Exchange Income

EIF-T

Analysis and Opinions about EIF-T

Signal
Opinion
Expert
HOLD
HOLD
February 21, 2017

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.

Exchange Income (EIF-T)
February 21, 2017

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$39.640
Owned
Unknown
COMMENT
COMMENT
February 1, 2017

Had owned this for some time, but sold it too early. One of Canada’s really great growth stories. It is going through a bit of back-and-forth here as many stocks are. Feels the valuation has gone about as far as it was going to go. He would look at this again at some time.

Exchange Income (EIF-T)
February 1, 2017

Had owned this for some time, but sold it too early. One of Canada’s really great growth stories. It is going through a bit of back-and-forth here as many stocks are. Feels the valuation has gone about as far as it was going to go. He would look at this again at some time.

Brendan Caldwell
President, Caldwell Securities
Price
$40.080
Owned
No
HOLD
HOLD
January 25, 2017

Has been invested in this for some time now. Management is excellent. They have a business where they acquire a bunch of other operating businesses. They’ve really focused on airlines and manufacturing. In their history, they did the West Tower transaction and things were growing great, but then ran into a lot of problems. The company successfully sold that and redeployed the capital, which is a hallmark of a good management team. The stock isn’t cheap, but has a good dividend. They tend to be serial issuers, and as they add acquisitions, they issue more stock. If you don’t own, he would wait to pick up a new issue at a cheaper price. 5.1% dividend yield.

Exchange Income (EIF-T)
January 25, 2017

Has been invested in this for some time now. Management is excellent. They have a business where they acquire a bunch of other operating businesses. They’ve really focused on airlines and manufacturing. In their history, they did the West Tower transaction and things were growing great, but then ran into a lot of problems. The company successfully sold that and redeployed the capital, which is a hallmark of a good management team. The stock isn’t cheap, but has a good dividend. They tend to be serial issuers, and as they add acquisitions, they issue more stock. If you don’t own, he would wait to pick up a new issue at a cheaper price. 5.1% dividend yield.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$41.000
Owned
Yes
COMMENT
COMMENT
January 6, 2017

A growth by acquisition company, engaged in aviation manufacturing. They have some scheduled chartered airline services. The company has done extremely well. Ranks 63 in his database, roughly the top 10%. Earnings are expected to grow modestly by about 5%. A PE of 17X. ROE is reasonable at 14%. Unfortunately, free cash flow currently is -5%. This doesn’t seem cheap. Prefers others.

Exchange Income (EIF-T)
January 6, 2017

A growth by acquisition company, engaged in aviation manufacturing. They have some scheduled chartered airline services. The company has done extremely well. Ranks 63 in his database, roughly the top 10%. Earnings are expected to grow modestly by about 5%. A PE of 17X. ROE is reasonable at 14%. Unfortunately, free cash flow currently is -5%. This doesn’t seem cheap. Prefers others.

Robert McWhirter
President, Selective Asset Management
Price
$41.050
Owned
No
HOLD
HOLD
November 22, 2016

Manufactures airplane parts. He likes this. A surprisingly good business. They consistently produce 13%-50% ROC, year in and year out. Pays a nice dividend of just under 5%. Valuation is still reasonable. The balance sheet looks great. Not a lot of debt.

Exchange Income (EIF-T)
November 22, 2016

Manufactures airplane parts. He likes this. A surprisingly good business. They consistently produce 13%-50% ROC, year in and year out. Pays a nice dividend of just under 5%. Valuation is still reasonable. The balance sheet looks great. Not a lot of debt.

Matt Kacur
President, FSA Financial Science and Art
Price
$43.180
Owned
Unknown
COMMENT
COMMENT
November 2, 2016

This has been a very, very strong stock for the past couple of months. Their last quarter, which is typically their weakest quarter, had absolute stunning blow away numbers. Raised their dividend by about 5%, and the payout ratio went down dramatically in the quarter. Their divisions are firing on all cylinders. Very heavily tied to aviation and aeronautics, and he would like to see them do another deal to dilute that exposure a bit. A very cheap stock with a very nice dividend yield of 5.6%.

Exchange Income (EIF-T)
November 2, 2016

This has been a very, very strong stock for the past couple of months. Their last quarter, which is typically their weakest quarter, had absolute stunning blow away numbers. Raised their dividend by about 5%, and the payout ratio went down dramatically in the quarter. Their divisions are firing on all cylinders. Very heavily tied to aviation and aeronautics, and he would like to see them do another deal to dilute that exposure a bit. A very cheap stock with a very nice dividend yield of 5.6%.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$35.680
Owned
No
HOLD
HOLD
October 26, 2016

This invests in aerospace businesses and manufacturing. The stock has had a good run over the last year of 50% or so. Any time you get a stock with that much appreciation, people sometimes get nervous and the stock will come down a little. A very well-run company.

Exchange Income (EIF-T)
October 26, 2016

This invests in aerospace businesses and manufacturing. The stock has had a good run over the last year of 50% or so. Any time you get a stock with that much appreciation, people sometimes get nervous and the stock will come down a little. A very well-run company.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$36.730
Owned
No
PAST TOP PICK
PAST TOP PICK
October 5, 2016

(A Top Pick Nov 13/15. Up 40%.) Sold his holdings when he thought there were better opportunities elsewhere.

Exchange Income (EIF-T)
October 5, 2016

(A Top Pick Nov 13/15. Up 40%.) Sold his holdings when he thought there were better opportunities elsewhere.

Brendan Caldwell
President, Caldwell Securities
Price
$34.190
Owned
No
COMMENT
COMMENT
October 4, 2016

Aviation related services. Had shorted this in the past, but has been watching from the sidelines since. They have been getting some headwinds, largely from cheap jet fuel prices.

Exchange Income (EIF-T)
October 4, 2016

Aviation related services. Had shorted this in the past, but has been watching from the sidelines since. They have been getting some headwinds, largely from cheap jet fuel prices.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$35.070
Owned
No
BUY
BUY
September 23, 2016

(Market Call Minute.) This has done all the right things and pays a good dividend. It has a lot more upside. They are finding deals harder to come by. Growth by acquisition, but they are showing discipline.

Exchange Income (EIF-T)
September 23, 2016

(Market Call Minute.) This has done all the right things and pays a good dividend. It has a lot more upside. They are finding deals harder to come by. Growth by acquisition, but they are showing discipline.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$35.330
Owned
Unknown
HOLD
HOLD
September 8, 2016

They put a lot of good capital to work. Return on Capital has climbed to 13% consistently. Valuation looks reasonable.

Exchange Income (EIF-T)
September 8, 2016

They put a lot of good capital to work. Return on Capital has climbed to 13% consistently. Valuation looks reasonable.

Matt Kacur
President, FSA Financial Science and Art
Price
$34.790
Owned
Unknown
BUY
BUY
August 18, 2016

We had a break out from a band of Jun/Jul. We have a nice little break here. It is getting above levels that were very significant to it.

Exchange Income (EIF-T)
August 18, 2016

We had a break out from a band of Jun/Jul. We have a nice little break here. It is getting above levels that were very significant to it.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$34.310
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

A diversified business owner of assets, aviation and manufacturing. The company has put out great numbers, and management and the team have done all the right things in terms of strategic acquisitions. He thinks their operational excellence will continue. Has a pretty good yield of around 5%. Not an expensive stock.

Exchange Income (EIF-T)
August 9, 2016

A diversified business owner of assets, aviation and manufacturing. The company has put out great numbers, and management and the team have done all the right things in terms of strategic acquisitions. He thinks their operational excellence will continue. Has a pretty good yield of around 5%. Not an expensive stock.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$34.860
Owned
Unknown
HOLD
HOLD
July 27, 2016

(Market Call Minute.) If this pulled back, he would be interested in buying it.

(Market Call Minute.) If this pulled back, he would be interested in buying it.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$33.720
Owned
Unknown
COMMENT
COMMENT
June 10, 2016

Has been Short on this in the past. There were concerns about their telecom servicing business in the US. They’ve since sold that business. They’ve been a beneficiary of cheaper jet fuel prices. Thinks it should trade at a more significant holding company discount.

Has been Short on this in the past. There were concerns about their telecom servicing business in the US. They’ve since sold that business. They’ve been a beneficiary of cheaper jet fuel prices. Thinks it should trade at a more significant holding company discount.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$31.760
Owned
No
Showing 46 to 60 of 81 entries