Cargojet Inc

CJT-T

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.

Canada post really catapulted them into the stratosphere a couple of years ago. They piled on a lot of debt so he wanted to wait a couple of quarters and the stock blasted off. It is a regulated industry so AMZN-Q will not have its own fleet of planes over night. It is very profitable at the moment. Don't chase it.

(A Top Pick June 11/2018, Up 5%) Still loves it, worth buying at these levels. Fabulous business. Extremely well managed. Have the biggest clients.

They have exclusive contracts, with their biggest customer being Canada Post, so what happens if they go elsewhere? Concentrated partner risk. They have a moat to some degree because foreign shippers can't move product within Canada. This stock has done remarkably well, though it's too small for him.

They have a dominant share in air cargo in Canada. They're growing and have used their fleet very well. The stock has been on a long run. They keep increasing dividends. There's nothing to dislike here. (Analysts' price target: $73.17)

This company benefits from online purchasing. It’s in a unique space, with contracts in place with large shipping companies. They have some exposure to rising fuel prices but will probably be able to pass on the price increases. The valuation is high but one could consider buying it.