Investment Q&A

Q: I understand that Amazon made an investment of less than 10% in a Canadian public company in November 2021. Do you know what company that is? Thanks Mike

Q: Hi 5i Team,

I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:

TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ

I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)

I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.

If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.

I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.

Thank you in advance.

Q: What are your thoughts on the downward pressure on the stock? Could you provide an approximate price to buy in? Thanks. Rick

Q: Can I get a list of top 5 oversold stocks in both Canada and the US?

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: Good Morning Peter & Team,

There's been some discussion on 5i re CJT. Demand is up but labor & fuel inflation is causing costs to go up as well. Today it's approaching a 16 month low at $164. Never want to try and catch a falling knife however, price target is $250. Is this a good pick with on-line/Amazon shopping volume continuing to show signs of increasing? Or do you have an alternative which might be a better choice to take advantage of this trend? Besides AMZN ofcourse which I already have.

Thanks for all you do

gm

Q: Why would CJT's seemingly improved results YoY this quarter met with such a sell-off? Thanks.

Q: Comments please, on Cargojet's Q3.

Q: People seem to have varied views concerning the causes of the supply chain disruptions including covid, lack of longshoremen, lack of truck drivers, etc. Do you see any companies benefiting from this; perhaps on the transportation side such as CNR, TFII, or CJT ? Or any other industries?
Thanks for your insights.
Ian

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?