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

Last Price Recorded: $15.0500 on 2015-07-30

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Date Signal Expert Opinion Price
2015-07-28 TOP PICK Jim Huang

In the traditional printing space, which is shrinking. Advertising is soft and they have been in the cost-cutting mode, which has been offsetting that to some extent. They have reinvested into label printing, which is a growth area for them. Dividend yield of 4.77%.


Price:
$14.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-14 TOP PICK Jim Huang

Trading at low, low single digit multiples. This is because they are in publishing as well as printing, which has been a declining business because the Internet has started taking away a lot of that distribution. Have done a good job of consolidating the sector and cutting costs, and are getting more and more efficient. Doing some acquisitions. Still too small to impact the whole company, but they have more than enough firepower to do more acquisitions and continue to grow. Yield of 3.7% is sustainable.


Price:
$18.410
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-04-16 PARTIAL BUY Kash Pashootan

Essentially in the printing space, and about 30% of their revenue comes in the media side. Print has been under pressure with the digital age. What they have done to save their stock price is to move towards the food packaging space. The bad news is that the acquisition is only 3% of revenues in the packaging space. The good news is that it is a 10 year contract. 3.75% dividend yield.


Price:
$17.550
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2014-02-03 PAST TOP PICK Jeff Parent B. Eng. FCSI

(A Top Pick Dec 21/12. Up 45.65%.) He is probably going to get out of this one very soon.


Price:
$13.800
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2013-01-21 WEAK BUY Paul Gardner, CFA

Yield about 5%.  Some good cost cutting measures.  Their balance sheet is not too leveraged.  They can handle it.  He is not in love with the sector because of the headwinds, but the distribution is sustainable.  Thinks it will go a little higher.


Price:
$11.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2012-12-21 TOP PICK Jeff Parent B. Eng. FCSI

Fundamentals are great and you see a nice bottom formation.  It’s a reversal.  Predictable growth type of stock.  No surprises either way.  5% yield.


Price:
$10.790
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on US CONSUMERS
Owned:
No
2012-05-24 HOLD Douglas Kee This is a brutal business. Advertising in North America is basically going down. A well-managed company with a decent yield and he thinks that dividend is safe.
Price:
$9.520
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2010-01-08 DON'T BUY Douglas Kee Low dividend and it hasn't grown substantially over the last couple of years. Business is a tough one.
Price:
$13.820
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
2009-06-18 DON'T BUY David Baskin Produce a lot of flyers/weekly shopper news. Depends on what you think of the ink on paper business and a lot of people don't like it very much. Craig’s List, etc. on the Internet are cannibalizing a lot of their business.
Price:
$8.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2006-10-16 DON'T BUY John Zechner Over 50% of their business is in the US and is concentrated in a few customers. Still sees margin pressures in the business. There was too much capacity which pushed prices down. Not a growth area.
Price:
$19.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2005-09-08 DON'T BUY David Baskin Suffering from lack of advertising in newspapers. Last quarter was not very good. They are a publishing business as well as a newspaper business. Not a buying opportunity yet. Would be interested in it at the mid teens.
Price:
$23.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on ENERGY
Owned:
No
2004-11-09 HOLD Danny Tomka A great operator. Has been able to do acquisitions in a relatively flat, lower growth environment. Has value.
Price:
$24.500
Subject:
NORTH AMERICAN - LARGE (GROWTH)
Bias:
BULL on PHARMACEUTICALS
Owned:
No
2004-06-21 DON'T BUY Ed Ho An exceptionally well-run company. Relative to the other printers, it is an expensive stock. Good track record deserves a premium, but prefers a pure cyclical play.
Price:
$23.750
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2004-05-25 BUY Fred Pynn Extremely well managed. Excellent long-term track record. Strong business franchise. Long-term outlook is very attractive.
Price:
$23.750
Subject:
CANADIAN MID - LARGE CAP
Bias:
SELECTIVE
Owned:
Yes
2004-03-30 BUY Gavin Graham One of larger holdings in small cap fund. One of top 10 commercial printers. Manage very well, will continue to go higher.
Price:
$25.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 24 entries
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