Viewing Company New Flyer Industries Inc. | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

New Flyer Industries Inc. Stock Symbol: NFI-T

Last Price Recorded: $55.6200 on 2017-05-26

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-05-24 TOP PICK Brian Madden

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)


Price:
$55.840
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 COMMENT Matt Kacur

This stock can keep going. It is a really good company, and they know what they are doing. The rate of return on capital is in the 20s. Valuation still looks very reasonable.


Price:
$55.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT David Cockfield

A company that is extremely successful. They have been firing on all cylinders. More than 50% of their actual production is for south of the border. They produce an excellent product. A bit expensive, but the way their last report came out, he is taking a hard look at this one again.


Price:
$55.230
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-05-11 COMMENT Hap (Robert) Sneddon FCSI

You could buy this today. If you really want to be cute, there are 2 places to hang your hat for a Stop. One is at around $51 and one around $47. Indicators are just starting to turn up, so there is good momentum behind this stock.


Price:
$55.400
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-03 TOP PICK Kash Pashootan

Transit and motor Coach manufacturing. Although it trades on the TSE, it is very much US focused with 90% of their sales come from the US. The stronger US$ helps on the earnings side of things. Dividend yield of 1.8%. (Analysts’ price target is $57.50.)


Price:
$51.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 DON'T BUY Mohsin Bashir

He missed the bus. They are the consolidator in North American for all coaches and busses.  There should be an infrastructure trickle down into this business.  He is reluctant to pay this much for it, however.


Price:
$49.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-04-26 TOP PICK Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not talked about today.


Price:
$49.990
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-11 COMMENT Cole Kachur

A great company. He bought this at around $40. It is starting to get a little expensive. His target price is around $52-$53. If you are active, you could probably trade this in the not too distant future, but if you are more of a buy and hold person, it is something you can continue to keep in your portfolio.


Price:
$49.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 TOP PICK Brian Madden

A great growth story. The dominant player in public transit, buses, as well as luxury motor coaches. 90% of revenue comes out of the US. They are also a growth by acquisition story. They de-levered substantially to the point where the balance sheet is now under levered, so he expects dividend growth. Expects they will also be a beneficiary of US infrastructure spending. Dividend yield of 1.93%. (Analysts’ price target is $56.)


Price:
$49.270
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-04-04 TOP PICK Gerard Ferguson

This is in a longer-term theme that he is seeing in the US. There wasn’t a lot of spending in the infrastructure space in the US for a long time. There is a backlog of orders to go through. Dividend yield of 1.94%. (Analysts’ price target is $56.)


Price:
$49.350
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Veronika Hirsch

She thinks it is more likely they will make another acquisition rather than getting acquired.  Over 12 to 18 months they may be looking at something.


Price:
$48.820
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 BUY Peter Hodson

Their last quarter was solid.  They had some problems in New Jersey.  There is a relief rally going on.  It is a great company. 


Price:
$47.760
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-20 COMMENT Lyle Stein

This has been in a great position to benefit from infrastructure spend, and will continue to do so as North American transportation fleets need to be improved. They have done an amazing job of tucking in acquisitions, and are now a real dominant provider of coaches. He is looking for things where a little disappointment has set in, as opposed to paying for all the good news.


Price:
$45.260
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-15 COMMENT Stephen Groff

What they’ve accomplished is fairly impressive in terms of improving operations. Did a recent deal which makes a lot of strategic and financial sense. The stock has had a healthy run.


Price:
$43.830
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-03-14 TOP PICK Kash Pashootan

The largest North American manufacturer of buses. They generate about 90% of their revenue in the US. Operations are in Winnipeg and Minnesota. There was some concern about what the Trump administration would mean for them, but they are part of the “Buy America” provision and are complying with those rules. There is considerable backlog of buses they need to make. There is going to be infrastructure spending. About 70% is city buses and about 30% is Motor Coach. Dividend yield of 2.2%.  (Analysts’ price target is $53.50.)


Price:
$43.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 189 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.