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Bullboard - Stock Discussion Forum TFI International Inc T.TFII

Alternate Symbol(s):  TFII

TFI International Inc. is a transportation and logistics company, operating across the United States and Canada through its subsidiaries. The Company's segments include Package and Courier, Less-Than-Truckload, Less-Than-Truckload, and Logistics. The Package and Courier segment is engaged in pickup, transport, and delivery of items across North America. The Less-Than-Truckload segment is... see more

TSX:TFII - Post Discussion

TFI International Inc > Barry Schwartz - BNN - TOP PICK
View:
Post by Possibleidiot01 on Jan 03, 2024 2:35pm

Barry Schwartz - BNN - TOP PICK

TOP PICK

Like the CSU of trucking, with 90 acquisitions over 10 years. Bad year for trucking last year. Beautiful balance sheet, lots of free cashflow. Once recent acquisition gets rolled in, a home run. Contemplating splitting into two, as less-than-truckload and courier get higher valuations. Needs to be recovery in freight revenue for stock to go higher, but that will happen. Yield of 1.2%.

(Analysts’ price target is $192.47)
Transportation
N/A
Owned personally and in fund
 

TFI International (TFII TSX)

Although 2023 was a tough year for the trucking business, this didn’t deter TFI from making significant acquisitions. Its capital-light business model generates lots of free cash flow even in a downturn and management took advantage while others ran into trouble. When the downturn turns to around, TFI will come out even stronger and we think the share price has a serious upside from here.  



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