Investment Q&A

Q: What's your take on cargo jet and do you believe the dividend is sustainable?

Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Q: Bought 500 CJT@ $103.00 per share (500) down 20%. I am along - term investor. Keep or sell?

Q: Hi, I own the companies mentioned above. Companies on unregistered account have been beaten down, what order would you sell them in or should some be held?

Thank you

Q: Your thoughts on this company,for a 1 year hold,outside of trumps failed liberation day stunt in April ,this stock is at about a 6 year low,very low PE and great partnership with Amazon…thanks and have a great day

Q: What's your opinion on the outlooks of ATS and CJT over the next 3-5 years?

ATS has essentially been flat over the past 4 years and CJT is down quite a bit. Do you think the outlook going forward is better for them?

Q: I'd be interested to hear your take these days on Cargojet and CTC. Both seems to be on a roll, and I wonder if this is "good" momentum?

Q: Hello 5i,

Now that MG & CTJ has confirmed above the 200 day moving average (daily chart). Are these good buys to fill up a full position as I currently only have 1/2 positions. I was thinking of waiting until past liberation day-2 to add.

Q: What is driving CJT recent jump in price? What is your opinion of the company at this time?

Q: HI, Comments on last earnings report please. The stock got a boost and seems cheap. I doubt the next Q will be as good, but analysts seem optimistic. Would it be a good entry point? I sold my holdings at $120 in Jan2024.

Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks

Q: Hello,

CJT can't seem to find a bottom. Any insight? Looking to add to my position.

Thanks.

Q: Hello,

Thoughts on the latest release and what price would you find attractive to average down at.

Thanks.

Q: Any new thoughts on Cargojet? Trading at a 52 week low today.

Q: Hello,

Down about 40% on this name. Do you suggest adding to it, or dumping and move on?

Q: What are your comments for current new money in these small caps

Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.

One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )

thanks/Art

Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len

Q: Hi 5i
How do view CJT earnings today. How does this companys expected performance look going forward. Would 5i be interested in investing at this time. If so why or why not.... At what share price would you be interested....I have shorter time frame of 2 years.

Thx

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx