Investment Q&A

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!

Q: I hold shares in both of these companies. Which of these stocks would you recommend for a 5 year hold and would appreciate your reasoning. Thank You.

Q: In today's world what is your take on this stock. Looking at a 3-5 year hold

Q: What is your opinion on JBHT-Q? How does it compare to TFII and CJT?
Would you be a buyer at current levels or wait?
Thanks for your outstanding service.

Q: Hi,
CJT has been strong lately. Given the huge idle capacities in other airline companies, to what extent they can/will compete in cargo business? thanks!
Martin

Q: Can I please have your thoughts and analysis on Cargojets recently announced earnings. Do you see it as a good investment going forward? Thanks

Q: Given the move to more online shopping I would think that delivery services should be the beneficiaries .
Would UPS and FDX be your first choices in the sector or are there others that you think would to be better.

Q: Cjt is moving nicely. How likely will this trend continue, Also did they expand their ownership recently.
Intact what would impact their earnings in the nearterm say 12 to 18 months

Q: Hello,
I need a little education...
What is an hybrid debenture
and
what is Adjusted EBITDAR
the alphabet soup is growing !
Thanks
CDJ

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.

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

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

Q: Cargojet has been dropping hard lately. Do you know why? Any opinion on CJT?

Thanks
Jon