skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. AC: I own Air Canada and Cargo Jet and have done very well on both. [Air Canada Voting and Variable Voting Shares]
You can view 2 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: 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!

Asked by Gilles on July 29, 2021
5i Research Answer:

We would be fine with the switch from CJT to TFII for better industry diversification as both AC and CJT have exposure to air travel. We also prefer TFII to CJT for growth and better company performance.