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New Flyer Industries Inc. Stock Symbol: NFI-T

Last Price Recorded: $52.1500 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-21 COMMENT Michael Sprung

This has done extremely well. Once this got to around $50, it became fairly richly valued. Recently they were pre-announcing some pretty good numbers what they expected their deliveries to be in the current quarter. Municipalities need to replace and rejuvenate bus fleets. The coach industry seems to be doing fairly well. One of the few major manufacturers left in North America.


Price:
$52.150
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-20 WATCH Mohsin Bashir

He missed the bus on this one.  It has been a beneficiary of municipalities spending more on transportation.  They are securing long term contracts south of the border.  He would need to see a 10-15% pullback before trying to get into it now.


Price:
$51.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-19 BUY Veronika Hirsch

She is a huge fan of growth by acquisition companies, and this one is a perfect example. They’ve been a consolidator of the bus manufacturing industry. A very, very good management team. They’ve been very successfully integrating businesses. Profitability is great. Trading at about 17X forward earnings, so she doesn’t think of it as expensive. If they were to make another acquisition, she thinks the stock would pop.


Price:
$52.040
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 HOLD Brendan Caldwell

A great Canadian momentum story.  It has benefited from what is going on in the US, where they finally passed their infrastructure bill. 


Price:
$52.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-12 COMMENT Brian Madden

They make buses, luxury motor coaches and public transit buses. It has grown tremendously and is still growing. They’ve increased earnings by 600% since 2012. The dividend is secure and growing. Yields about 2.4%. He sees their backlog growing and their margins continuing to improve.


Price:
$55.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-10 PAST TOP PICK Gerard Ferguson

(Top Pick Apr 4/17, Up 12.29%) It is a play on transportation.  They made some big acquisitions in the past and are integrating them so that you see the impact on margins.


Price:
$55.310
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 COMMENT Jason Del Vicario

A bus manufacturer out of Winnipeg. Very well-run. They recently did a transformational acquisition of Motor Coach International, so are now the largest bus manufacturer in North America. Feels they have a long runway of growth. Reasonably valued and also pays a bit of a dividend.


Price:
$55.310
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-04 COMMENT Kash Pashootan

This has basically been a one-way road, and that has been up. Whenever you see stocks that have moved up as significantly as this, you have to position yourself for some sort of correction. They have lots of operations in the US and are not going to be affected by tariffs. Dividend yield of 2.4%.


Price:
$53.450
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 HOLD Lyle Stein

He likes what they are doing, and how the North American fleet is expanding, and how they are participating. The basic business model makes sense.


Price:
$54.680
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-27 PARTIAL SELL Ryan Bushell

This has had a great run. They’ve had a lot of great contract awards recently and there seems to be no slowing down on demand for buses. A lot of the good news has already been priced in, and they won’t necessarily have that much more good news going forward. If you’ve own it and have made a good profit, he would consider taking some profits and maybe hold a smaller position.


Price:
$54.680
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-06-23 COMMENT James Hodgins

This has had a huge run. He is a little nervous about some of the Canadian companies that have big US businesses. The political environment is not that favourable, so he has a Short position on this.


Price:
$55.760
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-22 BUY Bruce Campbell (2)

There is still a lot of room for them to expand and to continue to do well.  They just did an acquisition of a motor coach business and there is still cross selling to come.


Price:
$56.070
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-20 COMMENT David Burrows

A really neat company. Produces buses and sells them all over North America. They are not at risk of US nationalists’ policies, because they have a lot of production facilities in the US. They have really long contracts with different municipalities, and their backlog has continued to grow. They can fit the buses up with about 1000 different options, which are very profitable.


Price:
$55.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 COMMENT Bruce Murray

This had a great run going from about $10 several years ago, up into the $50 area now. He would prefer Linamar (LNR-T) instead which will have $8 a share of earnings, and this one is probably selling at 15-20 times earnings. The urban bus market is exciting and fits in with everything, but thinks you would have better opportunities in Linamar or Magna (MG-T).


Price:
$55.930
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 PAST TOP PICK Peter Hodson

(A Top Pick Aug 3/16. Up 42%.) There was a lot of concern last year about one of their major shareholders selling a big position, but that didn’t change the fundamentals of the company. The company is winning contracts, making lots of money, very efficient and the margins are good. He still likes this.


Price:
$56.400
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
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