Investment Q&A

Q: I understand that Amazon has bought a minority stake (19%) of Air Transport Services Group an air cargo operator. It is also leasing some of it's own planes. There has also been some insider selling this year. I am thinking the good times may be over for Cargojet. Your thoughts please. Thanks

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

Q: I have a 1/2 position in CJT and XBC, would you top them up to a full position after the recent decline?
Thanks for your service!

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?

Q: Your insights on the CJT earnings, please. Did they address 2021 expectations in the call? Thanks.

Q: Hi 5i,

I see the price of CJT has declined due to the reported loss. I know this is only one report. Has your long term prespective on the company changed ?

Q: CargoJet is sure taking a beating this morning. Were the year-end results that bad?

Q: cYour thoughts please about purchasing a new position in Cargojet in a TFSA.

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?