Transportation Canadian Community
Our community narratives are driven by numbers and valuation.
Transportation Canadian Investing Ideas
Strong buy
Expecting November 4 th this year to be a pivot point as the Canadian government brings out its new budget. That lines up with the rcmp corridor 2km wide x 500 feet high for a distance covering manatoba eastern boundary to Alberta western boundary.Read more
The Indispensable Artery for a New North American Economy
Core Thesis: Canadian National Railway (CN) is a wide-moat, irreplicable infrastructure asset whose recent cyclical underperformance has created an attractive entry point. I believe the market is underappreciating a powerful, long-term secular tailwind: the reshoring and nearshoring of critical manufacturing and supply chains to North America.Read more
Improved Profit Margins And Network Integration Will Sustain Future Expansion
Key Takeaways Exclusive access to northern air services and multi-year government contracts provides stable, recurring revenue growth and resilience against market volatility. Operational efficiencies, strategic fleet upgrades, and strong industry demand support long-term margin expansion, durable cash flow, and opportunities for future dividend growth.Read more
North American Trade And E-Commerce Will Transform Logistics
Key Takeaways Strategic acquisitions and a shift toward asset-light logistics set the stage for sustainable revenue growth and improved profitability through integration and efficiency gains. Industry trends like e-commerce, supply chain reshoring, and infrastructure projects position the company to capture increasing freight volumes and secure long-term contracts.Read more
Tri-coastal Access And Operational Efficiency Will Unlock Value
Key Takeaways Strategic investments and cost discipline are driving margin expansion, positioning the company for higher earnings and improved free cash flow. Unique network advantages and pricing power support sustainable growth in market share amid rising demand for resilient, cross-border supply chains.Read more
Autonomous Vehicles And Decarbonization Costs Will Strain Freight Operations
Key Takeaways Emerging logistics technologies and evolving delivery models could materially shrink TFI's traditional market, raising deep concerns about future revenue and overall business relevance. Rising costs from regulatory, labor, and integration challenges threaten margins, cash flow, and strategic flexibility, especially given heavy macroeconomic and industry reliance.Read more
Rising Regulations And Overcapacity Will Crush Core Business
Key Takeaways Heavy exposure to changing trade patterns, evolving logistics tech, and concentrated clients threatens long-term demand and earnings stability. Rising sustainability demands and fleet expansion risk squeezing margins through increased costs and overcapacity.Read more
Labor Uncertainty And New Routes Will Shape Upcoming Performance
Key Takeaways Strong global travel demand, international network growth, and premium cabin focus are driving sustained revenue gains and competitive market positioning. Fleet modernization and digital initiatives are boosting efficiency, ancillary income, and loyalty, supporting margin expansion and recurring earnings growth.Read more
Bullish View Expects Defense Manufacturing Shift To Drive Long Term Earnings Potential
Catalysts About Volatus Aerospace Volatus Aerospace designs, manufactures and operates drone systems for defense, public safety, utility and industrial customers across multiple regions. What are the underlying business or industry changes driving this perspective?Read more
