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Great company. Similar to GSY, but operates globally. Just made an acquisition in the UK, very accretive and profitable, doesn't need to be integrated. Good risk management.

(Note the short timeframe.) 
Just getting started. Just announced phenomenal growth and results. Demonstrated proof of the business model by making highly accretive acquisitions and integrating well. ROIC can be more than 25%. Will keep acquiring at high rates of return, which increases intrinsic value per share. Absolutely would still buy here.

(Note the short timeframe.)
Keeps delivering. Great management. Good organic growth rate. Focused on profitable growth. Very attractive multiple. Specialty insurer, with a high ROE.

(Note the short timeframe.)
One of the cheapest small caps, accumulate on weakness. Pullback gives you the opportunity. Good job setting stage for margin improvement over time, not overnight. High net-cash position. Capital discipline, good insider ownership. 

Good job overall, well run. Exposed to some of the AI trends. Sizable competition for what they do. He's conservative on whether it can differentiate itself in the coming years. Must show it can get the big, multi-year contracts.

Big fan of the space, especially with the incoming US administration. This name had done a tremendous job over the years. But take a look at ATRL.

Big fan of the space, especially with the incoming US administration. Changed its business model, now focused on higher quality and the nuclear resurgence. Nuclear represents about 20% of their business and those margins are very high. Can unlock value by monetizing Hwy 407. Attractive valuation compared to peers.

Exposed to the right verticals. One of the very few pure-plays in Canada. Management's been great. Stock has benefited from pickup in demand. But is it sustainable? Margins can't remain elevated forever. Power demand is real. Given the runup, be careful. 

Hold, or reduce on strength. Better ways to get exposure.

Amazing job. Underlying metrics on profitability are incredible, but can it continue? If yes, will be a multi-compounder for years to come. As they keep delivering, so does confidence that they can keep doing so. Vast addressable market. Savvy management. 

You have to watch carefully that numbers back up the story. Safe to accumulate.

Margins under pressure. Inventory is elevated, which makes it difficult for margins to recover in the short term. Elevated leverage. Doesn't see any great catalyst to unlock value. Intense capital requirements. Might stay in deep value territory for a long time.

Invest somewhere else and do better.

Promised a lot, and if they can deliver it will be a great investment. That proof is still in the pudding. Doesn't have a strong opinion on whether management is capable of delivering. He agrees that market's lost confidence in its M&A ability. Expectations are quite low, so it would be easy to do well. A solid hold.

No. He'd stick with CNR. CNR is part of a true duopoly in Canada. Its infrastructure is extremely difficult to replicate. If there's a resurgence in transportation, this name will do well. Can outperform the overall market over the long term. It won't be a tremendous investment, but it will do better than BNS over the next 3-5 years.

Banks have had a good run, so best to be a bit cautious now. 

Post-election in the US, prospects for the US economy and domestic manufacturing will be good for the transportation sector as a whole. With rails in the US, this name can benefit.

No. He'd stick with CNR. CNR is part of a true duopoly in Canada. Its infrastructure is extremely difficult to replicate. If there's a resurgence in transportation, this name will do well. Can outperform the overall market over the long term. It won't be a tremendous investment, but it will do better than BNS over the next 3-5 years.

Banks have had a good run, so best to be a bit cautious now. 

Post-election in the US, prospects for the US economy and domestic manufacturing will be good for the transportation sector as a whole. This name stands to benefit.

Post-election in the US, prospects for the US economy and domestic manufacturing will be good for the transportation sector as a whole. You can look at this name for US exposure.