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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Leonard on May 25, 2021
Q: What Canadian stocks would you recommend for exposure to transportation?
Read Answer Asked by James on May 21, 2021
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.
Read Answer Asked by Leo on May 18, 2021
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
Read Answer Asked by Jason on March 06, 2021
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?
Read Answer Asked by JR on March 02, 2021
Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...
Read Answer Asked by adam on February 22, 2021
Q: Hello! Seeing some pullback on these two stocks. Can you please provide some information what is driving them lower? Is this a good entry piont?
Thx!
Thx!
Read Answer Asked by Kevin on January 28, 2021
Q: Hi,

When does Cargojet report next and what is expected vs prior year and vs last quarter reported? Just looking to see the improvement from a year ago and last Q.
Also, is the ROE reported on your Companies page accurate/updated? If not can you please provide an updated value?
Lastly, what is CJ's track record at beating their guidance/estimates, wrt EPS? When I looked on Marketbeat, their record was not very encouraging. ie missed more EPS estimates than beat over last 8 quarters.

Cheers,
SteveMc
Read Answer Asked by Stephen on January 20, 2021
Q: Hi everyone!

Just a quick question on Amazon purchasing 11 jets from Westjet and Delta. I know online purchases have been accelerated because of the pandemic. Do you see Amazon's purchase of jets and their existing fleet as a medium term threat to companies like Cargojet?

Jason
Read Answer Asked by Jason on January 06, 2021
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