TOP PICK

Excellent company with strong pipeline of new projects. Valuation has seen a new low which makes a good time to buy. Vaccine hesitation in new Trump administration not a concern. Dividend very safe - provides margin for investors. 

PAST TOP PICK
(A Top Pick Aug 31/23, Up 6%)

Dividends have more than made up for share price volatility. Market not recognizing value of company - shares remain highly under valued. Has annualized ~12% returns since inception. Not as widely recognized in the markets. Will continue to hold. Expecting higher share price going forward. 

PAST TOP PICK
(A Top Pick Aug 31/23, Down 6%)

Company very cheap at current share price. Small company that institutions wont look at. Reliable revenues that translate into cash flow. Will continue to hold. Dividend very safe and reliable. New project pipeline very strong. 

PAST TOP PICK
(A Top Pick Aug 31/23, Up 42%)

Excellent company with very strong assets. Skilled management team that is able to allocate capital well. Market starting to recognize value of company - expecting 20-30% upside. Dividend very safe. 

DON'T BUY

Does not like company. Would recommend selling. Last quarter good - but overall - not a high quality company. High debt loads with poor business prospects. 

BUY ON WEAKNESS

Excellent company with strong stock price performance. Retailing skill very good. Products highly desired by the market. Recent weakness in share price - a good time to purchase. 

BUY ON WEAKNESS

Not worried about issues in Mexico. Very strong company with legacy assets that impossible to replicate. Stock price not cheap, would have to hold for a long time (buy on share price weakness). Over the long term - company will do well. Earnings expected to slowly rise. 

HOLD

Very good company with strong asset base and management team. Would recommend holding for the long term. Share prices are cheap, but entire market is cheap. 

PARTIAL BUY

Does not own shares - prefers Enbridge. However, company is overall a great business. Recent Southbow spin out has left company as a pure gas company. Very good assets - hard to replicate. 

BUY ON WEAKNESS

North America's largest retailer that is very well run. eCommerce business very strong. Continues to increase revenues and generate cash flow. Stock price now cheap however. Would recommend buying on share price weakness. 

BUY ON WEAKNESS

Excellent business that deals with Catipillar equipment. Very strong management team. Would recommend holding shares. Cyclical business that is a proxy to economy. Would recommend buying below $30/share/ 

BUY

Would prefer over TD bank. Excellent business that is rock sold. Very strong balance sheet. Excellent brand name in Canada. 

BUY

Owns shares in company. Has done well the past year. Expecting further upside going forward. Dividend is expected sometime soon. Subcontracting business from Air Canada very good for reliable revenues. Price multiple not as high as it should be. 

BUY ON WEAKNESS

Has owned shares in the past. Very good business. Consistently profitable. High barriers to entry. Share price not cheap. Would wait for share price to fall before buying. 

BUY ON WEAKNESS

Fantastic payroll business. Main segment is small/medium size business owners. Very good business performance. Sector consolidation has provided opportunity for company. Would recommend holding - share price high. If share prices fall - good time to buy.