Q: Peter; What would you think of a switch from TFII to MDA? Both in the dog house but which could start barking first ? Thanks.
Rod
Rod
5i Research Answer:
We would not see TFII as a SELL today, but for growth oriented investors we think this switch would still work. MDA is less sensitive to the economy, and one contract could move the stock back towards prior levels. TFII should be fine but likely needs to see an economic uptick before the stock really moves.