Q: Hi,

After A&W’s recent conversion into a Corporation do you feel they could be a candidate for a takeover? Is it possible that this conversion to a corporation, which would simplify the structure, was done make them more desirable to an acquiring company? Two obvious Canadian suitors may be QSR and Fairfax which owns many casual dining restaurants under its Recipe Unlimited division. Looking forward to your comments. Thanks.

Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!

Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.

Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.


Question 1. Should I take the loss on these two and redeploy into the other holdings?

Question 2. Any glaring omissions in this account which you think I should add in here?