Viewing Company TFI International Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

TFI International Inc Stock Symbol: TFII-T

Notes:

Formerly TransForce Inc (Dec 2016)

Last Price Recorded: $29.7400 on 2017-08-18

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Date Signal Expert Opinion Price
2017-08-10 TOP PICK Jennifer Radman

The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)


Price:
$29.220
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 DON'T BUY Jerome Hass

The biggest player in the trucking industry in Canada, and one of the bigger ones in North America. He doesn’t like the trucking space at all. There are very low barriers to entry. A very competitive industry. (See Top Picks.)


Price:
$28.120
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2017-04-17 BUY Barry Schwartz

Transforce, the trucking company.  A number of analysts downgraded it for the first quarter.  We saw preannounced lousy results from US truckers recently.  He thinks that at the end of the day, since they are very good capital allocators, that this will be a gift from the gods.  14 times PE.


Price:
$29.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-01 TOP PICK Brendan Caldwell

This does full truckloads as well as partial loads and e-commerce deliveries. It is in every facet of the delivery business. One of the leaders in its sector. Dividend yield of 2.15%. (Analysts’ price target is $34.89.)


Price:
$35.390
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-23 PAST TOP PICK Steve DiGregorio

(A Top Pick April 5/16. Up 54.8%.) A really, really good business. Just sold his holdings, not because there was anything wrong with the business, but there is just less upside going forward and he needed capital for other investments. Fully valued now.


Price:
$34.130
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-12 COMMENT James Telfser

A great stock, and he is looking at it very, very closely. It ranks really well in his model. He likes that it makes acquisitions that the market isn’t fully appreciative of. Trading at about 12.5X forward expectations. The US transport stocks have really rallied, and some of them are trading at 15-18 times earnings. Feels this has pretty good upside here.


Price:
$34.760
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-09-01 BUY Barry Schwartz

Has been pretty happy with the performance this year; it is up about 14%. This is in the shipping/trucking business. They do trucking as well as packaging and couriering. They have a division out West which is moving equipment for oil/gas. Recently sold their garbage division and used the cash to buy back shares. He is still buying this for clients.


Price:
$26.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-25 PAST TOP PICK Kash Pashootan

(Top Pick Aug 14/15, Up 11.14%) There is a good opportunity to cut costs.  He likes it but does not own it any more.  He moved on.


Price:
$26.390
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2016-08-02 BUY Greg Dean

A really smart operator in a really bad industry. Trucking is not a good business, but their ability to basically outsource the trucks and trailers from Saputo (SAP-T) about 20 years ago, turned it into the business that we see today. Management has done a phenomenal job by running a slightly better business than everybody else, in a terrible industry. Today it is about an 11% free cash flow yield on 2017, with M&A potential. Good management.


Price:
$25.620
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 PAST TOP PICK Kash Pashootan

(A Top Pick Aug 14/15. Up 2.95%.) Sold this to move into CNR (CNR-T). He continues to like the company. They are doing a good job in their acquisition and consolidation strategy, and pay a decent yield. Still a Hold.


Price:
$24.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-07-07 PAST TOP PICK David Baskin

(A Top Pick July 2/15. Down 5.23%.) A consolidator in a very fragmented industry. Trucking rates have been weak, which has held them back. He still thinks there are legs on this story. Dividend yield of 2.9%.


Price:
$23.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-01 COMMENT Elliot Fishman

There have been multiple spikes in volume, and every time there is a spike, there is a drop. It is acting well and looks great, but is very, very toppy in the high $20s. Has good support at $22. Looks like it is going to be very range bound for quite some time, barring news of some sort.


Price:
$24.410
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-05-09 DON'T BUY William Chin

LTL trucking.  We are seeing a head and shoulders pattern with overhead supply.  Investors buying over $24 are looking to sell.


Price:
$23.760
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-04-05 TOP PICK Steve DiGregorio

A free cash flow machine. The trucking Index in the US is at a 52 week high, and this company hasn’t followed, because they had put a Dutch auction to buy back $200 million of stock up to $22. It capped a little, and you are now seeing it drift over $22. Of the $200 million, only $60 million was tendered, which means a) the company’s $22 was a very opportunistic price and b) shareholders thought it was a very low price, so he feels it is probably worth more than $22. At the same time, they are investing quite a bit in "last mile", developing a relationship with Amazon (AMZN-Q), which is taking over the retail world. Has one of the best COs in Canada. Dividend yield of 3.08%.


Price:
$22.470
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 COMMENT Barry Schwartz

Trucking, courier and hauling large equipment in the oil country, which has not been a good part of their business. Did an exciting deal by selling their waste management business. They now have a big cash collection where they are planning to do a Dutch Auction for some of the shares, which they will use to reduce debt. Trucking has been tough in Canada, but he is seeing data of improving truck tonnage in the US, where they have a lot of exposure. Also, has big exposure to Google (GOOG-Q) and Amazon (AMZN-Q), and is involved in same day shipping with a lot of online retailers. An interesting way to play on-line growth over time. Pays a nice dividend. Trading at around 10-11 times earnings, and it is undervalued.


Price:
$21.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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