RBD - Restaurant Brands

[sirjosh50]

Thinking of sinking $1000 in shares (I know it's relatively not that much) as my first investment. I remember doing an 8000 word analysis on all of the ratios etc for NCEA Level 3 last year which led me to consider investing in Restaurant Brands.

[artemis]

Thinking of sinking $1000 in shares (I know it's relatively not that much) as my first investment. I remember doing an 8000 word analysis on all of the ratios etc for NCEA Level 3 last year which led me to consider investing in Restaurant Brands.

They have a positive growth story which has paid off for them over the last couple of years. They also have a DRiP which gives you the equivalent of compound interest. They cycle the annual shareholder meetings between Auckland, Wellington and Christchurch, unlike many companies. And there's the free lunch voucher each year.

[blackcap]

it was the most widely picked stock at the beginning of the year when they polled all of the major brokers. Not exactly a 'health-conscious' company, but it will almost certainly continue to go up.

Just out of curiosity, what does "health-conscious" have to do with anything? Investing is about making a return on capital surely?

[Jonboyz]

I wonder whether Taxinda will introduce a 'Junk food tax'? Apparently, Mexico and Hungary have 4-8% tax on 'junk foods' with great sucess - https://www.vox.com/2018/1/17/16870014/junk-food-tax

Anyways, I think RBD is still a great company and am slowly increasing my holdings in it.

[sonny n share]

‘Chicken is where it's at’: the unstoppable rise of KFC


KFC has survived health scandals, veganism and a major delivery fail: can the fast food behemoth stay on top?


https://www.theguardian.com/food/2018/aug/18/chicken-is-where-its-at-the-unstoppable-rise-of-kfc


There are 1,158 comments

[Bjauck]

I wonder whether Taxinda will introduce a 'Junk food tax'? Apparently, Mexico and Hungary have 4-8% tax on 'junk foods' with great sucess - https://www.vox.com/2018/1/17/16870014/junk-food-tax

Anyways, I think RBD is still a great company and am slowly increasing my holdings in it.

Won't "Taxinda" be good for RBD? Even if a junk food tax is introduced here, and Labour tax policies actually result in a redistribution of wealth to poorer families - wouldn't that increase the spending power of a prime market for fast food sellers?

[Antipodean]

Thinking of sinking $1000 in shares (I know it's relatively not that much) as my first investment. I remember doing an 8000 word analysis on all of the ratios etc for NCEA Level 3 last year which led me to consider investing in Restaurant Brands.

Nothing wrong with starting at amounts you are comfortable with, and good on you for doing the research and taking the plunge while young. My first investment was also $1000 back in 2014 and it served me well.

[Te Whetu]

Nothing wrong with starting at amounts you are comfortable with, and good on you for doing the research and taking the plunge while young. My first investment was also $1000 back in 2014 and it served me well.

Agreed, starting small is not an issue.

I personally started with roughly $400 into each of 42 Below and Nuplex, quite a few years ago.

Starting small may not be cost effective from a brokerage point of view. However, it is very beneficial when you consider the knowledge gained from putting some money on the table and following/learning from your decisions.

My initial investments had their ups and downs, but overall one of the best decisions I have ever made (investing, rather than the specific companies).

Good luck Sir Josh.

Te

Disc: no longer hold any RBD shares

[winner69]

Getting rid of Starbucks will help overall Group performance

Good move

Pity Carl’s Jnr is a bit of dog brand

https://www.nzx.com/announcements/323192

[Jay]

I liked this bit in the announcement "...stronger emphasis on its core quick service restaurant brands..."
Can't say I ever come across a quick service outlet of KFC (not that I go that often), they seem to be the slowest of any of the fast food "restaurants" in my experience, whether you are the only person ordering or 5th (or more) in line