TFI International Inc

TFII-T

TSE:TFII

48.19
0.00 (0.00%)
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.
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Analysis and Opinions about TFII-T

Signal
Opinion
Expert
HOLD
HOLD
January 24, 2019
Lots of swings on this one. Very typical now. Trying to return to the trend line. Very constructive. He gives it the benefit of the doubt.
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Lots of swings on this one. Very typical now. Trying to return to the trend line. Very constructive. He gives it the benefit of the doubt.
BUY
BUY
January 14, 2019
A logistics company. This is the time of year the transportation sector will do well. We saw it pull back with the rest of the market. We are still at the April level, support. This is positive as we are entering the seasonal period for this stock.
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A logistics company. This is the time of year the transportation sector will do well. We saw it pull back with the rest of the market. We are still at the April level, support. This is positive as we are entering the seasonal period for this stock.
BUY
BUY
January 7, 2019
It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)
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It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)
WEAK BUY
WEAK BUY
December 21, 2018
On the verge of breaking, but for a long-term investor, it has plenty of volatility. A toppy looking chart, but on a big long-term trend line. As long as it doesn't keep breaking down, it looks OK. (Analysts’ price target is $52.50)
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On the verge of breaking, but for a long-term investor, it has plenty of volatility. A toppy looking chart, but on a big long-term trend line. As long as it doesn't keep breaking down, it looks OK. (Analysts’ price target is $52.50)
PARTIAL BUY
PARTIAL BUY
December 13, 2018
He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.
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He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.
SHORT
SHORT
November 27, 2018
He liked it earlier this year, but now it's expensive. He's shorting it. Trucking is very cyclical and very sensitive to wage inflation. TFII's business is mostly in America. It's done better than its peers who suffer a truck driver shortage. A cyclical heading towards a recession is not good.
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He liked it earlier this year, but now it's expensive. He's shorting it. Trucking is very cyclical and very sensitive to wage inflation. TFII's business is mostly in America. It's done better than its peers who suffer a truck driver shortage. A cyclical heading towards a recession is not good.
BUY
BUY
November 27, 2018
Likes it very much. They're trucking at record highs now. Lowering gas prices help. An efficient, profitable company.
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Likes it very much. They're trucking at record highs now. Lowering gas prices help. An efficient, profitable company.
BUY
BUY
November 15, 2018
He likes what is going on. It is a low priced stock. He was not happy with the price they paid in an acquisition. They are sitting there with drivers and trucks when they are short of these in the industry. It is one to own if you think the economy is not going to completely roll over.
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He likes what is going on. It is a low priced stock. He was not happy with the price they paid in an acquisition. They are sitting there with drivers and trucks when they are short of these in the industry. It is one to own if you think the economy is not going to completely roll over.
WATCH
WATCH
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.
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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.
PAST TOP PICK
PAST TOP PICK
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.
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(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.
PARTIAL SELL
PARTIAL SELL
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.

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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.

TOP PICK
TOP PICK
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)

DON'T BUY
DON'T BUY
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.

TOP PICK
TOP PICK
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)

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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)

WEAK BUY
WEAK BUY
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.

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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.

TOP PICK
TOP PICK
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)

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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)

BUY
BUY
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.

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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.

WATCH
WATCH
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%.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

BUY
BUY
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.

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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.

BUY
BUY
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 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.

TOP PICK
TOP PICK
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.)

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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.)

TOP PICK
TOP PICK
August 10, 2017

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.)

DON'T BUY
DON'T BUY
May 5, 2017

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.)

BUY
BUY
April 17, 2017

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.

TOP PICK
TOP PICK
February 1, 2017

This does full truckloads as well as partial loads and e-commerce deliveries. It is in every facet of the delivery business. One of the leaders in its sector. Dividend yield of 2.15%. (Analysts’ price target is $34.89.)

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This does full truckloads as well as partial loads and e-commerce deliveries. It is in every facet of the delivery business. One of the leaders in its sector. Dividend yield of 2.15%. (Analysts’ price target is $34.89.)

PAST TOP PICK
PAST TOP PICK
January 23, 2017

(A Top Pick April 5/16. Up 54.8%.) A really, really good business. Just sold his holdings, not because there was anything wrong with the business, but there is just less upside going forward and he needed capital for other investments. Fully valued now.

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(A Top Pick April 5/16. Up 54.8%.) A really, really good business. Just sold his holdings, not because there was anything wrong with the business, but there is just less upside going forward and he needed capital for other investments. Fully valued now.

COMMENT
COMMENT
January 12, 2017

A great stock, and he is looking at it very, very closely. It ranks really well in his model. He likes that it makes acquisitions that the market isn’t fully appreciative of. Trading at about 12.5X forward expectations. The US transport stocks have really rallied, and some of them are trading at 15-18 times earnings. Feels this has pretty good upside here.

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A great stock, and he is looking at it very, very closely. It ranks really well in his model. He likes that it makes acquisitions that the market isn’t fully appreciative of. Trading at about 12.5X forward expectations. The US transport stocks have really rallied, and some of them are trading at 15-18 times earnings. Feels this has pretty good upside here.

BUY
BUY
September 1, 2016

Has been pretty happy with the performance this year; it is up about 14%. This is in the shipping/trucking business. They do trucking as well as packaging and couriering. They have a division out West which is moving equipment for oil/gas. Recently sold their garbage division and used the cash to buy back shares. He is still buying this for clients.

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Has been pretty happy with the performance this year; it is up about 14%. This is in the shipping/trucking business. They do trucking as well as packaging and couriering. They have a division out West which is moving equipment for oil/gas. Recently sold their garbage division and used the cash to buy back shares. He is still buying this for clients.

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