List by Company Name |
List by Symbol |
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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%) Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $14.400 Subject: DIVIDEND & INCOME TRUSTS Bias: UNKNOWN Owned: Yes |
| 2010-10-08 | TOP PICK | Sandy McIntyre |
Trucking volumes are rising. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $7.560 Subject: INCOME TRUSTS Bias: BULLISH on INCOME TRUSTS Owned: No |