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COMMENT
Believes markets will have soft landing after turbulent months.
Low unemployment levels, high savings levels, strong currency & relatively low interest rates will carry economy.
Supply chain issues will normalize soon.
Bullish on the markets and many quality companies available for good prices.
Bulk of portfolio is diversified to protect against turbulence.
TOP PICK
TOP PICK
Recent price drop has presented good buying opportunity
25% share of the Canadian vitamin and supplement market.
Growing international sales with the help of other companies such as Costco.
Large acquisition announced last week will provide entry point into the US market.
EPS significantly rising (20x ) at the moment.
TOP PICK
One of Canada's fastest growing renewable companies (wind, solar & hydro).
Last week announced major contract with NY State (5 solar farms), will increase capacity 20%.
One of only two Canadian renewable companies with presence in Europe.
Valuations down which is creating buying opportunity.
electrical utilities
PAST TOP PICK
(A Top Pick Jun 23/21, Down 71%) Fastest growing health technology provider.
Sector had been hit very hard with market selloff.
Recently signed large contract with Sunlife.
Process integrating large number of acquisitions.
Recent CEO, Chairman and management resignations is cause for concern.
Healthcare
PAST TOP PICK
(A Top Pick Jun 23/21, Down 17%) Core position of portfolio.
Is very defensive position. Most sales recurring (railway ties etc.).
Residential lumber business continues to grow even after the pandemic boom (people renovating homes etc.).
Returning capital to shareholders through dividend increases and share buybacks.
Share prices very low and presenting good buying opportunity.
misc industrial products
BUY
Patent portfolio currently for sale.
Recent settlement with Apple will result in $100MM cash payment to QTRH.
Growing company through mergers and acquisitions.
World leaders in intelligent transportation.
Bidding on contracts to build pipelines.
Waiting for re-rating on stock soon.
Current price presenting good buying opportunity.
electrical
electronic
BUY
Extremely well managed company.
Very successful in gaining market share in alternative lending.
Launching initiative to become a challenger bank (will be 6th or 7th largest bank in Canada soon).
Current share price presenting good buying opportunity.
Share price to book value is currently a good price.
Financial Services
