Investment Q&A

Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...

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!

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

Q: Hi,
Outside of the growth portfolio (I own most already), what are your top 3 Canadian growth stocks at this time and why.
Thanks for all you do.

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

Q: I have done well on Cargojet in 2020. It has had a significant pullback in the past two months. Do you think that it has had its run or would you suggest holding on.Thank You.

Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: I have done very well this past year by owning Cargojet. Lately it has been very volatile. Do you know of a reason.Time to lighten up? Thank you.

Q: I own grt and tcn .recently i added BSRon very positive recommendation from a Fund manager on Bnn . how good is BSR?
REAL and Cjt are slipping .i own real and consider buying CJT if its good at the lower price

Q: I bought Cargo jet at top do you see it regaining altitudes is decline because Air Canada will take market share once they get there corporate welfare ? Thanks

Q: I bought some Cargojet shares on the recent pullback. Do you think it’s safe(ish) to park money here?

Q: What's the cause for today's CJT share price deep dive?

Q: This stock has been steadily rising, up more than 20 per cent in the past month and about 140 per cent over the past year. Are the risks to high to purchase at this point.
Thank you for the great service.

Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.

Q: I would like your opinion on Cargojet, due to the pandemic with all the extra cargo that has to be delivered. Market call was talking about the vaccines, when they approved, that will have to be delivered through out the world.
With everybody shopping online, it has to be delivered somehow.
Your thoughts.
Thanks very much

Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

Q: I was listening to someone who was saying that industrial is the new retail (because of the supply chain to online sales) and that it makes sense to invest in COLD and PBW (US). What are your thoughts on this thesis, and if you agree, what companies would you recommend? It seems that TFII has benefited from this theme.

Q: Can you provide the consensus Cargo Jet eps estimates for 2020 and 2021, and if they report in Canadian or US dollars?

Thanks.

John

Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!