Investment Q&A

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

Q: Could you please comment on the weakness lately of Cargo Jet? Time to buy, sell or hold?

Thanks

Dave.

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.

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.

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.