These quality firms improve overall returns

Article Excerpt

We recommend investors limit their aggressive holdings to no more than a third of their overall portfolio. To further cut your risk, you should focus on high-quality aggressive stocks such as Restaurant Brands and Leon’s. RESTAURANT BRANDS INTERNATIONAL INC. $66 is a buy. The company (Toronto symbol QSR, Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 460.3 million; Market cap: $30.4 billion; Price-to-sales ratio: 4.0; Dividend yield: 4.1%; TSINetwork Rating: Average; www.rbi.com) is the world’s third-largest fast-food operator after McDonald’s (No. 1) and Yum Brands (No. 2). Restaurant Brands has cut off support for operations, marketing and supply chains in Russia. However, the franchised operators of 800 Burger King locations in that country have refused to close those outlets. Due to longstanding legal agreements, the company has little control over its franchisees in Russia. However, it will redirect its earnings from those outlets towards humanitarian efforts supporting Ukrainian refugees. It will also stop further investments in Russia. Meantime, Restaurant Brands’ overall sales in the quarter ended March 31,…