Canadian investors toast 2025
Against the odds, the TSX shook off Trump tariffs and rose 27%, outperforming US indexes.
Investing. Plain and simple.
Against the odds, the TSX shook off Trump tariffs and rose 27%, outperforming US indexes.
Restaurant Brands International has been a poor market performer this year, trailing McDonald’s and Yum Brands by a big margin.
Sees growth also coming from India and Africa
Even with the current headwinds, they offer a strong value proposition.
A weak economy is good news for quick serve restaurants
Two of my articles for the Globe & Mail made it into their best of 2022 list as strategies to ride out volatile markets.
McDonalds has fared best even as it announces sale of its Russian operations.
McDonald’s, Yum! and Tim Hortons parent Restaurant Brands all have big expansion plans in Asia.
McDonald’s has responded with wage increases. Restaurant Brands has closed indoor dining at about 40% of its Popeye’s stores.
McDonald’s, YUM! and Restaurant Brands International which owns Tim Horton’s offer long term value despite short term pressure.









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