skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The earnings call hasn't taken place yet but TFII's earnings appear to be a bust. They missed all important metrics, some by quite a bit. After the call, can you comment on this and does management have a good response to the weak quarter. In your response to the initial question, you gave numbers but little commentary. How bad would you rate the results? Can you assess the future? Has the lustre left the room? TFII has been a great performer the past 10 years but I'm starting to question the future.
Read Answer Asked on February 20, 2025
Q: Hi, I’m interested in hearing your thoughts on TFI Re-Domiciling to the US. How does this benefit the company? As a shareholder in the company will this impact my investment? Will a withholding tax now apply? Will they continue to be listed on the TSX after this move? Is this decision possibly related to tariff threats? Can you see other Canadian companies with significant US business following this route?
Read Answer Asked by Anthony on February 20, 2025
Q: I have this company in my long term RRSP account thanks to 5i. I was wondering your thoughts on journaling this over to the USD side in my rrsp account and what benefits/downside could come from this for exchange or currency exposure? The div is paid in USD and my drip is turned on the idea would be if new shares were not bought that USD cash would slowly grow in the account.
Read Answer Asked by Kolbi on February 18, 2025
Q: Very long time holder of TFI. It's been drifting down where it's approaching its 52 week low. Is the current environment (cycle and tariffs) pointing to further deterioration in price? I know it's hard to time market but might it be best to sell and see what happens?The outlook doesn't look all that good right now butI realize TFI is a very strong company in their field.
Read Answer Asked on February 14, 2025
Q: Hi Peter and Team,

Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.

In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.

I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.

Thanks for your insight.
Read Answer Asked by Jerry on February 13, 2025
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 ......
Read Answer Asked by Garth on February 06, 2025
Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks
Read Answer Asked by Gary on February 05, 2025
Q: Hi Peter and team,

I'm wondering how resilient TFII is in the face of prolonged tariffs (if it ever comes to that). The business section of the Toronto Star had an article with a scary introduction:

MONTREAL - Truckers say the sweeping tariffs threatened by U.S. President Donald Trump would wreak havoc on their industry as trade between Canada and the United States takes a hit.

“If these tariffs came in at those levels for a prolonged period, this could be the final nail in the coffin for many trucking fleets,” said Stephen Laskowski, president of the Canadian Trucking Alliance.

“It’s a grim picture.”

Realizing that TFII is a large company, does it have what it takes to 'weather the storm'?

Thanks for your insight.
Read Answer Asked by Jerry on February 05, 2025
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
Read Answer Asked by Dan on February 05, 2025
Q: Hi 5I.

Contemplating giving up on ATS (only stock I own in the red today, as usual) and using proceeds to add to TFII. Will this move put me in a position to recover losses on ATS over the next 2 years versus just holding onto ATS.?

Carl
Read Answer Asked by Carl on January 30, 2025
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Read Answer Asked by Christine on January 17, 2025
Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!
Read Answer Asked by Kel on January 15, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!