TSE:TCL.A

14.16
0.08 (0.56%) 1d
0

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Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts have provided mixed reviews for Transcontinental Inc. (TCL.A-T). While some highlight its de-risked balance sheet, compelling dividend, and seemingly low valuation, others point out its downtrend, longer-term downtrend, and lack of growth prospects in fast-growing industries. Overall, there is a sense of caution and concern about the company's performance and future prospects.

Consensus
Mixed
Valuation
Fair Value
SELL

Not interested. Cheap for a reason. De-risked balance sheet, compelling dividend, seemingly low valuation. Not in fast-growing industries. Publishing's in secular decline. Packaging has had tepid growth.

publishing / printing
SELL

It is in a downtrend with a series of lower highs and lower lows. It needs to stop this trend and move sideways. You should look at highs and lows on a weekly chart.

publishing / printing
DON'T BUY

Longer-term downtrend, the opposite of what the market's a doing in a negative way. It's a big sign that something is not moving in the right direction. Be cautious.

publishing / printing
SELL
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. We think TCL.A continues to have potential as it transitions its print business into digital media operations and through acquisitions. However, given the lack of growth we have seen over the years and the slow growth expected, we think there are other names today that can pay a similar yield, while showing better growth. This is in part due to the market sell-off, which has resulted in many quality names having higher dividend yields. We view the recent rally in TCL.A shares as an opportunity to sell and raise cash for future opportunities.
publishing / printing
PAST TOP PICK
(A Top Pick Aug 11/21, Down 32%) This didn't work out. He sold it last November. Too early to return to this. Doesn't work in this macro economy.
publishing / printing
SELL
On the surface, trades cheaply. Compelling dividend. Problem is sun-setting business in printing, and that cash cow is shrinking faster than growth of other divisions. Earnings peaked in 2018. Era of steady dividend grower is over. Dividend at risk if can't restore profitability. Value trap. Better places to invest.
publishing / printing
SELL
When the facts change, you have to change your mind. He sold. A value, turnaround story. Pressure from commodity prices. Earnings recovery is not a 2022 story.
publishing / printing
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The most recent quarter was a disappointment but the business fundamentals are strong. Debt has been cut in half and cash flow is solid. Relatively cheap to organic growth and dividends. Decent income stock. Unlock Premium - Try 5i Free

publishing / printing
DON'T BUY
He looked at this 18 months ago. Growth isn't good enough for him, though their results have improved. In this space, consider Richard Packaging, which he owns and offers high returns but is not know well.
publishing / printing
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Valuation is attractive at these levels. It pays a high but safe dividend. Growth will be slow and steady with economic recovery. The current valuation should be supported. Good for stable dividends and potential upside. Unlock Premium - Try 5i Free

publishing / printing
BUY
Packaging and legacy printing. Struggling with commodity price headwinds, mainly in resin. They do pass extra costs through to customers, but there's a lag. Right now underearning, but this should correct next year. Low valuation at 8x earnings, good entry point. Capably run, conservatively financed.
publishing / printing
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their most recent quarter was a miss. The higher input cost has affected their costs. They should be able to increase prices to see growth. The price is cheap so expectations are not high. Unlock Premium - Try 5i Free

publishing / printing
BUY ON WEAKNESS
Canada's largest printing and packaging operation. EPS was .51 cents. A bit of a disappointment. They benefitted from the emergency wage subsidy. Right now, they are facing difficult comparison to last year, especially with currency conversion with the Canadian dollar coming back to strength. Yields 4%. Has M&A optionality. Has re-rating potential as their packaging business grows. This pullback is a buying opportunity.
publishing / printing
TOP PICK
Canada's largest commercial printing company, and increasingly a force to be reckoned with in flexible packaging. Printing business is fairly mature, which is the cash cow. Free cashflow is used to grow organically and make acquisitions in flexible packaging, especially in food and beverages. Secularly a good growth industry. Expects a re-rating on the shares. 14% ROE. Steady dividend grower. Exemplifies quality, industry leadership, value, cyclicality. Yield is 3.62%. (Analysts’ price target is $27.00)
publishing / printing
BUY
Represents value and cyclicality, which have been rewarded. Stable printing business, depressed volumes are coming back. New direction in flexible packaging is exciting and a growth business. Have made some specialty printing acquisitions. Consistent dividend grower, which should return this year. Potential for a multiple re-rating is significant. Lots of upside.
publishing / printing
Showing 1 to 15 of 106 entries

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

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 3

Stockchase rating for Transcontinental Inc. (A) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Transcontinental Inc. (A)(TCL.A-T) Frequently Asked Questions

What is Transcontinental Inc. (A) stock symbol?

Transcontinental Inc. (A) is a Canadian stock, trading under the symbol TCL.A-T on the Toronto Stock Exchange (TCL.A-CT). It is usually referred to as TSX:TCL.A or TCL.A-T

Is Transcontinental Inc. (A) a buy or a sell?

In the last year, 3 stock analysts published opinions about TCL.A-T. 0 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Transcontinental Inc. (A).

Is Transcontinental Inc. (A) a good investment or a top pick?

Transcontinental Inc. (A) was recommended as a Top Pick by on . Read the latest stock experts ratings for Transcontinental Inc. (A).

Why is Transcontinental Inc. (A) stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Transcontinental Inc. (A) worth watching?

3 stock analysts on Stockchase covered Transcontinental Inc. (A) In the last year. It is a trending stock that is worth watching.

What is Transcontinental Inc. (A) stock price?

On 2024-02-26, Transcontinental Inc. (A) (TCL.A-T) stock closed at a price of $14.16.