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.

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.

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.

He feels it is a good little company and it holds a small position in one of their funds. They transport cargo overnight in niche markets. They won some key long term contracts and have added to their fleet. It is not a cheap stock. Yield 1.3%.   

This was a lagging stock and is now showing life. There was so much money going into the FAANGs but there appears to be a rotation out of them. The transports are benefitting generally and Cargojet is doing particularly well.

This has a very strong position on the overnight market, and they are expanding that. They are going through a capital spending period, so you really have to look at their cash flow profile on what they call a maintenance basis, not what they are spending on growth. They are close to an 8% free cash flow yield, which for that type of the business is pretty attractive. There are some very strong online tailwinds going on for them.

This is driven by the economy, sales and web transactions. Has some very, very good monopolistic situations in Canada with a couple of very, very large customers, including Canada Post. It probably has some potential to go from here and will have a good 2018. With giant contracts, a lot of investors come on board in anticipation of those contracts. As they start hitting the revenue growth and earnings growth, some investors may start exiting, so doesn't think you are going to see as great a run over the next 2 years, as there has been in the past 3, but it will have a decent year. A nice solid company.