Investment Q&A

Q: I am invested in CJT. Were their #s today good? I am thinking of selling at least half and buying back after 30 days. Good idea?( I do not need $$$ for couple years)
Is tfii a better stock than Cjt ? Thanks very much

Q: Why the plunge?

Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?

Q: Hi Guys
With all that positive news in late March, and after a nice climb. This stock tanked to almost year lows. What is your view on this stock? Buy, Sell or Wait.

Thank you

Steve

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

Q: what is today's news? what does" reduction in resulting belly cargo capacity" mean?

thanks.

Q: Can i please have your thoughts on earnings and thoughts on cjt going forward

Q: It seemed like the earnings report was positive, yet the stock fell 12%. Any idea why this reaction. I have been holding these for a long time and am still in a positive position, is it time to take the profits and move on?

Q: Amazon takes 9.9% stake in this Canadian stock

Do you have any insight what this stock might be?

Thank you.

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.