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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
It is a phenomenal success story. It is one of two large cap stocks he owns. He bought it before it was large cap. Management is top-notch. They purchased UPS-freight last year and are way ahead of where they were expected to be. It has lots of runway.
PAST TOP PICK
(A Top Pick Aug 04/20, Up 141%) On rocket fuel during the pandemic. Benefits from e-commerce. Market conditions are tight, hard to get trucks and drivers, so rates are going up which benefits the bottom line. Not expensive. Great grower. Happy to buy.
PAST TOP PICK
(A Top Pick Jun 29/20, Up 170%) Pared this position, but it continues to excel. Their purchase of a UPS division resulted in a surprise synergy. TFII still has a ways to go. It's modestly priced. You can hold onto this for growth as economies recover. They are known for excellent tuck-in acquisitions and managing costs. An excellent company in logistics. Even he's surprised with their recent run-up.
BUY
Continues to see good things ahead. Massive acquisition will be accretive. Excellent operators. Bolsters organic growth with small acquisitions. Good governance. CEO is fantastic, as well as his team.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock dropped about 5% today. No news at all to account for the sell off. However, the drop only takes it back to mid May levels, and is still up 67% this year. Unlock Premium - Try 5i Free

HOLD
Excess cash based on asset base is around 17 and has risen in recent years, but should be above 20 and is inconsistent. Hold on, or enter at a lower price. This could be vulnerable as we move into the reopening and the economy's ups and downs. Quebec companies like this tend to outperform.
PARTIAL BUY
It has done very well. With no one going out to the stores, the stores have to come to them. It is about online shopping. Energy prices are going up so they will be challenged with fuel prices, however. Globalization might not come back and companies are sourcing local. He expects to keep owning this one. Buy only a little bit of it because it has gone up so fast and if it continues to go up, then buy a bit more. If it pulls back, then buy a little bit more also.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent earnings report was good. The company is well-poised to benefit from the economy growing. There is no reason to exit a position today, even with the recent gains. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Jun 29/20, Up 111%) Great at acquisitions, and the recent UPS one probably doubled the potential of the company. Some upside from here, but he'd take some profits around $110-115. Good long-term hold.

BUY

You can hold this for a long time as managers create value for shareholders. TFII has done this for the past decade and he expects it to for the next decade. Shipping is a great business. They bought the UPS freight business that will add to their earnings. It's an exciting time for TFII. There's lots of profit-taking now, but don't worry about the recent stock decline. Stick with it.

BUY
They made a transformation deal recently, which should be highly accretive. Investors loved it. They've grown by acquisition. The pandemic has driven the transports, and e-commerce is here to stay.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is quite safe and is still well priced. Risk reward profile is good and has good potential. It is a cyclical company however. The valuation is quite convincing for the potential.The recent acquisition is also a positive. Unlock Premium - Try 5i Free

BUY

He continues to recommend this. The UPS purchase in the U.S. doubles TFI. A great move that has bumped up this stock. They are efficient at integrating new companies. The stock is getting high with little downside as there remains demand to ship goods.

PAST TOP PICK
(A Top Pick Feb 03/20, Up 115%) Sometimes the stars just align for a company. A lean operator in a business ripe for consolidation. Blockbuster acquisition last week will be massively accretive to earnings.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The UPS deal is big at $800M. It accounts for 15% of TFII’s market cap. It should add $3B in revenue and with currency conversion, it would add more than 50% to 2021 revenues. A nice deal for the company. Unlock Premium - Try 5i Free

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