Cargojet Inc (CJT.TO) Buy, Sell or Hold

Cargojet Inc (CJT.TO)

81.62

-0.81 (0.98%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

233 watching

BUY ON WEAKNESS

His hangup on the stock has always been the threat of competition. Their setup is unique. Offers something to the market that's difficult for competitors to provide in terms of air freight logistics. Valuation of 24x forward earnings makes him hesitant. Consider on a pullback.

COMMENT

It boomed during Covid since CJT is in the delivery business. The stock rose too far, really. Even today, the 12-month PE is around 60x. Not interested in it. People may be returning to stores to buy things, and delivery of goods could be done using cheaper forms. CJT is well run, though. He's neutral on CJT.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news and no material reasons for the downward pressure in the past few weeks. Growth stocks are shifting and the decline is probably largely market-related. Would be very attractive near $155. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

He is following it carefully. It was a monopoly and the pandemic has been good for them, but competition is coming and they have had to buy more planes. Labour costs will also have to rise and there is a shortage of pilots. They are looking at it at $160. Long term a good business, but you want to wait for the right price.

WAIT

Still a tough call. Investors are concerned about the capacity that has been added. The company talks of filling that capacity as the new COVID variant adds demand to cargo only carriers. However, investors seem to be taking a wait and see approach.

BUY

Frustrating, especially over the last month. May be algorithmic or tax-loss selling going on. Compared to pre-pandemic, 50-60% ahead in terms of EBITDA, margins are higher, capacity expanded by buying more planes. Valuation is lower. Concerns that planes are expensive. Proven ability to utilize planes. Labour costs, but that's commensurate with revenue growth from e-commerce. Tremendous value, especially for long-term shareholders. (Analysts’ price target is $250.00)

PAST TOP PICK

(A Top Pick Dec 03/20, Down 16%) Got stopped out. Some internet retail came off the boil. Competition from AC. Transports as a group look interesting, and that's what he'd focus on now.

BUY

The company is doing very well. It has come off recently and is testing trend line support levels. This would not be a bad time to add some to the portfolio. It can probably ride out a correction in the general markets better than others.

HOLD

Air Freight. They benefited from the pandemic. It is more of a balanced market now. Now there are headwinds in terms of fuel prices. The CEO sold a pretty large stake about 8-9 months ago about this price. There is flat-lining of the growth trend. It may take 6-9 months to know where this is going.

BUY

Sold in January 2021, and stock has consolidated since then. Transport group is making a turn. Now trading above long-term averages, so it's pretty well set up. Great franchise. Comfortable owning here.

BUY ON WEAKNESS

It is a really great company. The stock got very expensive and came down somewhat. They are considering expanding south of the border. He would consider buying it at a lower price.

TOP PICK

E-commerce boom has not ended. Great year last year. Move toward next day delivery also benefiting them. Likes the setup in Canada. Bought more planes to take advantage of international opportunities. Demand for cargo capacity is up 20% from pre-pandemic, but supply is down 10%. Compelling valuation. Yield is 0.50%. (Analysts’ price target is $251.67)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their results were positive on the macro level. Revenues beat estimates at $172.1M. EPS missed substantially with a net loss of $11.1M, which is less than last year’s loss. Still not profitable but in the long-term the company is increasing in value and will do well over time. Unlock Premium - Try 5i Free

TOP PICK

Let's be clear. This is not an airline pick. It's air cargo. Dominant in Canada. Extended contract with AMZN. Stock's sold off, as investors have moved to the reopening trade. But the boom in e-commerce that resulted from Covid is here to stay. Selloff unwarranted, now at a more attractive valuation. A long-term hold. Yield is 0.57%. (Analysts’ price target is $257.83)

DON'T BUY

They did extremely well during the pandemic and expanded a lot, but they have yet to make any earnings. So, their PE is very high. On price/book, they trade around 5x. As a value investor, to him CJT's valuation looks extreme.

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