The Public Company Hiding In Plain Sight

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 12 April 2023

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

You might be familiar with some of the brands, but the company's name is probably not on your radar.

(00:21) Jim Gillies discusses:
- MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings
- The math behind MTY's success
- Why he's most curious about Medpace Holdings reporting earnings in late April

(17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on.

Companies discussed: MTY, MTYFF, MEDP, SBNY

Host: Chris Hill
Guests: Jim Gillies, Deidre Woollard
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

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0:00.0	Sometimes a publicly traded company is right in front of you hiding in plain sight.
0:10.8	Motley Fool Money starts now.
0:12.8	I'm Chris Hill, joining me today from the great white North, Motley Fool Senior analyst,
0:25.6	Jim Kiles.
0:26.6	Good to see you.
0:27.6	Good to be seen, Chris.
0:29.9	Long time listeners will know that when Jim Giles shows up on Motley Fool Money to talk
0:35.6	about a stock, you can expect a couple of things out of the business.
0:40.0	One is it's probably a business that most American investors have never heard of.
0:46.2	And two, there's a reason Jim is a fan of that business that most Americans have never
0:52.0	heard of.
0:53.0	And no exception today with a company called MTY Food Group, which reported first quarter
1:00.3	earnings, there must have been something positive because the stock is up about 4%.
1:05.1	But this is, this is an interesting one to me because you and I, I hadn't heard of the
1:11.1	parent company, but I have heard of the brands or at least some of the brands because this
1:17.0	is basically if you've ever been to a food court in Canada or the United States, you've
1:23.4	probably seen these fast food slash fast casual businesses and dozens of them are under
1:32.1	the MTY Food Group umbrella.
1:35.2	Yeah, they've got somewhere north, I believe now of 85 banners.
1:42.4	It wasn't uncommon say five or seven years ago if you went to a mall food court which,
1:47.5	you know, I try to avoid like the plague, but you would go to a mall food court and half
1:54.0	of the stores and not mall food court are all owned by MTY and you wouldn't know it.
	...

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