TFI International Inc

TFII-T

TSE:TFII

43.03
0.60 (1.38%)
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
DON'T BUY
DON'T BUY
March 27, 2014

Doesn’t see a dividend increase. Moved money to rail operators in the US east. Struggle with energy business. Want to grow by acquisition. Doesn’t see capital appreciation potential.

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Doesn’t see a dividend increase. Moved money to rail operators in the US east. Struggle with energy business. Want to grow by acquisition. Doesn’t see capital appreciation potential.

BUY
BUY
March 10, 2014

This still has room to grow. Had a bit of a pull back and this is a good buying opportunity. Well-run.

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This still has room to grow. Had a bit of a pull back and this is a good buying opportunity. Well-run.

STRONG BUY
STRONG BUY
March 5, 2014

They came up with horrible earnings a month ago. They picked up Clark and Vitran. It was weather related. They are bullish on what they are doing. He would be a buyer. Load up the trunk.

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They came up with horrible earnings a month ago. They picked up Clark and Vitran. It was weather related. They are bullish on what they are doing. He would be a buyer. Load up the trunk.

TOP PICK
TOP PICK
February 5, 2014

Quickly becoming a monopoly trucker in Canada. What he really likes is their packaging and courier business, especially if Canada Post decides not to deliver packages. Retail through the Internet could be a tremendous opportunity for them. Generates a lot of free cash and there is lots of insider ownership. Thinks this is a $30 stock in a year’s time. Yield of 2.45%.

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Quickly becoming a monopoly trucker in Canada. What he really likes is their packaging and courier business, especially if Canada Post decides not to deliver packages. Retail through the Internet could be a tremendous opportunity for them. Generates a lot of free cash and there is lots of insider ownership. Thinks this is a $30 stock in a year’s time. Yield of 2.45%.

TOP PICK
TOP PICK
October 30, 2013

4 segments to this business. Packaging/Courier, less than truckload, specialized services, which includes energy and waste management. CEO is expecting a pretty much flat environment on the top line. Third-quarter revenue came in later than was anticipated. He is choosing this because of their operations, the way in which management goes out there, buys companies, and consolidates and integrates them. They have the ability to unload unnecessary assets and drive the cash flows into more strategic acquisitions. Yield of 2.73%.

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4 segments to this business. Packaging/Courier, less than truckload, specialized services, which includes energy and waste management. CEO is expecting a pretty much flat environment on the top line. Third-quarter revenue came in later than was anticipated. He is choosing this because of their operations, the way in which management goes out there, buys companies, and consolidates and integrates them. They have the ability to unload unnecessary assets and drive the cash flows into more strategic acquisitions. Yield of 2.73%.

HOLD
HOLD
October 25, 2013

Transportation sector has seasonality and starts around Oct 10th. Peaks out a little bit in November, and then once again runs into the springtime. Technically this one is looking really good right now. It is in a positive trend.

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Transportation sector has seasonality and starts around Oct 10th. Peaks out a little bit in November, and then once again runs into the springtime. Technically this one is looking really good right now. It is in a positive trend.

PAST TOP PICK
PAST TOP PICK
September 26, 2013

(Top Pick Oct 17/12, Up 28.11%) Results were a little lumpy last quarter and the quarter before that was devastating. They had trouble with trucking and courier areas and some short term headwinds coming but he will still hold it. Acquired VTZ.

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(Top Pick Oct 17/12, Up 28.11%) Results were a little lumpy last quarter and the quarter before that was devastating. They had trouble with trucking and courier areas and some short term headwinds coming but he will still hold it. Acquired VTZ.

BUY
BUY
August 30, 2013

Continues to like it. Long term value. Company struggled with rig hauling business because of a change in drilling but did a good job of growing through acquisitions. Transformed the company into package hauling (Courier) business. 2.5% dividend and unlikely to increase any time soon.

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Continues to like it. Long term value. Company struggled with rig hauling business because of a change in drilling but did a good job of growing through acquisitions. Transformed the company into package hauling (Courier) business. 2.5% dividend and unlikely to increase any time soon.

Andy Nasr

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Price
$20.790
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 27, 2013

(A Top Pick Sept 26/12. Up 23.68%.) This was more of a valuation story and he sold his holdings to take profits. A good buy below $20.

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(A Top Pick Sept 26/12. Up 23.68%.) This was more of a valuation story and he sold his holdings to take profits. A good buy below $20.

TOP PICK
TOP PICK
July 3, 2013

An excellent barometer for the North American economy given that it is a full-service transportation provider right across North America provided both courier services and oil/gas transportation services. The record amount of online purchases that are going on will benefit courier and package delivery companies. Largest trucking fleet in Canada. Pretty good dividend of 2.57%.

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An excellent barometer for the North American economy given that it is a full-service transportation provider right across North America provided both courier services and oil/gas transportation services. The record amount of online purchases that are going on will benefit courier and package delivery companies. Largest trucking fleet in Canada. Pretty good dividend of 2.57%.

PAST TOP PICK
PAST TOP PICK
June 25, 2013

(Top Pick Sep 26/12, Up 20.74%) It hit his valuation target. Growth by acquisition. There have been some issues since then with their oil rig moving business.

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(Top Pick Sep 26/12, Up 20.74%) It hit his valuation target. Growth by acquisition. There have been some issues since then with their oil rig moving business.

HOLD
HOLD
January 23, 2013

Benefited from a lot of acquisitions. Transformed the way they were doing business by getting into waste management and into the US with their P & C business. Saw valuations getting a little bit extended and when it hit his target he sold his holdings. About a week later they announced another deal in the US which will add to earnings. Good for a long-term hold. Safe dividend.

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Benefited from a lot of acquisitions. Transformed the way they were doing business by getting into waste management and into the US with their P & C business. Saw valuations getting a little bit extended and when it hit his target he sold his holdings. About a week later they announced another deal in the US which will add to earnings. Good for a long-term hold. Safe dividend.

STRONG BUY
STRONG BUY
January 21, 2013

Great company and it’s going to go higher. Just upgraded his target to $24.50. Did a new acquisition which is going to provide further synergies in fuel growth. Have done a great job of buying other companies and making accretive synergies. Not that expensive.

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Great company and it’s going to go higher. Just upgraded his target to $24.50. Did a new acquisition which is going to provide further synergies in fuel growth. Have done a great job of buying other companies and making accretive synergies. Not that expensive.

TOP PICK
TOP PICK
December 28, 2012

A barometer for the North American economy. Full service transportation provider across North America. Largest trucking fleet in Canada, offering trucking, courier, packages, etc. As the global economy grows and more parcels have to be delivered, this will benefit. Trading at 10X price earnings. 3.5% yield.

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A barometer for the North American economy. Full service transportation provider across North America. Largest trucking fleet in Canada, offering trucking, courier, packages, etc. As the global economy grows and more parcels have to be delivered, this will benefit. Trading at 10X price earnings. 3.5% yield.

TOP PICK
TOP PICK
December 18, 2012

Largest trucking company in Canada. Recently completed an acquisition and will be able to improve their margins in packaging and courier. Also, has the opportunity to clean up their portfolio with some divestitures which would surface some value. Sees it $24-$25 in 12-18 months. 2.7% yield increase could definitely be a possibility in the next few quarters.

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Largest trucking company in Canada. Recently completed an acquisition and will be able to improve their margins in packaging and courier. Also, has the opportunity to clean up their portfolio with some divestitures which would surface some value. Sees it $24-$25 in 12-18 months. 2.7% yield increase could definitely be a possibility in the next few quarters.

PAST TOP PICK
PAST TOP PICK
December 17, 2012

(Top Pick Sep 26/12, Up 6.58%)

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(Top Pick Sep 26/12, Up 6.58%)

TOP PICK
TOP PICK
October 17, 2012

Has had a very difficult year as all of the logistics (trucking) companies have had. This one had a 58% increase in growth last year. Lots of money to cover the 2.93% dividend. Will probably do some share buybacks as well as some acquisitions along the way. You might also want to look at their convertible debenture.

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Has had a very difficult year as all of the logistics (trucking) companies have had. This one had a 58% increase in growth last year. Lots of money to cover the 2.93% dividend. Will probably do some share buybacks as well as some acquisitions along the way. You might also want to look at their convertible debenture.

BUY
BUY
October 1, 2012

Not growing organically right now but had much better than expected 2nd quarter margins on better-than-expected restructuring. Thinks this can drive earnings for the next couple of quarters maybe. Trading at a fair valuation. Whether you Buy depends on your view of whether they can continue to grow by acquisition. Have done a great job buying and synergistically wrapping them in. Try to buy at $16.85.

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Not growing organically right now but had much better than expected 2nd quarter margins on better-than-expected restructuring. Thinks this can drive earnings for the next couple of quarters maybe. Trading at a fair valuation. Whether you Buy depends on your view of whether they can continue to grow by acquisition. Have done a great job buying and synergistically wrapping them in. Try to buy at $16.85.

TOP PICK
TOP PICK
September 26, 2012

Went from having about 40% of the revenues coming from specialty services, packaging and couriering to being over 60%. They are higher margin businesses and deserve a higher multiple but that multiple has not come through yet. Good execution by management over the last few quarters. Increased margins and paying down debt. $19-$20 in 12 months easily. 3% dividend.

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Went from having about 40% of the revenues coming from specialty services, packaging and couriering to being over 60%. They are higher margin businesses and deserve a higher multiple but that multiple has not come through yet. Good execution by management over the last few quarters. Increased margins and paying down debt. $19-$20 in 12 months easily. 3% dividend.

BUY WEAKNESS
BUY WEAKNESS
March 13, 2012
Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.
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Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.
COMMENT
COMMENT
February 21, 2012
(Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.
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(Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.
BUY
BUY
November 30, 2011
In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.
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In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.
PAST TOP PICK
PAST TOP PICK
June 17, 2011
(A Top Pick July 7/10. Up 65.57%.) Great trucking company. Made some acquisitions. Some hidden assets in their garbage division. Still likes.
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(A Top Pick July 7/10. Up 65.57%.) Great trucking company. Made some acquisitions. Some hidden assets in their garbage division. Still likes.
TOP PICK
TOP PICK
October 8, 2010
Trucking volumes are rising.
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Trucking volumes are rising.
TOP PICK
TOP PICK
July 7, 2010
Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.
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Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.
DON'T BUY
DON'T BUY
May 6, 2008
One of Canada's largest trucking firms. Trucking is very cyclical and will move with the economy. Thinks they are intending to convert back to a corporate structure and distributions will be reduced. A little early to be looking at this one.
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One of Canada's largest trucking firms. Trucking is very cyclical and will move with the economy. Thinks they are intending to convert back to a corporate structure and distributions will be reduced. A little early to be looking at this one.
DON'T BUY
DON'T BUY
March 26, 2008
The balance sheet is slipping which probably means they’re paying too much out. They should cut their pay out, to be positioned as a regular corporation. It’s around its book value. It’s fair market value continues to plummet.
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The balance sheet is slipping which probably means they’re paying too much out. They should cut their pay out, to be positioned as a regular corporation. It’s around its book value. It’s fair market value continues to plummet.
BUY
BUY
March 3, 2008
Has been a very well run company, but a very poor performing stock. Market is concerned about trucking companies during a recession or economic slowdown. Have announced they are going to go through a strategic review and wouldn't be surprised if the company was broken up with parts being sold off. Very inexpensive. The company is in no jeopardy. (ED. 23% yield.)
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Has been a very well run company, but a very poor performing stock. Market is concerned about trucking companies during a recession or economic slowdown. Have announced they are going to go through a strategic review and wouldn't be surprised if the company was broken up with parts being sold off. Very inexpensive. The company is in no jeopardy. (ED. 23% yield.)
WAIT
WAIT
February 26, 2008
(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.
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(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.
BUY
BUY
January 22, 2008
Largest trucking firm in Canada. Have various different divisions. There have been concerns about their debt level heading into a slowdown. Has also been hurt by the strong Cdn$. Plan to sell some real estate and a waste management division in Quebec to help their debt. At these levels it's a good buying opportunity. 19.4% yield makes him a little nervous.
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Largest trucking firm in Canada. Have various different divisions. There have been concerns about their debt level heading into a slowdown. Has also been hurt by the strong Cdn$. Plan to sell some real estate and a waste management division in Quebec to help their debt. At these levels it's a good buying opportunity. 19.4% yield makes him a little nervous.
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