Impressive staying power. One of the greatest businesses in the e-commerce world and will be for some time. Getting better and better. Tricky to buy at these valuations, but he's been saying that forever on this name. A lot of the pandemic growth is sticky and will stay.

Super hot market. Lumber prices have checked back a bit, but this is short-term and they'll recover. Generating tons of free cash.

Janitorial work in offices. Will see a nice jump in organic growth coming out of the pandemic. Great quote from the CEO: "Not cleaning for show but because it's necessary." Getting involved in HVAC. Growth by acquisition will continue to be accretive. Recent selloff gives you a great time to buy. Future is bright for this type of business.

Specialty insurance. Spun out of one of the Brookfields. US business, called fronting, is very exciting, and it crosses state lines. Growth profile is fantastic. High and growing ROEs, growing access to capital, dynamic CEO. No dividend. (Analysts’ price target is $178.13)

Protective equipment, including for US military, where they have a strong presence. Winning massive contracts, broad pipeline. Undervalued compared to peers. Once they get over 1B market cap, re-rating should follow, as institutions get interested. The pullback presents a good opportunity. Yield is 1.23%. (Analysts’ price target is $48.60)

Unified communications business. Growing by acquisition, increasing recurring revenues. Very profitable business. Recent massive acquisition. Can go after larger contracts with a better product. Another example of a Canadian company trading at discount to US peers. Valuation gap should narrow as the quarters come in. Selloff gives you a good chance to get in. No dividend. (Analysts’ price target is $5.78)