Exchange Income

EIF-T

Analysis and Opinions about EIF-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 10, 2019

He met the company last year. Similar to DIV-T, comprised of many businesses, and you buy this for the dividend. There are some good businesses here, but valuing those companies can be difficult. Good for dividend investors.

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Exchange Income (EIF-T)
September 10, 2019

He met the company last year. Similar to DIV-T, comprised of many businesses, and you buy this for the dividend. There are some good businesses here, but valuing those companies can be difficult. Good for dividend investors.

BUY
BUY
August 23, 2019
A regional jet carrier, with different sub-businesses. An income play. They had difficulty covering repair and maintenance cost. Recently moved out of the pattern. Thinks that it can go up to $45. Possible capital appreciation and dividend play for longterm investors.
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Exchange Income (EIF-T)
August 23, 2019
A regional jet carrier, with different sub-businesses. An income play. They had difficulty covering repair and maintenance cost. Recently moved out of the pattern. Thinks that it can go up to $45. Possible capital appreciation and dividend play for longterm investors.
WEAK BUY
WEAK BUY
August 14, 2019
They just bumped their dividend by 4%. Has a 54% payout ratio. He models 12% EPS growth. It's cheap at 10.6x. He likes it. However, their balance sheet is 3.4x net debt to EBITDA. And it's a small name so vulnerable to market swings.
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Exchange Income (EIF-T)
August 14, 2019
They just bumped their dividend by 4%. Has a 54% payout ratio. He models 12% EPS growth. It's cheap at 10.6x. He likes it. However, their balance sheet is 3.4x net debt to EBITDA. And it's a small name so vulnerable to market swings.
BUY WEAKNESS
BUY WEAKNESS
July 30, 2019
He was buying this around $28. They own airlines that fly into the First Nations lands. It is very well run. If it dipped into $35 he would buy more. It has a nice dividend with good growth.
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He was buying this around $28. They own airlines that fly into the First Nations lands. It is very well run. If it dipped into $35 he would buy more. It has a nice dividend with good growth.
COMMENT
COMMENT
July 5, 2019
Doesn't know this well. It had a big jump in late-February and has been rising since. This will be insensitive to interest rate moves. It's had a wild wild since 2016. Pays a dividend over 5%, but be careful buying a stock only for a dividend, because the stock price can be volatile.
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Doesn't know this well. It had a big jump in late-February and has been rising since. This will be insensitive to interest rate moves. It's had a wild wild since 2016. Pays a dividend over 5%, but be careful buying a stock only for a dividend, because the stock price can be volatile.
TOP PICK
TOP PICK
June 17, 2019

They're an aggregator with holdings such as aerospace and manufacturing. They've grown their topline over the last 5 years at 30% annually and bottom line 22% annually. He likes the managers. They're set up to make another big acquisition. (Analysts’ price target is $44.09)

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They're an aggregator with holdings such as aerospace and manufacturing. They've grown their topline over the last 5 years at 30% annually and bottom line 22% annually. He likes the managers. They're set up to make another big acquisition. (Analysts’ price target is $44.09)

COMMENT
COMMENT
June 10, 2019
They were once the victim of a short seller report and they came out unharmed. Companies that acquire a lot like they do tend to blow up but they have done smart acquisitions, and maintained and increased their dividend. It would be nice to see more insider buying.
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They were once the victim of a short seller report and they came out unharmed. Companies that acquire a lot like they do tend to blow up but they have done smart acquisitions, and maintained and increased their dividend. It would be nice to see more insider buying.
TOP PICK
TOP PICK
May 17, 2019
They focus on aerospace services. Payout ratio of 30%. ROE 16%. He expects 11% growth in earnings. He sees a 30% upside potential. Yield 6.1% (Analysts’ price target is $44.09)
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They focus on aerospace services. Payout ratio of 30%. ROE 16%. He expects 11% growth in earnings. He sees a 30% upside potential. Yield 6.1% (Analysts’ price target is $44.09)
BUY
BUY
February 21, 2019
He likes this name. They are modeling 20% EPS growth, 10% FCF growth. Pays a nice dividend easy for them to pay. Payout ratio of 60%. The only negative is that their balance sheet is a little too levered. The name doesn't get the respect it deserves. he think it is going higher.
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Exchange Income (EIF-T)
February 21, 2019
He likes this name. They are modeling 20% EPS growth, 10% FCF growth. Pays a nice dividend easy for them to pay. Payout ratio of 60%. The only negative is that their balance sheet is a little too levered. The name doesn't get the respect it deserves. he think it is going higher.
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Mar 21/18, Down 7%) He thinks it will continue to grow through acquisition. It is a potential buy again. The payout ratio is 35%. Yield 7.5%
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Exchange Income (EIF-T)
February 15, 2019
(A Top Pick Mar 21/18, Down 7%) He thinks it will continue to grow through acquisition. It is a potential buy again. The payout ratio is 35%. Yield 7.5%
BUY
BUY
October 26, 2018

Just made a recent acqusition that's doing well. 78% payout ratio. 7% dividend is fine this year. Sees 20% EPS growth. 11x earnings, lower than 14x 4-year average. He likes it. It's held up really well when other industrials are getting killed. The one problem though is their net debt-to-EBITDA which is 3x. This is trending in the right direction.

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Exchange Income (EIF-T)
October 26, 2018

Just made a recent acqusition that's doing well. 78% payout ratio. 7% dividend is fine this year. Sees 20% EPS growth. 11x earnings, lower than 14x 4-year average. He likes it. It's held up really well when other industrials are getting killed. The one problem though is their net debt-to-EBITDA which is 3x. This is trending in the right direction.

PAST TOP PICK
PAST TOP PICK
October 25, 2018

(A top pick October 25/17, up 2%) The dividend yield is the driver of this name. Seems to have a hard time breaking the $35 resistance level, but if it does break through, he sees it going to $42.

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Exchange Income (EIF-T)
October 25, 2018

(A top pick October 25/17, up 2%) The dividend yield is the driver of this name. Seems to have a hard time breaking the $35 resistance level, but if it does break through, he sees it going to $42.

WEAK BUY
WEAK BUY
September 28, 2018

Payout ratio is 78%, pretty safe. Modelling 20% EPS growth. Recent acquisition is performing well. Pretty cheap. Have had higher labour costs. Two things to watch: 1) very whippy, as it’s a small cap, 2) balance sheet, if we’re going into a recession. If we don’t have a recession for a while, you can do quite well. (Analysts’ price target is around $34.)

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Exchange Income (EIF-T)
September 28, 2018

Payout ratio is 78%, pretty safe. Modelling 20% EPS growth. Recent acquisition is performing well. Pretty cheap. Have had higher labour costs. Two things to watch: 1) very whippy, as it’s a small cap, 2) balance sheet, if we’re going into a recession. If we don’t have a recession for a while, you can do quite well. (Analysts’ price target is around $34.)

HOLD
HOLD
September 20, 2018

It operates in the aerospace and manufacturing segments. It is dominant in rural parts of Canada. They make commercial and industrial tanks and pressure washing system. They were the target of short selling a while ago so the company bought back shares and increased the dividend. They have dealt with the issue quite well. The dividend is still a high payout ratio, however. Hang on to this one.

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Exchange Income (EIF-T)
September 20, 2018

It operates in the aerospace and manufacturing segments. It is dominant in rural parts of Canada. They make commercial and industrial tanks and pressure washing system. They were the target of short selling a while ago so the company bought back shares and increased the dividend. They have dealt with the issue quite well. The dividend is still a high payout ratio, however. Hang on to this one.

PAST TOP PICK
PAST TOP PICK
August 9, 2018

(A Top Pick Oct 25/17, Up 11%) High dividend paying company. An income play. It is osculating between $30-$35.

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Exchange Income (EIF-T)
August 9, 2018

(A Top Pick Oct 25/17, Up 11%) High dividend paying company. An income play. It is osculating between $30-$35.

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