Q: How do this companies forward PE and cash flow multiples compare to those of its 2 closest US competitor and compared to its own historical #'s. Has it made progress on its profitability and ROIC measures which as you have said the company uses to measure its own performance. Would you buy it now with the thought that the freight recession is largely over, and the metrics previously mentioned are attractive, or would you wait until after January 20th when we find out more about tariffs and how that will impact TFI?

Q: Good morning

I have both in my trading account but would like to move some shares in kind into my TFSA for my 7K contribution in 2025.
Which one do you feel would provide me with the best return in a TFSA

Thks much
Marcel

Q: I'd appreciate your thoughts on when to throw in the towel for stocks in taxable accounts. When companies in my registered accounts plateau or backslide, it's an easy decision to move on. I find it much more challenging to sell previously profitable stocks in taxable accounts. By way of example, at one point, I was up some 150% with TFII. That has now slid to just over 100% and it appears it will be a while until this cyclical stock recovers. In instances such as this, do you advise patience...or taking the tax hit and moving onto a company that has a clearer growth profile going forward? Thank you.