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In a growth phase from buying Shaw, and they really levered up their balance sheet.

Not as much leverage on the balance sheet as peers. Shares have contracted to a very attractive valuation, plus a 9% yield. He'd choose BCE at this point.

Telus usually trades at a premium to peers due to higher growth and further ahead in fibre to the home. Should benefit from immigration. Most diversified of the Big 3.

Softness in Central and South America markets caused shares to trade down, a buying opportunity. Focusing on higher-return projects. Thesis is still reversion to the mean, already up 15% from October 2023 lows. Impressive 6.5% yield.

Shares weak recently, but shipment volumes should rise as inflation eases. Labour negotiations right now. Leading indicator of the economy, and management seeing economic improvements. Strong fundamentals, profitability good, strong balance sheet. He'd buy more on weakness. Nice dividend yield of 2%.

Solid balance sheet. Canadian retail banking generates 60% of revenues, US retail 25%. Expectations have increased for amount of the money-laundering fine, shareholders need to be patient. Cowan was a successful acquisition. Opening new US branches. 

High quality, blue chip. Canada's second-largest producer, one of the most integrated. Well run. Bumps along the road, reliance on the commodity can make results volatile. Lagged peers due to safety concerns and need to replace supply. Emphasis on core oil going forward. Thriving under new CEO.

Market-average profitability, strong balance sheet, trades at 10x PE. Likes it here for a buy, add more on a pullback. Nice yield of 4.2%.

One of the stronger companies and brands in Canada. Successful transition to a digital company, offering subscriptions to data. Low capex, recurring revenue. Profitability was challenged, but now improving nicely. Very expensive at 43x PE. Small yield of 1.3%.

Stay away for now on valuation, but watch, consider buying if shares correct.

Diversified. 40% of revenues come from traditional banking, 25% from wealth management, 25% from markets, 10% from specialty finance. Focused in Quebec. Well managed. Strong growth and profitability. Outperformed peers over last 5 years. 

CWB acquisition is a good fit -- increases size materially, diversifies geographically, adds commercial and wealth management exposure. Shares trading back offers a more attractive entry point.

It is complex, but also high quality and a big success over the years. He suggests just buying shares and going along for the ride. Known for higher returns and profitability. So well diversified. $900B in assets. Great job from management and CEO.

International. 90% of revenues from outside Canada. At 11x earnings, considerably cheaper than BAM. Small dividend yield, but you're really owning for share price appreciation over time.

Strong brand. Airlines remain an extraordinarily difficult, capital-intensive business. Exposed to labour unions, commodity pricing, and heavy regulation. Profitability challenged, high debt.

One of the largest IT companies in the world. Helps clients figure out business strategy and execution. IT services and consulting is about 55% of revenues, systems integration at 45%. US revenue represents 30% of the total, Canada only 15%, rest from Europe. Long-term, recurring revenue contracts. 

$1B investment in AI over next 3 years. Well run, well-regarded management team. Profitability considerably above that of market average. Strong balance sheet. Trades at 17x PE. No dividend.

A contrarian theme, instead of chasing large US tech stocks. "Be greedy when others are fearful." Strong brand. A conservative investment. Long-life, high-quality assets. Great recurring revenue. Better balance sheet than some peers, fewer service outages, a more stable management team. Trades below market average at 14x PE. Yield is 9%.

Shares have traded down due to: interest-rate sensitivity and competition with higher bond returns, sector competition, regulatory challenges.

See his article in the Financial Post or on the goodreid.com blog.

Biggest fertilizer producer in the world. High quality. Shares have pulled back nicely, potash price has really come off. Interesting entry point. Strong balance sheet, plenty of profitability. Buy now, add if further weakness. Nice yield of 4.1%, above the TSX market.

Their price rollbacks are a smart move to appeal to the frugal consumer, and their stores have never looked better.

They keep prices low by pressuring suppliers to keep them low. Plus, they always seem to be adding new products to their fine Kirkland brand.