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TFI International Inc. (TFII $132.60)
- $132.60 P/E (TTM): 20.63X Cap: $11.12B
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Review of TFI International Inc.
JUN 26, 2025 - We think the industry is closer to the bottom than the top, and a recovery may take longer to happen. This is a time where investors need patience, conviction and trust in the management team given their track record. TFII’s capital allocation strategy remains largely unchanged over the years, and the company continues to balance the growth of the business and capital returns. Organic investment and especially acquisitions continue to be the number one priority, while TFII maintains an opportunistic approach towards share buyback. This is an industry-wide cycle, given that the company has been through multiple cycles before. We think the company can eventually come out the other side to grow again. That being said, we are open to changing our minds if the situation worsens. For now, we are maintaining our rating at ‘B+’.
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Intuitive Surgical Inc. (ISRG $442.75)
- $442.75 P/E (TTM): 60.67X Cap: $155.80B
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Canadian National Railway Company (CNR $134.75)
- $134.75 P/E (TTM): 18.79X Cap: $83.01B
- View CNR Profile
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TFI International Inc. (TFII $132.60)
- $132.60 P/E (TTM): 20.63X Cap: $11.12B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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The Trade Desk Inc. (TTD $49.95)
- $49.95 P/E (TTM): 61.57X Cap: $24.39B
- View TTD Profile
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Crocs Inc. (CROX $83.17)
- $83.17 P/E (TTM): 22.21X Cap: $4.54B
- View CROX Profile
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Eli Lilly and Company (LLY $794.51)
- $794.51 P/E (TTM): 54.02X Cap: $775.50B
- View LLY Profile
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Constellation Software Inc. (CSU $3,842.72)
- $3,842.72 P/E (TTM): 96.79X Cap: $81.70B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
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TFI International Inc. (TFII $132.60)
- $132.60 P/E (TTM): 20.63X Cap: $11.12B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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Thomson Reuters Corporation (TRI $221.48)
- $221.48 P/E (TTM): 44.23X Cap: $99.03B
- View TRI Profile
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goeasy Ltd. (GSY $159.89)
- $159.89 P/E (TTM): 9.59X Cap: $2.62B
- View GSY Profile
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- View Reports on GSY
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $136.47)
- $136.47 P/E (TTM): 20.92X Cap: $1.66B
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Texas Pacific Land Corporation (TPL $935.81)
- $935.81 P/E (TTM): 46.2X Cap: $21.56B
- View TPL Profile
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Murphy USA Inc. (MUSA $387.41)
- $387.41 P/E (TTM): 15.66X Cap: $7.25B
- View MUSA Profile
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Deckers Outdoor Corporation (DECK $99.63)
- $99.63 P/E (TTM): 14.81X Cap: $14.69B
- View DECK Profile
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Propel Holdings Inc. (PRL $24.98)
- $24.98 P/E (TTM): 12.37X Cap: $1.01B
- View PRL Profile
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With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
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Constellation Software Inc. (CSU $3,842.72)
- $3,842.72 P/E (TTM): 96.79X Cap: $81.70B
- View CSU Profile
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- View Reports on CSU
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TFI International Inc. (TFII $132.60)
- $132.60 P/E (TTM): 20.63X Cap: $11.12B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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Thomson Reuters Corporation (TRI $221.48)
- $221.48 P/E (TTM): 44.23X Cap: $99.03B
- View TRI Profile
- View Questions on TRI
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.41)
- $220.41 P/E (TTM): 87.96X Cap: $285.99B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Brookfield Corporation Class A Limited Voting Shares (BN $61.95)
- $61.95 P/E (TTM): 105.65X Cap: $138.78B
- View BN Profile
- View Questions on BN
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much