Investment Q&A

Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

Q: Please comments on the earning.

Thanks,

Q: I have Kinaxis in the growth section of my portfolio and have had for years. It's done well, but has receded and stagnated, so I am considering replacing it with one of the above which have been on my watch list for a while. I also hold PHO and DND which will eventually have to be replaced. I'm not concerned about sector, except, no tech because I'm overweight, but am looking to replace with a decent quality Canadian stock with good capital appreciation expected over the next few years as the economy recovers. Please order all five, including KXS as buy and hold growth stocks. Thanks!

Q: Hi group bought CJT last week but so far not impressed with the stocks performance . Everything looks good and their business should be growing into the present environment not steadily going down can you help me understand why the market appears to be discounting the stock. Buy sell hold and why thanks PS i would have thought that the contact with Amazon would have helped but so far it has not ?

Q: Hi group hard to believe the CFO retiring can do this to the stock - buy sell hold and why Thanks for your guidance

Q: Good morning.
I'm wondering what your outlook for Cargojet might be considering that it has had quite a drop this week. I have been with it since about $20 and have yet to sell. Would now be a good buying opportunity?
Thanks for your insight.
Jim

Q: Hi!

I have a 4% allocation to transportation within the industrials sector.

I have a 2% position in AC and looking for another company for a 2% position. Debating between the above companies...what are your thoughts?

Thanks,
Jason

Q: What are your thoughts on the impact of Air Canada’s recent announcement that they are pursuing the cargo market. What is the impact on Cargojet? Will this result in a significant impact on margins? Would you sell Cargojet as a result of the stiffer competition? Are you still concerned of the debt levels in Cargojet? Thanks for your expertise.

Q: Morning guys:
Please comment on today’s results ..
thx
Mark

Q: CGT seems to have a case of runaway share price of late, any news behind this? Usually share price only moves like that prior to a buyout. Your take?

Q: I DO NOT UNDERSTAND WHY CARGO JET IS NOT ON ANY 5I PORTFOLIO OR STOCK REPORTS LIST?

Q: Hi group thinking of buying CJT what do you think - Virus spread = more staying home = more on line buying = more income for CJT what's your thoughts on this thanks

Q: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.

Q: Good afternoon guys :
I learned my lesson and sold this to early , that being said is it to late to buy this name at the current price?
Thx
Mark

Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

Q: Morning boys:
I know you guys are fans of price momentum , that being said should I take some off the table or continue to let this name run. The name is my highest weighting at this time .
Thx
Mark

Q: Morning guys:
Please comment on recent quarter. Is it time to put this name in one of your portfolios?
Thx
Mark

Q: Good morning guys :
Would u ever consider putting this name in one of your portfolios due to their moat and deal with amazon?

Q: Peter; Would cargojet be a natural target for either Air Canada or Onex? Thanks. Rod