TSE:TFII

TFI International Inc (TFII.TO)

130.05
-27.09 (17.24%)
as of Oct 30, 2026, 8:00:00 pm Market Closed.
383 watching
0
WAIT
(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.
BUY
Largest trucking firm in Canada. Have various different divisions. There have been concerns about their debt level heading into a slowdown. Has also been hurt by the strong Cdn$. Plan to sell some real estate and a waste management division in Quebec to help their debt. At these levels it's a good buying opportunity. 19.4% yield makes him a little nervous.
DON'T BUY
Largest trucking company in Canada. Recent Q3 results reflected the higher Cdn$ and the slowdown in manufacturing. Also have concerns on their debt levels.
HOLD
Cheap valuation, tough industry fundamentals.
TRADE
Wont be affected really by U.S dollar value. May be affected by slowdown in U.S economy.
DON'T BUY
There is some question about their balance sheet. When they were acquiring other companies, they were able to issue units at higher prices to pay for them. With the cost of capital being higher, they only have a limited number of options.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 12%.) Still likes the name. Struggling because of the income trust stigma that it is going to have to deal with. While diversified product line. Good growth profile.
COMMENT
Largest trucking firm in Canada. Seeing weakness in central Canada with a high $ affecting manufacturing. Have some interesting assets that they could sell. Debt level is a bit higher than what he likes of management is creative and is looking for growth in the next cycle.
DON'T BUY
Trucking industry is on a bit of an uptrend. Better/cheaper companies are available such as ATS Andlauer (ATS.UN-T), Trimac (TMA.UN-T), Mullen Trucking (MTL.UN-T) or Contrans (CSS.UN-T). This one has been very acquisitive. Multiple is too high for him.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 8%.) Largest trucking operation in Canada. Very strong financial control. Very efficient operation.
BUY
Trucking business. Has grown very rapidly through acquisition. Very strong Ontario-Quebec base and moving into western Canada, where prospects look good.. Strong management. Economically sensitive. Good for a long-term hold.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 12.6%.) Was hit by the new income trust rules. Likes it as a trust or a corporation. Management has significant ownership. While diversified.
BUY
The largest trucking firm in Canada. Good management. Payout ratio of about 80%. There could be some softness in central Canada, but longer-term, they will continue to grow and consolidate.
BUY
Trading at a discount to its comparables. Expect there is some money to be made with this company.
BUY
Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.
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