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| WAIT | 20.380 | Michael Decter | He still visits restaurants. They are aggressively expanding. Thinks they are trying to grow, so high payout ratio may not be that big a problem. Yield is good. Wait a quarter and see how the growth strategy unfolds. Yield is sustainable as long as growth strategy is sustainable. Airport outlet is important. As long as people want a burger before getting on a plane. | 2012-01-04 | |
| TOP PICK | 19.140 | Gavin Graham | Increased their payout. Had their first negative quarter in sales in the 1st quarter in 31 quarters because of bad weather and HST. Back up to their usual 63% growth in the 2nd quarter. 7% yield. Have doubled the number of restaurants and quadrupled their sales. | 2011-08-05 | |
| Comment | 21.680 | Michael Decter | Has been a terrific story. Likes what they have done with the business. Hasn’t really looked at it lately but the payout ratio is what he would look at. 6.4% yield. | 2011-04-13 | |
| Comment | 17.850 | Michael Decter | Paid 2 special dividends in the last year. Extremely well managed. Doing a good job and there is a renewed interest in franchising. | 2010-08-16 | |
| HOLD | 17.220 | Rick Stuchberry | Great chart technically and has yield support as well. This is a royalty scheme, which is the best kind of trust as it takes the money off the top line. Good yield and good growth. | 2010-05-14 | |
| Comment | 13.840 | Ben Cheng | Has done very well as people have reduced spending and doing more shopping in malls. This is a royalty trust structure and will be very taxable in 2011. 15% distribution. | 2009-07-13 | |
| BUY | 13.950 | Michael Simpson, CFA | (Market Call Minute.) Has been a great performing restaurant royalty trust. | 2009-07-06 | |
| BUY | 13.400 | Ben Cheng | Reit Fund, a little different structure than other income trusts. A&W restaurants. Protein and wheat prices have moved down so A&W prospects are improving. 18 months until cut in distributions | 2009-04-27 | |
| HOLD | 11.170 | Ben Cheng | (Market Call Minute.) Coming under some pressure just like all of the restaurants. | 2008-12-08 | |
| BUY | 11.750 | Michael Simpson, CFA | (Market Call Minute.) Very strong numbers. Their burgers still do well. | 2008-11-20 | |
| Comment | 11.800 | Robert Lauzon | No debt, which in this environment is very attractive. A sustainable business model. Has held in better than many of the others. Would prefer others that are down 20% or 30% because when the market turns around, you will get better returns. | 2008-10-29 | |
| DON'T BUY | 13.820 | John Stephenson | When buying an income trust, you look at the underlying business and security of the cash flows. Not sure if their cash flows are strong enough to sustain the distribution. A slowdown in consumer spending, could take people out of the malls. | 2008-01-08 | |
| BUY | 14.910 | Andrew Guy, CFA | Has been growing very well. Very strong management. Same-store sales growth will continue to be modest. | 2007-02-08 | |
| BUY | 13.910 | Patrick Kim | A revenue royalty trust. The 2nd largest hamburger chain in Canada. Have done very well. A fantastic industry. | 2007-01-26 | |
| BUY | 14.440 | Patrick Kim | Has a bit of a chequered past in delivering same store sales growth but are definitely in an upswing period right now. Restaurants across the board are doing well. Consumer spending in Canada is strong. | 2006-01-13 | |
| PAST TOP PICK | 11.500 | Sandy McIntyre | (Was a top pick on Feb 26. No change, but did have distributions.) | 2002-09-19 | |
| TOP PICK | 11.200 | Sandy McIntyre | Aggressively growing. | 2002-04-22 | |
| DON'T BUY | 11.690 | Peter Brieger | Too volatile sector for stable distributions. | 2002-03-27 | |
| TOP PICK | 11.490 | Sandy McIntyre | Selected for those who are bearish on the economy. If a poor economy, people eat hamburgers, not steaks. | 2002-02-26 |
