Jim Houston
Member since: Mar '10
President & COO at
Davis-Rea Ltd

Latest Top Picks

Could be backing and filling in the short term. Will have a marvellous opportunity to consolidate their Northeast US business. Dividends have been growing at 12% a year over the last 10 years.
Had a fantastic combination of earnings and dividend growth providing very solid returns. Dividend has grown at an average annual rate of about 10% over the last 10 years and expects this to continue for the next 5 years.
When they acquired Reuters in 2008, it significantly increased exposure to financial markets vertical but thinks they have a significant value proposition advantage to principal competitor Bloomberg. When contracts are up, there is a good chance they will increase market share. Also have accounting, legal and medical that are somewhat recession proof.