BUY
A good shelter during a macro economic slump. He would stick to this more than its subsidiaries to avoid corollary risk.
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An aerospace manufacturing company. Their parts have never been involved in any crashes. They grow their dividends at roughly 20%. He's happy to own it and hold for the next 10-20 years.
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A software company that provides software for utilities and telecommunications. They are also in the video equipment business too. It's a steady income stock so it is protection against market downturn. It has performed much better than the market.
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They've done well in Quebec, Ontario and Europe. A good allocator of capital. They're thinking of maybe going into Mexico. A good non-correlated asset relative to manufacturing and industrials if we go into recession. It should hold up well.