Viewing Company Aimia | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Aimia Stock Symbol: AIM-T

Notes:

Formerly Groupe Aeroplan

Last Price Recorded: $1.5400 on 2017-07-27

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-07-27 DON'T BUY Andrey Omelchak

He cautions investors not to invest in AIM-T (Aeroplan) because they have only one customer.  It could be acquired by a company to integrate into other operations, but he thinks that is speculative.


Price:
$1.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-17 DON'T BUY Brendan Caldwell

The runner of the Aeroplan loyalty plan.  Whenever a company loses its biggest customer it will impact it.  This is not an opportunity to get in.


Price:
$1.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-06-08 DON'T BUY Benj Gallander

He uses it because he uses Aeroplan, but their major client says they will not use it in the future.  It is worth seeing how fragmented a customer base is.  This is on his watch list still.  The company thinks they will recover, but he wonders who will be their customers in the future.


Price:
$2.140
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-06-06 COMMENT Peter Hodson

Their Air Canada (AC-T) contract doesn’t expire for another 3 years. They will continue to generate good cash flow from that contract until it ends. The balance sheet is OK, but not pristine and isn’t really that problematic. Even though Air Canada does not represent a big percentage of revenues, flights in and of themselves are a big percentage of their revenues. The true concern here is what do the 2 banks do, which have contracts that expire in 2024. They may look at what Air Canada did and follow their example. That still gives 7 years before it gets to that point. There has been an overreaction on the stock. A very well-managed company. He would call this a Trade rather than an Investment, something you don’t buy and park it for 5 years.


Price:
$2.260
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-11 COMMENT Hap (Robert) Sneddon FCSI

Air Canada (AC-T) just decided to bring the loyalty program in-house, and cancelled their contract. He would imagine there will be more redemptions on this. Theoretically this could go to zero.


Price:
$3.330
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-07 COMMENT Gerard Ferguson

This has the Aero plan business with Air Canada (AC-T), and that contract comes up for renewal in 2020. That is a massive part of their business. They are going to have to renegotiate the contract, and one of 2 or 3 things is going to happen. They are going to have to pay Air Canada for the rights to continue, and/or Air Canada is going to take it back. For Air Canada, this is a massive program. Until there is more clarity on that contract, people have to be nervous as to how it is going to turn out.


Price:
$8.970
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-01-20 COMMENT Michael Simpson, CFA

The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.


Price:
$8.490
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-19 DON'T BUY Ross Healy

The book value has been steadily heading down for the last 4 years.  It has always peaked at 4 times book value, where it is now.  It is paying out more than it ought to in a dividend.


Price:
$8.690
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-12-08 HOLD Jim Huang

At this stage, this would be in a holding pattern, because they do have a contract coming up with Air Canada in 2020, and negotiations are underway to renew it. It is yet to be seen whether or not they can apply their model beyond what it traditionally has been. Great dividend.


Price:
$8.720
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-18 COMMENT Steve DiGregorio

One reason he has not invested in this is that he has had trouble understanding the accounting. They have adjusted EBITDA, and sometimes they adjust the adjusted EBITDA. A very bizarre accounting. Also, the stock has not performed very well technically.


Price:
$7.910
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2016-06-06 HOLD Jim Huang

There is a question as to how attractive this can be, given that Air Canada (AC-T) has repeatedly said they want to renegotiate the contract. In the end, he thinks it will be a mutually beneficial solution that comes out. He would wait to see how the renegotiation goes. Dividend yield of 9.05% is very attractive and thinks they have enough cash to keep paying it for a couple of years.


Price:
$8.840
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-24 DON'T BUY Andrey Omelchak

Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this. Have a sizable level of debt, and he is not quite sure how the business model will evolve. Despite the potential of a high dividend yield, you have to stay away until there is a resolution of sizable contracts for negotiation.


Price:
$7.790
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-26 DON'T BUY Ross Healy

Because of overpayment of dividends, the BV per share has been sliding. Has a terrific yield of 8.7%. The dividend is covered, but barely. Doesn’t like these kinds of companies because it is like the ground is giving out beneath your feet. Has a target of about $7, but it cut through strong support at about $10.


Price:
$8.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-20 PAST TOP PICK Bruce Campbell (2)

(A Top Pick May 28/14. Down 26.39%.) Started breaking down technically in August, so he got out. With lower revenue, they basically saw their margins compressed. Has this on his radar screen again. Just announced earnings and the numbers were quite good. Also, announced a dividend increase and a share buyback.


Price:
$13.690
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-28 TOP PICK Bruce Campbell (2)

Majority of their business is Aeroplan. The company just bumped their guidance from a cash flow standpoint, which is something he always likes to see, so their Earnings per Share numbers were up in the last quarter and continues to trend up as credit cards get added. Cash flow is up and earnings are up. Yield of 3.76% which they continue to increase. Trading at a very reasonable multiple of about 12X next years earnings.


Price:
$19.400
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 51 entries
<< < 1 2 3 4 > >>

No Comments.


You must be logged in to comment.