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

Exchange Income Stock Symbol: EIF-T

Last Price Recorded: $35.0700 on 2017-05-29

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Date Signal Expert Opinion Price
2017-05-02 PAST TOP PICK Daniel Lloyd

(A Top Pick March 14/17. Up 9%.) *Short* A small manufacturer and aviation company. The aviation side of the business is far more important to them. They operate several regional airlines that service northern Canada, as well as the east coast. They also have an aircraft leasing business, Regional1 in the US. His issue is very much around their allocation of capital and that they spend their cash flow in a very dramatic way. CapX is greater than their operational cash flow, plus they have debt, plus they pay a dividend. Not a sustainable way to run a business.


Price:
$35.060
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-02 TOP PICK Daniel Lloyd

*Short*. Recently, the Northwest Company (NWC-T) who owns and distributes goods to northern communities, used to be a large customer, but are now a competitor having bought North Star Airline and planning on expanding routes, in direct competition with this company and some of their subsidiaries BearSkin and Perimeter. This still has capital problems and should not be paying dividends. Dividend yield of 6.2%. (Analysts’ price target is $47.)


Price:
$35.060
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-04-27 BUY on WEAKNESS Mohsin Bashir

Believes it has a pretty handsome yield.  He used to own it years ago.  It is a proper business.  He thinks it has a good long term yield and should be picked away at on weakness.


Price:
$35.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-04-21 PARTIAL BUY Greg Newman

He models a 12% EBITDA growth over the next couple of years. Trades at a valuation that is lower than its five-year average. Debt to EBITDA continues to improve at around 2.2. The 5.5% dividend yield looks pretty safe. Missed on Q4 due to weather and equipment issues. You could be picking away at this time.


Price:
$38.160
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-11 BUY on WEAKNESS Cole Kachur

Shareholders have had really good returns in a short period of time, where there has been substantial growth, so things have to take a little bit of a breather at some point. This is an acquisition oriented company, so they are going to have higher debt levels at certain points. A solid company. Pays a nice solid dividend in the 5%-5.5% area. If you can buy this on a little bit of a dip, there are opportunities here.


Price:
$38.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-24 BUY Greg Newman

It has a 61% payout ratio so the dividend looks good.  It is trading below its 5 year average  The balance sheet is not bad, but they missed on Q4 due to weather and equipment issues which they have now mitigated, so you could go in and buy it.


Price:
$38.730
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2017-03-23 PAST TOP PICK Eric Nuttall

(Top Pick Apr 7/16, Up 43%) It is a good quality pick.  This has been a total under-the-radar story.  They did a phenomenal job of managing their assets.  They have raised the dividend multiple times.


Price:
$38.020
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-14 TOP PICK Daniel Lloyd

*Short* This is sort of a mini conglomerate. They have a bunch of small regional airlines in Canada, as well as an aviation leasing business in the US, along with some small manufacturing businesses in Canada. This is what he would call “an access to Canada short” in that the underlying businesses do not generate enough cash to sustain the company as a whole. Subsequently they need to continue coming back to the market doing equity issue after equity issue. All the industries that they operate in are high capital intensive businesses. Just in CapX alone they have outspent their cash flow way, way back. Yet they pay a dividend yield of 5.34% and have a debt they have to service. If there was any market downturn and equity markets were actually shut off to this sort of constant equity issuance, the dividend would be in very, very serious trouble. (Analysts’ price target is $47.)


Price:
$38.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 COMMENT Andrey Omelchak

This buys different businesses and generates cash flow, and their job is to pay the dividends from those businesses. They focus on businesses where you cannot get exposure from the public market. They’ve done a pretty good job over the last several years, and the dividend yield is sustainable at this point. A good hold for the longer-term at this point.


Price:
$39.290
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-21 HOLD Alex Ruus

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.


Price:
$39.640
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-01 COMMENT Brendan Caldwell

Had owned this for some time, but sold it too early. One of Canada’s really great growth stories. It is going through a bit of back-and-forth here as many stocks are. Feels the valuation has gone about as far as it was going to go. He would look at this again at some time.


Price:
$40.080
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
No
2017-01-25 HOLD Bruce Campbell (2)

Has been invested in this for some time now. Management is excellent. They have a business where they acquire a bunch of other operating businesses. They’ve really focused on airlines and manufacturing. In their history, they did the West Tower transaction and things were growing great, but then ran into a lot of problems. The company successfully sold that and redeployed the capital, which is a hallmark of a good management team. The stock isn’t cheap, but has a good dividend. They tend to be serial issuers, and as they add acquisitions, they issue more stock. If you don’t own, he would wait to pick up a new issue at a cheaper price. 5.1% dividend yield.


Price:
$41.000
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-06 COMMENT Robert McWhirter

A growth by acquisition company, engaged in aviation manufacturing. They have some scheduled chartered airline services. The company has done extremely well. Ranks 63 in his database, roughly the top 10%. Earnings are expected to grow modestly by about 5%. A PE of 17X. ROE is reasonable at 14%. Unfortunately, free cash flow currently is -5%. This doesn’t seem cheap. Prefers others.


Price:
$41.050
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2016-11-22 HOLD Matt Kacur

Manufactures airplane parts. He likes this. A surprisingly good business. They consistently produce 13%-50% ROC, year in and year out. Pays a nice dividend of just under 5%. Valuation is still reasonable. The balance sheet looks great. Not a lot of debt.


Price:
$43.180
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-02 COMMENT Peter Hodson

This has been a very, very strong stock for the past couple of months. Their last quarter, which is typically their weakest quarter, had absolute stunning blow away numbers. Raised their dividend by about 5%, and the payout ratio went down dramatically in the quarter. Their divisions are firing on all cylinders. Very heavily tied to aviation and aeronautics, and he would like to see them do another deal to dilute that exposure a bit. A very cheap stock with a very nice dividend yield of 5.6%.


Price:
$35.680
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
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