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TSE:TIH

Toromont Industries (TIH.TO)

211.23
+1.74 (0.83%)
as of Jun 15, 2026, 5:08:21 pm Market Open.
176 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Toromont Industries (TIH-T) is positioned well within the infrastructure theme, leveraging its status as the largest Caterpillar dealer in Canada. The company benefits from a stream of recurring high-margin servicing revenue and emerging AI data center infrastructure spending. Despite the optimism, many experts suggest that the stock has seen significant run-up and has a lot of expectations priced in; thus, a moderate position is recommended. There is a general bull sentiment towards industrials entering phase 2 of the market cycle, which typically favors such stocks. However, concerns about high valuation and potential delays in major projects lead experts to advocate waiting for a pullback before purchasing more shares.

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Consensus
Cautious
valuation icon
Valuation
Overvalued
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NTR,
BUY
Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
PAST TOP PICK
(A Top Pick Sept 3/08. Down 26.1% but got stopped out at $27 for a 14.3% loss.) Now doing well and starting to make a base. Ideal buying opportunity. 200-day moving average is around $22 but has just had a major break above a descending trendline so stock is probably ready to jump.
PAST TOP PICK
(A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction.
COMMENT
Some exposure to the housing industry but very well diversified. Financially solid. Compression business is solid as well. Its fundamentals are going to be overwhelmed by the credit winds. 3 to 5 year horizon, it's a buy.
TOP PICK
Strong uptrend. Above the 200-day moving average. Industrials should do well. Stop/loss should be $28 or $29.
TOP PICK
Has the ability to sustain itself after the business cycle, because of its presence in Ontario. Expects government will spend a great deal on infrastructure.
BUY
The model price is $32.24, a 34% positive differential. If it qualified for his portfolios, he would buy it.
DON'T BUY
Big infrastructure needs should keep propelling both companies forward. Slightly expensive. Trades at 17 X next year's earnings. Would prefer it under $15.
BUY
Caterpillar equipment dealer. Prefers Finning (FTT-T). Very well-run company and has always traded at a premium multiple but there has been some contraction in that. Quality name.
TOP PICK
Toromont Industries has two key areas that they work in. One is caterpillar dealerships in Ont., Man. and N. Canada. The other is in gas compressors. He likes this company because it has steady growth, it is well managed, always traded at a premium and is well diversified. Sees continued growth. Not a big large cap company. Bought March 10 at $25.45. He will continue to add to it as well.
BUY
Caterpillar dealer. Has done fairly well. A leverage play on the resources boom.
HOLD
A terrific looking chart. Good long uptrend. There is no reason to sell.
HOLD
In a number of industries, but the one it's best known for is its Caterpillar Equipment distributorship, especially in eastern Canada. With the resource/mining boom, Caterpiller has been in demand. Well run company. Has become more cyclical.
PAST TOP PICK
(A Top Pick Aug 23/04. Up 26%.) Still likes. Has moved very nicely and probably not cheap. Has solid management, so likes it for the long term. 2 areas of growth, Caterpillar dealership (spare parts only) and gas compression. Would buy more on any weakness.
TOP PICK
A good play on mining. Have the Voisey's Bay contract. They also have a compression division for refrigeration for gas installations which has been the major driver of their earnings growth. Pays a dividend.
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