donate blood? Because it comes out "cream and sugar". "

That said, I always look forward to hitting Tim Horton's when we visit our daughter who is attending college up in Maine.

Terrific service, pretty good coffee (not Starbucks, Eh?), good sandwiches, clean stores and as I said...good service.

THI, might be a tad overpriced...not sure but I'm looking for a cyclical I like.

Yielding 2.15% with a 5 year dividend growth rate of 25.01% (http://www.bloomberg.com/quote/THI:CN)
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
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#2
Hmmm, missed this Rob.

I too like Timmie's. (Which one Canuck told me a long time ago is the Canadian national flower since it seems to pop up on every street.) I used to attend conferences in Toronto and Montreal when the exchange rate was about US$1=Cad$1.50 and often stopped at Timmie's for a coffee or quick meal.

Almost bought it in the Great Recession but something shiny distracted me. I should have because it's been a steady grower since.

Now with the BK inversion buyout, I'm afraid they're going to be lumped in with a second-rate fast food behemoth.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan


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#3
I have never been a Timmy's person myself and thought that the coffee there is weak and cant understand how people even drink that. But then I realize that I am being a snob - Timmys is a temple here in Canada and every single one is crowded always. Another sad personal story for me as I thought about buying it a few months ago and like DW said, something shiny distracted me.

However, I dont think the BK buyout will change anything - as far as the consumers go. It didnt change a thing when Wendys owned it and it wont change now that BK owns it. People will go get their cuppa tims and timbits everyday.

Add one more to the list of stocks to pick up during the next recession Smile
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