Exchange Income

EIF-T

Analysis and Opinions about EIF-T

Signal
Opinion
Expert
COMMENT
COMMENT
December 10, 2013

He no longer covers this. Something like a Mosaic Capital (M-X) in that they buy businesses and leave management in place and just get the dividend and do capital allocation. Started off in the airline space doing ambulatory airlines, basically up north doing evacuations. A good business because government pays you, pays well and pays on time. They took the cash and made other acquisitions and some of them have not worked out that well. That’s the risk with these things. This one is a “wait and see” for him.

Exchange Income (EIF-T)
December 10, 2013

He no longer covers this. Something like a Mosaic Capital (M-X) in that they buy businesses and leave management in place and just get the dividend and do capital allocation. Started off in the airline space doing ambulatory airlines, basically up north doing evacuations. A good business because government pays you, pays well and pays on time. They took the cash and made other acquisitions and some of them have not worked out that well. That’s the risk with these things. This one is a “wait and see” for him.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$21.020
Owned
No
BUY
BUY
August 7, 2012

Likes the business. Well run. Nice to be that diversified. There is more opportunity. Likes management.

Exchange Income (EIF-T)
August 7, 2012

Likes the business. Well run. Nice to be that diversified. There is more opportunity. Likes management.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$25.470
Owned
Yes
TOP PICK
TOP PICK
December 21, 2011
Are in 2 segments. 1) Specialized aviation with the government being their largest customer and 2) manufacturing. Just announced a $500 million contract for cell towers with AT&T over 3 years with one of their recent acquisitions in the US. One of the best managed companies in Canada. Dividend yield of 6.6% and an 80% payout ratio. Looking for $30 next year.
Exchange Income (EIF-T)
December 21, 2011
Are in 2 segments. 1) Specialized aviation with the government being their largest customer and 2) manufacturing. Just announced a $500 million contract for cell towers with AT&T over 3 years with one of their recent acquisitions in the US. One of the best managed companies in Canada. Dividend yield of 6.6% and an 80% payout ratio. Looking for $30 next year.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$24.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 18, 2011
(Top Pick Nov 5/10, Up 10.56%) Formerly an income trust. Strong niche in their airline business that serves the far north. The Gov’t is their customer. Strong management, low payout ratio and good yield. They are also a specialty in manufacturing.
Exchange Income (EIF-T)
January 18, 2011
(Top Pick Nov 5/10, Up 10.56%) Formerly an income trust. Strong niche in their airline business that serves the far north. The Gov’t is their customer. Strong management, low payout ratio and good yield. They are also a specialty in manufacturing.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$18.900
Owned
Yes
TOP PICK
TOP PICK
November 5, 2010
Non real estate. Outstanding management. Nitch airlines with competitive cost advantage. $1.56 dividend.
Exchange Income (EIF-T)
November 5, 2010
Non real estate. Outstanding management. Nitch airlines with competitive cost advantage. $1.56 dividend.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$17.350
Owned
Yes
DON'T BUY
DON'T BUY
September 10, 2010
Acquires interest in stock companies (?). Would have investments in publicly traded companies like TSE. Yield of about 10% is a concern, as they are paying out about 115% of earnings. Ranks high in his dividend strategy but doesn’t pass because both earnings and cash flow growth are negative.
Exchange Income (EIF-T)
September 10, 2010
Acquires interest in stock companies (?). Would have investments in publicly traded companies like TSE. Yield of about 10% is a concern, as they are paying out about 115% of earnings. Ranks high in his dividend strategy but doesn’t pass because both earnings and cash flow growth are negative.
Robert McWhirter
President, Selective Asset Management
Price
$15.500
Owned
No
Showing 76 to 81 of 81 entries