WATCH
It is a consolidator of dental offices and growing rapidly with 500 locations in Canada. It has lots of debt along with a lack of profitability
Healthcare
TRADE
It has been volatile over the past two years. There are better ways to invest in the transportation sector. His preferred pick in this sector is TFI International which operates in the trucking industry and has a better return and is more stable. If you want to buy Air Canada pick a level you're comfortable with and put in a bid for a part position.
Transportation
Unspecified
Growth is high and very consistent. It is one of the top names in the sector. The headwind is consumer and discretionary income.
specialty stores
Unspecified
It is a smaller bank and could be a good way to play the oil and gas sector. Or you could consider the service companies. It is a decent company but there are other ways to play the financials. The larger Canadian banks in general show fairly consistent results with an 8 to 10% ROE and 2 to 5% dividend yield. His favourite bank is Royal.
banks
Unspecified
It is a fantastic business and has been a solid performer for many years. Other names will give better growth.
Financial Services
Unspecified
It is a patient flow technology company combining health and technology. He has held it off and on in varying amounts over the years. Management has done a great job growing the business and producing recurring revenue. Although it is doing the right things he would like to see more profitability and a higher ROE.
Healthcare
WATCH
It is a Canadian company operating in just the U.S. The CEO has done a good job growing the business. It screens cheaply but needs more consistent profitability.
Healthcare