Q: What's with the big drop of QSR in the last week or so? I am talking about two days in particular - the 10/15 823K shares 2.3% down and 10/22 (today) 725K shares 2.5% down. Both days have abnormal big volumes and big price drops. Is some major shareholders doing an exit at some negotiated prices?
Q: I would like to add to my position on this, but am concerned about the valuation.
According to Morningstar, consensus forward P/E is 17.67.
BUT, the TTM earnings are $2.24 per share. If the forward P/E is correct, the forward earnings would have to be north of $5 per share, which doesn't seem to me to be realistic.
What do you think is the forward P/E? If it is over 20, I would likely look elsewhere.
John
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.
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.
Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?
your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks
Q: The current issue of Corporate Knights ('The Magazine for Clean Capitalism') spotlights A&W with an interview with its CEO.
Link: https://www.corporateknights.com/channels/food-beverage/plant-burgers-bring-home-bacon-15598137/
The same issue has a comparison of A&W with QSR on certain ethical considerations.
Link: https://www.corporateknights.com/channels/responsible-investing/tim-nashs-sustainable-stock-showdown-battle-burgers-15571521/
Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.
Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?
Q: Looking to replace VGRO in an RESP with good growth potential with some income. 10-15 year time horizon. I already have AQN in the portfolio.
Your top 3 suggestions please.
Thanks
Jeff
Q: took positions in each earlier in 2019, and allocated them to balanced portfolio rather than income....did it this way as QSR dividend yield is 3.2% and TRI, 2.6%....is that how you would assignment them?.......thanks...Tom