stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

TransForce Inc. Stock Symbol: TFI-T

Last Price Recorded: $29.2700 on 2014-12-20

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-11-17 BUY John Wilson

Have developed a pretty solid track record for showing they can identify good acquisitions and integrating them. Because of that it has a very good growth profile. Has been looking at this. Looking out to 2015-2016, he feels fairly confident they can keep a pretty good growth profile. The stock is not that expensive in that context. A good candidate to own for 2-3 years. 2% dividend yield.


Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-11-13 PAST TOP PICK Mohsin Bashir

(Top Pick Oct 30/13, Up 31.16%) They are good at acquiring businesses and keep the business going.  They got into waste management also.  Going forward they need to reduce their debt.  They need to use the free cash flow to pay down debt.


Price:
$28.410
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-22 COMMENT David Baskin

Recently made a big acquisition. They are basically consolidating the industry, which he is very supportive of.


Price:
$26.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-18 BUY Barry Schwartz

Trucking, but diversified into shipping, packaging, waste hauling and waste management.  Just made an acquisition.  Chart goes straight up.  Lovely numbers from FedEx the other day and no reason this one should not follow suit.  There is a bit of a trading opportunity right here.


Price:
$27.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Robert McWhirter

Ranks barely in the top quarter of his Quant model. Year over year earnings growth were up 27% in the coming quarter. 15.6X PE against the 21% earnings growth. Assuming that the economic outlook for 2015 continues to be robust, this looks like a reasonable bet.


Price:
$27.990
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-05-22 COMMENT Jeff Young

Thinks the current pullback is viable. You are getting a little more economic sensitivity, but you have a higher ability to grow the dividend. Management is very acquisitive and putting together a very good portfolio. Good management team. If the economy continues to grow, this company should do well.


Price:
$23.010
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-03-27 DON'T BUY Andy Nasr

Doesn’t see a dividend increase.  Moved money to rail operators in the US east.  Struggle with energy business.  Want to grow by acquisition.  Doesn’t see capital appreciation potential. 


Price:
$23.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-03-10 BUY Michael Decter

This still has room to grow. Had a bit of a pull back and this is a good buying opportunity. Well-run.


Price:
$23.530
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-05 STRONG BUY Michael Bowman

They came up with horrible earnings a month ago.  They picked up Clark and Vitran.  It was weather related.  They are bullish on what they are doing.  He would be a buyer.  Load up the trunk.


Price:
$22.710
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-02-05 TOP PICK Barry Schwartz

Quickly becoming a monopoly trucker in Canada. What he really likes is their packaging and courier business, especially if Canada Post decides not to deliver packages. Retail through the Internet could be a tremendous opportunity for them. Generates a lot of free cash and there is lots of insider ownership. Thinks this is a $30 stock in a year’s time. Yield of 2.45%.


Price:
$24.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-10-30 TOP PICK Mohsin Bashir

4 segments to this business. Packaging/Courier, less than truckload, specialized services, which includes energy and waste management. CEO is expecting a pretty much flat environment on the top line. Third-quarter revenue came in later than was anticipated. He is choosing this because of their operations, the way in which management goes out there, buys companies, and consolidates and integrates them. They have the ability to unload unnecessary assets and drive the cash flows into more strategic acquisitions. Yield of 2.73%.


Price:
$22.120
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-10-25 HOLD Brooke Thackray

Transportation sector has seasonality and starts around Oct 10th. Peaks out a little bit in November, and then once again runs into the springtime. Technically this one is looking really good right now. It is in a positive trend.


Price:
$22.190
Subject:
SEASONAL & TECHNICAL
Bias:
BULLISH
Owned:
Unknown
2013-09-26 PAST TOP PICK Michael Bowman

(Top Pick Oct 17/12, Up 28.11%) Results were a little lumpy last quarter and the quarter before that was devastating.  They had trouble with trucking and courier areas and some short term headwinds coming but he will still hold it.  Acquired VTZ.


Price:
$21.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2013-08-30 BUY Andy Nasr

Continues to like it.  Long term value.  Company struggled with rig hauling business because of a change in drilling but did a good job of growing through acquisitions.  Transformed the company into package hauling (Courier) business.  2.5% dividend and unlikely to increase any time soon.


Price:
$20.790
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-08-27 PAST TOP PICK James Telfser

(A Top Pick Sept 26/12. Up 23.68%.) This was more of a valuation story and he sold his holdings to take profits. A good buy below $20.


Price:
$21.020
Subject:
Canadian Equities
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 70 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.