TFI International Inc

TFII-T

TSE:TFII

47.03
0.63 (1.32%)
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
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.

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