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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
Q: Is Cargojet a possible beneficiary in the expansion/growth of Amazon ?
Are there other Canadian companies in the transportation / logistical /distribution sectors that might also benefit from Amazon's success?
Read Answer Asked by robert on June 21, 2017
Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.
Read Answer Asked by Victor on January 09, 2017
Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.
Read Answer Asked by daniel on November 24, 2016
Q: Hi Peter, I'm wondering about your latest insight on CJT? I've had it since the income trust days which is great. I don't ever plan to sell CJT. I realize their barriers to entry are massive but they have negative income. How is that possible? But they have positive CFO, their assets are growing more than doubling from last year but it looks like their debt is engulfing its equity. I find that SHOP, although totally different sector of course has the same scenarios but has a lower debt/equity ratio. What do you think and is it a concern for both companies? How should I evaluate these companies better because I view them as good companies still because of their competitive edge. Thanks.
Read Answer Asked by Michael on November 23, 2016
Q: I currently have 15% in the industrial sector, made up of
ATS, BOS, CJT, DRT, XTC, KBR, LNR, WSP
All positions are under 2% with the exceptions of WSP at 3.1% and CJT at 4.5%.
I am thinking it might be wise to trim CJT (perhaps to 2.5% ?)and either replace with one of my other holdings or add a new one (NFI?)

Your thoughts & recommendations would be most appreciated, including any change suggestions for my other equity holdings in this sector.
Read Answer Asked by Alexandra on July 15, 2016
Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?
Read Answer Asked by Alexandra on May 17, 2016
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