Investment Q&A

Q: Transcontinental recently completed its third acquisition in the packaging area - would you be able to give me a sense of how much of the company this division now accounts for?
The company has been able to fund these acquisitions out of FCF ie no debt: the stock is cheap and provides a 4% dividend.
How would you evaluate the company's prospects for transformation from a declining legacy printing business into this new area.
Thank-you

Q: I am a retired, conservative, dividend-income investor with a pension, CPP, Insured Annuities and the following securities: AD, AQN, ALA, BCE, BNS, CGX, CJ, FTS, ECI, PBH, RY, TRP, WSP, WCP, WEF, RBC Cdn Equity Inc, Sentry Cdn Income, Sentry REIT, Fisgard Capital, ZLB, XIT.

I am looking to top up my industrial sector holdings. I have WSP, and those contained within AD and Sentry Cdn Income Fund (Progressive, Republic Serv, Transforse, United Parcel, among others).

I am looking for dividend payers and have narrowed it down to DH,MG, TCL.A (filtered using P/E, P/B, P/S, P/CF, Beta, as well as technicals). DH (your rating = B+) looks good due to its FinTech exposure. MG (your rating = B+) is a possible concern due to the car cycle being long in the tooth. TCL.A (not rated) is possibly in an industry that is fading away.

Which would be your top pick for both security of dividend and capital appreciation? Please rank them in order of your preference as well as how they might fit with my other holdings.

Thanks, Steve

Q: Please give me your thoughts on TCL.A. Comment on last quarter. Would you recommend purchasing here?

Q: Has the Toronto Star printing opportunity changed your less than positive outlook for this company ? I have never followed the company's progress but am now trying to decide whether or not to buy some shares. It does look attractive to me but I may be missing something.
Thanks in advance .

Q: Hi Peter & Staff: On Dec 1/15 I purchased 1500 shares of TCL.A.@ 21.37. Reports from Thomson Reuters and S&P Capital were positive. Ten days later the stock had lost 20%. Do you know why? I am not interested in a 3 to 5 year hold so should I just take the loss and move on? Can you recommend a replacement? Perhaps I should have contacted you before buying. Your service is much appreciated. Thank you.

Ron Noble

Q: Transcontinental Corp announced this week they entered into a definitive agreement to acquire Ultra Flex Packaging Corp which the company says doubles their packaging revenues and builds on their strategy to ensure their future growth path through diversification. The dividend is 4%. What is your overview of this acquisition and would you consider it a good time to buy the stock. Thanks

Q: Hello Team,

what's your opinion of Tca.a for a rrif?

Thank you

Q: What are your current thoughts on Transcontinental for a long term hold. I am assuming the dividend is secure but wonder if there is much growth in it's future ?

Q: Hi Peter, TCL.A seemed to put out nice earnings this morning. I wonder if you could comment on the numbers.

Thanks!

Q: Hi 5i: What is your opinion on Transcontinental TCL common and their preferred. Common has a steady climb in price. The preferred pays a great dividend.
Thanks as always.

Q: Please comment on your opinion of Tcl.a now; has its outlook improved considerably over the last while.... It seems to have a nice upward surge
Thanks

Q: Hi Peter and team, could you please provide your view on TCL.A and QBR.B. Both have performed well recently especially considering they both participate to some degree in print media. Are they still good buys. Thanks for the great service to date.

Q: Wondering about tcl.a ( Transcontinental). Would appreciate your thoughts. Thanks Keith

Q: Can you give me some insight on Transcontinental(TCL).Thanks

Q: Could you please give your opinion on TCL.A?