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TransForce Inc. Stock Symbol: TFI-T

Last Price Recorded: $23.4000 on 2015-09-05

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Date Signal Expert Opinion Price
2015-08-14 TOP PICK Kash Pashootan

A cross-border trucking company, and with gas prices being as low as they are, they will benefit. Also, with the Cdn$ coming down as much is it has, it encourages cross-border shipping to take place. They have been busy doing acquisitions which have put downside pressure on the share price. Attractive valuation. Trading at 15X. Good dividend yield of 2.70%.


Price:
$24.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-07-23 WATCH Don Vialoux

Technically this is not looking too good. It is in a downward trend and is underperforming the TSE Composite and currently trading below its 20 day moving average. This is not an attractive opportunity technically. It has long term support at around $22, and we are not too far off of that. Wait for it to test around the $22 level and show signs of bottoming.


Price:
$24.260
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-20 COMMENT Patrick Horan

They have expanded and done very, very well in terms of their fleet acquisition. He is not all that enthusiastic about transport, particularly in Canada. One of the things that should be positively affecting them is the cost of diesel, which has been a big wind at their back. This has not affected their stock price as much as he had expected. He would want this to be a lot cheaper before he looked at it. Such as 5X EBITDA. Their core operating profit has been out West which is going to get hurt.


Price:
$24.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-07-02 TOP PICK David Baskin

Mostly East West business, but some North South.  It was sold off because of Alberta and a lack of pickup in manufacturing in Ontario.  They acquired a number of companies and have become the premier trucking company in Canada.  It is cheap, down about 14% and you can buy it while it is down.


Price:
$25.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-06-15 BUY Barry Schwartz

Continues to buy this for new clients. Has pulled back meaningfully from the beginning of the year. They always have a lousy 1st quarter, weather related. Sees them selling off their waste division and looking to split the company into 2 or 3 parts. That could realize value. Recently got contracts with Google and Amazon for same day delivery in New York and some Canadian cities. Generates a lot of free cash flow, which is being used right now to buy back stock.


Price:
$25.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 COMMENT Hap (Robert) Sneddon FCSI

This has a pretty good upward trend. Broke a little bit of support recently, but wouldn’t be too concerned until it broke the low of later 2014. Pays a reasonable dividend. Looks like the easy money has been made. Yield of 2.6%.


Price:
$26.150
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2015-05-05 COMMENT Brooke Thackray

Transportation actually starts to fall off at this time of year. He would not be stepping into this during the summertime. Transportation will come back in the October time frame. It is actually a possible short in the summertime as it gets quite weak.


Price:
$27.470
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
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
Showing 1 to 15 of 82 entries
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