Investment Q&A

Q: Hi Peter & Team,
Recently CARA price been drop some, and their dividend/distribution is quite low. Is it worth to hold on ? Your comment please !
By the way Peter are you leaving the company? I hope not !
Thanks as always,
Tak

Q: Premier Wynn announced today minimum wage goes to $ 14.00 an hour Jan. 1st 2018 and then to & 15.00 Jan 1st 2019. Alberta is similar $ 15.00 in 2019. B C will have a NDP government soon and they may follow. Not good for Service Industry like A & W, Tim's, Cara etc. What other Industries will be effected ? Part Time workers to get same benefits. Corporate Leaders are concerned. Good for Workers.

Your comments please.

Q: Your current opinion on CARA please. It continues to under perform. Would you recommend selling it and buying something else in the Consumer space? Thanks.

Q: Hi,
I'm a growth investor and getting a little heavy in my consumer discretionary holdings. I own CARA and MTY and thinking of switching one out for PBH. Which one do you think I should consider switching out?
Thanks

Q: Thoughts on ER? Thanks.

Q: Would you endorse cara operations as a buy after their earnings release?

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

Q: Hi, I am thinking of buying CARA. In the consumer cyclical sector, BPF.UN, QSR & AW.UN are all trading above their 200 day SMA, while CARA is well below its 200 SMA & is trending down in price. What are your thoughts on why CARA is out of favour with investors while other stock prices of companies in the similar business are increasing in value. Thanks … Cal

Q: what do you think of cara is it a buy at this price? thx

Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.

Q: Cara shares are dropping precipitously since (seemingly-OK) earnings. Any insight?

Thanks!

Q: Can you please comment on the Q3 results? Thanks.

Q: CAO is dropping fast today - any news?

Q: Thanks for the small cap suggestions yesterday. I was also thinking of a 10I position in Cara, Mighty Foods, or Restaurant Brands International. I would appreciate your answer based on the fundamentals for a minimum 24 month hold. I also know Cara's board has had some issues re: directors as insiders and objectivity going forward.
Thanks again.
David

Q: Hi Peter,Ryan et al. My daughter age 32 has $32K to invest in her TFSA. My initial thought was a half position in CAO and KXS along with full positions in BNS. ATD.B CTC.A,PBH,
and HCG. Any suggestions and comments would be appreciated for at least a 3 year time frame.
Thanks in advance.
David

Q: could you please comment on the recapitalized cara prospects post the private placement etc -