TSE:CJT

Cargojet Inc (CJT.TO)

81.59
+0.03 (0.04%)
as of Jun 8, 2026, 4:01:00 pm Market Open.
341 watching
0
Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Cargojet Inc. (CJT) has garnered mixed opinions among experts, presenting a complex outlook. While some analysts highlight its strong market position, particularly in air cargo and its dominance in Canada, concerns around tariffs and weakened demand dampen overall sentiment. The company has faced challenges post-COVID, leading to a drop in share prices, but some believe its current valuation presents a buying opportunity as fundamentals remain solid. Additionally, the lack of competition in Canada bolsters the company's long-term potential, despite short-term headwinds. Overall, as trade normalizes, many analysts expect a reacceleration in growth potential, marking CJT as an intriguing option for investors.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
FRT, FR
PAST TOP PICK
(A Top Pick Sept 17/09. Up 13%.) Have taken a lot of costs out of their system in 2008-2009. Starting to see an uptick in volume. 50% market share in Canada.
TOP PICK
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
PAST TOP PICK
(A Top Pick Feb 12/08. Down 79.5%.) Has been oversold. Management owns 35% of the stock. One of the rare companies that will be up year-over-year in 2009. Thinks the 33% distribution is safe. Will continue to Hold.
PAST TOP PICK
(A Top Pick Apr 27/07. Down 6%.) Customers are committed to long-term contracts. Any fuel increases go to the customer. Very stable business. Costs rise when they increase capacity, but after that earnings go up. Looking for a distribution increase in the next 12 months.
TOP PICK
Pays about 8%. Extremely profitable company. Trades at a very cheap multiple. They sell capacity on their airplanes on long-term contracts. Expects the free cash flow in 08 to be up 30% to 40% versus 07. Expect the distribution will also be increased.
COMMENT
A niche trust that will be taxable in 3.5 years, so you have to look at what the business will be like at that time. Because he was bullish on energy prices, he expected their cost prices to go up, which didn't happen. He would still prefer to be defensive.
TOP PICK
Very small company, so have the ability to grow. Have nice plans to grow at a reasonable rate. 9% yield.
Showing 181 to 187 of 187 entries