Exchange Income

EIF-T

Analysis and Opinions about EIF-T

Signal
Opinion
Expert
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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

HOLD
HOLD
July 27, 2016

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

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

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.

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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.

COMMENT
COMMENT
May 4, 2016

This is a bit of a mini-conglomerate being in aerospace and other industrial divisions. He is looking at this to see if he should add to his holdings, and is waiting to see their earnings.

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This is a bit of a mini-conglomerate being in aerospace and other industrial divisions. He is looking at this to see if he should add to his holdings, and is waiting to see their earnings.

DON'T BUY
DON'T BUY
April 26, 2016

Has been very bearish on this in the past. He stepped aside when they sold their US telecom related business. They have been a beneficiary of running some airlines in northern Canada with the cheaper jet fuel prices. They recently made a fairly large acquisition of external monitoring of coastlines. He would not feel comfortable with this.

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Exchange Income (EIF-T)
April 26, 2016

Has been very bearish on this in the past. He stepped aside when they sold their US telecom related business. They have been a beneficiary of running some airlines in northern Canada with the cheaper jet fuel prices. They recently made a fairly large acquisition of external monitoring of coastlines. He would not feel comfortable with this.

TOP PICK
TOP PICK
April 7, 2016

7% yield. 10% EPS growth per year. A sleep at night story. Aviation. Routes up north. They also are into the airplane parts business, which has good margins. Two dividend increases in the last year and half.

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7% yield. 10% EPS growth per year. A sleep at night story. Aviation. Routes up north. They also are into the airplane parts business, which has good margins. Two dividend increases in the last year and half.

COMMENT
COMMENT
January 21, 2016

Likes this. He models their 2016 estimated payout ratio at 60%. Feels they can raise their dividend again. Not cheap relative to its 5 year, but he models pretty robust earnings per share growth, and 2016 could be 45% higher than last year. The caveat is that it is a fairly small stock and thinly traded. This is a good level for this name.

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Exchange Income (EIF-T)
January 21, 2016

Likes this. He models their 2016 estimated payout ratio at 60%. Feels they can raise their dividend again. Not cheap relative to its 5 year, but he models pretty robust earnings per share growth, and 2016 could be 45% higher than last year. The caveat is that it is a fairly small stock and thinly traded. This is a good level for this name.

COMMENT
COMMENT
January 13, 2016

This company has 2 segments. Airlines/aerospace and manufacturing. Likes this and thinks management has done an excellent job. They really navigated around the West Tower acquisition and divestiture. Thinks it will continue to do what they have been doing. They buy private businesses using marker capital at higher multiples. They have synergies between their businesses.

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Exchange Income (EIF-T)
January 13, 2016

This company has 2 segments. Airlines/aerospace and manufacturing. Likes this and thinks management has done an excellent job. They really navigated around the West Tower acquisition and divestiture. Thinks it will continue to do what they have been doing. They buy private businesses using marker capital at higher multiples. They have synergies between their businesses.

TOP PICK
TOP PICK
November 13, 2015

This is a niche player, not only in automotive, but also in aviation. It is a growth by acquisition story and he sees a lot of synergies in this area. Dividend yield of 7.37% which is not only sustainable, but capable of being grown.

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Exchange Income (EIF-T)
November 13, 2015

This is a niche player, not only in automotive, but also in aviation. It is a growth by acquisition story and he sees a lot of synergies in this area. Dividend yield of 7.37% which is not only sustainable, but capable of being grown.

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