TSX:TFII - Post Discussion
Post by
retiredcf on Jul 29, 2022 6:45am
Analyst Recommendation
These days, BNN always seem to miss posting an individual link or two and this was the case here. Pretty sure he still owns it as it was previously a top pick. Like a few other companies he mentioned, he's hoping to top up his position at a cheaper price, however, given that the markets are beginning to look like the bottom is in, he may have missed his opportunity. GLTA
BUY on WEAKNESS
TFI International Inc(TFII-T)
27/07/2022 at 08:00pm
Can grow even if there is a recession. Lots of consolidation opportunities. Excellent steward of capital. Models 11% EPS growth, trades at a reasonable 12x. If you see a recession over 2 years, but not imminent, you can own it. Big run, can probably get in closer to $100.
TRANSPORTATION
Greg Newman
$121.130
Unknown
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