Saputo Inc. (SAP-T)

Bit of noise from 2021 that it did bump into. Will probably consolidate for a bit. He's always looking for breakouts, so would be good if it broke above high $30s. Rates an OK 6/10, but not a jump-on-it stock.

Largest in Canada, #3 in the US, #10 globally. Likes that Saputo family is largest shareholder. Busy making acquisitions. Historically, profitable with good ROEs. Some lesser profitable acquisitions have increased sales, but not net income as much. Synergies will eventually improve the bottom line.

Consumer products strong - will expect trend to continue.
Excellent Canadian brand that will continue to own.
Strong dividend yield.
Good long term investment. 

Inflation has pushed input costs. $34 is support, and has been trending up in the past month. Now, is a good time to enter this. But there'll be overhead resistance from existing shareholders waiting to sell to break even.

Founder led business that has grown massively.
Cheese business growing strongly.
Unsure on future of dairy products.
Good long term hold (5-10 years).
Consumer staple style business.