New Flyer Industries Inc. (NFI.TO) Buy, Sell…

New Flyer Industries Inc. (NFI.TO)

22.69

-0.09 (0.40%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

378 watching

WAIT

Despite new orders, analysts' earnings forecasts have checked back. Stock remains on the expensive side, and the price is pulling down. A really good company, so he hopes it turns around. Be cautious about getting too frisky with this stock right now.

COMMENT

They've been announcing a lot of orders lately, which should help long-term. But she wants to see execution of their strategy and their orders when they can produce them (considering current supply shortages).

WEAK BUY

Supply chain issues have hurt it and it has missed a couple of quarters so is in the penalty box. Has higher debt levels and questions around the balance sheet built in. Buy in a non-registered account. Had exciting news today with an order from New York City for electric buses.

PAST TOP PICK

(A Top Pick Mar 09/21, Down 36%) A big disappointment, punished by the pandemic and supply issues. But once we exit the pandemic, things here should pick up. NFI just bid on an order for hybrid buses in Mississauga; cities need to replace aging fleets. They also can sell parts. The PE is depressed.

BUY

Great growth in front of it. Rough couple of years through pandemic. Premier supplier of electric buses in NA, which bodes well with infrastructure spend in Canada and US. Future is bright. Cheaper valuation than other transportation picks. He's buying.

COMMENT

Watching stock. Valuation has been low the past few months. Electric bus growth is strong. Chip shortage is negatively affecting growth. Supply chain recovery will improve company.

TOP PICK

Well positioned in electric buses. Major market share in NA transit buses. Motor coaches have not been selling that well, due to lack of travel. European operation. Compelling valuation, pretty beat up, overdone. Will get their share of recent US dollar allocation. Benefit may not be immediate, but it will come. Yield is 3.91%. (Analysts’ price target is $28.00)

TOP PICK

It's getting too cheap to ignore. Supply chain issues and lower guidance have pressured the stock, but everybody is suffering the former. Before that, they did an equity issue to shore up their balance sheet; the market didn't like that. NFI is the only North American producer of green-power buses while transit companies are under pressure to green their fleet, and the costs of running those fleets is positive. The secular trends favour NFI long term. (Analysts’ price target is $29.20)

SHORT

Short position. Valuation and volatility are concerns. Balance sheet shows a lot of debt. Pays a yield but they do not have good cashflow. Would not look at it. 52% debt to enterprise value.

DON'T BUY

Never executed on market expectations. Cut guidance due to shortages. And now there's this equity issue and the stock is down again today. Need to reduce debt. She's not interested.

WATCH

Company cut outlook due to shortages of components. Has never executed well. On her watch list, but wants to see more from them before adding it to her portfolio.

TOP PICK

They lead in making green-powered buses with 70+% market share, with a growing presence in the UK and Europe after a recent acquisition there. Earnings are cyclically depressed because of the pandemic killing demand, but he expects a generational fleet refresh now as governments earmark money for zero-emission transit. The stock pulled back last month due to the semis shortage. He bought more shares on that pullback, and he rarely averages down. Demand will recover after Covid and the order book will rebuild. The stock will jump in coming years. (Analysts’ price target is $30.25)

COMMENT

Buying a call for February? Going to miss numbers by a huge 40% due to supply chain issues. Long-term story doesn't change, but this impacts their balance sheet. Problem with buying a call is you're putting a gun to your head that it's got to work by February. He'd rather sell the put over the next 3-4 months, around $20. Will be in the penalty box for a while. Credibility is important with every stock, and this did raise eyebrows.

HOLD

They have been suffering like other vehicle manufacturing companies from supply constraints. He would let the dust settle before buying or just hang on if you have it.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The 2021 guidance was cut due to supply chain disruptions and logistics delay. Revenues are expected to be in the range of $2.3M-$2.5M, down from $2.8B. There will be some volatility in results for the next few quarters. The stock is still up 31% compared to last year and there is a decent backlog. Unlock Premium - Try 5i Free

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New Flyer Industries Inc. (NFI.TO)