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  5. TFII: With the current tariff situation and the direction of Donald Trump unclear to say the least, would you continue to hold, add to holding, or sell? [TFI International Inc.]
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Q: With the current tariff situation and the direction of Donald Trump unclear to say the least, would you continue to hold, add to holding, or sell? Have a gain in the stock still even with the significant downtrend since early April.
Asked by David on July 08, 2025
5i Research Answer:

With its guidance and comments earlier this year, we think TFII has set the bar pretty low due to the uncertainty of the current situation. We may not expect much for a quarter or two, but at current levels, with some upside potential on news or sentiment changes, we do think it is worth holding now.