Investment Q&A

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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Q: Please comment on Marc Cohones ( famed short seller) charges that EIF is essentially fraudulent. He claims they borrow money or dilute shares to pay their dividend among other misdeeds. In fact 2 years ago at the famed Grants’s conference he claimed several Canadian companies are fraudulent under a lax regulatory regime.

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Read Answer Asked by Frank on January 08, 2020

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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Q: Your thoughts on downgrade of Eif and forward analysis? Thanks

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Read Answer Asked by kenneth on January 08, 2020

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.44)
  • $21.44 Cap: $543M
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Q: Hello, could you please give me your assessment of Chorus Aviation. I am considering it for inclusion in my TFSA after selling my Sentry Canadian Income (CIG50217). Also considering Exchange Income Corp. Please advise on both.
Thank you!
Doug Keene

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Read Answer Asked by Doug on January 08, 2020

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
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Q: Hey Guys, do you think the future looks good for Exchange Income Corporation? It is well diversified between aviation and industrial and pays 5%. Has had quite the run up since October.

Thanks in advance.

Dave

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Read Answer Asked by David M. on January 07, 2020

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
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Q: Hi everyone. Could you please update the short positions on EIF. I believe today was the second highest stock price for the company in it's history.
Most excellent holiday season to all.

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Read Answer Asked by Alan on December 19, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
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Q: Hi, could you please give the latest short positions on EIC . Thanks everyone and good weekend to all

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Read Answer Asked by Alan on December 06, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Hi could you please update the short positions on EIF. Thanks.
Nice to see it included in the Model income portfolio- I’ve done extremely well holding it for the last ten years

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Read Answer Asked by Alan on November 22, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: In regard to tax loss selling would the same concept apply to short sellers who have a loss and cover to take a loss- would they be eligible to claim a capital loss? Furthermore is so would the above situation to share in the U.S. shorted? Thanks a lot for your help

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Read Answer Asked by Alan on November 22, 2019

• TELUS Corporation (T $18.28)
  • $18.28 Cap: $28.29B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.45B
  • View AQN Profile
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• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Could you list the above in future growth potential and safety of dividends?
Thanks
Jeff

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Read Answer Asked by JEFF on November 15, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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Q: Sounded like a really great 1/4, even the market liked it, your thoughts please, thanks.

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Read Answer Asked by Greg on November 11, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
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Q: Have held this stock since Nov 2018. I’m up 42%.
I’m having difficulty deciding whether to sell or hold. Chief factors playing into my decision are interest rates and fuel prices. Your opinion please.

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Read Answer Asked by Roy on November 11, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Hi guys, could you please give the recent short positions on EIF?
The company as you spoke to, flagged their Q3 earnings(to be released after close Thursday). Is the reason for this notice to provide transparency and therefore I still confidence?
The share price has run up considerably since their share issue, buy on rumours sell on news?
Cheers, have a good un.

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Read Answer Asked by Alan on November 07, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Good day intrepid advisors. I have questions on Eif. What are the most recent short positions please? Could you comment on their new acquisitions? ( and share issue). How do think the share price will react in near term and one year out barring any disasters. Thank you so much

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Read Answer Asked by Alan on October 09, 2019

• Methanex Corporation (MX $49.38)
  • $49.38 P/E (TTM): 11.96X Cap: $3.76B
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• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
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• Nutrien Ltd. (NTR $80.11)
  • $80.11 P/E (TTM): 45.89X Cap: $38.35B
  • View NTR Profile
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Q: With the recent run up in EIF's share price, I've made a solid profit.
I'm now considering selling either half or all of my EIF shares and purchasing partial positions in both MX and NTR. I feel the latter two companies currently represent good value and could be considered "safer" than EIF. I have a 3-5 year time horizon.
Kindly provide your opinion

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Read Answer Asked by Richard on September 27, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Hi Team , a couple of questions on EIC. Could you please give the latest short positions?
The company recently held an investor day in Garland Texas, to showcase their new window plant. Some sell side investors have reset their target price @ 55 bucks with consensus @ 46 dollars. That's a 15% upside. Do you think this will happen? Not sure if any time frame has been mentioned. Thanks Guys!

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Read Answer Asked by Alan on September 24, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Could westower the subsidiary if eif be a beneficiary of the 5G build? Which would be a better opportunity going forward EIF or NFI? Thx

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Read Answer Asked by blake on September 20, 2019

• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 17.25X Cap: $12.93B
  • View ALA Profile
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.13B
  • View ARX Profile
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.45B
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• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• Capital Power Corporation (CPX $59.49)
  • $59.49 P/E (TTM): 20.87X Cap: $9.25B
  • View CPX Profile
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• Chartwell Retirement Residences (CSH.UN $20.52)
  • $20.52 P/E (TTM): 92.27X Cap: $6.20B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Aecon Group Inc. (ARE $26.49)
  • $26.49 P/E (TTM): 255.3X Cap: $1.67B
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• Alaris Equity Partners Income Trust (AD.UN $19.53)
  • $19.53 P/E (TTM): 5.18X Cap: $885M
  • View AD.UN Profile
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
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• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.45)
  • $5.45 Cap: $1.34B
  • View NWH.UN Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.56)
  • $105.56 Cap: $2.27B
  • View VGG Profile
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• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.83B
  • View PNG Profile
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• BeWhere Holdings Inc. (BEW $0.78)
  • $0.78 Cap: $69M
  • View BEW Profile
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • $24.99 Cap: $6.14B
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Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

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Read Answer Asked by Roy on September 12, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: EIF: high debt., high payout ratio & just incr. dividend, I believe? What is you investment thesis on this company. I have looked at many times, but have never bought. Are they paying dividend from FCF and not debt.?

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Read Answer Asked by James on August 16, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Hi,

Any idea why the sudden drop in value ? Could it be related to the new rules regarding foreign ownership ?

thanks

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Read Answer Asked by Guy on August 16, 2019

• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
  • View EIF Profile
  • View Questions on EIF

Q: Hi , Please can I have the updated short positions on Exchange Income. Positions may get interesting after hitting a 32 month high . thanks man

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Read Answer Asked by Alan on August 12, 2019