TFI International Inc (TFII.TO) Buy, Sell or…

TFI International Inc (TFII.TO)

204.21

-1.39 (0.68%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

212 watching

SELL ON STRENGTH

It has retraced back up to its ten year high. The market has a memory. If the markets keep going, however, it might go up another 20-25%.

BUY

It has a negligible dividend of 1.07%. It has been a primary beneficiary from the logistics market and movement of goods. A highly sophisticated industry. He would recommend it here. Valuation does not look out of line looking into next year's earnings. It will continue to do well.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock currently trades at a 18x earnings, which is not too cheap. However, the growth rate is improving and logistics is becoming less cyclical. Earnings also beat expectations by 32% with a recent dividend boost. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Nov 01/19, Up 52%) Modeling 10% EPS growth. Trading at reasonable 15.2x. Price to growth is pretty compelling. Working on improving margins. Underappreciated by Canadian investors. Great job growing even in a difficult economy through acquisitions. Well managed.

TOP PICK

A Canadian trucking company. An under the radar great business. They recently did a US listing. It also does logistics, courier, and other business operations. The company has great management and they have been able to provide customers with good products and services. Currently at 13x earnings and they continue to acquire companies. (Analysts’ price target is $67.41)

BUY

A very well managed trucking company. They are rolling up other trucking companies. A very fragmented market with opportunity to consolidate.

DON'T BUY

TFII vs. CNR Prefers CNR in a recovering economy.

TOP PICK

A major trucking company in North America. A great growth stories, growing earnings at 18% compounded over the last decade through organic growth and 80 acquisitions since 2008. Though cyclical, TFII has gone to an asset-lite model, so they can deliver a higher investor return than its peers. They trade at a 25% discount to their US trucking peers. (Analysts’ price target is $65.02)

TOP PICK

It got hit right after the COVID-19 crisis hit. But logistics had to benefit during the crisis and will continue to do so during the recovery. They are well positioned to benefit quite well. The stock has a compelling valuation. It will benefit going forward from improving economics. (Analysts’ price target is $51.15)

HOLD

A great business for many years. He likes it and he kicks himself for not buying in late-March. He would want to see more detail before buying at these levels. A hold for him here.

BUY

It is a trucking, packaging courier and logistics company. Some lines of business are doing well. They recently did a financing and launched on the NYSE so should benefit from it. They know how to acquire distressed assets and turn them around. They will have bad Q2 results but he would be a buyer here for sure.

PAST TOP PICK

(A Top Pick Mar 18/19, Down 20%) It does quite well in his models. It is a candidate for purchase. we need to wait until the number of daily cases in the US for CoVid19 comes down.

TOP PICK

They bought all the other publicly trading trucking companies. It is a low organic growth business but they did 80 acquisitions since 2008. It trades at a 40% discount to the large US trucking companies. (Analysts’ price target is $54.44)

COMMENT

It needs to break firm resistance around $44-45 to reach $50, but it has fallen from $50 in the past. Hard to predict.

DON'T BUY

Technology will increasingly disrupt them and is highly economically sensitive. Steer clear of it. Yes, it's a well-run company, but the valuation and this stage of the cycle turn him away. Bigger logistics commodity will give them an edge over TFII.

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