Investment Q&A

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• NFI Group Inc. (NFI $13.60)
  • $13.60 Cap: $1.61B
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• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 67.57X Cap: $4.38B
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Q: How would you rank these for long-term (5-10 years) overall growth and possible dividend growth?

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Read Answer Asked by dan on January 29, 2018

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X Cap: $1.22B
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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

• Dollarama Inc. (DOL $197.11)
  • $197.11 P/E (TTM): 44.24X Cap: $54.90B
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• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: Hi, i would like to by some stocks for my kids. Each have about 600$ to start with.
I would like dividens that they can spend for these stocks so that they don't touch the main capital invested. They have quite a bit in other accounts which i don't won't them to spend. What stocks would you suggest. thanks.

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Read Answer Asked by Dario on December 11, 2017

• Starbucks Corporation (SBUX $85.57)
  • $85.57 P/E (TTM): 37.55X Cap: $96.55B
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• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: I am curious to know why the Bloomberg coffee index is trading at an all time low. Can you tell me the main catalysts? Is the market oversupplied? Does this look like a good long term trade at these levels.

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Read Answer Asked by Cory on December 07, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: Has traded very poorly last couple of days on no news, and a healthy market. Anything you can see that would cause the pressure?

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Read Answer Asked by Trevor on November 30, 2017

• Monster Beverage Corporation (MNST $74.78)
  • $74.78 P/E (TTM): 42.61X Cap: $74.20B
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• Constellation Brands Inc. (STZ $138.24)
  • $138.24 P/E (TTM): 19.74X Cap: $24.12B
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• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• National Beverage Corp. (FIZZ $34.99)
  • $34.99 P/E (TTM): 17.12X Cap: $3.18B
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Q: Could I possibly get your opinion on these? How would you rank them among each other?

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Read Answer Asked by George on November 01, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• Alimentation Couche-Tard Inc. (ATD $74.42)
  • $74.42 P/E (TTM): 19.8X Cap: $69.78B
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Q: Do you have a preference of one over the other as a long-term hold? Is the switch to electric vehicles a consideration in your preference?

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Read Answer Asked by Christopher on July 24, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: What are your thoughts on disgruntled franchise owners and any real impact on stock going forwards

Thanks for the great service

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Read Answer Asked by Dale on June 28, 2017

• Dollarama Inc. (DOL $197.11)
  • $197.11 P/E (TTM): 44.24X Cap: $54.90B
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• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.75)
  • $83.75 P/E (TTM): 18.76X Cap: $14.91B
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• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 67.57X Cap: $4.38B
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Q: Which one of these 4 companies would you buy today
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.

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Read Answer Asked by Uli on April 27, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: Your thoughts on Restaurant Brands quarterly report. Its a core holding for me, worth about 3.85% of my portfolio. Its the company's first miss in at least 9 quarters. What are your thoughts an managing an existing position (add, sell, do nothing)?

Thanks.

John

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Read Answer Asked by john on April 26, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: Amy comments on QSR results today and specifically do you have any worries about the miss on same store sales? Thank you!

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Read Answer Asked by Doug on April 26, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• Kinaxis Inc. (KXS $173.53)
  • $173.53 P/E (TTM): 102.96X Cap: $4.85B
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• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 67.57X Cap: $4.38B
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Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?

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Read Answer Asked by Marcel on April 11, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
  • View QSR Profile
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• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 67.57X Cap: $4.38B
  • View PBH Profile
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Q: If you could only buy one, which would it be, PBH or QSR? This would be for 3-5 yr hold.
Thanks for all your advice.

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Read Answer Asked by Shirley on April 06, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: Hi,

What debt to equity number do you have for QSR? I see values ranging from 1.4 to 5. The most up to date numbers are closer to 5.

Clearly investors are not terribly concerned. Why is such a high d/e not a problem?

Thanks,

Gord

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Read Answer Asked by Gordon on April 03, 2017

• Dollarama Inc. (DOL $197.11)
  • $197.11 P/E (TTM): 44.24X Cap: $54.90B
  • View DOL Profile
  • View Questions on DOL
• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
  • View QSR Profile
  • View Questions on QSR
• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 67.57X Cap: $4.38B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Which one of these 3 companies would you buy today
and why?
Which one has the most potential for growth in 2017?
Thank you.

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Read Answer Asked by Uli on March 20, 2017

• Canadian National Railway Company (CNR $134.16)
  • $134.16 P/E (TTM): 18.16X Cap: $82.36B
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• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
  • View QSR Profile
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• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Thoughts on starting a new position in 1 of these 3 Companies.
Have a Great Weekend.

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Read Answer Asked by Barry on March 14, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: How do you see the acquisition by QSR of Popeye's?
Thank you,
Maria

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Read Answer Asked by Maria on February 21, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
  • View QSR Profile
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• Alimentation Couche-Tard Inc. (ATD $74.42)
  • $74.42 P/E (TTM): 19.8X Cap: $69.78B
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Q: Hi,

Which of the following mentioned above do you recommend to buy for a long term hold and why? I will add this to my rrsp account.

Thanks.

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Read Answer Asked by sunday on January 23, 2017

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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Q: What is the difference between QSR-T and QSP.UN-T? This company has moved a lot and would you consider it fully valued right now? THANKYOU

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Read Answer Asked by John on December 13, 2016

• Restaurant Brands International Inc. (QSR $99.90)
  • $99.90 P/E (TTM): 25.85X Cap: $45.59B
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• Cineplex Inc. (CGX $12.32)
  • $12.32 Cap: $778M
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• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: I’m looking to add the equivalent of about 1 full position to consumer cyclicals.

I currently hold DHX.B (2.9%), AW.UN(3.4%), QSR(2%), CGX(2.4%). Right now I care about total returns and I lean towards profitable companies which pay, and regularly increase, dividends. I am not opposed to swapping out companies or adding in new ones though I do tend towards the buy & hold philosophy.

Your thoughts on this list, other options in the sector and where to introduce the new cash would be appreciated.

Thanks,

Gord

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Read Answer Asked by Gordon on December 05, 2016