Boston Pizza Royalties (BPF.UN-T) Stock Predictions - Stockchase
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Boston Pizza Royalties (BPF.UN-T)

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Boston Pizza Royalties

BPF.UN-T

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Boston Pizza Royalties (BPF.UN-T) SAVE Feb, 23, 2019, 8:57 am

17.13 0.12 (0.7%)

What the experts are saying about BPF.UN-T



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DON'T BUY
It pays an 8% yield but has fallen more than that the past year. The trend says lower lows and lower highs. Not attractive. It's approaching and reacting to its 200-day moving average.
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It pays an 8% yield but has fallen more than that the past year. The trend says lower lows and lower highs. Not attractive. It's approaching and reacting to its 200-day moving average.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$17.020
Owned Owned
Unknown

DON'T BUY
It was one of the original restaurant royalty income companies. They have expanded quite rapidly. Their same store sales growth has been slowing and their payout ratio is slightly over 100%. He prefers to own the whole company and see it reinvesting in the business.
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It was one of the original restaurant royalty income companies. They have expanded quite rapidly. Their same store sales growth has been slowing and their payout ratio is slightly over 100%. He prefers to own the whole company and see it reinvesting in the business.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$16.960
Owned Owned
No

DON'T BUY
It is an okay company but same store sales growth is anemic. He prefers AW.UN-T. BPF.UN-T is okay for income but not for growth.
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It is an okay company but same store sales growth is anemic. He prefers AW.UN-T. BPF.UN-T is okay for income but not for growth.
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$16.380
Owned Owned
Unknown

DON'T BUY

He has a small short on this.  He is not worried about the sustainability of the dividend as this used to trade as a royalty income fund as all the cash flow is paid as dividends.  Overall he sees mid-sized Canadian consumer companies at risk in general, especially if the real estate market rolls over.  Yield 7%.

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He has a small short on this.  He is not worried about the sustainability of the dividend as this used to trade as a royalty income fund as all the cash flow is paid as dividends.  Overall he sees mid-sized Canadian consumer companies at risk in general, especially if the real estate market rolls over.  Yield 7%.

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$19.850
Owned Owned
No

COMMENT

Good distribution. His main concern is that this would be a little more sensitive to an economic downturn because receipts for company like this are going to be higher than something like an A&W. He would be fine with this holding. 6.2% dividend yield.

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Good distribution. His main concern is that this would be a little more sensitive to an economic downturn because receipts for company like this are going to be higher than something like an A&W. He would be fine with this holding. 6.2% dividend yield.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$22.300
Owned Owned
Unknown

HOLD

Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.

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Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$22.730
Owned Owned
No

BUY

(Market Call Minute.) He likes the restaurant business. (See Top Picks.)

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(Market Call Minute.) He likes the restaurant business. (See Top Picks.)

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Norman Levine

Managing D, Portfolio Management...

Price Price
$21.520
Owned Owned
Unknown

HOLD

(Market Call Minute.) If it pulled back, it would be something he would add to.

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(Market Call Minute.) If it pulled back, it would be something he would add to.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$21.060
Owned Owned
Unknown

BUY

This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.

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This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$18.500
Owned Owned
Unknown

COMMENT

Boston Pizza Royalties (BPF.UN-T) or Brookfield Property Partners (BPY.UN-T)? 2 very disparate companies. This one has a very strong yield. As a royalty, it pays out a lot of its earnings back to investors, while the other has not as big a dividend, but has more room to grow it. He would tend to own the one that has the opportunity to grow its earnings, which is probably going to win most of the time. If he had to pick one of the 2, he would go with Brookfield.

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Boston Pizza Royalties (BPF.UN-T) or Brookfield Property Partners (BPY.UN-T)? 2 very disparate companies. This one has a very strong yield. As a royalty, it pays out a lot of its earnings back to investors, while the other has not as big a dividend, but has more room to grow it. He would tend to own the one that has the opportunity to grow its earnings, which is probably going to win most of the time. If he had to pick one of the 2, he would go with Brookfield.

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Brendan Caldwel

President, Caldwell Securities...

Price Price
$18.480
Owned Owned
No

PARTIAL SELL

It is difficult to predict where the consumer is going to channel their preferences.  With a slowdown, consumer sensitive stocks have more risk than they ever have.  He would consider trimming your position.

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It is difficult to predict where the consumer is going to channel their preferences.  With a slowdown, consumer sensitive stocks have more risk than they ever have.  He would consider trimming your position.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$17.200
Owned Owned
No

DON'T BUY

Had a very soft quarter. A big chunk of their business comes out of Alberta and sales have been slow in that part of the country. Wait on the sidelines until you see what happens in the Alberta market. (See Top Picks.)

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Had a very soft quarter. A big chunk of their business comes out of Alberta and sales have been slow in that part of the country. Wait on the sidelines until you see what happens in the Alberta market. (See Top Picks.)

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$17.560
Owned Owned
Unknown

BUY

He is very comfortable with it and has a yield over 6.5%. 

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He is very comfortable with it and has a yield over 6.5%. 

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Allan Meyer

VP & Portf, Wickham Investment C...

Price Price
$21.650
Owned Owned
Unknown

COMMENT

There is fierce competition in the entire food sector.

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There is fierce competition in the entire food sector.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$19.530
Owned Owned
No

BUY

Fantastic management.  Looks for accelerated earnings growth, but they have every consistent growth.  5.9% growth.

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Fantastic management.  Looks for accelerated earnings growth, but they have every consistent growth.  5.9% growth.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$20.850
Owned Owned
Unknown

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