Today, Bruce Campbell (1) commented about whether MCD-N, CVE-T, TN.UN-T, POT-T, LEG-T, MFC-T, TA-T, RPL-X, QSR-T, BA-T, WSP-T, IAE-T, COS-T, CUS-T, BNP-T, TRI-T, BNS-T, ATRL-T, AR-T, TD-T, CPG-T, FNV-T, ABX-T, CNQ-T, YRI-T, AGU-T, AVF-T are stocks to buy or sell.
Trading at 15X versus 20X for Tim Hortons (THI-T). 3.3% yield. Disappointing same-store sales was primarily because of currency. Still selling hamburgers in Europe but were getting Euros for them which were worthless when they got them back to North America. Looking for it to reach mid-$90’s.