A&W Revenue Royalties Income Fund

AW.UN-T

Analysis and Opinions about AW.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 19, 2015

This is good for income. What has really attracted him to this is the consistency. As a royalty company, all they really do is cash cheques. They get cheques from the restaurant, a 3% royalty. Have raised their distribution twice this year. Same store sales growth is 8.3%, which in this business is absolutely unbelievable. Have also made a push into organics, which has really hit a nerve with consumers. Dividend yield of 5.42%.

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This is good for income. What has really attracted him to this is the consistency. As a royalty company, all they really do is cash cheques. They get cheques from the restaurant, a 3% royalty. Have raised their distribution twice this year. Same store sales growth is 8.3%, which in this business is absolutely unbelievable. Have also made a push into organics, which has really hit a nerve with consumers. Dividend yield of 5.42%.

BUY
BUY
October 22, 2015

He only has it personally. He likes it. It is a solid company. Their strategy is quite effective, but it is not liquid enough for him to buy it for his fund. For individuals it is a terrific one to buy and put away.

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He only has it personally. He likes it. It is a solid company. Their strategy is quite effective, but it is not liquid enough for him to buy it for his fund. For individuals it is a terrific one to buy and put away.

COMMENT
COMMENT
October 13, 2015

Likes this company a lot. They have been killing the numbers in terms of same store growth versus the rest of the industry. Just reported an 8% growth. They keep raising their dividend and keep outperforming the market and keep paying a nice dividend. A solid name that people just don’t know that well.

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Likes this company a lot. They have been killing the numbers in terms of same store growth versus the rest of the industry. Just reported an 8% growth. They keep raising their dividend and keep outperforming the market and keep paying a nice dividend. A solid name that people just don’t know that well.

COMMENT
COMMENT
January 14, 2015

As much as we are trying to lose weight, he doesn’t think we are going to give up on the burger. This company has done a very good at campaigning on the healthiness of their ingredients, which he feels has been a successful campaign.

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As much as we are trying to lose weight, he doesn’t think we are going to give up on the burger. This company has done a very good at campaigning on the healthiness of their ingredients, which he feels has been a successful campaign.

COMMENT
COMMENT
November 7, 2014

Doesn't own this in the funds because he can't get enough of it to fill the accounts, but owns a little personally. They have done a terrific job, both with their ad campaign and the focus on having healthier sourcing of their product, and their expansion. A great franchise and have been really clever on advertising.

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Doesn't own this in the funds because he can't get enough of it to fill the accounts, but owns a little personally. They have done a terrific job, both with their ad campaign and the focus on having healthier sourcing of their product, and their expansion. A great franchise and have been really clever on advertising.

COMMENT
COMMENT
May 14, 2014

Likes this. They are making a very strategic move. Have good national advertising. Opened branches in airports and downtown areas. They appeal to the aging boomer who is nostalgic for a teen burger to remember their youth and are also playing to concerns about additives and hormones. 6% yield.

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Likes this. They are making a very strategic move. Have good national advertising. Opened branches in airports and downtown areas. They appeal to the aging boomer who is nostalgic for a teen burger to remember their youth and are also playing to concerns about additives and hormones. 6% yield.

COMMENT
COMMENT
March 10, 2014

Runs a very good company and have grown. Thinks the growth is working for them. Good brand. They are earning their dividend. 6.3% yield.

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Runs a very good company and have grown. Thinks the growth is working for them. Good brand. They are earning their dividend. 6.3% yield.

WATCH
WATCH
November 1, 2013

Very well operated company. A royalty company so it continues to pay you a nice dividend. In terms of trends, this is what worries him. Have had negative comps for the last couple of quarters and competition is picking up but feels that the yield will support the stock. Keep an eye on their comp numbers. If there is a suggestion that they are facing huge headwinds in terms of their market share, it doesn’t matter what the dividend is, you want to get away.

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Very well operated company. A royalty company so it continues to pay you a nice dividend. In terms of trends, this is what worries him. Have had negative comps for the last couple of quarters and competition is picking up but feels that the yield will support the stock. Keep an eye on their comp numbers. If there is a suggestion that they are facing huge headwinds in terms of their market share, it doesn’t matter what the dividend is, you want to get away.

BUY
BUY
March 21, 2013

Likes it. Owns a little. Did not buy in accounts because of low volume. Likes it because they are expanding and winning in Pearson airport. Decent dividend. One you put away and hope healthy eating does not entirely catch on. Yield is safe.

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Likes it. Owns a little. Did not buy in accounts because of low volume. Likes it because they are expanding and winning in Pearson airport. Decent dividend. One you put away and hope healthy eating does not entirely catch on. Yield is safe.

BUY
BUY
October 11, 2012

Expanding and putting outlets into different areas of Toronto. If you are patient, this is probably a very good buy.

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Expanding and putting outlets into different areas of Toronto. If you are patient, this is probably a very good buy.

DON'T BUY
DON'T BUY
March 5, 2012
(Market Call Minute.) Stock has performed well but he doesn't like the inability to look into the company and see what it is all about.
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(Market Call Minute.) Stock has performed well but he doesn't like the inability to look into the company and see what it is all about.
WAIT
WAIT
January 4, 2012
He still visits restaurants. They are aggressively expanding. Thinks they are trying to grow, so high payout ratio may not be that big a problem. Yield is good. Wait a quarter and see how the growth strategy unfolds. Yield is sustainable as long as growth strategy is sustainable. Airport outlet is important. As long as people want a burger before getting on a plane.
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He still visits restaurants. They are aggressively expanding. Thinks they are trying to grow, so high payout ratio may not be that big a problem. Yield is good. Wait a quarter and see how the growth strategy unfolds. Yield is sustainable as long as growth strategy is sustainable. Airport outlet is important. As long as people want a burger before getting on a plane.
TOP PICK
TOP PICK
August 5, 2011
Increased their payout. Had their first negative quarter in sales in the 1st quarter in 31 quarters because of bad weather and HST. Back up to their usual 63% growth in the 2nd quarter. 7% yield. Have doubled the number of restaurants and quadrupled their sales.
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Increased their payout. Had their first negative quarter in sales in the 1st quarter in 31 quarters because of bad weather and HST. Back up to their usual 63% growth in the 2nd quarter. 7% yield. Have doubled the number of restaurants and quadrupled their sales.
COMMENT
COMMENT
April 13, 2011
Has been a terrific story. Likes what they have done with the business. Hasn’t really looked at it lately but the payout ratio is what he would look at. 6.4% yield.
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Has been a terrific story. Likes what they have done with the business. Hasn’t really looked at it lately but the payout ratio is what he would look at. 6.4% yield.
COMMENT
COMMENT
August 16, 2010
Paid 2 special dividends in the last year. Extremely well managed. Doing a good job and there is a renewed interest in franchising.
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Paid 2 special dividends in the last year. Extremely well managed. Doing a good job and there is a renewed interest in franchising.
Showing 46 to 60 of 75 entries