Investment Q&A

Q: What are your thoughts on Boston Pizza at current price of about $7.15?
Thank you.

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Q: Hi 5i - how do these two stocks look for a long term dividend play with some capital upside (once the market stabilizes)? Thanks, Neil

Q: With the buyback and small distribution cut that BPF.UN has done,as well as more online and delivery service they will be able to hold the line from their gradual trend downward over the last few years

Q: You recently noted Boston Pizza as being "ok for high risk" portion of income portfolio. Looking at their dividend history I see they cut it in 2011 from 11 c to 8 c and never got back to 11 c until 2016. With the payout ratio as extreme as it is, does this not seem very likely there will be another reduction to the dividend soon.

Thank you

Paul

Q: Hi 5i - what is your take on the recent quarter results and the long term (10 year hold plus) prospects for Boston Pizza? Thanks, Neil

Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!

Q: Hello Peter and Staff

Please provide for each of the most recent 8 quarters distributable cash , same store sales versus previous quarter and distributions

Thanks for all you do
Dennis

Q: What do you think of Boston Pizza UNITS ,would you buy it for growth.thanks PHIL

Q: I have held both of these stocks for over 5 years. A&W has done well , but not Boston Pizza, I'm about 15% down of the purchase price of BPF. Do enjoy the high dividend of BPF. Both are held in a RRSP account. They are 2.25% and 1.40% of the portfolio. Trying to decide if I should sell Boston Pizza and add to A&W. or move to another stock for growth. I like to buy and hold. Any thoughts would be helpful

Q: I am looking at your : "Stocks that Pay Monthly Dividends" spreadsheet have a few questions. First, looking at CHP.un just as an example, debt to equity is 205.5%. Seems high to me but do you feel this is OK? What other metric would you consider if it is OK to you?
Second, their payout ratio is -52.9%. I understand that a payout ratio of more than 100% means part of your monthly dividend cheque is a return of equity (to be avoided as, theoretically, your equity position is diminished with each cheque) but what does it mean when the ratio is in a negative position?
Third, some listings, BPF.un for example list no payout ratio. Why is that?

Thank you, by the way, for this list. Fascinating.

Q: Boston Pizza has a P/E=22.8 and a yield of about 8% and a buy rating. What is your view of this company? Reliable yield? Low debt level? Future growth projections? A good buy for income?
Thanks.

Q: Hi guys what’s thinking on bpf 10 store expansion stock popped 5%
Kind regards Stan

Q: Wishing a Happy New Year to Peter, Ryan and staff!

I am looking for "relative" safety with some upside and yield. I noticed these two currently look attractive. Your thoughts/alternate suggestions please.

Q: Looking to start an entry to BPF.UN as an income fund at this point.How do see this ?

Q: I have a clarification question. I did not find the answer you gave Mike on BFP.UN on September 6th clear. Are you saying it the stock is a buy at this price?

Q: The stock price of Boston Pizza has been declining steadily over the past year. Is there anything within their business model you can see that will enable them to stem this tide? Their menu prices are already quite high, and I don't see the company expanding store count to a great degree. For a Conservative investor, is the close to 8% yield worth putting any new money in?

Q: Boston Pizza has been declining for the last three months and in particular since the release of the quarterly earnings. What would be your opinion of the company going forward.
Please compare Boston Pizza with A&W and the Keg as to which would be a better choice.
Are there other restaurant royalty companies I should be looking at?
Thanks for the excellent service.

Q: Hi 5i - whats your take on BPF.UN at the current price? I have a 1.5% position and was thinking of adding. Thanks, Neil

Q: I've held Boston Pizza for a number of years. thanks to the dividend, I'm still ahead on it, but I'm beginning to wonder if it's the best consumer discretionary stock for an investor well into retirement, albeit with a reasonable pension. Health issues are beginning to have an impact on our savings. Thoughts?