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Investor Insights

This summary was created by AI, based on 14 opinions in the last 12 months.

TFI International Inc has received mixed reviews from experts. While some have expressed positivity about the company's growth potential, management, and acquisition strategies, others have raised concerns about its valuation, economic sensitivity, and potential downside. The company has been highlighted for its strong balance sheet, high returns on invested capital, and ability to capitalize on market opportunities. Despite uncertainties in the trucking industry, TFI International Inc is seen as a growthy name with potential for long-term success.

Consensus
Mixed
Valuation
Fair Value
HOLD

Has run up, but he's not selling. More to go. 6% of your portfolio is OK. Lots of catalysts. M&A in a fragmented space. Unlocking value by spinning off truckload business. Good earnings in a tough economy. Market's expecting 21% EPS growth. Trades at 21x. 

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WEAK BUY

Are excellent buyers of companies and synergizing them, and just bought one recently. The only question is their valuation. There's some downside here, and the stock will ebb and flow with the economy. Overall, a very good stock.

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TOP PICK

Like the CSU of trucking, with 90 acquisitions over 10 years. Bad year for trucking last year. Beautiful balance sheet, lots of free cashflow. Once recent acquisition gets rolled in, a home run. Contemplating splitting into two, as less-than-truckload and courier get higher valuations. Needs to be recovery in freight revenue for stock to go higher, but that will happen. Yield of 1.2%.

(Analysts’ price target is $192.47)
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BUY

Cut loose earlier this year, amidst a difficult growth environment. Almost-impossible comparison to last year's profits from supply-chain shortages. 2023 US manufacturing recession led to a freight recession. Valuation is sub-16x earnings, in line with 10-year average. Quality compounder, consolidator in the industry. Compounded total shareholder return of 23% over the last decade. Comfortable buying here. Expects good 2024 earnings.

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HOLD

Does not invest in company currently. Founder led and owned. Returns on invested capital are high. Little bit of debt which is a concern. Trucking is not asset light (prefers asset light business models). Would rate business 7/10 in terms of overall quality. 

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BUY

Are great operators; trucking is all about logistics and operations. Also, they are good at buying companies (in a fragmented industry). E-commerce remains strong, and packages need to be delivered by somebody.

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BUY

Transports under performing. However, might be a good time to buy. Might be a good time to buy given chart direction. 200 day average suggesting a low. 

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DON'T BUY

Reported a slight earnings miss last week, so has been under pressure. Growth by acquisition in recent years has grown them. He prefers to look elsewhere in transports, like CargoJet with its cheaper valuation and similar growth profile.

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BUY ON WEAKNESS

Bankruptcy of competitor gives them an opportunity to gain market share. Extremely well managed. Acquisitions have gone well. Still room to move forward, but depends on strength of economic activity. 

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WEAK BUY

Sets up well on price to growth, very reasonable. Managed through the downturn well. M&A is a constant theme. A growthy name, and if there are questions on growth, it may not do the heavy lifting in your portfolio over the next year. Still likes it.

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SELL ON STRENGTH
Caller has made a nice profit, so sell?

Loves it. If you're made a nice profit, why not sell a third of it? Sell if a stock becomes larger than 6% in your portfolio.

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PARTIAL SELL
Sell after runup?

Why the strength, when it's an economically sensitive business? One competitor declared bankruptcy, which will throw business their way. M&A is still a driver. He boosted price target to $180, but still a sector perform. 16x 2023 earnings, but growing at 18%, so PEG is still attractive. 

In registered accounts, he's taking some off the table, but in non-registered accounts he's letting it run. Likes it long term.

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COMMENT

The question was on his preference between Toromont or TFI International. Although Toromnt is good he prefers TFI which has been a great stock and huge performer. It has great management which has deployed capital very well and made smart acquisitions. There is more upside.

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BUY

One of the few large-caps he owns. Last year, they bought UPS freight, which hadn't been making money. TFI has a long track record of compounding capital at a high rate. Though trucking demand may be weak in coming quarters. But long term you will make 15-20% annually.

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STRONG BUY

Likes all transportation, especially this one.

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Showing 1 to 15 of 227 entries

TFI International Inc(TFII-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 14

Stockchase rating for TFI International Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

TFI International Inc(TFII-T) Frequently Asked Questions

What is TFI International Inc stock symbol?

TFI International Inc is a Canadian stock, trading under the symbol TFII-T on the Toronto Stock Exchange (TFII-CT). It is usually referred to as TSX:TFII or TFII-T

Is TFI International Inc a buy or a sell?

In the last year, 14 stock analysts published opinions about TFII-T. 9 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for TFI International Inc.

Is TFI International Inc a good investment or a top pick?

TFI International Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for TFI International Inc.

Why is TFI International Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is TFI International Inc worth watching?

14 stock analysts on Stockchase covered TFI International Inc In the last year. It is a trending stock that is worth watching.

What is TFI International Inc stock price?

On 2024-03-27, TFI International Inc (TFII-T) stock closed at a price of $215.89.