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.

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.

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.

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.

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.

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)