Viewing Company Transcontinental Inc. (A) | StockChase
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Compiling comments that experts make about stocks while on public TV.

Transcontinental Inc. (A) Stock Symbol: TCL.A-T

Last Price Recorded: $17.8000 on 2016-09-26

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Date Signal Expert Opinion Price
2016-09-14 PAST TOP PICK Jim Huang

(A Top Pick July 28/15. Up 32.9%.) A traditional printing company that has transitioned into the new product mix that is for the future. Still sees a lot of upside in this.


Price:
$18.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-09-14 TOP PICK Jim Huang

Somewhat volatile. If they have a bad quarter, the stock could check back 10%-15%, so you have to have a bit of a stomach for that. The dividend yield of 4% helps to make up for that. They have a lot of companies in the old business of printing, which is slowly decaying, but that is why it is trading at such a cheap multiple with such a good cash flow. Meanwhile they are reinvesting in a new higher growth business, and over time that should get much more dominant with much higher multiples.


Price:
$18.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-29 DON'T BUY Brian Madden

A legacy business in publishing, printing newspapers and flyers, etc. That business is in secular decline. They are trying to avoid that by making acquisitions and trying to get into labels and things a little more sophisticated. They haven’t demonstrated an ability to grow earnings. He would steer clear of this.


Price:
$18.500
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-08-18 TOP PICK Michael Simpson, CFA

Printer.  The news paper industry is maturing so they diversified into flexible packaging.  5 times cash flow, 8 times earnings.  Decent 5 year dividend growth rate. 


Price:
$18.580
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-08-17 COMMENT Colin Stewart

This has done a decent job of transitioning from an old line printing business and into packaging. They haven’t fully completed the transition, but as they do it will be awarded a higher multiple over time. Printing is in secular decline, and for a long time the stock has traded at pretty depressed valuation levels. However, over the last couple of years, people have become a little more interested in the company as they have gotten more into the packaging side of the business.


Price:
$18.820
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-08-05 WATCH Don Vialoux

Technically this has a pretty mixed picture. Chart has a triangle pattern. It has recently underperformed the market, which is not a good sign. Momentum indicators are turning down. Wait until it is breaking above the triangle. If it does that, then you can get a measured move based on the perpendicular line, which will give you an idea of what the target will be.


Price:
$19.050
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-06-23 BUY on WEAKNESS Brian Acker, CA

His model price is $32 giving it an 81% upside. Pays a nice yield of 4.2%. $14 would be a pretty good Buy. It is probably at its current price because of its yield. He would consider this as a weak Hold.


Price:
$17.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2016-06-21 TOP PICK Mohsin Bashir

This is arguably the last man standing in the printing business. Printing is in secular decline. The age of digital is upon us, and people are using less paper. This company prints magazines, newspapers and flyers. Flyers for grocery stores and pharmacy chains are publications that millennials prefer to read in print. The company is moving to the flexible packaging business and in the last 2 years have upped the revenues to 10%. Dividend yield of 4.15%.


Price:
$17.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-06 PAST TOP PICK Jim Huang

(A Top Pick May 14/15. Up 11.85%.) The print business still has a long tail, and this is the best company that has remained in the business. Have done a lot of things to prepare for the eventual phase-out by diversifying, especially in flexible packaging. Trading very, very cheaply.


Price:
$19.810
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Michael Simpson, CFA

You want to own the best and lowest cost producer, so when the Toronto Star wants to close their big huge facility in Vaughn, this company is going to do that business. They are also big into flyers. Although there is a lot of digital media, flyers are still used. As discount grocers are getting more traction, flyers are very important. Also, diversifying into packaging, which is smart, and is about 10% of their revenue. Trading at about 5X cash flow, with 1X debt to cash flow. Generates a lot of cash flow, which they give back to shareholders in the form of dividend increases and buying back shares. Dividend yield of 4.05%.


Price:
$18.210
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-03-01 PAST TOP PICK Jim Huang

(A Top Pick May 14/15. Up 8.99%.) Basically prints newspapers and magazines, a dying business in many people’s minds. A declining business, but this is one of the best players that remains in the business because they have scale of operations and have better pricing. Have put some of their cash into a higher growth business of flexible packaging. Made a couple of acquisitions and thinks they will do more of that. Pays a very good dividend of 3.5%. Not an expensive stock.


Price:
$19.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-25 TOP PICK Jason Mann

Wants stocks that will benefit from a cyclical recovery, which he is expecting, but without breaking the bank while you wait. You can still make a lot of money in a poor industry, and this is an example of that. 4th largest printer in North America. They score absolutely Tops on valuation. Very strong ROE. Good price to free cash flow. Trades at about 5X EBITDA. Their strong balance sheet and cash flow generation has let them diversify into packaging. Dividend yield of 3.16%.


Price:
$21.350
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-11-10 TOP PICK Jim Huang

They are a declining business (print media).  It has been trading at very low multiples.  Management has done a really good job of controlling costs.  They have taken their free cash flow and got into a bigger growth business – label printing, like CCL.B-T.  The company is changing from something dying into a high growth business.  He thinks they will continue to tuck in acquisitions. 


Price:
$20.950
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2015-09-11 BUY on WEAKNESS Steve DiGregorio

Reported very good earnings yesterday. This has been a volatile stock. There are 2 camps that have formed in the stock. One is a Yellow Pages business that is very challenged going forward, and the other is more of a Davidson Henderson style, a business that has more growth in it. This is in the Print business, which has been declining, but has been a very, very high margin business. It will have the printing business that supports them going forward, but as they transition into a packaging business, about 10% of their business, that is what they will grow in. It is one to own, but wait for a bit of a pullback.


Price:
$17.950
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2015-08-04 COMMENT Peter Hodson

A printing company in what you would call a classic value stock. Valuation is very cheap, and the dividend is attractive. They generate a huge amount of cash flow, but no one really cares because it is a printing company in a digital world. However, they have done a pretty good job of adapting to the new world. Cash flow is continuing to come in and the dividend is pretty safe. Even though the stock has done quite well in the past several years, you may get into a value trap where you just get the dividend and no one really cares. As a value stock, it is solid. He would rather pay more for a growing company.


Price:
$15.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
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1 Comment

hitch

June 10th 2016 at 10:22am

They failed today all the Top Picks Yada they be wrong


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