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Good value, whole sector's been in a funk. Got a good price for Freedom Mobile. Good operators. Better growth potential, as they can now operate outside of Quebec. Wants to see capex plans for Western expansion before adding to his position.

One of the best performers this year. Keeps announcing more contracts, backlog's growing. Focused on life sciences and EV assembly plants. Picking high-growth niche areas. Not cheap, but the sky's the limit.

Out of favour right now, lumped in with slowing e-commerce. Monopoly for overnight air cargo delivery. Long-term contracts, and they get paid even if volumes are low. Very good EBITDA margins. At some point it will stabilize, better days ahead. Good time to start buying.

Pandemic challenges continue, especially for labour. Good, long-term business. Costs have increased. Demand is still there. Starting to come back. Debt. Won't see dividend increases soon. If it goes up, take some money off the table. Better places to put your money.

Pandemic challenges continue, especially for labour. Good, long-term business. Costs have increased. Demand is still there. Starting to come back. Debt. Won't see dividend increases soon. If it goes up, take some money off the table. Better places to put your money.

Good results, but a cautious tone on the conference call. Possible cutback in IT spending. In the right place at the right time. Riding the AI trend. Not really that expensive. He plans to own it for a long time.

Gold standard for P&C in Canada. Cost challenges, but policies renew annually at higher rates. Great, blue-chip, well-managed business. He owns DFY, as it's cheaper and growing faster.

Cheap and growing fast.

A short-term, event-driven pick. For sale, a unique opportunity in Canada for competitors to increase market share, especially in Quebec. Book value is $60 per share. Sees takeout price at $54-60, so 25-40% upside from today's price. Yield is 4.36%.

Canada's #1 brand in its sector, has 25% market share. Went public 6-7 years ago, and increased sales and profits every year. US acquisition should accelerate growth. Now controls direct distribution in China. Cheaper than ever at 18x earnings, but growth prospects are better than ever. High margin, high quality, steady. Great entry point. Yield is 2.32%.

Environmental services. Processes wastewater for oil and gas, mid-stream processing and storage. Very attractive EBITDA margins of 35-40%. Just bought biggest competitor. Stock's down, as Competition Bureau is forcing divestitures. Company is appealing this, good chance of winning. 9x earnings, share buybacks. Yield is 6.10%.

Concerns over ramping up generative AI in their operations was a big reason why the stock got hammered today, but he likes the stock at this level. Too much cost ahead of potential gains. Their CFO is known for underpromising and over-delivering. She sets a low bar like she did in last night's conference call. The CFO didn't include in her forecast the huge revenue stream that will come from gen AI. MSFT did post an EPS beat. Shares sold off today but that selling will end. That's when you buy.

Today, NOW said they were making more use of gen-AI than anyone else. In September they will release an updated platform driven by new gen AUI tools that will drive a 60-100% increase in contract value for some customers.

They reported a good quarter after the bell: good cash flow, strong ad revenues and better than expected engagement. AI was a key driver.

He changed his mind on this because there's so much demand for pipelines. Plus, they pay a good dividend.