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


Opinion for TFI International Inc (TFII-T)

Signal Price Bias Subject Owned

The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management

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