Diversified Royalty Corp T.DIV

Alternate Symbol(s): T.DIV.DB.A | BEVFF

Consumer Cyclical Auto & Truck Dealerships

Diversified Royalty Corp. is a multi-royalty company. The Company is engaged in the business of acquiring royalties from multi-location businesses and franchisors in North America. The Company owns Mr. Lube, Sutton, Mr. Mikes, Nurse Next Door, Oxford Learning Centres, Stratus Building Solutions and BarBurrito trademark. Mr. Lube is the quick lube service business in Canada, with locations across Canada. Mr. Mikes operates casual steakhouse restaurants primarily in western Canadian communities. Nurse Next Door is North America’s growing home care provider with locations across Canada and the United States as well as in Australia. Oxford Learning Centres is a franchised supplemental education service. Stratus Building Solutions is a commercial cleaning service franchise company providing janitorial, building cleaning, and office cleaning services primarily in the United States. BarBurrito is a quick-service Mexican restaurant chain.

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Diversified Royalty Corp > Comparables

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Comment by maypeterson Oct 19, 2021 10:32pm

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Post# 34025392

RE:RE:RE:Comparables

babedinkleman : how's it going. Long time did not see a post from you. Hope all well.

Even though I have made money on DIV ($22,294.77 in dividends since 2015 and 16,433.66 in realized capital gains since 2015) - my expectations were quite something else when this started. So much expected potential at that time.

At this point not losing money is a victory in itself. The dividends will come in but any move in price appreciation will probably be met with a round of selling by fed up shareholders and bring the price down again.

At some point they should leave all the deals related to food industry alone. Just does not work for them every time they do a deal.

babedinkleman wrote: Not sure a deal would do it......unless it's a whopper. And who's kidding who.....it won't be.
What's that saying about the definition of insanity......?
Unless they start making some bold moves this junk will remain just above the rim of the toilet.....as it has since day one.....
And no......now is not the time to get wreckless but geez......what a complete waste this stock is.....was....and always will be.

BlueJay2020 wrote: Yep, there will probably be an impairment reversal at year-end. Non-cash as you say, so it doesn't really matter. The only thing that will shift sentiment is a divi increase or a deal. One problem management has is brand recognition - they have some good brands but buried in an unpopular and generic name - no-one likes diversified these days, it's all about pure play. Unfortunately none of the brands are big enough to split off.

nedstar71 wrote: I know there aren't any direct comparables to DIV given it's wide range of sectors but it's interesting to note Boston Pizza, the Keg, and Sir all raised their dividends recently and the share prices responded accordingly. All three are now trading above pre pandemic levels. I believe DIV wrote down almost half the value of Mr Mike's early in the pandemic, if these others are any indication it may be doing ok. I'm no accountant but I assume there would be a non cash gain if that writedown is reversed. That being said it would be nice to get some real interest in the stock. I'm sorry but when Boston Pizza is outperforming DIV during a pandemic there is something very wrong, whether it be a real problem or just a perceived problem. This has been a broken stock far too long. The market is at all time highs ffs and we can't even hold $2.80. It's time for a change, whatever that may be. Difficult to imagine management doesn't see this. Sell something. Buy something. Sell everything. Start over. Something. Anything. The market has little interest in this company in it's current incarnation.