120

TFI International Inc (TFII-T)

ON STOCKCHASE SINCE Feb 2003

Formerly TransForce Inc (Dec 2016)

Transportation

TFI International Inc
TFII-T

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Signal	Opinion	Expert
WATCH	TFI International Inc(TFII-T) November 5, 2018 It is looking pretty good right now but has run into a lot of problems. It is starting to turn over. He would be cautious with stocks like this with a slow turn over after a big increase. If market conditions get worse you will see profit taking. Don’t buy it until it gets above $49. Fundamentals look very strong, however. Transportation 1 0 0 0 0 0 comments	It is looking pretty good right now but has run into a lot of problems. It is starting to turn over. He would be cautious with stocks like this with a slow turn over after a big increase. If market conditions get worse you will see profit taking. Don’t buy it until it gets above $49. Fundamentals look very strong, however. Transportation 1 0 0 0 0 0 comments Jeff Parent B. VP & Portf, Castlemoore Inc.... Price $44.410 Owned _N/A

PAST TOP PICK	TFI International Inc(TFII-T) October 31, 2018 (A Top Pick Aug 29/17, Up 47%) They raised their dividend 14% and guidance. They're buying back stock. The North American economy is on fire and we'll have a monster Christmas season. TFII is an excellent compounder of capital. There's potential to list in the U.S. Maybe spin-off their trucking division. They will benefit from e-commerce. He loves it. Transportation 0 0 0 0 0 0 comments	(A Top Pick Aug 29/17, Up 47%) They raised their dividend 14% and guidance. They're buying back stock. The North American economy is on fire and we'll have a monster Christmas season. TFII is an excellent compounder of capital. There's potential to list in the U.S. Maybe spin-off their trucking division. They will benefit from e-commerce. He loves it. Transportation 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $43.740 Owned Yes
PARTIAL SELL	TFI International Inc(TFII-T) October 16, 2018 Used to own it, but sold it because it had a good run. Took profits, but not out of any fundamental weakness. Hold or take partial profits. Transportation 0 0 0 0 0 0 comments	Used to own it, but sold it because it had a good run. Took profits, but not out of any fundamental weakness. Hold or take partial profits. Transportation 0 0 0 0 0 0 comments Michael Decter President , Lawrence Decter Inve... Price $44.550 Owned No
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) Transportation 0 0 0 0 0 0 comments	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) Transportation 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $47.590 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Tim Regan Managing D, Kingwest & Company... Price $47.650 Owned No
TOP PICK	TFI International Inc(TFII-T) August 29, 2018 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) Transportation 0 0 0 0 0 0 comments	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) Transportation 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $48.260 Owned Yes
WEAK BUY	TFI International Inc(TFII-T) July 26, 2018 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Kash Pashootan Sr. VP & P, First Avenue Advisor... Price $39.320 Owned No
TOP PICK	TFI International Inc(TFII-T) May 18, 2018 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) Transportation 0 0 0 0 0 0 comments	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) Transportation 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $38.150 Owned No
BUY	TFI International Inc(TFII-T) April 9, 2018 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Greg Dean Principal , Cambridge Global Ass... Price $33.890 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%. Transportation 0 0 0 0 0 0 comments	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%. Transportation 0 0 0 0 0 0 comments Stephen Groff Principal , Cambridge Global Ass... Price $29.750 Owned No
BUY	TFI International Inc(TFII-T) February 6, 2018 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $30.650 Owned Unknown
DON'T BUY	TFI International Inc(TFII-T) January 29, 2018 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Stephen Takacsy Chief Inve, Lester Asset Managem... Price $31.340 Owned No
BUY	TFI International Inc(TFII-T) January 9, 2018 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. Transportation 0 0 0 0 0 0 comments	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. Transportation 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $33.670 Owned Yes
BUY	TFI International Inc(TFII-T) October 16, 2017 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 1^st 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. Transportation 0 0 0 0 0 0 comments	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 1^st 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. Transportation 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $32.470 Owned Yes
TOP PICK	TFI International Inc(TFII-T) August 29, 2017 (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.) Transportation 0 0 0 0 0 0 comments	(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.) Transportation 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $29.870 Owned Yes

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