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.

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Rock star in a cyclical industry. Best of breed. Supported by government projects, which rolled over, and then Covid didn't help. Operationally, they're leaders. Industrials and cyclicals have started to perform over the last couple of months. Not quite yet time to own

PAST TOP PICK

(A Top Pick Sep 03/19, Down 36%) Last early-march he sold this to raise cash. Their production numbers were way down, but this has bounced back a lot. Problem is, provinces and states are suffering such big deficits, they will spend (a lot) less on buying new buses.

DON'T BUY

A bit risky. Pretty well run. The potential has always been there, but they've just never delivered. Has rebounded from its lows. His preference is not to be in the Canadian mid-cap space, as it's volatile. Good company.

DON'T BUY

This will be challenged short term as fewer people ride buses. The recovery will be slow, not sudden. Consider the slow migration out of big cities into rural or suburban areas. If you have a 3-5 year time horizon, then consider this. NFI is well-managed and was doing well before COVID though it had problems with their distribution centre.

BUY ON WEAKNESS

The management team has done a tremendous job throughout the crisis. The company will benefit from the zero emission bus agreements across North America. They make the best buses with zero emissions. Near-term, because of lower ridership, they might see delayed orders by clients. They might experience a couple bad quarters but he is confident in the longer term. He would be a buyer during the pullback.

COMMENT

The dividend has been cut. Analysts expect earnings to return next year. He is not sure if they can achieve their targets.

PAST TOP PICK

(A Top Pick Apr 30/19, Down 56%) They have suspended operations. It has been hit during this crisis. They are in a paradigm shift. It is hard to know when they will go back to normal. It is not only about the buses but about the infrastructure such as electric bus charging. It will take some time to come out of this.

PAST TOP PICK

(A Top Pick Jan 28/19, Up 1%) They are the biggest player in North America in the Municipal bus business. The sales growth has slowed down but the backlog is healthy. There has been a slowdown in fleet replacement due to electrification. Hold on to it. They are in a transition period.

DON'T BUY

Both its industries are mature and not high growth. Stumbled operationally in last year and a half. Softer demand. Orders are not coming through. Acquisition last year. Wants to see more consistency and visibility in its earning profile before she'd buy.

BUY

It came down a long way from 4 times book and is now at a strong technical support levels at 1.5 times book since Oct 2019 and now might be lifting off, giving it a target of $36.

HOLD

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 now. It's holding current levels and poised to rise. Play it up to $40.

TOP PICK

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 ON WEAKNESS

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

It's dropped a lot, but a solid 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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New Flyer Industries Inc. (NFI.TO)