Q: In an answer to Jerry this morning 5i stated that TFII had $5 billion in US revenue ..... What percentage of their total revenue is that ? I assume the balance is in Canada ? In another question a member asked ranking nine stocks for return potential over the next five years. 5i ranked TFII third. So I'm guessing 5i isn't as frightened of these tariff threats as I am . Is my assumption correct ? Thanks for your terrific service ......
5i Research Answer:
It is 59% of revenue. Yes, the balance is all Canada. TFII has shown its ability to adapt well in all types of economic environments. We would not expect tariffs to be any different. If the sector weakens, it would likely be a buyer of distressed assets to set itself up better for the future. It is not risk-free, of course, but the company has been an excellent compounder for decades. Shares are up 2,200% in the past 15 years.