PAST TOP PICK
(A Top Pick Mar 01/22, Down 3%) Keep in mind that these past top picks were made only four months ago and have not had a longer time frame to show returns. It is a solid tech name in cloud based solutions and has held up well in the tech sell-off. Q1 was mixed but most of its profitability should be in the second half of the year. It is a 10% organic grower.
Technology
PAST TOP PICK
(A Top Pick Mar 01/22, Down 6%) It is not a REIT but a real estate corporation which re-invests in growth. It is mostly in Western Canada in a segment overlooked by institutional investors. It has made some very good acquisitions. It has compounded at 20% a year over the last 20 years and is one to just keep holding and forget about.
property mngmnt / investment
PAST TOP PICK
(A Top Pick Mar 01/22, Down 29%) It is an online lender giving access to credit for the U.S. consumer. Q1 was quite good and management maintained guidance. Watch for more partnerships with U.S. banks. Its dividend is 6% and if it meets guidance it is trading at a very low valuation. It is high growth, under-followed and misunderstood. He is adding.
Financial Services
TRADE
The industry is trading at a discount to its U.S. peers. There are other similar ones to own as well. It is good but he wants to see a couple of quarters with profitability.
Healthcare
COMMENT
He shorted it because of poor valuation. You should read the short report that came out a couple of months ago.
computer parts mnfctr
Unspecified
A high beta stock. It is on his radar but he prefers smaller tech companies that are more profitable.
0
Unspecified
It is in the cemetery consolidation business and has held up quite well over the past year. It has been issuing a lot of equity, maybe double, over the past 3 to 4 years. ROE is down, declining to the single digit range.
other services