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TOP PICK
Great way to play the commercial real estate market in over 60 countries.
Will continue to grow into a large cap company.
Covers wide range of commercial real estate markets.
Believes is a long term, quality company.
Double digit earnings that will continue.
Clean balance sheet, strong financials and strong management team.
Lower share price lately is presenting good buying opportunity.
0
TOP PICK
Very difficult to get construction equipment given supply chain disruptions - creating opportunity for business.
Back -log at record high with improving margins and strong earnings/revenue.
Pristine balance sheet with no debt and net cash.
Likely will see company increase M&A activity.
Strong management team with good track record of capital allocation.
machinery
TOP PICK
Believes energy industry very strong at the moment.
Company is well positioned with natural gas and oil weighting.
Aggressive drilling program this year will see further growth in production.
Sell majority of product to USA, which has strong natural gas prices.
Expecting cash flow to increase.
Very little debt will result in capital being returned to share holders.
oil
gas
PAST TOP PICK
PAST TOP PICK
(A Top Pick Aug 10/20, Up 176.22%) Good performance of stock, a reflection of excellent business and management team.
Hot housing market has resulted in strong earnings (lots of people moving required storage in-between houses).
Company has good revenue management plan.
Inflation helping company as agreement length not too long (can raise prices).
Expects company to grow through M & A.
Transportation
BUY ON WEAKNESS
Does not own shares in company.
Company has faced challenges in the past few quarters.
Coastal Gas Link disputes has created uncertainty with cash flows.
Appears agreement is approaching with Coastal Gas Link which will help share price.
Good exposure to construction market and Provincial/Federal projects.
Wait to buy on improved earnings.
contractors
BUY
Owns stock in company - gives good exposure to recovering travel industry.
A lot of debt on balance sheet a result of pandemic.
Profitably and margins will improve.
Balance sheet will be safe as debt is termed out into the future.
Will continue to own stock in the company.
transportation equip & components
BUY
BUY
