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TransForce Inc. Stock Symbol: TFI-T

Last Price Recorded: 24.5500 on 2014-04-17 01:14:15

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Date Signal Expert Opinion Price
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
2013-07-03 TOP PICK Michael Giordano

An excellent barometer for the North American economy given that it is a full-service transportation provider right across North America provided both courier services and oil/gas transportation services. The record amount of online purchases that are going on will benefit courier and package delivery companies. Largest trucking fleet in Canada. Pretty good dividend of 2.57%.


Price:
$19.890
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2013-06-25 PAST TOP PICK James Telfser

(Top Pick Sep 26/12, Up 20.74%) It hit his valuation target.  Growth by acquisition.  There have been some issues since then with their oil rig moving business.


Price:
$20.580
Subject:
CANADIAN LARGE
Bias:
BULLISH on US MARKET
Owned:
No
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
Showing 1 to 15 of 64 entries
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