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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 have been watching both AW and PZA drop substantially in recent weeks. Do you think the sell-off is warranted and/or soon to stop? How sustainable are the dividends and how significant are the debt positions? AW appears to have a much higher P/BV, but I know you seem to like it better. Do you think one of these would be suitable at this time for a retired , dividend-oriented investor (probably a 2-2.5% position), and if so which would be your choice.
Read Answer Asked by grant on January 21, 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 decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
Read Answer Asked by Tom on November 06, 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: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.

Jim
Read Answer Asked by Jim on May 01, 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: 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: 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
Q: Please could you rate these 3 similar companies for:-
-Dividend sustainability
-Dividend growth expectations
-Insider ownership
-Debt Levels
-Current outlook for growth

Are any suitable for a full position in a RIF account?

Are any buyable at current prices, and if so which would you favour?

Read Answer Asked by jane on January 05, 2017
Q: Hello, I know you do not recommend holding REITs in a taxable regular account. In that context, where is the best place to hold income funds such as Pizza Pizza (PZA) or Boston Pizza (BPF)? My understanding is that their distribution is in the form of a dividend portion plus a return of capital portion, is that effective from a tax perspective? Regards, Gervais
Read Answer Asked by Gervais on December 05, 2016
Q: is this category and these stocks good picks and or are there better ones in this field.
also how will rising interest rates 1 2 percent effect these stocks and dividend stocks in particular
Read Answer Asked by Gary on November 21, 2016
Q: I own these 2 stocks in equal amounts in my TFSA which equate to 6% of my total portfolio-the rest in RSP which comprises of mainly banks, utilities ,REITs and infrastructure stocks along with AD,SPB,VSN,WEF and PKI. Am looking for a dividend paying small cap stock with 4% yield with growth prospects to add to TFSA. Any ideas? Thanks
Derek
Read Answer Asked by Derek on August 26, 2016
Q: I am thinking of diversifying my income portfolio and would appreciate if you could comment on the merits of the above and which one you would recommend.

Thanks

Wayne
Read Answer Asked by Wayne on July 20, 2016
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