Q: Thinking of selling CCL.B and buying Cargo Jet. Management of Cargo Jet seems to be indicating to media outlets that the current crisis is a driver of higher volumes and overall demand for their service. Would you agree with this outlook and would you support this trade within a growth portfolio.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: It has come down from a high of 120 plus per share
other than coming down with the market , are there any fundamental changes ?
is the dividend safe ?
I am thinking of adding a partial position with a 2 years plus hold and to get some
dividends; slow capital appreciation
thanks
other than coming down with the market , are there any fundamental changes ?
is the dividend safe ?
I am thinking of adding a partial position with a 2 years plus hold and to get some
dividends; slow capital appreciation
thanks
-
TFI International Inc. (TFII $121.12)
-
Cargojet Inc. Common and Variable Voting Shares (CJT $101.58)
-
Points.com Inc. (PTS $32.16)
Q: Hi Team!
Of the 3 listed stocks, do you have a preference to slowly accumulate in this up and down market?
PTS had some decent Q4 and FY results and decent 2020 guidance. Would they be that affected by COVID19? They are essentially just providing loyalty e-commerce and technology solutions.
Would CJT and TFII suffer that much in the e-commerce space given their delivery aspects? With the oil selloff (and thus reduced fuel costs) they should save quite a bit in fuel costs especially if oil remains on the low side for weeks/months.
All 3 are roughly down between 16-21% in the last month.
Looking out 12-18 months, I would think each would revert back to their recent 52 week highs.
Thank-you for keeping us all informed!
Steve
Of the 3 listed stocks, do you have a preference to slowly accumulate in this up and down market?
PTS had some decent Q4 and FY results and decent 2020 guidance. Would they be that affected by COVID19? They are essentially just providing loyalty e-commerce and technology solutions.
Would CJT and TFII suffer that much in the e-commerce space given their delivery aspects? With the oil selloff (and thus reduced fuel costs) they should save quite a bit in fuel costs especially if oil remains on the low side for weeks/months.
All 3 are roughly down between 16-21% in the last month.
Looking out 12-18 months, I would think each would revert back to their recent 52 week highs.
Thank-you for keeping us all informed!
Steve
Q: Cargojet has been dropping hard lately. Do you know why? Any opinion on CJT?
Thanks
Jon
Thanks
Jon
Q: Could you please comment on the weakness lately of Cargo Jet? Time to buy, sell or hold?
Thanks
Dave.
Thanks
Dave.
-
Sylogist Ltd. (SYZ $9.69)
-
Wheaton Precious Metals Corp. (WPM $121.23)
-
WSP Global Inc. (WSP $288.96)
-
Enghouse Systems Limited (ENGH $23.45)
-
Kinaxis Inc. (KXS $201.24)
-
Cargojet Inc. Common and Variable Voting Shares (CJT $101.58)
Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.
Q: I've happily held CJT for years and trimmed when it gets close to 5% which it is now nearing again. The chart is looking a bit scary, but with the Amazon deal , would you let it ride higher than 5% as part of the 'growth' portion of a balanced portfolio ?
Thanks, as always, for your opinon.
Thanks, as always, for your opinon.
Q: Can I please have your thoughts and analysis on Cargo jets recently announced earnings. Would you recommend adding to one's portfolio at this time. Thank You.
Q: I have sold a security and have cash to invest. Can I have your thoughts on Cargojet and Waste Connection. Which of the two do you see as the better investment? Thank You.
Q: Morning fellas:
I got back into this name at 90 or so . Now the surge, would it be wise to buy more at its current price at 101 and change.
Thx for your great work
Mark
I got back into this name at 90 or so . Now the surge, would it be wise to buy more at its current price at 101 and change.
Thx for your great work
Mark
Q: Greetings to you all. Of this twoCompanies which one would you favour for a long -term investment.thanks Joseph.
Q: Hello 5i...could you please comment on Amazon warrents deal with Cargojet. Do you see Amazon eventually take controlling interest in Cargojet. Will this be moving Cargojet stock price and would you considering taking an increased position on this news?
thanks /Art
thanks /Art
Q: Hi Could you please comment on company's earnings. There has been talk of company benefitting from Amazon's same day delivery plans and it being sort of a monopoly in Canadian market. Are you comfortbale with taking a small position ? Thanks
Q: what are your thought on CJT? would this stock be a buy and if so what weight would you be comfortable with?
Thanks
Thanks
Q: What seems to be the reason with CJT falling share price of late? I'm still in the money but not for long if the free fall in SP continues. Would you recommend sell now to lock in the diminishing gain and perhaps buy back later. Thanks.
Q: Comments on Cargojet earnings?
Q: Dear Sirs,
Looking for your opinion on the most recent Cargojet 5.75% April/2025 debentures- looks to be priced at a higher spread than their last issuance ?
Thank you for your insights.
Looking for your opinion on the most recent Cargojet 5.75% April/2025 debentures- looks to be priced at a higher spread than their last issuance ?
Thank you for your insights.
-
Cargojet Inc. Common and Variable Voting Shares (CJT $101.58)
-
Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $22.92)
Q: With all the fallout from the Boeing disasters I have decided to sell AC until the dust clears. What is your opinion on CHR and CJT ?
Thank you, Walter
Thank you, Walter
Q: CJT: I have an unrealized gain of 996%, yes, 996%. I bought it at $7.70 and it's currently at $84.40. Most of your comments are positive about this company, except regarding the debt level. Do you see any issues or concerns to continue holding this stock for years to come? In a case like this massive gain, it is better to take at least some profits?
Q: I've done very well holding Cargojet for the last 5 years. However, I just read the CFRA, QUANTITATIVE STOCK REPORT dated March 01, 2019. and it rates this stock as a SELL. Further, the report states: " TSX: CJT's SELL recommendation is based on its score from CFRA's quantitative model for Canada." Is there any cause for concern? Is this due to their debt load?