303

Air Canada (AC-T)

ON STOCKCHASE SINCE Mar 2007

Transportation

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Air Canada
AC-T

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What the experts are saying about AC-T

Signal	Opinion	Expert
PARTIAL BUY	Air Canada(AC-T) February 11, 2019 Like the railroads in the '90s, the airlines are getting cleaned up. Unions are now onside with what is going on. He likes it. It just broke out. He would not get a full position here. If it pulls back, then buy more. It is now one of the better airline stocks. He likes it and it is going higher but there is a lot of noise in it. Transportation 0 0 0 0 0 0 comments	Like the railroads in the '90s, the airlines are getting cleaned up. Unions are now onside with what is going on. He likes it. It just broke out. He would not get a full position here. If it pulls back, then buy more. It is now one of the better airline stocks. He likes it and it is going higher but there is a lot of noise in it. Transportation 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $31.520 Owned Yes

TOP PICK	Air Canada(AC-T) February 5, 2019 A number of catalysts: earnings, big investor day, buying back in Aeroplan. Aeroplan will have the biggest impact for EBITDA, solves earnings and cash flow being volatile, smooth out quarterly fluctuations, and you'll get the premium multiple of US names, added synergies like revenue. Concerns are the economy and travel, but profits will go higher. It's come back from the dead. Harvest free cash flow from past investments. No dividend. (Analysts’ price target is $37.57) Transportation 0 0 0 0 0 0 comments	A number of catalysts: earnings, big investor day, buying back in Aeroplan. Aeroplan will have the biggest impact for EBITDA, solves earnings and cash flow being volatile, smooth out quarterly fluctuations, and you'll get the premium multiple of US names, added synergies like revenue. Concerns are the economy and travel, but profits will go higher. It's come back from the dead. Harvest free cash flow from past investments. No dividend. (Analysts’ price target is $37.57) Transportation 0 0 0 0 0 0 comments Gerard Ferguson CEO & Port, Jemekk Capital Manag... Price $31.210 Owned Yes
COMMENT	Air Canada(AC-T) January 30, 2019 Better to buy an American airline because the U.S. currency may outweigh the cyclicality of airlines? Cyclicality is the biggest concern in airlines. They've executed their strategy well, trimming costs and bought back their loyalty program. Their valuation isn't bad. There's upside in the loyalty program. AC isn't bad in this space, but be cautious being in airlines at this point in the cycle. Transportation 0 0 0 0 0 0 comments	Better to buy an American airline because the U.S. currency may outweigh the cyclicality of airlines? Cyclicality is the biggest concern in airlines. They've executed their strategy well, trimming costs and bought back their loyalty program. Their valuation isn't bad. There's upside in the loyalty program. AC isn't bad in this space, but be cautious being in airlines at this point in the cycle. Transportation 0 0 0 0 0 0 comments Jim Huang President, T.I.P. Wealth Manage... Price $29.240 Owned Unknown
HOLD	Air Canada(AC-T) January 4, 2019 He owns them and sees they have improved their service offering. They have emerged out of bankruptcy several times and he hopes this recent success will continue. Transportation 0 0 0 0 0 0 comments	He owns them and sees they have improved their service offering. They have emerged out of bankruptcy several times and he hopes this recent success will continue. Transportation 0 0 0 0 0 0 comments Tim Regan Managing D, Kingwest & Company... Price $26.690 Owned Yes
WATCH	Air Canada(AC-T) January 3, 2019 You have to have cash on hands when bonds come due. Transports were creamed in the US. They are oligopolies. Are they the best airline to own? – Yes if they can overcome their debt. He owns no airlines and they are not highest on his list. Transportation 0 0 0 0 0 0 comments	You have to have cash on hands when bonds come due. Transports were creamed in the US. They are oligopolies. Are they the best airline to own? – Yes if they can overcome their debt. He owns no airlines and they are not highest on his list. Transportation 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $25.110 Owned Unknown
PARTIAL SELL	Air Canada(AC-T) January 2, 2019 Has never owned an airline. Oil and labour are two major costs, and AC can't control oil. Now, the stock is statistically cheap. He doesn't like the airline business. You can probably trade this and make money, but you can lose your shirt too. With low oil prices, there are probably some good quarters coming. Perhaps take profits. Transportation 0 0 0 0 0 0 comments	Has never owned an airline. Oil and labour are two major costs, and AC can't control oil. Now, the stock is statistically cheap. He doesn't like the airline business. You can probably trade this and make money, but you can lose your shirt too. With low oil prices, there are probably some good quarters coming. Perhaps take profits. Transportation 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $25.830 Owned No
DON'T BUY	Air Canada(AC-T) December 4, 2018 It's done well, as all airlines have. But he's not in this industry. Airlines are very cyclical with high fixed costs (e.g. airport landing fees, unions). Then again, this is seen as an anti-oil trade. So, you can own a big consumer of oil--airlines. He sides with the former and avoids this space entirely. Transportation 0 0 0 0 0 0 comments	It's done well, as all airlines have. But he's not in this industry. Airlines are very cyclical with high fixed costs (e.g. airport landing fees, unions). Then again, this is seen as an anti-oil trade. So, you can own a big consumer of oil--airlines. He sides with the former and avoids this space entirely. Transportation 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $27.680 Owned No
COMMENT	Air Canada(AC-T) November 27, 2018 TD just paid $1-billion to score the loyalty rewards program with AC. The airlines finally figured it out: charge customers for everything, like choosing your seat and fuel surcharge. He's bullish this sector which he didn't own for a long time. Caveat: when the economy heads south, this sector suffers. Transportation 0 0 0 0 0 0 comments	TD just paid $1-billion to score the loyalty rewards program with AC. The airlines finally figured it out: charge customers for everything, like choosing your seat and fuel surcharge. He's bullish this sector which he didn't own for a long time. Caveat: when the economy heads south, this sector suffers. Transportation 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $27.600 Owned Yes
DON'T BUY	Air Canada(AC-T) September 25, 2018 More capital has been destroyed by the airline business than by any other business in history. There are times to own them--as trades, not as long-term investments. Demand and fuel costs are the primary impacts on airline stock prices. Demand is good now, but fuel costs are rising, which will become a big negative. In addition, as demand rises, airlines add routes, cut fares, and wipe out their profits. This is a cyclical business. It is best to own an airline that is disciplined, when demand is good and when oil prices are coming down. Transportation 0 0 0 0 0 0 comments	More capital has been destroyed by the airline business than by any other business in history. There are times to own them--as trades, not as long-term investments. Demand and fuel costs are the primary impacts on airline stock prices. Demand is good now, but fuel costs are rising, which will become a big negative. In addition, as demand rises, airlines add routes, cut fares, and wipe out their profits. This is a cyclical business. It is best to own an airline that is disciplined, when demand is good and when oil prices are coming down. Transportation 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $27.490 Owned No
BUY	Air Canada(AC-T) September 10, 2018 He likes it. The airline industry has become more efficient and load factors are higher. They are more disciplined about adding too much capacity. They are taking share from WJA-T. They repurchased the rewards program. They have very smart managers. Transportation 0 0 0 0 0 0 comments	He likes it. The airline industry has become more efficient and load factors are higher. They are more disciplined about adding too much capacity. They are taking share from WJA-T. They repurchased the rewards program. They have very smart managers. Transportation 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $26.830 Owned Unknown
DON'T BUY	Air Canada(AC-T) August 27, 2018 He shorted the stock recently. Not cheap on a debt-adjusted basis. High debt. Sure, a lot of capacity last year, but their profit ratios are lower than U.S. airlines. Headwinds are rising oil prices and the weak Canadian dollar. They've had a tremendous run in this cycle, though. Transportation 0 0 0 0 0 0 comments	He shorted the stock recently. Not cheap on a debt-adjusted basis. High debt. Sure, a lot of capacity last year, but their profit ratios are lower than U.S. airlines. Headwinds are rising oil prices and the weak Canadian dollar. They've had a tremendous run in this cycle, though. Transportation 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $26.810 Owned No
TOP PICK	Air Canada(AC-T) August 17, 2018 Incredible turnaround. Demand is so strong, they’ve shown they can pass on costs. As long as Canadian and NA economies continue to do well, getting close to inflection point for the stock. Great job growing international traffic. Crazy low valuation. Yield is 0%. (Analysts’ price target is $32.77.) Transportation 0 0 0 0 0 0 comments	Incredible turnaround. Demand is so strong, they’ve shown they can pass on costs. As long as Canadian and NA economies continue to do well, getting close to inflection point for the stock. Great job growing international traffic. Crazy low valuation. Yield is 0%. (Analysts’ price target is $32.77.) Transportation 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $24.010 Owned Yes
WATCH	Air Canada(AC-T) August 9, 2018 In a good position. Canada is a diverse country, with immigration from everywhere, and a lot more direct flights globally than before. The new fuel-efficient planes are extremely profitable. Getting more domestic competition. Buy it in low 20s for sure. At $24, a good chance of seeing it in high 20s or low 30s in 12-18 months. Transportation 0 0 0 0 0 0 comments	In a good position. Canada is a diverse country, with immigration from everywhere, and a lot more direct flights globally than before. The new fuel-efficient planes are extremely profitable. Getting more domestic competition. Buy it in low 20s for sure. At $24, a good chance of seeing it in high 20s or low 30s in 12-18 months. Transportation 0 0 0 0 0 0 comments Michael Decter President , Lawrence Decter Inve... Price $23.910 Owned Unknown
TOP PICK	Air Canada(AC-T) July 27, 2018 They reported earlier today and earnings were very positive. The concern is whether oil prices will continue to go higher. New management will be focusing on reducing debt and attracting new consumers. It is trading at very good valuations. Yield 0%. (Analysts’ price target is $31.30) Transportation 0 0 0 0 0 0 comments	They reported earlier today and earnings were very positive. The concern is whether oil prices will continue to go higher. New management will be focusing on reducing debt and attracting new consumers. It is trading at very good valuations. Yield 0%. (Analysts’ price target is $31.30) Transportation 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $23.410 Owned Yes
TOP PICK	Air Canada(AC-T) July 24, 2018 Air Canada has turned around smoothly under current management. Good passenger growth and they can add new routes around the world. Fundamentals are dirt cheap. Expects the stock to double in a year, but it's higher risk because it's an airline. (Analysts' price target: $31.63) Transportation 0 0 0 0 0 0 comments	Air Canada has turned around smoothly under current management. Good passenger growth and they can add new routes around the world. Fundamentals are dirt cheap. Expects the stock to double in a year, but it's higher risk because it's an airline. (Analysts' price target: $31.63) Transportation 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $22.090 Owned Yes

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