Jonathan Boyar's Favorite Cheap Stocks with Catalysts

Josh Brown (0:00)

Restaurant Brands is a health food chain. It's...

Michael Batnick (0:03)

What is that?

Josh Brown (0:04)

QSR is the ticker. It's Burger King, Popeye's, Tim Hortons, and what's the fourth?

Jonathan Boyar (0:09)

Firehouse.

Josh Brown (0:10)

Firehouse Subs.

Michael Batnick (0:11)

What's the, that's not New York, that's not New York, Firehouse Subs?

Jonathan Boyar (0:14)

It's very small.

Josh Brown (0:14)

I had Firehouse Subs once. It's like Jersey Mike's.

Michael Batnick (0:18)

Yeah. My favorite fast food sandwich place is Jimmy John's.

Jonathan Boyar (0:26)

Yeah.

Michael Batnick (0:26)

Who owns them?

Josh Brown (0:27)

I don't think I ever had that.

Jonathan Boyar (0:28)

Is that public? They missed the machine.

Michael Batnick (0:32)

Who owns Jimmy John's?

Josh Brown (0:36)

Michael's doing research. Hang on.

Michael Batnick (0:39)

No. Rourke Capital Group, private equity.

Josh Brown (0:44)

Very, very intense research.

Michael Batnick (0:45)

Rourke also owns other restaurant chains like Arby's, Buffalo Wild Wings and Sonic.

Jonathan Boyar (0:49)

Oh, they have Buffalo Wild Wings? Shit.

SPEAKER_4 (0:51)

That's good.

Michael Batnick (0:52)

What is Sonic?

Jonathan Boyar (0:54)

The burgers.

SPEAKER_4 (0:55)

They have everything. Corn dogs, burgers.

Josh Brown (0:57)

But people go there for the drinks now, right?

SPEAKER_4 (0:59)

The drinks. Yeah, the slushies are so good.

Michael Batnick (1:02)

Well, they still have the drive up stalls. No offense. That's so gross. Like getting a slushie with a hamburger. Like, how fat are you? And I'm fat myself. I'm a skinny fat guy. I get it. Come on. Mizzier, a percent chance.

Josh Brown (1:18)

All right. Are we make a show or what? What are we thinking? John, you're a fast food guy.

Jonathan Boyar (1:24)

No, I eat healthy, but I will make money off of it.

Michael Batnick (1:27)

Yeah, you look healthy. You look good.

Jonathan Boyar (1:28)

Someone up.

Josh Brown (1:32)

John has the best commute into Manhattan of all of us. Port Washington line.

Michael Batnick (1:37)

That is the best.

Josh Brown (1:38)

The train starts there.

Jonathan Boyar (1:40)

And you can sleep and not miss your stop.

Michael Batnick (1:43)

How long have you been there for?

Jonathan Boyar (1:45)

2017, 2016 I moved there at the exact right time.

Josh Brown (1:49)

What are the stops from from port?

Jonathan Boyar (1:51)

You got Manhasset, Plannedome.

Josh Brown (1:54)

No such places as Plannedome. Plannedome?

Michael Batnick (1:56)

That doesn't exist.

Jonathan Boyar (1:57)

Great Neck and then there's some other ones. Bayside, if depending on the train. Douglas, in some times, I don't know, Willis Point. Like it's 30 minutes.

Josh Brown (2:09)

But it runs through Jamaica?

Jonathan Boyar (2:11)

No, no Jamaica.

Josh Brown (2:12)

Because Jamaica's south.

Jonathan Boyar (2:14)

Yeah, no Jamaica.

Josh Brown (2:14)

So it doesn't run through Jamaica.

Michael Batnick (2:16)

Douglas is like the perfect overlap. It's like the line of demarcation between NASA and Queens.

Jonathan Boyar (2:21)

Yeah, and they have a great-

Josh Brown (2:22)

Little Neck is really the-

Michael Batnick (2:23)

That's right.

Jonathan Boyar (2:24)

And Douglas, you can stop at that restaurant right there. That's the best-

Josh Brown (2:27)

Which one?

Michael Batnick (2:28)

Jimmy John's?

Jonathan Boyar (2:29)

Not Jimmy John's.

Josh Brown (2:30)

It's in Firehouse Subs.

Jonathan Boyar (2:31)

It's a Italian restaurant. I'll get the name of it, that has this huge lobster dish where they put everything in it. It is like, you feel like crap for days. It is so good.

Josh Brown (2:45)

What's your go-to in Port Washington?

Jonathan Boyar (2:48)

If I want nice food, Brian Cooper. I mean, we have like nine different sushi restaurants.

Michael Batnick (2:53)

Jaya's great. Is it Jaya or Jaya?

Jonathan Boyar (2:56)

Jaya.

Michael Batnick (2:57)

Delicious. Yeah, that's good.

Jonathan Boyar (2:58)

A little sampling stuff there.

Josh Brown (3:01)

We don't come up there because it's like this far too far.

Michael Batnick (3:05)

It's 40 minutes.

Jonathan Boyar (3:06)

There's no reason ever to come to Port.

Josh Brown (3:09)

Like you don't want to go out to dinner far enough that you get home and your wife's asleep.

Jonathan Boyar (3:18)

Yeah.

Michael Batnick (3:18)

You know what I mean? You fall asleep in the car.

Josh Brown (3:20)

Fall asleep in the car. It's like, wait, wait, what do we do two rounds of martinis? What are those called espresso martinis for? And it's like, that's too long of a night.

Michael Batnick (3:30)

All right, Jon, get in here.

Jonathan Boyar (3:32)

All righty. The Compound and Friends.

Josh Brown (3:34)

All right.

Jonathan Boyar (3:35)

Episode 230

Josh Brown (3:36)

School show.

Michael Batnick (3:38)