Alex Ruus

Believes markets will push higher in 2025. General market might not be as good as 2024 - but economy continues to hold up. As long as US does not enter recession, will be good for investors. Market sectors in areas like tech (A.I.) seem to reach new highs despite lofty valuations. US Fed Reserve interest rates not expected to fall as quickly - but this is a healthy signal (inflation has not gone away). Would point towards under valued stocks, that have been ignored by markets in order to generate gains. 

Excellent asset base - very had to replicate. Consistent dividend increases. Cheap valuation given cash flow abilities. Company will perform well regardless of economy. Has a long history of quality dividends. Portfolio of growth projects for the next 5 years. 

Leading fleet manager throughout the globe. Continues to grow towards ~$10 billion market cap. Demand for services within growing tech companies like Amazon. Ability to operate cheaply with high margins - top decile. Built a very strong business that is growing organically. 

Excellent company with strong pipeline of new projects. Valuation has seen a new low which makes a good time to buy. Vaccine hesitation in new Trump administration not a concern. Dividend very safe - provides margin for investors. 

Dividends have more than made up for share price volatility. Market not recognizing value of company - shares remain highly under valued. Has annualized ~12% returns since inception. Not as widely recognized in the markets. Will continue to hold. Expecting higher share price going forward. 

Company very cheap at current share price. Small company that institutions wont look at. Reliable revenues that translate into cash flow. Will continue to hold. Dividend very safe and reliable. New project pipeline very strong. 

Excellent company with very strong assets. Skilled management team that is able to allocate capital well. Market starting to recognize value of company - expecting 20-30% upside. Dividend very safe. 

Does not like company. Would recommend selling. Last quarter good - but overall - not a high quality company. High debt loads with poor business prospects. 

Excellent company with strong stock price performance. Retailing skill very good. Products highly desired by the market. Recent weakness in share price - a good time to purchase. 

Not worried about issues in Mexico. Very strong company with legacy assets that impossible to replicate. Stock price not cheap, would have to hold for a long time (buy on share price weakness). Over the long term - company will do well. Earnings expected to slowly rise. 

Very good company with strong asset base and management team. Would recommend holding for the long term. Share prices are cheap, but entire market is cheap. 

Does not own shares - prefers Enbridge. However, company is overall a great business. Recent Southbow spin out has left company as a pure gas company. Very good assets - hard to replicate. 

North America's largest retailer that is very well run. eCommerce business very strong. Continues to increase revenues and generate cash flow. Stock price now cheap however. Would recommend buying on share price weakness. 

Excellent business that deals with Catipillar equipment. Very strong management team. Would recommend holding shares. Cyclical business that is a proxy to economy. Would recommend buying below $30/share/ 

Would prefer over TD bank. Excellent business that is rock sold. Very strong balance sheet. Excellent brand name in Canada.