August 1, 2018

On Wednesday, the S&P 500 was down 0.1% and Toronto was down 0.35%.

TFI International was up 5.2%. This has been a very well run company. Reducing my position in this name earlier this year has not turned out so well. Sometimes it seems that the best time to sell a good company is never. Still, this stock is not cheap and it might be prudent to trim positions somewhat.

CRH Medical released earnings after the close. At a quick look, the earnings report looks reasonably good but not great. Earnings are improved versus 2017 but do remain relatively low.

 

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