Boston Pizza Royalties

BPF.UN-T

Analysis and Opinions about BPF.UN-T

Signal
Opinion
Expert
BUY
BUY
July 28, 2006
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.
DON'T BUY
DON'T BUY
June 30, 2006
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.
BUY
BUY
May 30, 2006
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.
BUY
BUY
May 26, 2006
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.
Ravi Sood

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Price
$18.000
Owned
Unknown
DON'T BUY
DON'T BUY
February 3, 2006
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.
BUY
BUY
January 13, 2006
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.
DON'T BUY
DON'T BUY
December 7, 2005
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.
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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.
BUY
BUY
November 11, 2005
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.
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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.
BUY WEAKNESS
BUY WEAKNESS
March 31, 2005
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.
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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.
BUY
BUY
February 22, 2005
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.
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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.
Bill Shaw

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Price
$15.000
Owned
Unknown
BUY
BUY
November 17, 2004
Not exposed to US$. Has a business plan that works. Growing.
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Not exposed to US$. Has a business plan that works. Growing.
DON'T BUY
DON'T BUY
November 7, 2003
Not a fan of restaurant trusts because of their instability. Highly competitive business. This one is probably the best in this sector.
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Not a fan of restaurant trusts because of their instability. Highly competitive business. This one is probably the best in this sector.
WEAK BUY
WEAK BUY
July 9, 2003
Expects good growth via new stores. Sales are relatively good. Has concerns on restaurants in trusts.
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Expects good growth via new stores. Sales are relatively good. Has concerns on restaurants in trusts.
Bill Shaw

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Price
$10.050
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 9, 2002
(Was a top pick on July 12. No change.) Still likes.
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(Was a top pick on July 12. No change.) Still likes.
Showing 46 to 59 of 59 entries