Investment Q&A

Q: Good day 5i team:
I've looked through the archives for specific info on CJT's fundamentals but don't see much.
Can you provide a more detailed view on key fundamental metrics. Especially interested in their current debt levels and most recent trends in that part of the equation.

Many thanks for your help.

Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.

Q: Can you think of a rational reason in why CJT's SP has been range bounded for close to a year? I thought the strong results just released this week should allow CJT's SP to move forward, but only to see the sell off day after day. This is most perplexing? What's your take on CJT? Thanks.

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: Can I please have your view on CargoJet? What's reason causing recent dip and is this one a good long term hold?

Thanks,

Q: CJT's SP has been weak YTD (down about 18%) and flat for the last four months (range bound around $175 since March). Do you see any catalyst on the horizon that could get it out of the current humdrum? All stocks will eventually settle on their "proper level". I just wonder if CJT has reached that level already. Your insight is much appreciated. Thanks.

Q: what's up with cargo jet?? several analysts are very strong on the company yet the stock is down about $15 over the last few days.
ed in Montreal

Q: I have held CJT for a while, in a taxable account. I am down about 13%. In previous Q&A, 5I has leaned towards TFII when discussing these 2. On the other hand, CJT was covered in a 5I article a few weeks back, something like, "Growth on Sale", for stocks that had dropped a lot in the recent rotation but seemed to show potential to recover. And then there is CJT's deal with Amazon which also seems to be a good positive. So, although you have answered before, which of the 2 would you currently invest in. The tax loss offers some solace and benefit for a switch, but then there is a possible recovery??? Thanks for your excellent service.

Q: What Canadian stocks would you recommend for exposure to transportation?

Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?

Thanks for everything you do.

Q: after your comments on the departure of their CFO I jumped in near yesterdays low. After reviewing your previous comments I have a feeling that this purchase should be traded (and not held as a long term investment.)
May I have your outlook for this stock?

Q: Hi , are these two companies buyable today after dropping off the top 50% and 20% . Any change in fundamental? thanks.

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: I understand that Amazon has bought a minority stake (19%) of Air Transport Services Group an air cargo operator. It is also leasing some of it's own planes. There has also been some insider selling this year. I am thinking the good times may be over for Cargojet. Your thoughts please. Thanks

Q: Looking to add a transport for my industrials sector exposure. I have a bit of cargojet. I'm about breakeven. With the recent pullback, thinking of high grading and dumping cargojet for CNR or TFII. Wise decision? If so, which do you prefer?

Thanks!
Jason

Q: I have a 1/2 position in CJT and XBC, would you top them up to a full position after the recent decline?
Thanks for your service!

Q: Today CJT is off $73 from the high of $250. It now needs to move almost 50% to reach this all time high. You often comment that this is often a tall order for a stock that is in a penalty box. My average price is $200. Looking at TFII and CJT today which one has a better growth prospect in your view if you had to pick one?

Q: Your insights on the CJT earnings, please. Did they address 2021 expectations in the call? Thanks.

Q: Hi 5i,

I see the price of CJT has declined due to the reported loss. I know this is only one report. Has your long term prespective on the company changed ?

Q: CargoJet is sure taking a beating this morning. Were the year-end results that bad?