Bullboard - Stock Discussion Forum Cargojet Inc T.CJT.DB.E

Primary Symbol: T.CJT Alternate Symbol(s): CGJTF | T.CJT.DB.F

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Cargojet Inc. is a Canada-based provider of time sensitive air cargo services to all major cities across North America, providing dedicated, aircraft, crew, maintenance and insurance (ACMI) and international charter services. The Company's main air cargo business is comprised of operating a domestic network air cargo co-load network between sixteen major Canadian cities and providing dedicated... see more

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TSX:CJT - Post Discussion

Cargojet Inc > TD Small Cap Model Portfolio

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Post by retiredcf on Oct 28, 2021 8:32am

TD Small Cap Model Portfolio

TD updated their quantitatively-derived Canadian small-cap model portfolio by adding a 2.0-per-cent position in AcuityAds Holdings Inc.

The portfolio as it stands is 17.5 per cent allocated to energy stocks with NuVista, MEG Energy, Enerplus and Tamarack. The 11.4 per cent weighting in materials includes Methanex, Major Drilling, Stella jones and Copper Mountain Mining. Industrials (15.9 per cent) are Hardwoods Distribution, Cargojet, ATS Automation, Dexterra, IBI Group and Doman Building Materials. Consumer discretionary stocks (6.2 per cent) are Sleep Country, Park Lawn and Roots. North West (2.4 per cent) is the only consumer staples stock and Medical Facilities (2.8 per cent) is the lone health care pick.

Canadian Western Bank, Cannacord Genuity, Trisura and Equitable are the selections for financials (17.8). Docebo (3.4 per cent) is the choice for technology and Cineplex is alone among communications services stocks (3.7). In real estate (12.4 per cent) the picks are Tricon, Granite Industrial REIT, First Capital REIT and Storagevault.

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