Q: Good afternoon. I hold 2 companies from each major sector of the economy. In the Industrial sector I own shares in CNR and CP.
I am considering selling CP and replacing it with TFII for diversification purposes.
Although the capital gains hit would be large as I have held CP for over a decade would you consider this to be a wise move or a foolish one?
Many thanks in advance.
John
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Air Canada Voting and Variable Voting Shares (AC)
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TFI International Inc. (TFII)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: I own Air Canada and Cargo Jet and have done very well on both. With Air Canada expanding its Cargo's operation substantially, I wonder if owning both really makes sense. Do you think that replacing CJT with TFII, operating in a different segment of the logistic industry, would be a good/better move?
thanks for your help!
Q: Good morning, TFI International has had a good run, for a three year hold, do you think it would be too late to start a position, thanks?
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