Exchange Income (EIF.TO) Buy, Sell or Hold

Exchange Income (EIF.TO)

123.80

+2.33 (1.92%)

as of Sep 25, 2026, 8:00:00 pm Market Open.

403 watching

BUY

Does not think there is a risk of a dividend cut. Assets being held include aviation in remote northern communities, industrial businesses and they keep adding to it. It is a junior, private equity arm. An acquisitive player. Yield is competitive and it should grow. Good company, good management team with good operating strategy.

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HOLD

The dividend is safe. He doesn't say much about exchange companies. The best he can say is that this is a hold.

BUY

It is a good cyclical play. Trading at a premium but the earnings will likely come up. A whippy stock. Much better outlook for manufacturing and aviation. Should not be a core position but it is a recovery play.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company beat estimates with EPS at 30 cents against 15 cents estimates. Revenues beat by 7% at $300.7M. Revenu fell 2% yoy but cash flow improved sharply. Payout ratio is down to 62%. Results look good. Unlock Premium - Try 5i Free

COMMENT

A US company like EIF-T, and is it like Cargojet? No, not like Cargojet, and he can't compare EIF to an US company. But a Canadian comparable is Onex, a holding company that owns industrials and several small airlines that served remote regions (i.e. northern Quebec). All airlines are struggling now, but these remote areas still depend on airlines flying there. Onex also owns light industrials, like one they bought in the US recently. Well-managed and a roll-up story. Are astute acquirers. Also pays a juicy dividend.

HOLD

Overall, pretty good company, not well known. Mid-cap, so it will get beat up when there's volatility. Resilient business. Dividend is safe. No need to sell.

DON'T BUY

Take the money and run. Heavily levered company. 80% of their business is in airlines. You can but this cheaper for the coming 3-6 months. Trades at a high PE. A risky stock, but will be fine if/when we get a vaccine and people return to flying. Look at this in 6 months.

BUY

They own air carriers and industrial businesses. The former is challenged, but the latter will weather this recession much better. They just announced a big acquisition of a company that installs glass in high-rises. They acquire well. The dividend is safe.

DON'T BUY

The businesses under the same umbrella does not have much synergistic benefits. We do not know the real value of the underlying businesses. The true underlying payout ratio must be reviewed. He is unsure if there is sufficient cashflow to maintain these high dividends.

RISKY

It is 80% aviation and 20% manufacturing. It is small cap and very volatile. You need to see a strong balance sheet -- theirs is 5 times debt-to-EBITDA. If this was a "V" shaped recovery, it would be a fine play. The dividend payout is 122% of cash flow. Don't let this be the core of your portfolio.

PAST TOP PICK

(A Top Pick May 17/19, Down 26%) There are concerns about the airline portion of their business. He no longer owns this as it triggered his stop-loss. The market is concerned about the longevity of their dividend given the yield. Analysts have been cutting the earnings outlook as well. Yield 9%

PAST TOP PICK

(A Top Pick Jun 17/19, Down 33%) They got lumped into the airline business. 75-80% of their business is related to aviation. He thinks it was given a bit of a bad knock. Their dividend is very sustainable. Their flights have to take place, such as cargo into the deep north. He likes management and thinks this business will come back very quickly.

HOLD

Diversified business. Trust structure, so debt is higher than normal. Good at acquiring. Payout ratio is 60-70%. Dividend growth will be more moderate next couple of years. Yield is 5%.

BUY ON WEAKNESS

Entry point? The long-term uptrend remains intact. Wait to enter at $42; he expects a pullback to come soon given the coronavirus. He likes EIF.

BUY

Good chart with a breakout around $42 and it's coming back to test that.

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Exchange Income (EIF.TO)