Exco Technologies | StockChase
20
Exco Technologies (XTC-T)

Last Price Recorded: $10.3200 on 2017-11-17

ON STOCKCHASE SINCE Oct 2013

INDUSTRIAL PRODUCTS

Exco Technologies


Signal Opinion Expert

2017-11-14

COMMENT
Exco Technologies (XTC-T)

He would call this a value investor’s dream. Across the board it is cheap, no matter what value metric you are using. It’s about a 3%-4% dividend. Has a good history of buying back shares and increasing the dividend. Hasn’t been doing too well lately, but feels there is potential in the next quarter or 2 with better earnings. A name you probably have to be patient with, but your downside risks are manageable.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $10.220
Owned: Unknown

2017-08-02

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick June 24/16. Up 76.11%.) A well-run company. Management has been great capital allocators. They are able to grow through both acquisitions and organically.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $10.850
Owned: Yes

2017-07-27

PAST TOP PICK
Exco Technologies (XTC-T)

(Top Pick Feb 24/17, Up 1.75%)  He is not too concerned about the auto sales in the US pulling back a bit.  This is normalization.  They continue doing a great job and can make accretive acquisitions.  He remains a buyer at these levels.  They pay a healthy dividend yield that could potentially increase going forward.

INDUSTRIAL PRODUCTS
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $11.280
Owned: Yes

2017-06-21

COMMENT
Exco Technologies (XTC-T)

Auto parts with global facilities. Revenues of about $600 million. There is probably better risk/reward in Magna (MG-T) and Linamar (LNR-T). Magna is going to do a better job of growing content per vehicle, and manage what could be a decline in North American vehicle sales during the next couple of years, because they have more exposure to other parts of the world. However, there is nothing wrong with this company.

INDUSTRIAL PRODUCTS
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $10.800
Owned: No

2017-02-24

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick May 24/16. Down 8.67%.) Exposed to the auto sector, and everybody is concerned about what is happening. He remains committed to the sector, and especially to this company. A tremendous organization and highly profitable. They are generating good return on equity. They undelivered relative to their competitors. Despite this, they are already producing 16% return on equity. Just initiated a normal course issue bid in February, which should provide downside protection for the stock and give management the optionality to buy back shares.

INDUSTRIAL PRODUCTS
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $11.250
Owned: Yes

2017-02-24

TOP PICK
Exco Technologies (XTC-T)

A well-run company and the ROE is high. They have been expanding margin profile. Normal course issue is going to support the stock price and they are going to see positive allocation of capital. Dividend yield of 2.84%. (Analysts’ price target is $14.08.)

INDUSTRIAL PRODUCTS
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $11.250
Owned: Yes

2016-09-30

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick June 24/16. Down 0.24%.) Tooling for auto parts. This is a value play and you have to think a bit longer term for it. Very cheap. A strong, consistent ROE and a dividend grower. They are pretty adept at making acquisitions. Dividend yield of 2.3%.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $11.830
Owned: Yes

2016-06-24

TOP PICK
Exco Technologies (XTC-T)

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $12.200
Owned: No

2016-05-31

BUY
Exco Technologies (XTC-T)

An interesting one to invest in. In the auto parts business, die casts, etc. Has traded better than Magna (MG-T) and Linamar (LNR-T). There is a small knock against auto sales in the US right now, but he thinks they are going to flatten out. However, as soon as people get a sniff of auto sales slowing down, they hammer the stocks. This is a good entry point at 6X cash flow, not that expensive.

INDUSTRIAL PRODUCTS
Steve DiGregorio

Portfolio Manager, Canoe Financial

Price: $12.760
Owned: No

2016-05-24

TOP PICK
Exco Technologies (XTC-T)

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

INDUSTRIAL PRODUCTS
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $12.540
Owned: Yes

2016-01-15

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick Feb 4/15. Down 0.4%.) Auto parts manufacturer in cast-iron. The backdrop is not great as people are looking for a global growth slowdown, but their last quarter was really solid. They continue to increase the dividend at a nice rate. It is small enough so that they get good leverage to individual contract years. Very well-managed and management owns about 25% of the company. Still likes this a lot.

INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $14.190
Owned: No

2015-11-19

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick Feb 4/15. Up 4.04%.) A little Magna (MG-T). This one has really outperformed the auto sector. He really got excited when they raised their dividend about 25% a year ago, and it really kick started the stock. They have good, long term contracts and they get a benefit from the US$. A very well-run company. Management owns about 25% of the company. 1.7% dividend yield.

INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $14.200
Owned: Yes

2015-10-13

PAST TOP PICK
Exco Technologies (XTC-T)

(A Top Pick Oct 27/14. Up 44.42%.) He got excited about this company about a year ago when they raised their dividend 25%. He takes dividend increases as a foreshadowing of events by the Board of Directors. 25% for an auto parts Company is a pretty significant statement. Thinks there are a couple of years left for the sector.

INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $14.450
Owned: No

2015-06-01

BUY
Exco Technologies (XTC-T)

He really likes the company.  It is in the same business as LNR-T and MG-T, but growing faster.  It is too small to be a takeover target.  There is a lot to like about the stock.  1.65% yield.

INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $14.960
Owned: Unknown

2015-04-15

COMMENT
Exco Technologies (XTC-T)

He really likes this. You’ve had Magna (MG-T) and Linamar (LNR-T) go crazy. This is one of those companies that investors just didn’t know about until recently. Stock has done really well. Raised their dividend dramatically in order to try and get more attention and earnings are really starting to pick up. They have a nice niche. Some people view it as a takeover target, but he feels it is too small. Exceptionally well-managed. Dividends in earnings keep going up, and not that bad in terms of valuation.

INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $15.250
Owned: No

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