Q: Do you think the offer by UPS for AND will succeed? Is there an arbitrage opportunity currently as AND is trading at a price that is less than the offer price?
Q: I have small positions in both TFII and AND (about 2% each) and looking to add to them (long-term positions so not worried about near-term uncertainty, I'm sure they'll both be fine over the long-term).
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?
Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......