BUY
His firm is second-largest shareholder. Leader in embedded devices, wireless antennae, infrastructure. A few speed bumps from pandemic. Contracts delayed. New CEO. Record backlog, margins improving. Undervalued.
0
BUY
Core position. Sales and profits have gone up a lot. Second biggest in the world. E-lotteries are growing. Enormous barriers to entry. Higher input costs, which will get passed on when contracts are renewed. Amazing business, great valuation. Very well managed.
INDUSTRIAL PRODUCTS
BUY
Stock's doing well. Trading at a discount to IFC. Reasonable valuation. P&C is a great business. Can see them growing and acquiring. Buy while it's not yet on people's radar.
0
PAST TOP PICK
(A Top Pick Sep 20/21, Down 28%) Canada's largest pharmacy to LTC facilities. Two transformative acquisitions. Over 20% market share. Expects organic and acquisition sales growth and margin improvement. Telehealth. Distributing supplies. Stable, recession-proof, demographic tailwinds, easy valuation.
Healthcare
PAST TOP PICK
(A Top Pick Sep 20/21, Down 76%) Whole sector decimated. One of the fastest-growing healthcare technology solutions providers. Still integrating acquisitions. Positive EBITDA has been pushed out. Management turnover. Well managed, but a show-me story.
Healthcare
PAST TOP PICK
(A Top Pick Sep 20/21, Down 11%) Owns 63 manufactured housing communities in the US midwest. Low capex, stable, no rent control, fragmented. Increasing AFFO and occupancy rate. Inflation- and recession-proof.
0
DON'T BUY
Trying to turn things around, but late to the party. Lunch has been eaten by WSP and STN. He recently added WSP, the gold standard in engineering consulting, a global leader.
contractors