Top PickFirst stock in the clip; he and his family also own it personally. GLTA
https://www.bnnbloomberg.ca/video/barry-schwartz-s-top-picks~2394748
TFI International (TFII TSX) TFI International is one of the largest trucking and logistics companies in North America. TFI’s strategy is to use its skilled expertise to improve operations and returns at acquired companies, and has built up a diverse portfolio of trucking/logistics businesses with various end-markets. We believe the recent acquisition of UPS Freight is transformative to the earnings profile of TFI, and should reduce the cyclicality of the overall business. With a clean balance sheet, TFI can make more acquisitions and its shares cheap at 15x earnings. TOP PICK
TFII-T
TFI International Inc(TFII-T)
02/03/2022 at 07:00pm
Great performer in 2021. One of the best management teams in NA. Purchase of UPS Freight has gone well. Aims to be best at less-than-truckload deliveries. Clean balance sheet. Share buybacks. Smooth sailing for a couple of years. Yield is 1.02%. (Analysts’ price target is $156.90)
TRANSPORTATION
Barry Schwartz
$134.730
Owned