A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
Canada's most international bank. Fundamentals for banking are superb. Looking to improve their domestic franchise. Caribbean and South America are some of the hottest economies right now and he likes their position there.
Rails are a very environmentally friendly means of transportation. This company has lagged some of the other rails, but under a revamped management structure you can see at catching up in a hurry.
Doesn't meet his environmental social governance criteria but does hold its two major subsidiaries, Great West Life (GWO-T) and Investors Group (IGM-T).
Likes the rails, which transports 60% of the freight in Canada, but only accounts for 3% of the greenhouse gas emissions. This one is the most efficient in North America.
A classic trust structure. They dominate their business. Basically have a monopoly on all the Yellow Pages in the country. Still some growth potential.
A hold for the next 2-3 years. As high-quality production assets. Massive inventory of conventional and unconventional prospects. Strong growth profile.
Nuclear related activities, including exploration and production of uranium, don’t meet his criteria. Feels that nuclear power has tremendous risks. How you dispose of nuclear waste is a long-term major problem. Very capital intensive and feels the private sector has no business being in.