Boston Pizza Royalties (BPF.UN-T) Stock Predictions - Stockchase
WATCH LIST
56
Boston Pizza Royalties (BPF.UN-T)

ON STOCKCHASE SINCE Dec 2002

investment companies/funds

Boston Pizza Royalties

BPF.UN-T

72 watching          
Join the Discussion

Boston Pizza Royalties (BPF.UN-T) SAVE Feb, 22, 2019, 6:42 pm

17.13 0.12 (0.7%)

What the experts are saying about BPF.UN-T



  • All
  • Filtered
Signal Opinion Expert
BUY

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

investment companies/funds
0 0 0 0 0
0 comments

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

investment companies/funds
0 0 0 0 0
0 comments
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.

investment companies/funds
0 0 0 0 0
0 comments

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.

investment companies/funds
0 0 0 0 0
0 comments
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.

investment companies/funds
1 0 0 0 0
0 comments

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.

investment companies/funds
1 0 0 0 0
0 comments
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.

investment companies/funds
1 0 0 0 0
0 comments

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.

investment companies/funds
1 0 0 0 0
0 comments
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.

investment companies/funds
1 0 0 0 0
0 comments

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

investment companies/funds
1 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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).
investment companies/funds
0 1 0 0 0
0 comments
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).
investment companies/funds
0 1 0 0 0
0 comments
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%.
investment companies/funds
0 0 0 0 0
0 comments
Management are selling some shares. They will be faced with taxes in 2011 at 26-30%.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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).
investment companies/funds
0 0 0 0 0
0 comments
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).
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$11.380
Owned Owned
Unknown

Showing 16 to 30 of 56 entries
Successfully Saved Company
Successfully Saved Company