New Flyer Industries Inc.

NFI-T

TSE:NFI

30.06
0.25 (0.82%)
New Flyer Industries Inc. is a Canadian multinational automotive company specializing in the manufacturing of heavy-duty transit buses and motorcoaches and the distribution of aftermarket parts.
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Analysis and Opinions about NFI-T

Signal
Opinion
Expert
HOLD
HOLD
January 23, 2020
They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters.
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They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters.
BUY
BUY
January 21, 2020
Buy now. It's holding current levels and poised to rise. Play it up to $40.
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Buy now. It's holding current levels and poised to rise. Play it up to $40.
TOP PICK
TOP PICK
January 8, 2020
The stock was punished a while ago and now the valuation is just too attractive. The UK acquisition has been slow to provide returns. They are the largest manufacturer of motor coaches in North America and there is a lot of public transit infrastructure that will need to be replaced in the years to come. The downside, relative to upside potential, makes this a good investment. Yield 5.90% (Analysts’ price target is $33.44)
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The stock was punished a while ago and now the valuation is just too attractive. The UK acquisition has been slow to provide returns. They are the largest manufacturer of motor coaches in North America and there is a lot of public transit infrastructure that will need to be replaced in the years to come. The downside, relative to upside potential, makes this a good investment. Yield 5.90% (Analysts’ price target is $33.44)
BUY WEAKNESS
BUY WEAKNESS
January 3, 2020

A value stock that has been much higher in the past. It looks cheap today. CIBC analysts expect the takeover value to be $40 per share. He would be a buyer at $27 and has been doing so for his own account.

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A value stock that has been much higher in the past. It looks cheap today. CIBC analysts expect the takeover value to be $40 per share. He would be a buyer at $27 and has been doing so for his own account.

PARTIAL BUY
PARTIAL BUY
December 17, 2019
It's dropped a lot, but a sold long-term compounder. Keep an eye on American cities and their budgets. NFI has benefitted from past budgets. He believes NFI will again in the future. You can accumulate at current levels.
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It's dropped a lot, but a sold long-term compounder. Keep an eye on American cities and their budgets. NFI has benefitted from past budgets. He believes NFI will again in the future. You can accumulate at current levels.
DON'T BUY
DON'T BUY
December 16, 2019
Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap.
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Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap.
WAIT
WAIT
December 16, 2019
He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders.
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He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders.
PAST TOP PICK
PAST TOP PICK
December 12, 2019
(A Top Pick Jan 28/19, Down 19%) Growth has slowed down a little bit. Some of the bigger orders have slowed down as municipalities consider going electric. They pay a good dividend.
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(A Top Pick Jan 28/19, Down 19%) Growth has slowed down a little bit. Some of the bigger orders have slowed down as municipalities consider going electric. They pay a good dividend.
SELL
SELL
December 3, 2019
NFI-T is a tax-loss candidate; New Flyer's deliveries are below expectations and their UK acquisition needs time. The stock is overly punished, though, and will stay in this range for a while.
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NFI-T is a tax-loss candidate; New Flyer's deliveries are below expectations and their UK acquisition needs time. The stock is overly punished, though, and will stay in this range for a while.
BUY WEAKNESS
BUY WEAKNESS
November 26, 2019
The company was well loved by the market and was executed well. They have made good acquisitions. Then they had a fall from grace this year and there is negative sentiment now. There is a transition from gas to electric buses and this is a good niche. They have debt and are holding off on certain investments. However, there is good value here and pay a great dividend. Cash flow is also good.
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The company was well loved by the market and was executed well. They have made good acquisitions. Then they had a fall from grace this year and there is negative sentiment now. There is a transition from gas to electric buses and this is a good niche. They have debt and are holding off on certain investments. However, there is good value here and pay a great dividend. Cash flow is also good.
TOP PICK
TOP PICK
November 18, 2019
They recently under-performed. It bounced down to $26 three times in the last four months. They ramped up a manufacturing plant for parts that didn't do so well. They are a leader in electrification of public transit. This is a company that can keep the dividend intact and grow it for the next couple of decades. (Analysts’ price target is $34.64)
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They recently under-performed. It bounced down to $26 three times in the last four months. They ramped up a manufacturing plant for parts that didn't do so well. They are a leader in electrification of public transit. This is a company that can keep the dividend intact and grow it for the next couple of decades. (Analysts’ price target is $34.64)
WATCH
WATCH
November 15, 2019
He follows the stock. In recent times, he’s been tempted to step in. However, he thinks it’s a little early. He needs to see a base form and better numbers for backlog. They are in a good business, urban buses. Lots of production in the states so there is no problems. Just a little early. If there is an upward trend and better orders, he would look to buy it.
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He follows the stock. In recent times, he’s been tempted to step in. However, he thinks it’s a little early. He needs to see a base form and better numbers for backlog. They are in a good business, urban buses. Lots of production in the states so there is no problems. Just a little early. If there is an upward trend and better orders, he would look to buy it.
DON'T BUY
DON'T BUY
November 14, 2019
Competition has picked up, and there aren't as many orders to go around. Dropping delivery numbers, struggling to meet earnings expectations, and so volatility is increasing. Turnaround may take a while. Be cautious. Yield is 6%.
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Competition has picked up, and there aren't as many orders to go around. Dropping delivery numbers, struggling to meet earnings expectations, and so volatility is increasing. Turnaround may take a while. Be cautious. Yield is 6%.
DON'T BUY
DON'T BUY
November 13, 2019
Used to own it. He was concerned with a recent acquisition, but more important is peak demand in transit buses, borne out in declining sales misses in the past 7 quarters, which isn't abating. We are nearing the bottom, so don't enter this yet. A wild card is 90% of their business comes from America, and what will the next president think?
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Used to own it. He was concerned with a recent acquisition, but more important is peak demand in transit buses, borne out in declining sales misses in the past 7 quarters, which isn't abating. We are nearing the bottom, so don't enter this yet. A wild card is 90% of their business comes from America, and what will the next president think?
SELL STRENGTH
SELL STRENGTH
November 1, 2019
They had a long history of beating earnings and showing growth. He now has short on this as a general hedge, due to the poor price momentum. They keep missing earnings. It is trading at 12 times earnings, but it does not have a lot of cash. The payout ratio is reasonable. Yield 6%
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They had a long history of beating earnings and showing growth. He now has short on this as a general hedge, due to the poor price momentum. They keep missing earnings. It is trading at 12 times earnings, but it does not have a lot of cash. The payout ratio is reasonable. Yield 6%
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