
TSE:TFII
This summary was created by AI, based on 22 opinions in the last 12 months.
TFI International Inc (TFII) remains a high-profile name amidst the ongoing freight recession, revealing mixed sentiments among experts. Some emphasize the company's robust management and capital allocation practices, suggesting further growth opportunities through potential acquisitions and share buybacks. Concerns regarding valuation persist, especially as the stock hits all-time highs. The consensus points to the stock being caught between a freight recession and unpredictable tariff impacts, making it a risky investment for some. Despite challenges, several analysts believe that positive signs in US manufacturing and stock performance could offer a good entry point for patient investors.
They have done a great job. The earnings have grown but the multiple has not skyrocketed. You are not paying a major premium to own it here. It had a meaningful correction and he thinks there is more upside to be had. There is no reason to hold back from buying or adding to the position. It does not fit his portfolio at this time.