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TransForce Inc.

Stock Symbol: TFI-T

Last Price Recorded: 20.1200 on 2013-05-18 01:14:15

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Date Signal Expert Opinion Price
2013-01-23 HOLD James Telfser

Benefited from a lot of acquisitions. Transformed the way they were doing business by getting into waste management and into the US with their P & C business. Saw valuations getting a little bit extended and when it hit his target he sold his holdings. About a week later they announced another deal in the US which will add to earnings. Good for a long-term hold. Safe dividend.


Price:
$21.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-01-21 STRONG BUY Greg Newman

Great company and it’s going to go higher. Just upgraded his target to $24.50. Did a new acquisition which is going to provide further synergies in fuel growth. Have done a great job of buying other companies and making accretive synergies. Not that expensive.


Price:
$22.280
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-28 TOP PICK Michael Giordano

A barometer for the North American economy. Full service transportation provider across North America. Largest trucking fleet in Canada, offering trucking, courier, packages, etc. As the global economy grows and more parcels have to be delivered, this will benefit. Trading at 10X price earnings. 3.5% yield.


Price:
$19.370
Subject:
RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2012-12-18 TOP PICK Andy Nasr

Largest trucking company in Canada. Recently completed an acquisition and will be able to improve their margins in packaging and courier. Also, has the opportunity to clean up their portfolio with some divestitures which would surface some value. Sees it $24-$25 in 12-18 months. 2.7% yield increase could definitely be a possibility in the next few quarters.


Price:
$19.270
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on REITs
Owned:
Yes
2012-12-17 PAST TOP PICK James Telfser

(Top Pick Sep 26/12, Up 6.58%)


Price:
$18.940
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-17 TOP PICK Michael Bowman

Has had a very difficult year as all of the logistics (trucking) companies have had. This one had a 58% increase in growth last year. Lots of money to cover the 2.93% dividend. Will probably do some share buybacks as well as some acquisitions along the way. You might also want to look at their convertible debenture.


Price:
$17.740
Subject:
CANADIAN LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2012-10-01 BUY Greg Newman

Not growing organically right now but had much better than expected 2nd quarter margins on better-than-expected restructuring. Thinks this can drive earnings for the next couple of quarters maybe. Trading at a fair valuation. Whether you Buy depends on your view of whether they can continue to grow by acquisition. Have done a great job buying and synergistically wrapping them in. Try to buy at $16.85.


Price:
$17.510
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2012-09-26 TOP PICK James Telfser

Went from having about 40% of the revenues coming from specialty services, packaging and couriering to being over 60%. They are higher margin businesses and deserve a higher multiple but that multiple has not come through yet. Good execution by management over the last few quarters. Increased margins and paying down debt. $19-$20 in 12 months easily. 3% dividend.


Price:
$17.320
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2012-03-13 BUY on WEAKNESS Greg Newman Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.
Price:
$17.280
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2012-02-21 COMMENT Barry Schwartz (Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.
Price:
$16.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2011-11-30 BUY Greg Newman In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.
Price:
$13.290
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2011-06-17 PAST TOP PICK Michael Simpson, CFA (A Top Pick July 7/10. Up 65.57%.) Great trucking company. Made some acquisitions. Some hidden assets in their garbage division. Still likes.
Price:
$14.400
Subject:
DIVIDEND & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2010-10-08 TOP PICK Sandy McIntyre Trucking volumes are rising.
Price:
$10.750
Subject:
INCOME INVESTING
Bias:
UNKNOWN
Owned:
Yes
2010-07-07 TOP PICK Michael Simpson, CFA Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.
Price:
$8.860
Subject:
DIVIDEND & INCOME TRUSTS
Bias:
SELECTIVE
Owned:
Yes
2008-05-06 DON'T BUY Kevin Hall BComm, CFA One of Canada's largest trucking firms. Trucking is very cyclical and will move with the economy. Thinks they are intending to convert back to a corporate structure and distributions will be reduced. A little early to be looking at this one.
Price:
$7.560
Subject:
INCOME TRUSTS
Bias:
BULLISH on INCOME TRUSTS
Owned:
No
Showing 1 to 15 of 53 entries
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