RX8Club.com

RX8Club.com (https://www.rx8club.com/)
-   Canada Forum (https://www.rx8club.com/canada-forum-35/)
-   -   Who's going to buy some Timmies IPO? (https://www.rx8club.com/canada-forum-35/whos-going-buy-some-timmies-ipo-83953/)

BlueEyes 02-28-2006 11:46 AM

Who's going to buy some Timmies IPO?
 
http://money.canoe.ca/News/2006/02/28/1466309.html

avg8 02-28-2006 01:18 PM

I would!!!!!

AC_SB 02-28-2006 03:14 PM

Oh yeah....theres a cash cow if I ever saw one! I'm gonna get into this one deeeeeeeeeeeeeeep

YT1300 03-02-2006 12:14 AM

The business is fairly well run, but the potential for growth has slowed; their expansion into the US hasn't done as well as they had thought, and the regions left to grow in Canada aren't all that much. It's very much a Canadian thing, without the potential to grow much beyond national borders, I'm afraid. Patriotic to take the IPO (keeping in mind that Wendy's owns it), but in the long run, probably not going to grow much... unless they find out that donuts are healthy for you.

bean438 03-02-2006 01:27 PM

Even with the flop in the US market, I think Timmies will do well as an investment.
Sure, they have pretty much expanded to the limit, but every store is always busy.

Tim Horton's , I believe now has that "goodwill" Warren Buffet looks for in a company.
Yes it is a comoddity type product, but it has that name brand, and possibly crack cocaine that causes people to wait in line for 10-15 minutes for a cup of coffee.

Doughnuts do not have to be healthy for the company to grow. Coke is not very healthy, but they continue to grow.

Tim's seems to keep the customers coming in with new products.

It doesnt matter if they failed in the US. As long as the stores are packed, and as long as losers with no life will stand in line, then it should do well.

bean438 03-03-2006 10:05 AM

I should add that I was once one of those "losers" in line.
I now have a 2 minute rule. I wait in line for 2 minutes. If I am not served I leave.
While I admit Tim's is a damn fine cup of coffee, it is only coffee, and not worth wasting 20 minutes unless I have absolutely nothing to do.

Miker 03-03-2006 07:56 PM

True, the sight of people in Georgetown wearing their pyjama bottoms while standing in line on a summer Saturday morning may be indicative of a hot stock, this bugger will be fully valued when it lists. There will be zero room for growth for the consumer investor after the buys have come in from the institutionals. Glurging bad ads like the Asian grandad/father/son bonding commericials aside, there is no reason to think this is going to be a wise buy for any layperson. It'll be like the old grannies lining up in the 80's to buy silver while the Hunt brothers in Texas have already put the crash in place. And the coffee is way overrated.

DARKMAZ8 03-03-2006 08:32 PM

Timmies should have done this 5 years ago when they introduced their iced cappachino. I'm also affraid that tim hortons is past their peek in business and I don't see too much upside. Why invest in tim hortons when you can get in on the gold and the black gold bull run. It's been a great few years so far ;)

YT1300 03-04-2006 01:31 AM

Gold got lucky this past year, but it does do relatively well in uncertain times. Oil is so tetchy with supply-and-demand that as a long-term investment itself it is less than stable. Income trusts were the way to go until Ralph-Malph went and messed it up (unless you owned dividend ETFs or funds, I guess).

Coffee is meh. Cappucinos didn't help their bottom line - people just bought the cold stuff instead of the warm!

DARKMAZ8 03-04-2006 09:12 AM


Originally Posted by YT1300
Gold got lucky this past year, but it does do relatively well in uncertain times. Oil is so tetchy with supply-and-demand that as a long-term investment itself it is less than stable. Income trusts were the way to go until Ralph-Malph went and messed it up (unless you owned dividend ETFs or funds, I guess).

Coffee is meh. Cappucinos didn't help their bottom line - people just bought the cold stuff instead of the warm!


"Gold got lucky this past year".......as far as I know gold has been on a bull run since 2002. Same goes for oil. I was telling ppl to buy suncor and encana when the iraqi war started. Oil isn't going away anytime soon but gold on the other hand will peak when bush brings home the troops from iraq. I'm pretty confident that we'll see $700 gold year end.

Oil will hang on the uncertainty thread and will stay at these levels or may go even higher if something disturbs production. Oil prices are connected to the supply chain rather then just increased demand. Demand is more stable and we all know that oil consumption is growing. What we don't know is how the supply side will serve this increase in demand reliably.

Mark my words, when bush brings the troops back. Canadian currency, gold and even oil will fall. The us markets will then have a serious bull run.

YT1300 03-06-2006 11:31 PM

Gold has been doing well since 9/11 - it's the currency of choice in times of uncertainty. Oil has never been a good long-term investment. All I'm saying is that neither is really a good thing to be in for the long term, regardless of whenever the US pulls out of Iraq. The US markets can have as much of a bull run as they like - but keep in mind that'll likely help the Canadian economy, which goes against the possibility that the CDN$ will drop.

Bah. Diversity will save your hide in the long run. This is car forum - back to car talk.


All times are GMT -5. The time now is 08:01 AM.


© 2024 MH Sub I, LLC dba Internet Brands