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John Gordon

 
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  • John Gordon
    $THI CEO role already out of operations per interview. Canadian press has different tone v. US. $BKW http://on.thestar.com/1qwbxEd
    22 hours ago
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      • John Gordon
        $BOBE's Hail Mary pass is Chicken. At a "Breakfast place" no less. Thanks to Columbus Dispatch for my quote. http://bit.ly/1qwauEm
        22 hours ago
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          • John Gordon
            $BKW $THI : to be sure, it is franchisees investments and royalties that ultimately funds this deal. #BKTH http://yhoo.it/1lkUOVa
            Fri, 10:57 AM
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              • John Gordon
                #restaurant #MNA silly season: $MCD to buy $CMG back for $30B? $MCD to buy $WEN? Crazy. @CNBC http://cnb.cx/1plyTyh__source=yahoo|headline|quote|video|&par=yahoo
                Thu, 9:59 AM
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                  • John Gordon
                    Can $BKW become $YUM? Pepsico purchased all three brands for $1.35B, one tenth of this weeks $THI price ! http://nyti.ms/1plwlQG
                    Thu, 9:49 AM
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                      • John Gordon
                        $BKW $THI issue hits Politico. Reminder BK owns only 52 US units, boycott doesn't hurt 3G at all #BKTH http://politi.co/VOQiCB
                        Thu, 1:31 AM
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                          • John Gordon
                            $BKW, $THI, (we'll call it #BKTH) perhaps Tim's growth is BK intl.development pipeline. @jannarone @CNBC http://bit.ly/1p8qpEw.mc_id=AM~WWFob29fRmluYW5jZTQyX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc%3d~20140827_PR_307259
                            Wed, 11:27 AM
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                              • John Gordon
                                Some saying $BKW wants to be like $YUM. YUM paid only $1.35B for KFC/TB/PH combined, more world restros now. http://bit.ly/1p8qpEw.mc_id=AM~WWFob29fRmluYW5jZTQyX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc%3d~20140827_PR_307259.
                                Wed, 10:55 AM
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                                  • John Gordon
                                    $BOBE: Activists wins 4 seats, quality folks A windfall now for BEF spin best for all. A bird in the hand... http://bit.ly/YWFCUh
                                    Aug 26, 6:00 PM
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                                      • John Gordon
                                        $THI deal: looks like a rough EV/EBITDA ratio of 16.9X (based on 2013 operating EBITDA). Not cheap. $BKW http://on.wsj.com/1AS2sKy
                                        Aug 26, 5:35 PM
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                                          • John Gordon
                                            $BKW, $THI: seems low store level plans; key watch factors are 5X v. 7X, real estate, distribution, purchasing, intl.development.
                                            Aug 26, 1:51 PM
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                                              • John Gordon
                                                $BKW, $THI: wonder if another Ontario tax is decreasing the deal tax HOLDCO savings. (con'td) http://bit.ly/YWsM8o
                                                Aug 26, 1:47 PM
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                                                  • John Gordon
                                                    $BKW, $THI: see best interview, Steve Anderson/Miller Tabak. Note both companies 100% franchised. http://bit.ly/1wslwA5
                                                    Aug 25, 12:14 PM
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                                                      • John Gordon
                                                        $BKW, $THI: Cramer: "they need each other". FYI, BKW tax rate 27.6%, THI 25.6% in 2013, http://cnb.cx/1wsimfR__source=yahoo|headline|quote|video|&par=yahoo
                                                        Aug 25, 12:00 PM
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                                                          • John Gordon
                                                            $BKW, $THI: financial engineering and inversion consistent with 3G mantra; lets hope no combo stores. http://bloom.bg/1qbTq6l-GJnim~yCR2WnA~Psh0qHpg.html?cmpid=yhoo
                                                            Aug 25, 11:04 AM
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                                                            • losbronces: But you know that will happen, right? Just like KFC & Pizza Hut side-by-side stores.
                                                              Aug 25, 11:50 AM
                                                              • John Gordon
                                                                $BKW, $THI: true financial engineering; goal to cover US BKW ucky trends and to gain UK tax inversions. http://yhoo.it/XLeszq
                                                                Aug 25, 1:40 AM
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                                                                  • John Gordon
                                                                    @jonathanmaze reviews prior $LOCO expansion issues. Is $PLKI new market softness in Indy/Charlotte telling? http://bit.ly/1wheQ81
                                                                    Aug 22, 10:24 AM
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                                                                      • John Gordon
                                                                        $LOCO: announces 20 unit zee expansion into Texas (Houston and San Antonio). Critical new markets to watch. http://bit.ly/1whd8mW
                                                                        Aug 22, 10:16 AM
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                                                                          • John Gordon
                                                                            2007 Coldstone M&A issue hits AZ GOP Primary, 80X multiple but for what. See my PHX Channel-12 interview. http://bit.ly/1tmTuCt
                                                                            Aug 22, 12:41 AM
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                                                                              • John Gordon
                                                                                $DRI talking two sets of RL numbers: wonder if the post sale rent expense was the $ difference.http://cnb.cx/1neddOQ__source=yahoo|headline|quote|video|&par=yahoo @jannarone
                                                                                Aug 21, 9:36 AM
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