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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PAST TOP PICK
(A Top Pick Jan 13/22, Up 38%)

Trucking company with strong assets.
Buybacks and tuck-ins still an option.
Higher interest rates helping business.
Wait to buy more shares when price falls.


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BUY

They just reported. The street likes their guidance. A former top pick of his and still owns it. It's well-positioned for the long term. There's a  huge different in their operating differential between Canada and the U.S. If they close that gap, their earnings will increase a lot. They just bought shares in a competitor, so maybe that's the first step in a full acquisition. Strong cash flow. They could increase their dividend, which is now modest, or increase buybacks.

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PAST TOP PICK
(A Top Pick Mar 03/22, Up 19%)

It is an owner operated trucking company that is becoming an asset type of business, having made a great investment in buying a component from UPS. They are great asset allocators and could do 10 U.S. dollars per share in two years as well as see its share price reach $250 Canadian. An added attraction is that it will turn away business that is not profitable enough.

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BUY

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.

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PAST TOP PICK

(A Top Pick Jan 11/22, Up 11%) Pleased with economic performance. Supply chain bottlenecks have created large opportunity for company. Earnings slowing, but not a cyclical business. Very good at growing with very low costs. Not much debt with strong balance sheet.

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PAST TOP PICK
(A Top Pick Jan 13/22, Up 13%) It was cheap at the time. An organic grower, even with macro headwinds. He expect margin improvement ahead. They're lower leverage, so they could buy back shares or companies. Trades around 11.7x 2024. Growth has slowed to 6%. A great company longer term.
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BUY ON WEAKNESS
Trucking industry is more cyclical than rail industry. Will perform well over the long term. Would prefer a railroad stock (CP Rail). Good for a long term investor.
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PARTIAL SELL
Doesn't see much upside. The stock has done very well in recent months. But the reality check is a recession in 2023, which he expects, which will impact consider spending and shipping. Shares are currently overvalued. Take profits.
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BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Acquired UPS Freight. Reduced long-term debt by 35% in 2020. TFII will now report in USD.
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PAST TOP PICK
(A Top Pick Jan 13/22, Up 5%) Grows by acquisition. Well run. He's holding, despite trucking being tougher and supply chain disruptions. Likes the name, but you don't have to buy it right now.
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TFI International Inc(TFII-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 12

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 15

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, 15 stock analysts published opinions about TFII-T. 12 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?

15 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 2023-09-21, TFI International Inc (TFII-T) stock closed at a price of $172.64.