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TSE:TFII

TFI International Inc (TFII.TO)

204.21
-1.39 (0.68%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
212 watching
0
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. You could add slowly here if you have a long enough timeframe. This should be more than two years. The markets will decline but it won’t last forever. A shift in sentiment could move this nicely. Unlock Premium - Try 5i Free

HOLD
Has sold shares, but is watching for a good time to buy. Waiting until next quarter earnings before looking to buy any more shares. Good company to own long term. Very good network of trucks in Canada & USA. Expecting stock price to rally.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is concern over a possible slowdown and freight rates are on the decline. This affects all industry players. Has matched the TSX so far. Not too concerned with the declines with a long-term view. Valuation takes into account some of this risk. Not particularly concerned with the recent decline. Unlock Premium - Try 5i Free

BUY
A terrific investment, a huge winner. It trades at $10 off its all-time high. Great management and has a lot of scope for tuck-in acquisitions across North America to further growth.
TOP PICK
Great performer in 2021. One of the best management teams in NA. Purchase of UPS Freight has gone well. Aims to be best at less-than-truckload deliveries. Clean balance sheet. Share buybacks. Smooth sailing for a couple of years. Yield is 1.02%. (Analysts’ price target is $156.90)
BUY
Recent beat on guidance. Better balance sheet. M&A a significant driving force and more to go. Price/Growth is good and still a buy $136.
BUY
Reflationary theme will come in steps, and this is a good company to ride that theme with. Transports are recovering very quickly since the January correction. Executing very well. Participating in the rally.
WAIT
Great run, now off 15%. Feeling pressure of cost inflation. Not in a hurry to purchase here. Fundamentals are fine. Rate of change is getting tougher.
TOP PICK
Stock's fallen since underwhelming guidance, but beat on all metrics. Company's bullish on US margins. Raised dividend by 17%. Balance sheet in great shape. M&A has been a vital part of the story. Good place to be in this part of the cycle. Can pass along price increases. 13x earnings, 24% growth rate. Own it into this weakness. Yield is 1.12%. (Analysts’ price target is $154.26)
TOP PICK
Getting bigger all the time. Four segments: truckload, less than truckload, last mile, packaging and courier. Cyclical, but asset light model as they don't own all vehicles. Very active and capable serial acquirer. Growth stock, undemanding multiple of 17x earnings. Very good entry point. Yield is 1.10%. (Analysts’ price target is $154.81)
HOLD
A lot of good things working for them -- ecommerce and trucking demand. Management has done a great job in extracting value from their acquisitions. The UPS assets they bought are paying off quicker than expected. It has held up well as investors have been rotating into non-COVID benefactor companies -- she likes its ability to hold value. It is possible it may just go sideways. They have very little exposure after having done well over the last year and a half.
BUY ON WEAKNESS
Great, serial compounder. Cyclical grower, growth by acquisition in a fragmented industry. Recent acquisition will turn out great. Growth ahead remains excellent. Pullbacks remain buyable.
BUY ON WEAKNESS
They came out with their earnings and beat estimates. They had strong numbers and raised dividends. On a price to growth basis, it still works. You can buy this dip. 22% EPS growth. Still a deal. However, you would expect some consolidation.
PAST TOP PICK
(A Top Pick Oct 02/20, Up 151%) Best large cap TSX performer this year. Comes down to management that is one of the best in North America. Acquired UPS Freight and turned it around already. It will pay out big dividends. This company is more stable than in the past. Still attractively priced here if it continues to execute.
SELL ON STRENGTH
It has gone up 100% in the year. You might want to do some rebalancing. When a company goes up 100%, then it indicates it has gone up too far too fast. Likes the company and the numbers are good with ROC at 11.2% versus 10% cost of capital. They have double digit margins and not overly leveraged. With forward PE at 15x, it is not out of the realm of value. Had a bump by purchasing UPS's freight business. The union is getting antsy. They are increasing hours of service to cut costs. Take some profits.
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