I'm pasting a short news item on Cargojet video. The planes are full, cargo business is doing great and they're even hiring more people. Air Canada is entering the space too with planes re-purposed for cargo only.
I was very lucky with this stock pick. My stock screening procedure identified it at the end of 2019, so I was able to enter before COVID. If you look at the stock chart you'll see that it was already performing amazingly well in 2018 and 2019 but then it rocketed even higher in 2020. Probably a case of a business that was already doing well, which then through random circumstances (COVID) got a lucky break.
My position has more than doubled now. I'm sticking with it and will review again this summer.