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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: I keep these three stocks mostly for the dividend (also valuation for XTC), but I also expect stock growth and/or dividend growth. Timeframe up to 5 years. Would you consider theses stocks still interesting for my purpose? In each case, is the dividend safe? Thanks!
Read Answer Asked by Jean-Bernard on January 12, 2018
Q: Good Afternoon - The resto royalties seem to have lagged this year. What are your thoughts in general and could you please rank the four listed here. Thanks.
Read Answer Asked by Kirk on November 29, 2017
Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts
Read Answer Asked by David on September 07, 2017
Q: Hi team
I am looking for a high yield, safe company to invest in. I found these in your portfolios. What are your comments on those today, how do you rank them or are there any other stocks you will recommend?
Thanks
Margita
Read Answer Asked by Margita on July 31, 2017
Q: I have A&W, CGX, and BPF.un in my consumer discretionary. I've been thinking of switching out A & W for TOY or DOL for diversification. Does this seem like a reasonable approach for a conservative retiree? Which would be the more stable choice for one in my position, or do you have another suggestion? Thank you so much for your continued help and advice. (CGX has done very well for me)
Read Answer Asked by M.S. on July 17, 2017
Q: I have done well over the years investing in the fast food industry such as AW.UN, PZA and others. I am thinking of exiting the sector, at least in Canada, due to the changes being implemented in Alberta and Ontario which will raise the minimum wage significantly. I understand it affects everyone equally but the prices will have to rise at these locations and it could generally force patrons to seek other ways to get lunch etc. The same store sales seem to be slipping in this sector already and now add in higher costs. Unfounded concern?
Read Answer Asked by Barry on June 05, 2017
Q: Hi Peter: I have 2500 shares of BPF.UN which is 17% of my RIFF. This is also 4% of my total investment portfolio. I have owned BPF.UN for sometime wherein the dividend pays a return of 8% on my original investment. Considering your recent remarks about would you suggest I sell, reduce or keep my shares? If I sell can you suggest a replacement? Thank you for your valuable advice. Ron N.
Read Answer Asked by ron on June 05, 2017
Q: Can you please help me prioritize these stocks I'm considering for my income account. I understand that some are higher risk. Thanks.
Read Answer Asked by EVAN on April 07, 2017
Q: I would like to buy a royalty income fund . Could you rank these for me. AW.UN,BPF.UN,PZA.UN AND KEG.UN
Read Answer Asked by Bruce on March 06, 2017
Q: Please dock two questions for this:

1. Would EIF be best held in a TFSA or non-registered account?
2. What would you recommend for a high divdiend paying stock in the consumer space for a non-registered account. Would BPF.UN be a good choice?
Read Answer Asked by Carla on February 28, 2017
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: A recent question on the 3 restaurant royalty stocks about future growth covers your expectations for 2 of the 3 but omits BPF.UN. In your last report Dec. 2015 when the stock was at $17 states "we think BPF looks slightly undervalued but not by a great deal."

Does this imply that BPF at $23 is now fully valued or even overvalued and that holders can expect no further future growth? Thanks, J.
Read Answer Asked by Jeff on January 13, 2017
Q: Canadian restaurant income trusts were marvelous investments last year. A&W was up over 40% in the last year in addition to a healthy dividend. The others were up between 26%-33%. Do you expect this kind of growth to continue in 2017? If not, what would be more reasonable to expect?
Read Answer Asked by John on January 12, 2017
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