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Market. It seems like every week or month there is another notch taken off the recession argument and thesis. The quarterly results are not shooting the lights out but they are encouraging. You would have seen some kind of reduction in job numbers before a recession. Recession fears are being calmed. What if markets didn’t go down that much during a recession. Are you positioned for that? Tech and consumables are the most interesting in Canada.
BUY
He really likes it. One of the best management teams. It is pretty steady up and to the right so it looks pretty nice. They acquire 'old' tech companies and share best practices. Then they take the cash flows that those companies spin out and then go and invest that cash. You can sit back and trust management.
computer software
processing
HOLD
He has liked it from back in the old days. They made a big acquisition about two year ago that gave them a big footprint in the gaming space. They are merging with Flutter Entertainment in the UK. They will be a powerhouse in the gaming space in Europe. There is deal risk. You may want to sit n the sidelines if you don’t own it or hold on until the final deal price narrows a bit.
Business Services
PAST TOP PICK
(A Top Pick Nov 18/18, Up 15%) Root beer and high end fries. Up 15%. They position themselves as a healthy high end fast food vendor. They were first to do the beyond-meat burger. They did a good job of talking the talk and not just walking the walk. Double digits for almost a year and a half, which is impressive. You can just harvest the 5% yield.
food services
