Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (161455)	9/6/2023 9:47:29 AM
From: Goose94	Read Replies (1) \| Respond to of 203329

TFI Int'l (TFII-T) new 52 week high, $187.50

To: Goose94 who wrote (161455)	2/28/2025 1:48:36 PM
From: Goose94	Respond to of 203329

TFI Int'l (TFII-T) top pick from Brian Madden on BNN.ca Market Call Friday February 28th TFI International is a truckload, less-than-truckload and asset-light logistics company with a top-flight management team and a lean operating philosophy that maximizes asset turnover by selling the “right” freight that matches their network and assets and keeps the trucks moving. Apart from being an efficient and scale sized operator, TFI also has a long history of consolidating the fragmented trucking industry in Canada and the U.S. The weak fourth quarter results last week, coupled with fears of tariffs and a fumbled and then retracted plan to redomicile the business to the United States have brought about a 40 per cent drawdown in the stock price since mid-December…it’s fifth largest such drawdown in 35 years. Since the turn of the century, the shares have returned 16,000 per cent - clear evidence that management are very capable – problems, when they occur, get addressed and resolved, and as such pullbacks, especially big ones are to be bought aggressively. The shares trades at 14 times expected earnings, 35 per cent discounted versus North American trucking peers and 10 per cent discounted versus its own five year average trading multiple of 16 times earnings.