Transcontinental Inc. (A) (TCL.A-T) Stock Predictions - Stockchase
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Transcontinental Inc. (A) (TCL.A-T)

ON STOCKCHASE SINCE Apr 2003

publishing/printing

Transcontinental Inc. (A) Transcontinental Inc. (A)
TCL.A-T

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publishing/printing

Transcontinental Inc. (A) (TCL.A-T) SAVE

31.39

0.02 (0.06%)

Aug, 17, 2018, 12:00 am

OPINIONS

About Transcontinental Inc. (A) (TCL.A-T)

Transcontinental Inc. is a Canadian newspaper publishing and marketing company based in Montreal, Quebec. The company is a major publisher of community newspapers in Quebec, and previously owned newspapers in Atlantic Canada and Saskatchewan. More at Wikipedia

What the experts are saying about TCL.A-T



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Signal Opinion Expert
TOP PICK

A big turnaround story that continues to grow by acquisition. In a competitive space, but they're innovative and they create synergies from their purchases. They've gone from printing to packaging which will grow. (Analysts' price target: $31.94)

 

publishing/printing

A big turnaround story that continues to grow by acquisition. In a competitive space, but they're innovative and they create synergies from their purchases. They've gone from printing to packaging which will grow. (Analysts' price target: $31.94)

 

publishing/printing
Bruce Campbell

President , Stone Castle Investm...

Price Price
$30.900
Owned Owned
Yes

TOP PICK

Over the last few years they have been picking away at small acquisitions.  They were building an expertise in the industry.  Then they made a large acquisition and vaulted themselves into the top ten in North America in their space.  It is still being priced as a printing company.  He does not think they are done with this transition and are not getting recognized by the market.  (Analysts’ target: $30.88).

publishing/printing

Over the last few years they have been picking away at small acquisitions.  They were building an expertise in the industry.  Then they made a large acquisition and vaulted themselves into the top ten in North America in their space.  It is still being priced as a printing company.  He does not think they are done with this transition and are not getting recognized by the market.  (Analysts’ target: $30.88).

publishing/printing
Ryan Modesto

Managing P, 5i Research...

Price Price
$28.410
Owned Owned
Unknown

BUY

They have done a great job of transitioning away from paper into packaging, which has been insulated from a transition to a digital world.  They made some good acquisitions.  It is trading at 11 times only because it was cheaper a year ago.

publishing/printing

They have done a great job of transitioning away from paper into packaging, which has been insulated from a transition to a digital world.  They made some good acquisitions.  It is trading at 11 times only because it was cheaper a year ago.

publishing/printing
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$28.640
Owned Owned
Unknown

WATCH

He once owned it. Printing, a major segment of theirs, is in secular decline, but they've seen good growth in packaging after making an acquisition. Trades at a low multiple. It's a stock worth looking at. Could be value here.

publishing/printing

He once owned it. Printing, a major segment of theirs, is in secular decline, but they've seen good growth in packaging after making an acquisition. Trades at a low multiple. It's a stock worth looking at. Could be value here.

publishing/printing
Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$28.860
Owned Owned
No

DON'T BUY

He has a model price of $45.65 – 70% above current levels.  This never trades where the fundamental value of the company is.  It is near the upper range of historical value.  He would look elsewhere. 

publishing/printing

He has a model price of $45.65 – 70% above current levels.  This never trades where the fundamental value of the company is.  It is near the upper range of historical value.  He would look elsewhere. 

publishing/printing
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$27.280
Owned Owned
No

TOP PICK

It has become more topical recently.  They are in commercial print and are a consolidator.  They are good at generating cash flow from what has been a declining business.  8 times PE.  They are using the cash flow wisely to acquire.  About 48% of their business is packaging.  Their equity issue was not completely sold, but has since it was issued.  (Analysts’ target: $30.20).

publishing/printing

It has become more topical recently.  They are in commercial print and are a consolidator.  They are good at generating cash flow from what has been a declining business.  8 times PE.  They are using the cash flow wisely to acquire.  About 48% of their business is packaging.  Their equity issue was not completely sold, but has since it was issued.  (Analysts’ target: $30.20).

publishing/printing
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$26.310
Owned Owned
Yes

WATCH

Extremely well managed. They are great allocators of capital. They are migrating the company out of printing and into packaging. They have to make some acquisitions. The multiples in packaging are expensive. It’s not clear whether they can grow it well. He suggests waiting until it’s clear how well they are doing with the packaging business before buying the stock.

publishing/printing

Extremely well managed. They are great allocators of capital. They are migrating the company out of printing and into packaging. They have to make some acquisitions. The multiples in packaging are expensive. It’s not clear whether they can grow it well. He suggests waiting until it’s clear how well they are doing with the packaging business before buying the stock.

publishing/printing
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$25.140
Owned Owned
No

BUY

One of the best-managed Canadian companies over 15-20 years. Have downsized well. They know their business, and doesn't see anything stopping them. The stock is close to a new high.

publishing/printing

One of the best-managed Canadian companies over 15-20 years. Have downsized well. They know their business, and doesn't see anything stopping them. The stock is close to a new high.

publishing/printing
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$27.300
Owned Owned
Unknown

COMMENT

Given the value this is trading at, he doesn't view it as risky. You are not overpaying, and you are pricing in some of that transition risk which is there. It’s trading at around 9X PE with a yield of about 3.25%. A very good valuation and you are getting paid a healthy dividend. Historically, this has been a printing focused business, which is dying, but the company has done an exceptional job of transitioning to the food labelling and labelling as a whole. He is still buying for new clients.

publishing/printing

Given the value this is trading at, he doesn't view it as risky. You are not overpaying, and you are pricing in some of that transition risk which is there. It’s trading at around 9X PE with a yield of about 3.25%. A very good valuation and you are getting paid a healthy dividend. Historically, this has been a printing focused business, which is dying, but the company has done an exceptional job of transitioning to the food labelling and labelling as a whole. He is still buying for new clients.

publishing/printing
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$24.600
Owned Owned
Yes

DON'T BUY

They are the last printer standing.  The industry has fallen on hard times.  You don’t get as much paper in phone books, fliers and news papers any more.  It is a no growth business.  Yet this company has managed to persist as their competitors have gone away.  It does not mean, however, that they have a great future going for them.

publishing/printing

They are the last printer standing.  The industry has fallen on hard times.  You don’t get as much paper in phone books, fliers and news papers any more.  It is a no growth business.  Yet this company has managed to persist as their competitors have gone away.  It does not mean, however, that they have a great future going for them.

publishing/printing
David Baskin

President, Baskin Wealth Manage...

Price Price
$24.550
Owned Owned
No

COMMENT

This looks good. The only thing that worries him is that the volume is a little slow. If there is some kind of earnings coming out or something not working out, it could take it down. There is very little volume and it is at all-time highs.

publishing/printing

This looks good. The only thing that worries him is that the volume is a little slow. If there is some kind of earnings coming out or something not working out, it could take it down. There is very little volume and it is at all-time highs.

publishing/printing
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$24.780
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Oct 20/17. Down 8%.) He still likes this. It’s in the printing business, printing flyers for different retailers. They also print the Globe and Mail and the Toronto Star. Investing in this thesis is called "last man standing". Everybody is gone and they have the lion's share of the market. They are also into online packaging. Currently the stock is at the bottom of an up channel, and the stock has been quite healthy. If the stock goes below $22, he will probably Sell.

publishing/printing

(A Top Pick Oct 20/17. Down 8%.) He still likes this. It’s in the printing business, printing flyers for different retailers. They also print the Globe and Mail and the Toronto Star. Investing in this thesis is called "last man standing". Everybody is gone and they have the lion's share of the market. They are also into online packaging. Currently the stock is at the bottom of an up channel, and the stock has been quite healthy. If the stock goes below $22, he will probably Sell.

publishing/printing
William Chin

Portfolio , Caldwell Investment ...

Price Price
$24.840
Owned Owned
Yes

BUY on WEAKNESS

The company is transforming itself from traditional printing like the Global and Mail, getting into socialized packaging.  He thinks it is a decent strategy.  The analyst community in the US does not know how to value this company.  He would add on any pull back.

publishing/printing

The company is transforming itself from traditional printing like the Global and Mail, getting into socialized packaging.  He thinks it is a decent strategy.  The analyst community in the US does not know how to value this company.  He would add on any pull back.

publishing/printing
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$26.090
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 8/17. Up 25%.) In the printing business, its “last man standing”. They have pretty good customers.

publishing/printing

(A Top Pick March 8/17. Up 25%.) In the printing business, its “last man standing”. They have pretty good customers.

publishing/printing
William Chin

Portfolio , Caldwell Investment ...

Price Price
$27.910
Owned Owned
Yes

HOLD

For income and growth? An odd one in the sense that it gives you paper, printing, advertising, flyers and everything else. They’ve done an excellent job at doing some dispositions, and acquiring digitally to diversify. Statistically cheap with a good dividend. It has now come to a level, unless they do something further on the acquisition side, where it is fairly fully valued. It would be a decent hold and relatively safe in a pullback, as it is not highly valued nor a big grower. He wouldn’t be wild about this.

publishing/printing

For income and growth? An odd one in the sense that it gives you paper, printing, advertising, flyers and everything else. They’ve done an excellent job at doing some dispositions, and acquiring digitally to diversify. Statistically cheap with a good dividend. It has now come to a level, unless they do something further on the acquisition side, where it is fairly fully valued. It would be a decent hold and relatively safe in a pullback, as it is not highly valued nor a big grower. He wouldn’t be wild about this.

publishing/printing
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$26.490
Owned Owned
Unknown

Showing 1 to 15 of 69 entries
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1 Comment

hitch

June 10th 2016 at 10:22am

They failed today all the Top Picks Yada they be wrong


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