Cargojet Inc (CJT.TO)

It's had a decent year and it well-positioned. It's too rich to enter now, so wait for a pullback. There's still debate over how Amazon's shipping plans will effect the transport sector; shipping is very expensive for Amazon.

They recently did a deal with AMZN-Q. This is overnight eCommerce packages to 14 different cities in Canada. This is the cleanest way to play eCommerce in Canada. Margins are close to 30% and they did a good job of expanding their fleet. AMZN-Q will be a shareholder. (Analysts’ price target is $114.91)

A great performer in the past 4 years. They have executed well, and Amazon partnered with them. CJT will be involved in Amazon's one-day shipping. They have good growth ahead of them. Buy on a pullback.

They struck a deal with Amazon, who will continue to outsource their deliveries within Canada. It has a 23% upside. (Analysts’ price target is $115.40)

It had an uptrend this year, especially after the Amazon deal, but has recently pulled back. We could see further weakness. Seasonality begins later in October.

Wait. Don't go near this now. Sure, they enjoyed a huge pop after their Amazon deal. CJT has a near monopoly on overnight air freight in Canada. Their CEO took some money off the table. It's slightly cyclical and risks more competition in the future.

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

They dominate parcel delivery within Canada. They just got a big contract with AMZN-Q. If we head into a slowdown in the next while then you will find better entry levels in this stock to come.

Owns the cargo market in Canada. UPS and Fedex are customers for the cargo. They have a monopoly in Canada for cargo. Think of it like a railroad, and it also gives access to e-commerce.

A great stock to own over the past 3-4 years. Freight movement will only increase. There is some concern that their growth rate will begin to slow, since they already won Amazon's business. He would wait to buy on weakness.

We owned this till he thought it was fully valued. They have a monopoly with their Air Canada contract. He admits he didn't think CJT could continue to execute. This is good to hold a long time.