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, 20, 2019, 11:37 am

17.37 0.05 (0.26%)

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

BUY

(Market Call Minute) Play on quick serve sit-down restaurants.  Very good at what it does.

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(Market Call Minute) Play on quick serve sit-down restaurants.  Very good at what it does.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$20.750
Owned Owned
Unknown

COMMENT

Have done a fantastic job of growing same-store sales in the 2%-3% range, which is pretty good in a somewhat tough economy. This is kind of a hangover from the income trust era. Pays on virtually all of its earnings to shareholders and holds nothing back. His concern is that when interest rates start to rise, it’s a dividend stock, and that could cause it to drop a little bit. Also, if they need to invest more capital, that might imply a cut to the dividend at some point, but certainly not on the horizon. Doesn’t see a lot of upside from here.

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Have done a fantastic job of growing same-store sales in the 2%-3% range, which is pretty good in a somewhat tough economy. This is kind of a hangover from the income trust era. Pays on virtually all of its earnings to shareholders and holds nothing back. His concern is that when interest rates start to rise, it’s a dividend stock, and that could cause it to drop a little bit. Also, if they need to invest more capital, that might imply a cut to the dividend at some point, but certainly not on the horizon. Doesn’t see a lot of upside from here.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$23.550
Owned Owned
No

HOLD

Has gone up about 4% in the last 10 days or so. They are able to buy back 7500 shares per day, a quarter of what is being traded. What does this mean and how should a 2% trailing stop be managed? The generally accepted rule is that a share buyback is a sign that management believes the company is undervalued and they are exercising their right to buy shares back while they are still cheap. Sit back and enjoy the ride as the share price goes up.

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Has gone up about 4% in the last 10 days or so. They are able to buy back 7500 shares per day, a quarter of what is being traded. What does this mean and how should a 2% trailing stop be managed? The generally accepted rule is that a share buyback is a sign that management believes the company is undervalued and they are exercising their right to buy shares back while they are still cheap. Sit back and enjoy the ride as the share price goes up.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$21.400
Owned Owned
Unknown

PARTIAL BUY

A royalty business and they don’t actually do anything, just sell franchises. As new restaurants mature, they get put into the pool. Wonderful business. Not growing very quickly and given the appreciation of the stock price, he wouldn’t be a very aggressive buyer here. 5.8% yield.

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A royalty business and they don’t actually do anything, just sell franchises. As new restaurants mature, they get put into the pool. Wonderful business. Not growing very quickly and given the appreciation of the stock price, he wouldn’t be a very aggressive buyer here. 5.8% yield.

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Fabrice Taylor

Publisher, The President's Club...

Price Price
$20.100
Owned Owned
Yes

TOP PICK

This is a franchise that is growing very, very nicely from a same store sales perspective. Well managed. 6.6% dividend.

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This is a franchise that is growing very, very nicely from a same store sales perspective. Well managed. 6.6% dividend.

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Karl Berger

Partner, Toron Investment Man...

Price Price
$18.480
Owned Owned
Yes

COMMENT
Boston Pizza or Pizza Pizza? Doesn’t follow either one. Boston Pizza has a better in store model. There is a huge hunger for yield.
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Boston Pizza or Pizza Pizza? Doesn’t follow either one. Boston Pizza has a better in store model. There is a huge hunger for yield.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$17.360
Owned Owned
Unknown

DON'T BUY
Whenever possible, he likes to own the parent company, which is private. Their payout ratio is very high. He prefers Pizza Pizza (PZA.UN-T) and A&W (AW.UN-T).
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Whenever possible, he likes to own the parent company, which is private. Their payout ratio is very high. He prefers Pizza Pizza (PZA.UN-T) and A&W (AW.UN-T).
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$18.200
Owned Owned
No

DON'T BUY
Management are selling some shares. They will be faced with taxes in 2011 at 26-30%.
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Management are selling some shares. They will be faced with taxes in 2011 at 26-30%.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$12.300
Owned Owned
No

HOLD
Likely to cut payout by 30%-35% when they convert to a corporation. Expect they have had shrinkage but are still earning their distributions. Still likes the underlying business.
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Likely to cut payout by 30%-35% when they convert to a corporation. Expect they have had shrinkage but are still earning their distributions. Still likes the underlying business.
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$11.060
Owned Owned
Yes

HOLD
Very solid management team. Names like this are going to be under some pressure as it is not high-end or low like McDonald's. Decent balance sheet.
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Very solid management team. Names like this are going to be under some pressure as it is not high-end or low like McDonald's. Decent balance sheet.
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Ben Cheng

President , Aston Hill Financial...

Price Price
$7.130
Owned Owned
No

DON'T BUY
The problem with this and a lot of other restaurant royalty/income trust is the moving towards conversion time. They basically have 24 months to resolve how they are going to restructure. His fear is that until that is done, these are dead money.
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The problem with this and a lot of other restaurant royalty/income trust is the moving towards conversion time. They basically have 24 months to resolve how they are going to restructure. His fear is that until that is done, these are dead money.
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Kevin O'Leary

Chairman, O'Leary Funds...

Price Price
$9.100
Owned Owned
Yes

DON'T BUY
Casual dining. Will have to change their structure in 2011. Some new stores are cannibalizing some of the older ones. Prefers others such as Pizza Pizza (PZA.UN-T).
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Casual dining. Will have to change their structure in 2011. Some new stores are cannibalizing some of the older ones. Prefers others such as Pizza Pizza (PZA.UN-T).
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$10.310
Owned Owned
No

BUY
Restaurant sector in North America has been hurting. Same-store sales growth in this company continues to be positive. Has shrunk for now and will probably stay on the low level until the economy starts to pick up. Great franchise.
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Restaurant sector in North America has been hurting. Same-store sales growth in this company continues to be positive. Has shrunk for now and will probably stay on the low level until the economy starts to pick up. Great franchise.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$11.550
Owned Owned
Yes

TOP PICK
A trust that never recovered from the government's taxation on income trusts. The best restaurant income trust. They have the best same-store sales growth. In a sweet spot that when customers feel good about themselves they trade up from fast food but when the economy starts to slow, they trade down from fancier restaurants. Almost 12% distribution.
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A trust that never recovered from the government's taxation on income trusts. The best restaurant income trust. They have the best same-store sales growth. In a sweet spot that when customers feel good about themselves they trade up from fast food but when the economy starts to slow, they trade down from fancier restaurants. Almost 12% distribution.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$12.200
Owned Owned
Yes

COMMENT
Good trust for current economic conditions. Doesn't know what their strategy is, i.e. converting to a corporate structure or leaving it in the current format. If they convert, will their cash flow increase sufficiently that the increase between now and 2011 will more than offset the tax implementations.
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Good trust for current economic conditions. Doesn't know what their strategy is, i.e. converting to a corporate structure or leaving it in the current format. If they convert, will their cash flow increase sufficiently that the increase between now and 2011 will more than offset the tax implementations.
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$11.380
Owned Owned
Unknown

BUY
Very capable management team. Market is worried if the growth pattern is sustainable in the present economic environment. Excellent royalty trust if you want to be in the restaurant space, but you may see some weakness in same-store sales growth. 11.5% distribution should be safe and continue after 2011 changes in trusts.
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Very capable management team. Market is worried if the growth pattern is sustainable in the present economic environment. Excellent royalty trust if you want to be in the restaurant space, but you may see some weakness in same-store sales growth. 11.5% distribution should be safe and continue after 2011 changes in trusts.
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Ben Cheng

President , Aston Hill Financial...

Price Price
$12.270
Owned Owned
Yes

BUY
He’s quite positive at these levels. Has a concentration in western Canada.
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He’s quite positive at these levels. Has a concentration in western Canada.
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$14.200
Owned Owned
Yes

DON'T BUY
Has always been one of the highest value names because it is recognized as an almost pure Western Canada play. Have enjoyed some of the highest same-store sales growth because of the Western economy. However, a lot of that has already been reflected in the price.
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Has always been one of the highest value names because it is recognized as an almost pure Western Canada play. Have enjoyed some of the highest same-store sales growth because of the Western economy. However, a lot of that has already been reflected in the price.
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$14.710
Owned Owned
Unknown

BUY
Resturant royalty trusts are a beautiful thing. You won't find a better more stable cash flow anywhere. He will buy at $15.10 He thinks they are fairly valued but will be rock solid during the coming turbulence.
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Resturant royalty trusts are a beautiful thing. You won't find a better more stable cash flow anywhere. He will buy at $15.10 He thinks they are fairly valued but will be rock solid during the coming turbulence.
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Chris Rankin, M

Diversifie, Canaccord Capital...

Price Price
$14.850
Owned Owned
Unknown

DON'T BUY
Royalty trust where they earn royalties on sales on the underlying restaurant. One of the fastest-growing franchise restaurant brands in Canada. Expects this will continue, but same-store sales growth has been slowing. Expensive relative to their peers. Cautious on what the tax impact is going to be going out to 2011.
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Royalty trust where they earn royalties on sales on the underlying restaurant. One of the fastest-growing franchise restaurant brands in Canada. Expects this will continue, but same-store sales growth has been slowing. Expensive relative to their peers. Cautious on what the tax impact is going to be going out to 2011.
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$15.020
Owned Owned
No

BUY
Very solid management team. Tremendous amount of restaurants across Canada. Growth pattern is going to continue to be very good.
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Very solid management team. Tremendous amount of restaurants across Canada. Growth pattern is going to continue to be very good.
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Ben Cheng

President , Aston Hill Financial...

Price Price
$15.150
Owned Owned
Yes

BUY
A spectacularly successful company that is in a growth mode. Very well-run.
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A spectacularly successful company that is in a growth mode. Very well-run.
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Ravi Sood

President , Lawrence Asset Manag...

Price Price
$14.660
Owned Owned
Yes

DON'T BUY
Not a fan of restaurants. This one has been an anomaly in that it has performed well. Low cost product, so margins are high. Have had a great run, so if you own, you might want to take some profit.
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Not a fan of restaurants. This one has been an anomaly in that it has performed well. Low cost product, so margins are high. Have had a great run, so if you own, you might want to take some profit.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$19.660
Owned Owned
No

BUY
Non-cyclical. In the right price point. Same store sales have been growing single digit for quite some time.
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Non-cyclical. In the right price point. Same store sales have been growing single digit for quite some time.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$19.140
Owned Owned
Unknown

SELL
Fanastic trust, industry leader. Recommends selling though and taking money off the table.
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Fanastic trust, industry leader. Recommends selling though and taking money off the table.
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Chris Rankin, M

Diversifie, Canaccord Capital...

Price Price
$18.590
Owned Owned
Unknown

BUY
The only restaurant stock he owns. Seems to have the best sales growth and best quality management. Every 7 years it makes its franchise holders refresh the restaurant.
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The only restaurant stock he owns. Seems to have the best sales growth and best quality management. Every 7 years it makes its franchise holders refresh the restaurant.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$17.960
Owned Owned
Yes

DON'T BUY
Sold his holdings at around $17.50 strictly based on valuation levels. News continues to be good but questions if it can get any better than what it already has.
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Sold his holdings at around $17.50 strictly based on valuation levels. News continues to be good but questions if it can get any better than what it already has.
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$17.700
Owned Owned
No

BUY
7.2% yield. Fine for a diversified portfolio. It is hard for him to buy as the liquidity is not there.
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7.2% yield. Fine for a diversified portfolio. It is hard for him to buy as the liquidity is not there.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$17.950
Owned Owned
No

DON'T BUY
7% yield which is considered quite low. Same store sales growth has been spectacular. Has not been lower than 6% in the last 10 years. One of the problems he has is the expectation of the price. Holds only a small weighting. If you have a diversified portfolio, it is probably OK.
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7% yield which is considered quite low. Same store sales growth has been spectacular. Has not been lower than 6% in the last 10 years. One of the problems he has is the expectation of the price. Holds only a small weighting. If you have a diversified portfolio, it is probably OK.
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James Leung

Assistant , MacKenzie Financial...

Price Price
$17.500
Owned Owned
Yes

BUY
The best restaurant pizza chain. Have had great same store sales growth. Excellent management. Lots of expansion.
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The best restaurant pizza chain. Have had great same store sales growth. Excellent management. Lots of expansion.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$18.000
Owned Owned
Yes

BUY
Has been a great performer. Still has a great growth profile ahead of it. Well managed.
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Has been a great performer. Still has a great growth profile ahead of it. Well managed.
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Ravi Sood

President , Lawrence Asset Manag...

Price Price
$18.000
Owned Owned
Unknown

DON'T BUY
He does not own any restaurants. Long-term, it is a tough, tough industry. This one looks like it has done a decent job.
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He does not own any restaurants. Long-term, it is a tough, tough industry. This one looks like it has done a decent job.
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Dean Orrico

President, Middlefield Capital ...

Price Price
$15.610
Owned Owned
No

BUY
Of all the income trusts out there for restaurants, this is the class leader. Have a tremendous track record of delivering above-average same store sales growth. Have great demographics. Most of their outlets are located in western Canada where consumer spending is very strong.
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Of all the income trusts out there for restaurants, this is the class leader. Have a tremendous track record of delivering above-average same store sales growth. Have great demographics. Most of their outlets are located in western Canada where consumer spending is very strong.
investment companies/funds
0 0 0 0 0
0 comments
Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$15.850
Owned Owned
Yes

DON'T BUY
The difficulty for a business trust like this is knowing the stability of the cash flow. Not sure that the model really suits an income trust type of environment.
investment companies/funds
0 0 0 0 0
0 comments
The difficulty for a business trust like this is knowing the stability of the cash flow. Not sure that the model really suits an income trust type of environment.
investment companies/funds
0 0 0 0 0
0 comments
Michael Sprung

President, Sprung Investment Ma...

Price Price
$15.400
Owned Owned
No

BUY
Generally does not participate in restaurent royalty funds, but this one has had a very good record of same store sales growth for the past 10 years.
investment companies/funds
0 0 0 0 0
0 comments
Generally does not participate in restaurent royalty funds, but this one has had a very good record of same store sales growth for the past 10 years.
investment companies/funds
0 0 0 0 0
0 comments
James Leung

Assistant , MacKenzie Financial...

Price Price
$14.700
Owned Owned
Yes

BUY on WEAKNESS
Watching this one and hoping it comes off some more and he could be interested in. A growing chain and you get good royalties out of it.
investment companies/funds
0 0 0 0 0
0 comments
Watching this one and hoping it comes off some more and he could be interested in. A growing chain and you get good royalties out of it.
investment companies/funds
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$15.780
Owned Owned
No

BUY
Will probably add another 60 stores in the next year or so. Management have been growing the business quite successfully. Refresh the concept every 7 years. Yield is pretty reasonable. As the chain grows, the distribution should also grow.
investment companies/funds
0 0 0 0 0
0 comments
Will probably add another 60 stores in the next year or so. Management have been growing the business quite successfully. Refresh the concept every 7 years. Yield is pretty reasonable. As the chain grows, the distribution should also grow.
investment companies/funds
0 0 0 0 0
0 comments
Bill Shaw

Partner & , Exponent Investment ...

Price Price
$15.000
Owned Owned
Unknown

BUY
Not exposed to US$. Has a business plan that works. Growing.
investment companies/funds
0 0 0 0 0
0 comments
Not exposed to US$. Has a business plan that works. Growing.
investment companies/funds
0 0 0 0 0
0 comments
Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$14.400
Owned Owned
Unknown

DON'T BUY
Not a fan of restaurant trusts because of their instability. Highly competitive business. This one is probably the best in this sector.
investment companies/funds
0 0 0 0 0
0 comments
Not a fan of restaurant trusts because of their instability. Highly competitive business. This one is probably the best in this sector.
investment companies/funds
0 0 0 0 0
0 comments
Garth Jestley

Senior Por, Middlefield Capital...

Price Price
$10.990
Owned Owned
No

WEAK BUY
Expects good growth via new stores. Sales are relatively good. Has concerns on restaurants in trusts.
investment companies/funds
0 0 0 0 0
0 comments
Expects good growth via new stores. Sales are relatively good. Has concerns on restaurants in trusts.
investment companies/funds
0 0 0 0 0
0 comments
Bill Shaw

Partner & , Exponent Investment ...

Price Price
$10.050
Owned Owned
Unknown

PAST TOP PICK
(Was a top pick on July 12. No change.) Still likes.
investment companies/funds
0 0 0 0 0
0 comments
(Was a top pick on July 12. No change.) Still likes.
investment companies/funds
0 0 0 0 0
0 comments
Ben Cheng

President , Aston Hill Financial...

Price Price
$9.800
Owned Owned
Unknown

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