Viewing Company Exco Technologies | StockChase
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Compiling comments that experts make about stocks while on public TV.

Exco Technologies Stock Symbol: XTC-T

Last Price Recorded: $9.8600 on 2017-10-23

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Date Signal Expert Opinion Price
2016-06-24 TOP PICK Ryan Modesto

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%.


Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-05-24 TOP PICK Andrey Omelchak

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%.


Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-27 TOP PICK Peter Hodson

Products to the automotive industry.  Just won contracts in Germany.  Very well run company that flies under the radar screen.  They are doing so much better than the industry that they should get a better multiple than the industry.  Management owns a lot of stock.  Raised dividend not that long ago.


Price:
$10.250
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-06-01 BUY Peter Hodson

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.


Price:
$14.960
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2014-01-10 HOLD Patrick Horan

Feels we are still in a positive awful cycle at this time and it will continue to play out. Average age of cars is 9 years old. The European auto industry is just starting to come back and this company is well-positioned to participate in that.


Price:
$8.380
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-05-31 BUY Steve DiGregorio

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.


Price:
$12.760
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-02-24 TOP PICK Andrey Omelchak

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.)


Price:
$11.250
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2015-02-04 TOP PICK Peter Hodson

A little Magna (MG-T).  88% earnings increase last year.  Their margins are improving dramatically.  This one is not followed widely.  14 times earnings and they raised their divided 20% recently.  They are like LNR-T a few years ago. 


Price:
$14.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 COMMENT Alex Ruus

Provider of some tooling for the auto parts industry, as well as getting into some auto parts areas. They are still really small. Likes where they are going and what they are doing, but it has had a heck of a run. He would prefer something like a Magna (MG-T).


Price:
$10.500
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-04-15 COMMENT Peter Hodson

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.


Price:
$15.250
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2017-06-21 COMMENT Andy Nasr

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.


Price:
$10.800
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2015-10-13 PAST TOP PICK Peter Hodson

(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.


Price:
$14.450
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-11-19 PAST TOP PICK Peter Hodson

(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.


Price:
$14.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 PAST TOP PICK Peter Hodson

(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.


Price:
$14.190
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-02-24 PAST TOP PICK Andrey Omelchak

(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.


Price:
$11.250
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
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