DON'T BUY

Similar to DIV-T. He looked at this long and hard and decided not to buy any trusts stocks; there are too many companies within them and hard to value. AD stumbled and got punished. Don't buy for the dividend or stock appreciation. Managers need to regain investors' trust.

BUY ON WEAKNESS
A great long-term company. Buy on a dip. It's one of his biggest positions. It's a cash machine that's well-managed with huge pricing power.
STRONG BUY
Good to buy now. They've been consolidating in the low-$20s. Enjoys high barriers to entry to print lottery tickets, a good moat around it. PBL leads and innovates in this sector, and are diversifying into related areas. Strong managers and growth potential.
BUY
He's sold and bought it back. It has gotten way ahead of itself, then pulled back a lot. There are rumours the company will be sold; the board must decide on its direction. Well-managed and a global player.
DON'T BUY
He owns the bonds, but not the stock. A low-growth business, hauling around petrochemical products. Stable, though and a safe dividend. Little capital appreciation here.
BUY
It's one of the cheapest TSX stocks. They made a few missteps, like order delays, but they will iron them out. They made a big UK acquisition. A good moat around it with few competitors. A very stable market for replacement buses. NFI also leads in e-buses. Trades at a low 10x PE. This will do well in the long run.
TOP PICK
There's been a drop in exports, namely to China, but they're growing their export volume again. They're doing very well in VQA Ontario which is rolling out 87 stores, and DWS has the largest market share here. The big news is that Lassonde took at 20% stake in the company and this will increase agency sales in Quebec. He expects Lassonde to buy the rest of the company. He just 3 million more shares to be the 3rd-largest shareholder. (Analysts’ price target is $0.28)
TOP PICK
One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
TOP PICK
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
TOP PICK
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
TOP PICK
Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
TOP PICK

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

PAST TOP PICK
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
PAST TOP PICK
(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.
PAST TOP PICK
(A Top Pick Sep 25/18, Up 36%) They do programmatic advertising. Customer retention is very high and media companies love it.