The Globe and Mail reports in its Friday edition that Desjardins's Benoit Poirier still rates TFI International "buy." The Globe's Darcy Keith writes that Mr. Poirier's share target climbed to $183 from $173. Analysts on average target the shares at $117.90. TFI remains Mr. Poirier's top pick in the transportation sector, even though he is unhappy that a transformative acquisition no longer appears likely for 2026. In presenting TFI's fourth quarter results, management said 2026 will likely be a year of smaller deals. Mr. Poirier says in a note: "Large transactions take time, and until the U.S.-Canada trade deal is renewed, completing a deal of size will be difficult. Therefore, capital deployment is expected to centre on tuck-in M&A, debt repayment and share repurchases subject to valuation." He says management's outlook first quarter outlook is cautious due to January's weather challenges, with February showing early signs of improvement. Performance will largely depend on March. Mr. Poirier says in a note: "TFI stands out for its U.S. exposure, superior free cash flow yield, greater torque to an improving freight cycle. ... We see TFI as a beneficiary of the ongoing HALO (heavy assets low obsolescence) sector rotation."