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  5. ANRG: Part two of the spring clean up, sell ANRG and buy CJT instead. [Anaergia Inc. Subordinate Voting Shares]
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Q: Part two of the spring clean up, sell ANRG and buy CJT instead. Little concerned over execution at ANRG, really like the fundamentals at CJT. Also have a position in GRN for sector exposure.

Leo

Asked by Leo on April 05, 2022
5i Research Answer:

While we think ANRG is still OK, we think this would be a good switch if the sector re-allocation works. The recent DHL agreement with CJT is very positive.