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| Comment | 7.160 | Michael Simpson, CFA | Franchise coffee shops in Canada. Seem to be doing well. Spend some money on store renovations. His concern would be there competition with Starbucks (SBUX-Q), which has deeper pockets. | 2012-04-12 | |
| SELL | 7.060 | Jason Donville | (Market Call Minute.) Not enough transparency in the company. | 2012-03-05 | |
| BUY | 6.200 | James Hodgins | Historically things like coffee shops have done quite well in recessionary periods. Feels the dividend is safe. His favourite is Spot Coffee (SSP-X). | 2011-11-24 | |
| Comment | 4.750 | Ben Cheng | Most restaurant royalty trusts are going to become quite taxable in 2011. This one has reorganized to a more operating status as opposed to a pure royalty trust. Gives them a little more flexibility and could also make them a little less taxable versus some of their peers. | 2009-07-13 | |
| DON'T BUY | 4.950 | Sandy McIntyre | (Market Call Minute.) Would pass on this one. Small-cap name and the restaurant royalty trust future is quite difficult to see. | 2009-05-14 | |
| DON'T BUY | 4.690 | Ben Cheng | From a consumer's spin point of view, it is stuck in the middle. Not the Tim Horton low cost coffee or Starbucks higher costs. Could be under some sales pressure going forward. | 2008-12-08 | |
| DON'T BUY | 8.000 | Benj Gallander | This and Tim Hortons (THI-T) will profit from an economy that is going backwards, to some degree. A lot of the high dividend payers come out of very high multiples and cannot sustain their multiples. | 2008-07-04 | |
| DON'T BUY | 8.400 | Michael Simpson, CFA | Coffee and tea chain and light snacks. This space is incredibly competitive. 13% yield. Come 2011 the restaurant royalty trust will have even less tax shields than businesses with a lot of capital assets. | 2008-05-14 | |
| BUY | 10.460 | Chris Rankin, MBA, CFA | $10.5 target price. Sales performance is extraordinary. Their cash flow goes up 1 for 1 with inflation. Not likely to be a buyout target. | 2007-06-08 | |
| DON'T BUY | 10.600 | Ben Cheng | Have recovered quite nicely from the government’s income trust announcement. Good management team, but are in a very competitive space. Better trusts available. | 2007-05-29 | |
| PAST TOP PICK | 10.400 | Jean-Francois Tardif | (A Top Pick May 1/06. Down 7.3%.) You should get 5% growth in distributions each year. | 2007-04-27 | |
| Comment | 9.620 | Andrew Guy, CFA | Government has not been clear on tax implications. Very retail focused. Good cash flow. Have been cautious on this one. Had some problems in closing under performing stores. Expect that the management will stabilize this. | 2007-02-08 | |
| HOLD | 8.920 | Jean-Francois Tardif | Has taken a hit because of the change of the tax structure on trusts. Currently paying $1.04 in distribution and this should grow by 5/10% a year. In 4 years, it will probably be $1.30. Minus tax it will be around $.90 which will be taxed as a dividend. Doesn't expect it to do well in the short term. | 2006-11-16 | |
| BUY | 10.800 | Sandy McIntyre | Well run. Relatively small cap, so if it is your only holding, you would be better off with the larger trust. | 2006-10-13 | |
| TOP PICK | 11.000 | Jean-Francois Tardif | A very stable business. 9% yield plus they are growing. Same store sales growth is about 6.5% which means they should increase for distribution by about 6.8%. | 2006-05-01 | |
| WEAK BUY | 10.850 | Robert Lauzon | Believes it will do okay. They are watching it. Pay out is around 95%. | 2006-03-01 | |
| BUY | 10.050 | Jean-Francois Tardif | A very stable business. The chief factor is the comparative store sale growth. The latest result was 4.6% which is good. Expects them to grow their distribution by 4/5% per year. | 2005-11-29 | |
| PAST TOP PICK | 10.900 | Jean-Francois Tardif | (A Top pick July 18/05. Down 2%.) A very stable company and doesn't expect any big jump in share price in the next year. Expects distributions to eventually increase, but while you're waiting you are gettin a nice distribution. | 2005-09-21 | |
| TOP PICK | 11.380 | Jean-Francois Tardif | 2nd Cup Coffee shops. Stock may not do great percentage wise, but the risk is very low. The company doesn't own the stores, but gets a % of the top line, so there's no expense, just revenues. Yield of 9.1%. New management should increase sales. | 2005-07-18 |
