Atco Ltd (ACO.X.TO)

The part of the business he's familiar with is modular housing (which is also portable), and he's very bullish on that. That business is booming. Will benefit from Canada Builds Homes and infrastructure initiatives.

Logistics, with main asset being CU. Strong presence in Alberta, Neltume Ports in South America, commercial real estate. Its ubiquitous tin sheds may have a use in modular housing. 

Recent 40% stake in building a 230-km road north of Yellowknife and establishing a port. We're finally waking up to the fact that our North could be vulnerable, and investments will be made. Yield is 3.08%.

Not as volatile or as actively traded as other companies. Incredibly well supported -- trending upward since late 2023. Consistently higher highs and lows.

At his firm, as long as something is showing relative strength and that it's attracting capital, they're fine with buying high and selling higher. 

Is famous for making module houses, so they will likely go for Ottawa's new building incentives, which make this a buying opportunity. Will benefit from rising demand for utilities.

Traditionally trades at a discount. Has no problem with its logistics or acoustics businesses. Great long term. Good, solid dividend yield. If you own it keep holding, especially in a market like this. She prefers FTS and EMA, mainly because she likes their geographic diversification.

Great, well-run Canadian company. Expects to see them expand in other geographic areas. Multiples are still fairly good, he'd still recommend it as a buy.

Market won't give us justice. If you like it, buy it. If you're really stuck on a better entry point, you could try to wait for $41-42.30. Another way is to leg in. If you want a 4% position, buy 2% today and see what happens.

Excellent company with strong assets, and demand for product. Will continue to own shares. Expecting further strength in the share price. Very good management team. Recent modular constriction purchase will be good for profits. 

It is a relatively low growth company, but shares are up 24% YTD. Sector sentiment has shifted, with lower rates providing a fundamental and sentiment boost and AI-demand adding some excitement to a boring sector. We would not expect the same rate of gains, but would be comfortable holding this for income right now. 
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Good-looking chart. Breakouts are his favourite thing in the world (next to chocolate). Downtrend ended, pulled back, but then broke out. That's now classified as a probable neckline, because stock's pulled back to it. Lots of room, as long as the neckline holds (that neckline becomes your new stop point). If it breaks the neckline, get out.

Small trendline moving up, with higher highs and higher lows. Next target is ~$43, the old support. If that breaks, then maybe $45, and then maybe $47. Lots and lots of room on this stock.

A nice dividend player, though little known for its utility business in the Far North. Over the past year, they've returned only 0.5% compounded annualized. It pays a 5% dividend, but it doesn't grow much compared to peers.  Does not return enough capital for him. Are better utilities.

Under pressure, as it's comprised mainly of utilities. Owns 53% of Canadian Utilities, representing 80% of earnings. Interest sensitive. Also involved in real estate and infrastructure rentals. Housing, logistics, emergency shelter. Insider buying. Yield is 5.42%.

He targets this where the stock price is now. But he sees a negative signal in the wider market, so this could fall $5 to $30. How far can interest rates rise (he expects them to) in the next 6-12 months?

It is trading close to its Book Value but pretty close to its all time low in valuation.