TFI International Inc (TFII-T) Stock Predictions - Stockchase
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117
TFI International Inc (TFII-T)

ON STOCKCHASE SINCE Feb 2003

Formerly TransForce Inc (Dec 2016)

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TFI International Inc TFI International Inc
TFII-T

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TFI International Inc (TFII-T) SAVE

47.7

0.43 (0.91%)

Sep, 21, 2018, 12:00 am

OPINIONS

About TFI International Inc (TFII-T)

TFI International Inc. is a Canadian transport and logistics company based in Montreal, Quebec. It operates across Canada through 4 business segments, and in the United States. More at Wikipedia

What the experts are saying about TFII-T



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TOP PICK
TFI International Inc(TFII-T) 

September 13, 2018

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)

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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)

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Ryan Modesto

Managing P, 5i Research...

Price Price
$47.590
Owned Owned
Yes

DON'T BUY
TFI International Inc(TFII-T) 

September 6, 2018

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.

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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.

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Tim Regan

Managing D, Kingwest & Company...

Price Price
$47.650
Owned Owned
No

TOP PICK

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)

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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)

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David Baskin

President, Baskin Wealth Manage...

Price Price
$48.260
Owned Owned
Yes

WEAK BUY

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.

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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.

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Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$39.320
Owned Owned
No

TOP PICK

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)

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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)

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$38.150
Owned Owned
No

BUY

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.

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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.

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Greg Dean

Principal , Cambridge Global Ass...

Price Price
$33.890
Owned Owned
Yes

WATCH
TFI International Inc(TFII-T) 

February 14, 2018

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%.    

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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%.    

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$29.750
Owned Owned
No

BUY

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.  

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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.  

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$30.650
Owned Owned
Unknown

DON'T BUY

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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$31.340
Owned Owned
No

BUY

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.

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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.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$33.670
Owned Owned
Yes

BUY

This is trucking. Doesn’t think it is going to have the best quarter because of the hurricanes, although it looks like business has picked up, so they should do quite well. They move a lot of goods between Canada and the US. Trucking has been weak in the 1st two quarters and it looks like things have improved a great deal. The company is significantly undervalued. The CEO is brilliant, and has a terrific plan of unlocking value. He buys shares back when prices are low.

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This is trucking. Doesn’t think it is going to have the best quarter because of the hurricanes, although it looks like business has picked up, so they should do quite well. They move a lot of goods between Canada and the US. Trucking has been weak in the 1st two quarters and it looks like things have improved a great deal. The company is significantly undervalued. The CEO is brilliant, and has a terrific plan of unlocking value. He buys shares back when prices are low.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$32.470
Owned Owned
Yes

TOP PICK

(Formerly TransForce Inc.) One of the best capital allocators in Canada. This is in trucking which is cyclical. What he likes is the packaging/courier business. They are one of the largest same day deliverers of e-commerce products, working with Google and Amazon. The stock has pulled back about 15% this year. Truck spot pricing has firmed up recently. They keep buying back stock at these levels. Dividend yield of 2.5%. (Analysts’ price target is $34.)

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(Formerly TransForce Inc.) One of the best capital allocators in Canada. This is in trucking which is cyclical. What he likes is the packaging/courier business. They are one of the largest same day deliverers of e-commerce products, working with Google and Amazon. The stock has pulled back about 15% this year. Truck spot pricing has firmed up recently. They keep buying back stock at these levels. Dividend yield of 2.5%. (Analysts’ price target is $34.)

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$29.870
Owned Owned
Yes

TOP PICK

The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)

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The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$29.220
Owned Owned
Yes

DON'T BUY

The biggest player in the trucking industry in Canada, and one of the bigger ones in North America. He doesn’t like the trucking space at all. There are very low barriers to entry. A very competitive industry. (See Top Picks.)

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The biggest player in the trucking industry in Canada, and one of the bigger ones in North America. He doesn’t like the trucking space at all. There are very low barriers to entry. A very competitive industry. (See Top Picks.)

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Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$28.120
Owned Owned
No

BUY

Transforce, the trucking company.  A number of analysts downgraded it for the first quarter.  We saw preannounced lousy results from US truckers recently.  He thinks that at the end of the day, since they are very good capital allocators, that this will be a gift from the gods.  14 times PE.

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Transforce, the trucking company.  A number of analysts downgraded it for the first quarter.  We saw preannounced lousy results from US truckers recently.  He thinks that at the end of the day, since they are very good capital allocators, that this will be a gift from the gods.  14 times PE.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$29.820
Owned Owned
Unknown

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