A great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.

You can make a bullish or bearish case for this. He's trying to be more cautious and doesn't believe they are out of the woods yet. Management has done a good job during these trying times. If you can deal with volatility, it could be a good choice. There is market risk but they have capital.

A solid long term hold. You might need to have patience, as they are investing their cashflow into plant based alternative foods that have good long term potential. However, short-term it does not lead to the profitability investors are looking for. Long term dynamics look good once they realize their investment benefits. A defensive stock since people need to eat regardless of the pandemic.

A great business with a strong management team. They take advantage of inefficiencies in Canadian industry that banks are not doing. Their bank offering is doing well with increase in account openings. They have seen big deferrals from last quarter but it has now stabilized. There is good organic growth and a possible expansion of the addressable market.

A great industry to invest in the longer term. The fertility industry is booming, growing at 10% per year. It is one of the only companies you can invest in the public equity space in the industry. They are consolidating the space to present a more complete offering to clients. Management is good and makes methodical acquisitions.

They are expected to grow their bottom line by 10% through organic growth and buy backs. If you are a long term share holder, you should buy in batches and not wait for a pull-back. It is a great business and is resilient during any environment.