- Yum! Brands, Inc. (YUM)
- Restaurant Brands International Inc. (QSR)
- A&W Revenue Royalties Income Fund (AW-UN.TO)
This comes up now and then in discussion. I decided to take a brief look at them again lately, but I am not leaning on them much as a bargain at this point.
Yum behaves a little bit like an equity-bond, but yield is under 2%, and still far too over-priced for the western market which is on a band-wagon to hell.
QSR (owned by Restaurant Brands International) has no stock direction going back years and just roller-coasters all over the place. Not to mention payout is just under 80%, which isn't feeling so safe in our environment that's going to suck even worse.
A&W, which I loaded up on during the initial covid fire-sale, has an even higher payout. I'm ok holding onto it considering I got in on the cheap, but at the moment it's no where on the discount it should be (yet).
I am a little out of my league with these securities, but if anyone else has other ideas, I'm open to hearing them.