Investment Q&A

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• Roots Corporation (ROOT)
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Q: Would you sell RECP today at a discount, or wait for the proposed buyout?
What about redirecting the proceeds towards purchasing Roots?

Thx

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Read Answer Asked by john on August 16, 2022

• Restaurant Brands International Inc. (QSR)
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• MTY Food Group Inc. (MTY)
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Q: Hi, I’m trying to decide between these 4 operators to invest right now. Would you do a short compare of their size, debt and outlook ?

In 5i Market Data , what is the difference between « Total debt to equity » and « Leverage ratio ». Does Debt/CF show up somewhere? Which other ratio(s) would be the best indicator(s) in this specific sector ? Thanks

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Read Answer Asked by Denise on June 15, 2022

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: This seems to be trading at a good price lately. Their last report showed about 58 cents per share of cash flow, which translates into about 7x cash flow on an annual basis. Is this correct?
Seems like COVID and other risks are already priced in. Is debt the main concern? I note that that did come down somewhat in the last quarter.
Thx

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Read Answer Asked by john on April 01, 2022

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: What is your opinion of this company. Restaurant lockdowns will supposedly be partially lifted Jan. 31. in Ontario. Is it a good time to buy?
Thank you.

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Read Answer Asked by Chant on January 24, 2022

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Your comments please on RECP-T as an investment at this time. Is Debt too high? Do they pay a dividend?

Thanks for the great service

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Read Answer Asked by Hector on May 12, 2021

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Your comments please on RECP-T as an investment at this time.
Many thxs
Wayne

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Read Answer Asked by wayne on May 21, 2020

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: I hold RECP in a registered account, receive a 1.5% dividend & am underwater by 50%. Is it worth keeping & hope for future growth or should I sell & except the loss? Do you think the dividend is safe? Thanks … Cal

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Read Answer Asked by cal on March 26, 2020

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Hi Team,
RECP is down almost 30% in the last 2 months most probably due to big stockholders sales at the end of September.
... Price momentum is very ugly at the moment.
When would you consider the name a buying opportunity.

Thx

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Read Answer Asked by Michel on December 06, 2019

• Restaurant Brands International Inc. (QSR)
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• MTY Food Group Inc. (MTY)
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• Pizza Pizza Royalty Corp. (PZA)
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Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.

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Read Answer Asked by William Ross on September 25, 2019

• Restaurant Brands International Inc. (QSR)
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: hi there,
Today, which of these 2 would you add to a portfolio . QSR's P/E is cheaper and dividend is higher but given all the 'noise' around Tim's, there appears to be more risk around QSR. Your thoughts?

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Read Answer Asked by kelly on September 18, 2018

• Restaurant Brands International Inc. (QSR)
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• Parkland Corporation (PKI)
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• Alimentation Couche-Tard Inc. (ATD)
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• Cannabix Technologies Inc. (BLO)
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Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!

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Read Answer Asked by Nhung on July 25, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: I can't find Cara operations limited (CARA.TO) any more. Does the company changed name? If yes, what is the new name, and what is your outlook of the company in terms of future growth as well as their current financial situation, is a buy or hold?

Thanks,

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Read Answer Asked by Lin on July 18, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Despite the odd choice for a name is this a good buy at these prices? It does very little trading but the holdings seem on the surface seem to be sound.
Thank you. H.

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Read Answer Asked by Harry on July 12, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• Sleep Country Canada Holdings Inc. (ZZZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: If you could add any company to a portfolio what would be your top 3 companies (regardless of current holdings) taking into account valuation and current share price. Can you also provide earnings expectations for 2018/2019 for the three names provided? Thanks

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Read Answer Asked by Jordan on May 09, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: What is your outlook for Cara Operations?

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Read Answer Asked by Tyler on April 02, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• A&W Revenue Royalties Income Fund (AW.UN)
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Q: If you had to pick one of these today for a combination of income and growth, which would you choose today?

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Read Answer Asked by kelly on March 26, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Good results good value ?

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Read Answer Asked by j stuart on March 13, 2018

• Restaurant Brands International Inc. (QSR)
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: With the purchase of the Keg by Cara do you view this as the better growth story with respect to the stock price as compared to Restaurant Brands International.

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Read Answer Asked by Gerry on January 25, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Good morning. My question is on CARA operations they just came out with there earnings. I own this stock with a flat return. Report seem positive do you see this stock worth holding.
Thanks

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Read Answer Asked by Hubert on November 06, 2017

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: Hi Team,
I am ready to take a position in CARA operations. I followed the company since it bought St-Hubert but I tought it was too expensive at that moment. Now, at the current price it seems a good entry point for a long term position. I would like your advice since I am not sure if I should take a full position (or a half position) considering the lack of momentum in the stock.

What is your opinion?

Thx in advance

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Read Answer Asked by Michel on September 01, 2017