SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?


To: Goose94 who wrote (103257)3/5/2021 2:05:42 PM
From: Goose94Read Replies (1) | Respond to of 203419
 
NFI Group (NFI-T) top pick from Brian Madden on BNN.ca Friday March 5th @ 1200ET

NFI Group is the leading supplier of internal combustion engine and zero emission transit buses to cities, states and provinces in North America and has a strong and growing presence in the U.K. and Europe as well via their recent acquisition of Alexander Dennis Ltd. Smaller motor coach and aftermarket parts and service segments round out the business mix alongside a fledgling but rapidly growing infrastructure solutions (i.e. EV charging systems) opportunity.

Earnings are cyclically depressed, but poised to grow, potentially up to five fold between 2021-25 as demand recovers from the recession, bolstered by massive and secular global forces unleashed and funded by governments to catalyze a replacement cycle with zero emission buses displacing the legacy fleet. A $67m internal efficiency initiative and significant operating leverage to recovering volumes should drive strong earnings growth in the year ahead and rapid fire design innovation should rebuild the order backlog during the upcoming generational fleet refresh cycle.