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HEADLINES:

Tim Hortons Inc. announces the purchase through private agreement of up to 1.27 million common shares under its share repurchase program

PR Newswire (May 14, 2013)
Tim Hortons Inc. announces election of directors

PR Newswire (May 13, 2013)
Tim Hortons Inc. - Shareholder/Analyst Call
Thu, May 9
Tim Hortons Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, May 8
Tim Hortons Inc. declares quarterly dividend of $0.26 per common share

PR Newswire (May 8, 2013)
Tim Hortons Inc. announces appointment of Marc Caira as new President and CEO:

PR Newswire (May 8, 2013)
Tim Hortons Inc. announces 2013 first quarter results:

PR Newswire (May 8, 2013)
Tim Hortons Inc. Announces Timing of First Quarter 2013 Results and Annual Meeting of Shareholders

PR Newswire (Apr 29, 2013)
3 High Growth Restaurant Stocks With Encouraging Inventory Trends
Kapitall • Sun, Apr 28
Top Notch Long-Term Dividend Growers
Howard Reisman • Tue, Apr 9 • 20 Comments
Still Transitioning To A Dividend Growth Portfolio
Inzkeeper • Mon, Apr 8 • 50 Comments
Tim Hortons Inc. to present at CIBC Retail and Consumer Conference

PR Newswire (Mar 26, 2013)
Dividend Growth For Americans
Cranky • Thu, Mar 21 • 37 Comments
Tim Hortons' CEO Presents at UBS Global Consumer Conference (Transcript)
Thu, Mar 14
Canadian Dividends In ETF Form
Cranky • Thu, Mar 14 • 12 Comments
Tim Hortons' CEO Presents at 2013 Consumer & Retail Conference (Transcript)
Wed, Mar 13
In Search Of Canadian Dividends: Part II
Cranky • Mon, Mar 11 • 37 Comments
Tim Hortons Inc. to present at two investor conferences on March 13th & 14th, 2013

PR Newswire (Mar 8, 2013)
In Search Of Canadian Dividends
Cranky • Wed, Mar 6 • 42 Comments
5 High-Growth Restaurant Stocks With Encouraging Inventory Trends
Kapitall • Fri, Feb 22 • 1 Comment

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Tim Hortons: An Established Brand With Strong Growth Opportunities
Benjamin Goldman • Tue, Feb 19 • 3 Comments
Tim Hortons Has Room For Growth Both Nationally And In The U.S.
CAD Investor • Tue, Jun 26, 2012 • 10 Comments
Why Tim Hortons Is A Solid Dividend Play
Stock Gamer • Fri, Jun 22, 2012 • 2 Comments
Tim Hortons: A Time To Buy
All American Investor • Wed, May 16, 2012 • 5 Comments
Is Tim Horton's Brewing Further Gains?
Alexander J. Poulos • Mon, Mar 12, 2012
Tim Hortons' Near-Religious Following Protects Dividends
James Goodwin • Wed, Feb 8, 2012 • 12 Comments
Tim Hortons Will Remain A Strong Pick Even In An Economic Slowdown
Benzinga • Wed, Sep 28, 2011 • 2 Comments
The Good, The Bad and The Ugly: Tim Hortons (The Good)
Consumer Contrarian • Thu, Jan 27, 2011 • 1 Comment
Tim Horton's: Cooking Up Trouble?
Streetwise Blog • Fri, May 14, 2010 • 2 Comments
Tim Hortons: Easter Bunny's Next Victim?
FP Trading Desk • Wed, Aug 5, 2009 • 1 Comment
Can Tim Hortons Take Manhattan?
FP Trading Desk • Mon, Jul 13, 2009 • 2 Comments
Tim Hortons: Can Ice Cream Help Boost Sales?
FP Trading Desk • Tue, Jun 16, 2009 • 2 Comments
Tim Hortons: Well Positioned for an 'Inhospitable' Environment - Desjardins
FP Trading Desk • Mon, May 11, 2009
Tim Hortons Loses Steam, Not Surprisingly - Scotia Capital
FP Trading Desk • Wed, Feb 25, 2009
Tim Hortons: Will It Maintain Growth Through Recession?
FP Trading Desk • Tue, Feb 24, 2009
Analysts on Tim Hortons' Growth Potential
FP Trading Desk • Wed, Jan 14, 2009 • 3 Comments
Tim Horton's Focuses on Cutting Costs
FP Trading Desk • Tue, Nov 11, 2008
Tim Hortons Has Strong Earnings Momentum - RBC Analyst
FP Trading Desk • Fri, Nov 7, 2008
Analysts Say Tim Hortons Doing Well, Despite Deteriorating Fundamentals
FP Trading Desk • Wed, Oct 29, 2008
Tough Times for Tim's
FP Trading Desk • Thu, Aug 14, 2008 • 1 Comment

3 High Growth Restaurant Stocks With Encouraging Inventory Trends
Kapitall • Sun, Apr 28
Top Notch Long-Term Dividend Growers
Howard Reisman • Tue, Apr 9 • 20 Comments
Still Transitioning To A Dividend Growth Portfolio
Inzkeeper • Mon, Apr 8 • 50 Comments
Dividend Growth For Americans
Cranky • Thu, Mar 21 • 37 Comments
Canadian Dividends In ETF Form
Cranky • Thu, Mar 14 • 12 Comments
In Search Of Canadian Dividends: Part II
Cranky • Mon, Mar 11 • 37 Comments
In Search Of Canadian Dividends
Cranky • Wed, Mar 6 • 42 Comments
5 High-Growth Restaurant Stocks With Encouraging Inventory Trends
Kapitall • Fri, Feb 22 • 1 Comment
Stop Paying Me A Dividend And Start Buying Back Shares
Baskin Financial Blog • Thu, Jan 10 • 75 Comments
In 2013 Yum Brands Will Shed $3 Billion In Market Capitalization
Alex Cho • Mon, Dec 24, 2012 • 21 Comments
Brandtastic Portfolio Cleans Up Against The Market
Cranky • Wed, Dec 5, 2012 • 27 Comments
Cheesecake Factory: A Strong Fundamental Outlook For Patient Investors
Kapitall • Tue, Nov 13, 2012
Ark Restaurants: A Low Risk Value Play
Derek Chipman • Sun, Oct 21, 2012 • 13 Comments
Confessions Of A Scaredy Cat Investor
Cranky • Thu, Oct 18, 2012 • 36 Comments
Should Investors Run On Dunkin' Or Switch To Tim Hortons?
Gary Jakacky • Wed, Sep 26, 2012 • 10 Comments
Restaurant Stocks: 2 Longs And 3 Shorts
Stocks & Shares • Thu, Sep 6, 2012 • 1 Comment
Starbucks: Recent Correction Makes This Coffee Stock A Buy
Qineqt • Thu, Aug 30, 2012 • 7 Comments
Starbucks Offers Decent Value
Stock Gamer • Wed, Aug 15, 2012 • 3 Comments
Starbucks May Perk Up Soon
Jim Van Meerten • Tue, Aug 7, 2012 • 5 Comments
Why You Should Avoid This Coffee Chain Over The Long Term
Stock Gamer • Tue, Jul 24, 2012 • 6 Comments

Tim Hortons Inc. - Shareholder/Analyst Call
Thu, May 9
Tim Hortons Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, May 8
Tim Hortons' CEO Presents at UBS Global Consumer Conference (Transcript)
Thu, Mar 14
Tim Hortons' CEO Presents at 2013 Consumer & Retail Conference (Transcript)
Wed, Mar 13
Tim Hortons Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Feb 21
Tim Hortons Management Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Nov 8, 2012
Tim Hortons Management Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Aug 9, 2012
Tim Hortons Inc. Q3 2009 Earnings Call Transcript
Fri, Oct 30, 2009
Tim Hortons Inc. Q4 2008 Earnings Call Transcript
Fri, Feb 20, 2009
Tim Hortons Inc. Q3 2008 Earnings Call Transcript
Fri, Nov 7, 2008
Tim Hortons Q2 2008 Earnings Call Transcript
Thu, Aug 7, 2008
Tim Hortons Inc. Q1 2008 Earnings Call Transcript
Fri, May 2, 2008
Tim Hortons Inc. Q4 2007 Earnings Call Transcript
Thu, Feb 21, 2008
Tim Hortons Inc. Q3 2007 Earnings Call Transcript
Sun, Oct 28, 2007
Tim Hortons Q2 2007 Earnings Call Transcript
Mon, Aug 6, 2007

Tim Hortons Inc. announces the purchase through private agreement of up to 1.27 million common shares under its share repurchase program

PR Newswire (May 14, 2013)
Tim Hortons Inc. announces election of directors

PR Newswire (May 13, 2013)
Tim Hortons Inc. declares quarterly dividend of $0.26 per common share

PR Newswire (May 8, 2013)
Tim Hortons Inc. announces appointment of Marc Caira as new President and CEO:

PR Newswire (May 8, 2013)
Tim Hortons Inc. announces 2013 first quarter results:

PR Newswire (May 8, 2013)
Tim Hortons Inc. Announces Timing of First Quarter 2013 Results and Annual Meeting of Shareholders

PR Newswire (Apr 29, 2013)
Tim Hortons Inc. to present at CIBC Retail and Consumer Conference

PR Newswire (Mar 26, 2013)
Tim Hortons Inc. to present at two investor conferences on March 13th & 14th, 2013

PR Newswire (Mar 8, 2013)
Tim Hortons Inc. announces new share repurchase program for up to $250 million in common shares

PR Newswire (Feb 21, 2013)
Tim Hortons Inc. increases quarterly dividend by 23.8% and declares a dividend of $0.26 per common share

PR Newswire (Feb 21, 2013)
Tim Hortons Inc. growth initiatives contribute to increased same-store sales in fourth quarter 2012

PR Newswire (Feb 21, 2013)
Tim Hortons Inc. Announces Timing of Fourth Quarter & Year-End 2012 Results & Conference Call

PR Newswire (Feb 7, 2013)
MarketWatch First Take: Caribou Coffee crunch

at MarketWatch.com (Dec 17, 2012)
Tim Hortons Inc. declares quarterly dividend of $0.21 per common share

PR Newswire (Nov 8, 2012)
Tim Hortons Inc. announces 2012 third quarter results: Continued system expansion and same-store sales growth contributed to performance

PR Newswire (Nov 8, 2012)
Tim Hortons Inc. Announces Timing of Third Quarter 2012 Results

PR Newswire (Oct 26, 2012)
Tim Hortons Inc. to present at Scotia Capital Back To School Conference

PR Newswire (Sep 10, 2012)
Tim Hortons Inc. declares quarterly dividend of $0.21 per common share

PR Newswire (Aug 9, 2012)
Tim Hortons Inc. announces 2012 second quarter results

PR Newswire (Aug 9, 2012)
Traders Watch to See If 'Most Hated Rally' Can Get Lift Off From 1,400

at CNBC.com (Aug 8, 2012)

THI vs. ETF Alternatives

Company Description

We are the fourth largest publicly-traded quick service restaurant chain in North America based on market capitalization and the largest in Canada. Operating in the quick service sector of the restaurant industry, we appeal to a broad range of consumer tastes, with a menu that includes premium... More

Sector: Services

Industry: Restaurants

Country: Canada

All
| Earnings
| Dividends
| M&A
| On the move

Tuesday, May 14, 8:36 AM Tim Hortons (THI) says it purchased 1.27M shares of its stock through a private "arm's length" transaction with a selling shareholder. The deal will count as part of the company's buyback allowance of 15.239M shares. Comment! [Consumer]
Thursday, May 9, 10:32 AM BMO Capital downgrades Tim Hortons (THI -2.2%) to Underperform from Market Perform after sizing up the restaurant operator's Q1 results and disappointing sales trends. What to watch: Expect something big to potentially break at the company with a new CEO on board amid rumblings from activist investors. Comment! [Consumer]
Wednesday, May 8, 9:48 AM Tim Hortons (THI -1.5%) names Marc Caira to be the company's new CEO to replace Paul House. The company released Q1 results earlier today with same-store sales in the U.S. and Canada both turning negative. Comment! [Consumer, Earnings]
Wednesday, May 8, 9:07 AM Tim Hortons (THI) declares $0.26/share quarterly dividend, in line with previous. Forward yield 1.78%. For shareholders of record May 23. Payable June 07. Ex-div date May 21. (PR) Comment! [Dividends]
Wednesday, May 8, 7:33 AM Tim Hortons (THI): Q1 EPS of $0.56 misses by $0.06. Revenue of $731.5M (+1.4% Y/Y) misses by $23.63M. (PR) Comment! [Earnings, Breaking News]
Wednesday, May 8, 12:05 AM Notable earnings before Wednesday’s open: AOL, ARQL, CTSH, CWH, DTEGY.PK, ENB, EZCH, FSYS, FUN, KRO, LMCA, LSE, MPEL, NAVB, NICE, POZN, SODA, STWD, THI, TTI, VVUS, WEN, WMC Comment! [Earnings]
Tuesday, May 7, 5:30 PM Notable earnings before Wednesday’s open: AOL, ARQL, CTSH, CWH, DTEGY.PK, ENB, EZCH, FSYS, FUN, KRO, LMCA, LSE, MPEL, NAVB, NICE, POZN, SODA, STWD, THI, TTI, VVUS, WEN, WMC Comment! [Earnings]
Wednesday, May 1, 11:11 AM The board at Tim Hortons (THI +4.1%) is reportedly feeling some heat from Highfields Capital to borrow up to $3.4B to buy back an ample amount of stock. The firm would also like to see Tim Hortons shed its distribution business and create an investment vehicle for real estate assets. Comment! [Consumer]
Friday, April 12, 9:51 AM Restaurant sales trends improved in March but remain "fragile," according to a new report from Black Box Intelligence. The sector saw a same-store sales increase of 0.5% during the month compared to February’s decline of 5% - while traffic decreased 2% compared to a 4.2% drop in February. Comment! [Consumer]
Wednesday, April 10, 2:17 PM Restaurant visits by parties of adults grew by 1% last year to end four consecutive declines in the category but visits with children in tow showed flat growth once again, according to tracking from the NPD Group. A tripping point for the sector has been the lack of growth in visits by parties with kids. What to watch: Analysts see increased promotional activity sneaking in on the industry's margins. 5 Comments [Consumer]
Friday, April 5, 10:40 AM A strike by fast food workers in New York City could have broad implications with the group's lofty goal to see a 107% pay raise up to $15 per hour. What to watch: Though historically the high turnover rate in the QSR industry has kept labor disruptions to a minimum, unions of foodservice workers have strengthened since 2009 and could take a small bite out of the sector's margins. 10 Comments [Consumer]
Friday, April 5, 7:22 AM Companies selling coffee are expected to continue to skate by with high prices on premium coffee despite the recent drop in coffee commodity costs. Channel checks and recent sales reports indicate demand and pricing power is as strong as ever. Perking up: Starbucks (SBUX), Dunkin' Brands (DNKN), McDonald's (MCD), Green Mountain Coffee (GMCR), Tim Hortons (THI), and Whole Foods Market (WFM). 6 Comments [Consumer]
Monday, March 25, 2:30 PM Restaurant blues: The consensus estimate of economists for consumer spending growth in February is for a 0.6% gain after the measure rose 0.2% in January but don't expect restaurants to report strong numbers for Q1. Inside tracking and guidance warnings from key companies indicate that the sector is feeling the pressure of higher payroll taxes. Major chains also face a tough period of comparable with last year's winter much milder on average in the U.S. 4 Comments [Consumer]
Friday, February 22, 8:50 AM The restaurant sector is on watch after a pre-earnings warning from Darden Restaurants (DRI) and a harsh downgrade on Wendy's (WEN) sets a negative tone. The picture being painted for 2013 is starting to get pretty consistent - margin pain and soft traffic trends. Other things to watch in 2013 for the sector: 1) The impact of higher payroll taxes. 2) The coming costs of the Affordable Care Act. 3) The push to raise the minimum wage. 4) Which chains can succeed in China and India? 5 Comments [Consumer]
Thursday, February 21, 10:16 AM Tim Hortons Inc. (THI) declares $0.26/share quarterly dividend, 23.8% increase from prior dividend of $0.21. Forward yield 2.11%. For shareholders of record Mar. 04. Payable Mar. 19. Ex-div date Feb. 28. (PR) Comment! [Dividends]
Thursday, February 21, 7:34 AM Tim Hortons (THI): Q4 EPS of $0.65 misses by $0.06. Revenue of $811.6M (+4.1% Y/Y) misses by $15.43M. (PR) Comment! [Earnings, Breaking News]

ltfinger
New Upgrades (5/1/13): $ABV, $APH, $ATK, $CNI, $GDOT, $NEWP, $PM, $THI, $ULTI
May 2, 10:23 PM
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John Gordon
$MCD: free 8oz, regular coffee anytime, no purchase, anyone April 30-May14 just seen...more pressure on the coffee space. $DNKN $THI $BKW
May 1, 4:03 PM
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techwonk: Not here, and the promo is not on their website either. Maybe it's only your local franchises
May 2, 11:52 PM
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John Gordon: techwonk: promo in company operated stores.
May 5, 8:06 PM
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smokeyRose
Even with $ICON now...Does anyone Have an opinion on $THI..have been thinking of maybe Buying http://bit.ly/ZRhalz
Apr 30, 3:09 PM
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wheelz23: have you been basing your picks on earnings as well?
May 14, 12:51 PM
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smokeyRose: Yes earnings and Growth of Earnings is what will Ultimatly drivee a stock up. $ICON is Really working out for me.
Wed, 4:27 PM
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Kapitall
3 high-growth restaurant stocks with encouraging inventory trends $EAT $THI $PZZA http://seekingalpha.com/a/tkcf
Apr 28, 1:45 PM
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John Gordon
$DNKN talks detailed US DD comps components: +3.2% SSS, 2.4 % check (1% price, 1.4% mix), .8% traffic. Watch $THI soon.
Jan 31, 4:49 PM
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John Gordon
With strong $SBUX comps and indie Coffee Bean noting +MSD comps, lower check coffee/food snack seems to have worked, $DNKN $THI TBD.
Jan 30, 1:24 PM
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ChanelS
chart of $THI remarkably similar to $MCD, both peaked earlier this yr. both now 20% below peaks. interesting ~$44 for THI, ~$80 for MCD
11/9/12
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Ocean Man: I don't know what the short-term catalyst for MCD is. It needs a surprisingly good monthly report, which you could wait for.
11/9/12
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John Gordon
$THI: note to headhunters: slow new CEO search, not looking for a wheel reinventor but for someone to fit in !
11/8/12
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John Gordon
$THI: has hard time expressing why US SSS slump, talks to capacity problems. Price was +3.
11/8/12
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John Gordon
$THI: negative traffic in both US and Canada, but check/mix/pricing up; steady deacceleration of SSS gains.
11/8/12
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LATEST REPLIES

smokeyRose
Even with $ICON now...Does anyone Have an opinion on $THI..have been thinking of maybe Buying http://bit.ly/ZRhalz
Apr 30, 3:09 PM
Reply (13)

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wheelz23: have you been basing your picks on earnings as well?
May 14, 12:51 PM
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smokeyRose: Yes earnings and Growth of Earnings is what will Ultimatly drivee a stock up. $ICON is Really working out for me.
Wed, 4:27 PM
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140 characters

John Gordon
$MCD: free 8oz, regular coffee anytime, no purchase, anyone April 30-May14 just seen...more pressure on the coffee space. $DNKN $THI $BKW
May 1, 4:03 PM
Reply (4)

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techwonk: Not here, and the promo is not on their website either. Maybe it's only your local franchises
May 2, 11:52 PM
• !Report Abuse
John Gordon: techwonk: promo in company operated stores.
May 5, 8:06 PM
• !Report Abuse
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140 characters

ChanelS
chart of $THI remarkably similar to $MCD, both peaked earlier this yr. both now 20% below peaks. interesting ~$44 for THI, ~$80 for MCD
11/9/12
Reply (1)

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Ocean Man: I don't know what the short-term catalyst for MCD is. It needs a surprisingly good monthly report, which you could wait for.
11/9/12
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THI Tim Hortons Inc.

THI

Tim Hortons Inc.