
TSE:CJT
At least 50% of all air cargo in Canada has to go on Canadian owned airlines. This one has done pretty well over the last year. FedEx, UPS and Transforce are their big clients and they are expanding into Eastern Canada. They might get the Canada Post contract, which is worth $35 million. 5% dividend yield. Fairly solid balance sheet. $12-$13 over the next year is a reasonable figure.
Good operating momentum that will double within two years. Significant contract with Purolator that kicks in at the end of 2015 and is not factored in to the stock price. They are expanding their fleet. 3% dividend yield and will likely be bumped up next year.