TFI International Inc (TFII.TO)

Used to own it, but sold it because it had a good run. Took profits, but not out of any fundamental weakness. Hold or take partial profits.

They've grown a lot in the U.S. Has insider ownership, increases dividend, makes good puchases, buys back shares and the strong US economy supports the shipping of goods. Shipping rates are rising because of a shortage of truck drivers, which will last until they raise wages for drivers. TFII will benefit from this shortage. (1.8% dividend, Analysts' price target: $49.29)

He looked at it quite a while ago and missed it. It is a good company in trucking but it is getting a little rich with the valuation. Once the economy takes a fall, this one will follow.

They just had a blow-out quarter, and are taking advantage of the shortage of trucking on the road. They have executed like crazy. Loves it. (1.7% dividend, Analysts' price target: $49.29)

It has been a great name to own. It will be hard for them to maintain the appreciation going forward. It is at 15 times PE. It is difficult to find anything wrong with it. He does not see the growth as being sustainable. It is a reasonable entry point here, though.

Earnings up 36% based on Q1 report. PE of less than 15x compared to 20x earnings growth forecast. Has reduced its debt by 9% in the past year. They've had a major technical break-out. Sees large upside. (Analysts' price target $40.31)

He has owned it for a long time. You have to believe in the vision of the CEO. He has built a business that is dominant in the last mile. They also do a lot of Truck load and LTL here and in the US. He has been able to grow what has made them successful. There is always something that is not going as well as it should. Right now they are trying to fix a previous acquisition and that is what is happening this year. He thinks the CEO will do the right thing. The sum of the parts is bigger than the whole.

The company has a few divisions and their US truck load division has been giving them trouble, but US spot truck rates have been improving. Their contracted business will take a while to improve. The Canadian division is fine. This is a business worth a lot more than the sum of the parts – he thinks they may end up selling parts of the business. Yield 2.8%.

Big tracking company. One of the largest in North America. They have the hidden gem a currier division. Valuation should be higher on that segment. Suffering to be in the Canadian market. Nobody paying attention.

It is a trucking company. The stock had come down. The sector is doing quite well. They have a lot of cross border business and NAFTA changes could affect them. Also they lose business as AMZN-Q expands and takes trucking in-house. He passed on it when he last analyzed it.

Had a kind of a lousy 2017. Going back long-term, this has been an amazing company, and the CEO has been a terrific allocator of capital. They disappointed their guidance a little in 2017, but the street is looking for a really good 2018. He could see it trading at 17 or 18 times earnings. He is buying this hand over fist for new clients.