TFI International Inc

TFII-T

TSE:TFII

65.09
1.07 (1.62%)
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.
More at Wikipedia
TFII-CT Fundamental Data  by TradingView
TFII-CT Chart  by TradingView
Technical Analysis for TFII-CT  by TradingView

Analysis and Opinions about TFII-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
TFI International Inc (TFII-T)
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.

Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.

Transportation
0 Comments
James Telfser

☆ Unlock Ratings

Price
$17.320
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Greg Newman

☆ Unlock Ratings

Price
$17.280
Owned
Unknown
COMMENT
COMMENT
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Barry Schwartz

☆ Unlock Ratings

Price
$16.630
Owned
Yes
BUY
BUY
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Greg Newman

☆ Unlock Ratings

Price
$13.290
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$14.400
Owned
Yes
TOP PICK
TOP PICK
TFI International Inc (TFII-T)
October 8, 2010
Trucking volumes are rising.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
October 8, 2010
Trucking volumes are rising.
Transportation
0 Comments
Sandy McIntyre

☆ Unlock Ratings

Price
$10.750
Owned
Yes
TOP PICK
TOP PICK
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$8.860
Owned
Yes
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Kevin Hall BComm, CFA

☆ Unlock Ratings

Price
$7.560
Owned
No
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Ross Healy

☆ Unlock Ratings

Price
$7.770
Owned
Unknown
BUY
BUY
TFI International Inc (TFII-T)
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.)
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.)
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$6.730
Owned
Yes
WAIT
WAIT
TFI International Inc (TFII-T)
February 26, 2008
(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
February 26, 2008
(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.
Transportation
0 Comments
Sandy McIntyre

☆ Unlock Ratings

Price
$8.990
Owned
Unknown
BUY
BUY
TFI International Inc (TFII-T)
January 22, 2008
Largest trucking firm in Canada. Have various different divisions. There have been concerns about their debt level heading into a slowdown. Has also been hurt by the strong Cdn$. 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.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
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.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$8.330
Owned
Yes
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
November 8, 2007
Largest trucking company in Canada. Recent Q3 results reflected the higher Cdn$ and the slowdown in manufacturing. Also have concerns on their debt levels.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
November 8, 2007
Largest trucking company in Canada. Recent Q3 results reflected the higher Cdn$ and the slowdown in manufacturing. Also have concerns on their debt levels.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$9.850
Owned
Yes
HOLD
HOLD
TFI International Inc (TFII-T)
October 19, 2007
Cheap valuation, tough industry fundamentals.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
October 19, 2007
Cheap valuation, tough industry fundamentals.
Transportation
0 Comments
Chris Rankin, MBA, CFA

☆ Unlock Ratings

Price
$11.410
Owned
Unknown
VAGUE
VAGUE
TFI International Inc (TFII-T)
September 21, 2007
Wont be affected really by U.S dollar value. May be affected by slowdown in U.S economy.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
September 21, 2007
Wont be affected really by U.S dollar value. May be affected by slowdown in U.S economy.
Transportation
0 Comments
Patrick Kim

☆ Unlock Ratings

Price
$11.210
Owned
Unknown
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
September 5, 2007
There is some question about their balance sheet. When they were acquiring other companies, they were able to issue units at higher prices to pay for them. With the cost of capital being higher, they only have a limited number of options.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
September 5, 2007
There is some question about their balance sheet. When they were acquiring other companies, they were able to issue units at higher prices to pay for them. With the cost of capital being higher, they only have a limited number of options.
Transportation
0 Comments
Ben Cheng

☆ Unlock Ratings

Price
$12.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
July 31, 2007
(A Top Pick Aug 25/06. Down 12%.) Still likes the name. Struggling because of the income trust stigma that it is going to have to deal with. While diversified product line. Good growth profile.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
July 31, 2007
(A Top Pick Aug 25/06. Down 12%.) Still likes the name. Struggling because of the income trust stigma that it is going to have to deal with. While diversified product line. Good growth profile.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$13.730
Owned
Yes
COMMENT
COMMENT
TFI International Inc (TFII-T)
July 4, 2007
Largest trucking firm in Canada. Seeing weakness in central Canada with a high $ affecting manufacturing. Have some interesting assets that they could sell. Debt level is a bit higher than what he likes of management is creative and is looking for growth in the next cycle.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
July 4, 2007
Largest trucking firm in Canada. Seeing weakness in central Canada with a high $ affecting manufacturing. Have some interesting assets that they could sell. Debt level is a bit higher than what he likes of management is creative and is looking for growth in the next cycle.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$14.600
Owned
Yes
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
May 29, 2007
Trucking industry is on a bit of an uptrend. Better/cheaper companies are available such as ATS Andlauer (ATS.UN-T), Trimac (TMA.UN-T), Mullen Trucking (MTL.UN-T) or Contrans (CSS.UN-T). This one has been very acquisitive. Multiple is too high for him.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
May 29, 2007
Trucking industry is on a bit of an uptrend. Better/cheaper companies are available such as ATS Andlauer (ATS.UN-T), Trimac (TMA.UN-T), Mullen Trucking (MTL.UN-T) or Contrans (CSS.UN-T). This one has been very acquisitive. Multiple is too high for him.
Transportation
0 Comments
Ben Cheng

☆ Unlock Ratings

Price
$14.210
Owned
No
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
May 29, 2007
(A Top Pick Aug 25/06. Down 8%.) Largest trucking operation in Canada. Very strong financial control. Very efficient operation.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
May 29, 2007
(A Top Pick Aug 25/06. Down 8%.) Largest trucking operation in Canada. Very strong financial control. Very efficient operation.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$14.210
Owned
Yes
BUY
BUY
TFI International Inc (TFII-T)
April 9, 2007
Trucking business. Has grown very rapidly through acquisition. Very strong Ontario-Quebec base and moving into western Canada, where prospects look good.. Strong management. Economically sensitive. Good for a long-term hold.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
April 9, 2007
Trucking business. Has grown very rapidly through acquisition. Very strong Ontario-Quebec base and moving into western Canada, where prospects look good.. Strong management. Economically sensitive. Good for a long-term hold.
Transportation
0 Comments
Andrew Guy, CFA

☆ Unlock Ratings

Price
$14.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
March 30, 2007
(A Top Pick Aug 25/06. Down 12.6%.) Was hit by the new income trust rules. Likes it as a trust or a corporation. Management has significant ownership. While diversified.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
March 30, 2007
(A Top Pick Aug 25/06. Down 12.6%.) Was hit by the new income trust rules. Likes it as a trust or a corporation. Management has significant ownership. While diversified.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$14.000
Owned
Yes
BUY
BUY
TFI International Inc (TFII-T)
March 20, 2007
The largest trucking firm in Canada. Good management. Payout ratio of about 80%. There could be some softness in central Canada, but longer-term, they will continue to grow and consolidate.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
March 20, 2007
The largest trucking firm in Canada. Good management. Payout ratio of about 80%. There could be some softness in central Canada, but longer-term, they will continue to grow and consolidate.
Transportation
0 Comments
Michael Simpson, CFA

☆ Unlock Ratings

Price
$13.670
Owned
Yes
BUY
BUY
TFI International Inc (TFII-T)
February 9, 2007
Trading at a discount to its comparables. Expect there is some money to be made with this company.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
February 9, 2007
Trading at a discount to its comparables. Expect there is some money to be made with this company.
Transportation
0 Comments
Chris Rankin, MBA, CFA

☆ Unlock Ratings

Price
$14.130
Owned
No
BUY
BUY
TFI International Inc (TFII-T)
February 8, 2007
Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
February 8, 2007
Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.
Transportation
0 Comments
Andrew Guy, CFA

☆ Unlock Ratings

Price
$14.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
January 25, 2007
(A Top Pick Aug 25/06. Down 12.4%.) Likes the way the business is run. Retaining cash flow in order to grow through acquisition. Feels distributions are solid.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
January 25, 2007
(A Top Pick Aug 25/06. Down 12.4%.) Likes the way the business is run. Retaining cash flow in order to grow through acquisition. Feels distributions are solid.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$13.620
Owned
Yes
DON'T BUY
DON'T BUY
TFI International Inc (TFII-T)
January 22, 2007
Trucking. More cyclical than he likes. Has performed well as a trust. They continue to need growth by acquisition so new government rules may slow them down. Concerned with the economy affecting this company.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
January 22, 2007
Trucking. More cyclical than he likes. Has performed well as a trust. They continue to need growth by acquisition so new government rules may slow them down. Concerned with the economy affecting this company.
Transportation
0 Comments
Robert Lauzon

☆ Unlock Ratings

Price
$13.800
Owned
No
PAST TOP PICK
PAST TOP PICK
TFI International Inc (TFII-T)
November 27, 2006
(A Top Pick Aug 25/06. Down 6.1%.) Like it as a company, not an income trust. Economy is slowing and trucking tends to slow as well. They where an acquisitive company but were using income units as currency. Feels they will be able to work their way through this.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
November 27, 2006
(A Top Pick Aug 25/06. Down 6.1%.) Like it as a company, not an income trust. Economy is slowing and trucking tends to slow as well. They where an acquisitive company but were using income units as currency. Feels they will be able to work their way through this.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$14.060
Owned
Yes
TOP PICK
TOP PICK
TFI International Inc (TFII-T)
August 25, 2006
Yielding about 9.5%. Very acquisitive and probably the largest trucking company out there. Management owns a big position in it. Has come under pressure recently, along with transportation, The most dominant trucking company in Canada. About 80% payout ratio.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
August 25, 2006
Yielding about 9.5%. Very acquisitive and probably the largest trucking company out there. Management owns a big position in it. Has come under pressure recently, along with transportation, The most dominant trucking company in Canada. About 80% payout ratio.
Transportation
0 Comments
John O'Connell, CFA

☆ Unlock Ratings

Price
$16.010
Owned
Yes
SELL
SELL
TFI International Inc (TFII-T)
August 4, 2006
He was not willing to accept the cyclicality in his portfolio. However, it has been one of the better performing trucking income trusts. In the most recent quarter, they are showing some cracks in their armour. Growth rate is slowing down.
Show full opinionHide full opinion
TFI International Inc (TFII-T)
August 4, 2006
He was not willing to accept the cyclicality in his portfolio. However, it has been one of the better performing trucking income trusts. In the most recent quarter, they are showing some cracks in their armour. Growth rate is slowing down.
Transportation
0 Comments
Patrick Kim

☆ Unlock Ratings

Price
$15.940
Owned
No
Showing 121 to 150 of 166 entries
Previous
Next Page
PixFuture exclusive partner.
© Stockchase Inc.