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

TransForce Inc. Stock Symbol: TFI-T

Last Price Recorded: $34.4900 on 2016-12-07

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Date Signal Expert Opinion Price
2016-09-01 BUY Barry Schwartz

Has been pretty happy with the performance this year; it is up about 14%. This is in the shipping/trucking business. They do trucking as well as packaging and couriering. They have a division out West which is moving equipment for oil/gas. Recently sold their garbage division and used the cash to buy back shares. He is still buying this for clients.


Price:
$26.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-25 PAST TOP PICK Kash Pashootan

(Top Pick Aug 14/15, Up 11.14%) There is a good opportunity to cut costs.  He likes it but does not own it any more.  He moved on.


Price:
$26.390
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2016-08-02 BUY Greg Dean

A really smart operator in a really bad industry. Trucking is not a good business, but their ability to basically outsource the trucks and trailers from Saputo (SAP-T) about 20 years ago, turned it into the business that we see today. Management has done a phenomenal job by running a slightly better business than everybody else, in a terrible industry. Today it is about an 11% free cash flow yield on 2017, with M&A potential. Good management.


Price:
$25.620
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 PAST TOP PICK Kash Pashootan

(A Top Pick Aug 14/15. Up 2.95%.) Sold this to move into CNR (CNR-T). He continues to like the company. They are doing a good job in their acquisition and consolidation strategy, and pay a decent yield. Still a Hold.


Price:
$24.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-07-07 PAST TOP PICK David Baskin

(A Top Pick July 2/15. Down 5.23%.) A consolidator in a very fragmented industry. Trucking rates have been weak, which has held them back. He still thinks there are legs on this story. Dividend yield of 2.9%.


Price:
$23.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-01 COMMENT Elliot Fishman

There have been multiple spikes in volume, and every time there is a spike, there is a drop. It is acting well and looks great, but is very, very toppy in the high $20s. Has good support at $22. Looks like it is going to be very range bound for quite some time, barring news of some sort.


Price:
$24.410
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-05-09 DON'T BUY William Chin

LTL trucking.  We are seeing a head and shoulders pattern with overhead supply.  Investors buying over $24 are looking to sell.


Price:
$23.760
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-04-05 TOP PICK Steve DiGregorio

A free cash flow machine. The trucking Index in the US is at a 52 week high, and this company hasn’t followed, because they had put a Dutch auction to buy back $200 million of stock up to $22. It capped a little, and you are now seeing it drift over $22. Of the $200 million, only $60 million was tendered, which means a) the company’s $22 was a very opportunistic price and b) shareholders thought it was a very low price, so he feels it is probably worth more than $22. At the same time, they are investing quite a bit in "last mile", developing a relationship with Amazon (AMZN-Q), which is taking over the retail world. Has one of the best COs in Canada. Dividend yield of 3.08%.


Price:
$22.470
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 COMMENT Barry Schwartz

Trucking, courier and hauling large equipment in the oil country, which has not been a good part of their business. Did an exciting deal by selling their waste management business. They now have a big cash collection where they are planning to do a Dutch Auction for some of the shares, which they will use to reduce debt. Trucking has been tough in Canada, but he is seeing data of improving truck tonnage in the US, where they have a lot of exposure. Also, has big exposure to Google (GOOG-Q) and Amazon (AMZN-Q), and is involved in same day shipping with a lot of online retailers. An interesting way to play on-line growth over time. Pays a nice dividend. Trading at around 10-11 times earnings, and it is undervalued.


Price:
$21.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-21 BUY John Kim

The selling of their garbage assets out East made perfect sense, so it is now just a pure play on trucking. Doesn’t think the market is punishing them because of the sale of their asset. Trucking stocks have all come down, because of the fear that the US and Canadian economies are rolling over into a recession, especially here in Canada. People believe that volumes are coming down and that there is excess capacity in the US. Since half of their revenues come from that, there are fears that rates will start to come down. There have been talks about pressures over the last while. This is probably a good bet right now at this lower valuation.


Price:
$22.350
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2016-02-02 COMMENT Keith Richards

Theoretically lower fuel prices are supposed to help these companies. The chart is showing a breakdown with lower highs and lower lows since early 2015. There is some hope as some of the lows seem to be holding. Pay a lot of attention to the last peak of around $25-$26, which might be a point of target if the market rallies the way he thinks it might over the next 2-3 weeks.


Price:
$20.770
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-01-21 HOLD Greg Newman

Very little organic growth on this, and not cheap relative to its peers. He still models pretty good dividend growth. Leverage is a little high right now, so they are probably not making acquisitions. Spun out their waste business, which brings their debt levels down to a more reasonable place. Not cheap relative to its peers.


Price:
$21.000
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2016-01-05 PAST TOP PICK David Baskin

(Top Pick Feb 4/2015, Down 17.59%) He still likes the story.  They have firmed up margins.  We need a little more growth in the economy. 


Price:
$23.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-18 COMMENT David Baskin

He is a believer in this company. They have done very well in consolidating the “less than truckload” cartridge industry in Canada. Stock took a bit of a hit in the 3rd quarter like everybody else, but is now coming back a little. Low fuel prices are to their advantage. Thinks there are more acquisitions out there for them.


Price:
$25.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-10-29 BUY Kash Pashootan

They sold their waste management division so they could focus on their trucking business which is where they make the bulk of their money.  The fact that they sold a distraction and freed up cash makes sense to him as a shareholder.  He continues to buy for new clients.  35% revenue in the US and 65% in Canada.  It has not done much this year, but he felt the valuation was reasonable.  Right now he feels people are just taking profits.


Price:
$25.580
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
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