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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys,

I have held a position in AW.UN for a long time and it represents about 3% of my portfolio. CIBC's Investors Edge shows 2015 eps at $1.56. If I estimate 2017 eps to be $1.76, that gives A&W a 2017 p/e of 23.4

It seems like Pizza Pizza (PZA), Boston Pizza (BPF.UN) and Cara Operations (CARA) all trade significantly cheaper than A&W on a 2017 p/e basis.

Against this backdrop, would you sell AW.UN for any of PZA, BPF.UN, or CARA?

Lastly, does A&W's corporate structure make itself less likely to be taken over?

Thanks for your time and expertise.

John
Read Answer Asked by john on February 14, 2017
Q: Good morning my question concerns cxi which I hold but in a 1.6% position compared to your 4.12% but in that sector I am looking at adding gsy as an alternative and to give diversity simply because you have recommended it as one of the top ten holds in one of the last questions. my concern with cxi is the volatility that it has had over the last two years. is there also another stock in your universe that could also be added to bring the total to the 4.12% position but with two to three stocks instead of one...thanks for the great service
Read Answer Asked by gene on February 13, 2017
Q: My Question is on the Transalta preferred shares. I have the series C preferred shares that are paying me 6.8% and with reset this June expect the yield will be about 6.7%. I see that the company decided NOT to go ahead with the proposed exchange of the preferred shares last Friday. Is this a good or bad sign?

How risky do you view the Transalta preferred shares in terms of ability to pay dividends and viability long term of the company?

Please feel free to publish.

Tony
Read Answer Asked by Antoine on February 13, 2017
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