
TSE:TFII
This summary was created by AI, based on 22 opinions in the last 12 months.
TFI International Inc. (TFII-T) has received a mix of opinions from various experts, highlighting both its strengths and challenges in the current market environment. Many reviews emphasize the company's adept capital allocation strategies, with expectations for future acquisitions and operational improvements. While some analysts have noted a recovery from a prolonged freight recession, they remain cautious about the stock's current valuation levels, as it has recently reached all-time highs. Despite ongoing concerns regarding tariffs and cyclical pressures affecting the trucking industry, TFII is recognized for its strong management and effective share buyback programs. Consensus seems to lean towards a cautious optimism, indicating potential for upward momentum in the medium to long term amidst fluctuating market conditions.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Dividend raised. M&A growth needs time to be realized. Maintains strong ROE. Significant discount to peers. Unlock Premium - Try 5i Free
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research 10 acquisitions throughout 2021. Strong growth rates in LTL and Logistics. Outperformance led by acquisition of UPS. Continued growth in the e-commerce space. Valuation attractive relative to peers. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. You could add slowly here if you have a long enough timeframe. This should be more than two years. The markets will decline but it won’t last forever. A shift in sentiment could move this nicely. Unlock Premium - Try 5i Free
Owns shares and is one of few large caps that owns.
International trucking company that is very good a growing.
Very strong management team that is disciplined at capital allocation.
Will continue owning shares.
Lots of room for growth in the future.