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TransForce Inc. Stock Symbol: TFI-T

Last Price Recorded: $29.2200 on 2015-04-19

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Date Signal Expert Opinion Price
2015-02-24 PAST TOP PICK Barry Schwartz

(A Top Pick Feb 5/2014. Up 24.93%.) Had a lousy year last year because of bad weather, which provided a couple of opportunities to buy the stock. Last year this was trading at a 10% free cash flow yield. Companies that generate massive free cash flows, provide wonderful opportunities. Still loves this.


Price:
$29.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-06 COMMENT Michael Simpson, CFA

On transportation companies, either trucks or rails, there are fuel surcharges. Lower oil prices will stimulate the economy. This company is a very large, diverse trucking firm. One of the growth areas is the packaging/courier business. This company has some partnerships with Google, and he thinks this will grow over time with the continued growth of e-commerce. You also get the benefit of a spin out sometime this year of their truckload business. Over time, they could also sell/dispose of their waste management division. These are key catalysts. Extremely well-run.


Price:
$29.550
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-02-04 TOP PICK David Baskin

This company has been consolidating the “less than truckload” trucking industry. When you buy your competitors, there is always a little question about digesting them and merging the cultures, but over time you should be able to become more efficient and be able to increase your margins. Lower fuel prices are a huge benefit for the trucking companies, not just because of the cost saving, but allowing them to become more competitive with the railways. Dividend yield of 2.34%.


Price:
$29.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-15 BUY Michael Bowman

Transportation Sector.  Loves the sector a lot.  They bought 3 other companies.  Likes this one a lot and thinks it is going higher.  Alternatively you could get FDX-N in the US.


Price:
$30.210
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2015-01-12 PAST TOP PICK Barry Schwartz

(A Top Pick Feb 5/14. Up 25.99%.) Had a very lousy 1st and 2nd quarter in 2014. The ice storm really affected their business. With Canada Post possibly dropping out next year, this will have a bigger market share. He plans to hold this one for a long time.


Price:
$29.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 75 entries
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