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By far, best performer in the space. Great growth in EBITDA, good balance sheet, great management.

Biggest bank weighting he has. Fits the bill for a long-term buy and hold, collect the dividend. Likes the expansion potential in the US. Some indigestion with BOTW, but kitchen-sinked the last quarter and stock surged. 

Can't go wrong buying this one. One of his favourites in the space, along with BMO.

Can't go wrong buying this one. One of his favourites in the space, along with BMO.

Sold on the money-laundering news. The fine wasn't the issue; it was the lid on acquisitions and cap on asset growth.

Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Very experienced team now running the company. Insider buying. Solely focused on intelligent transportation solutions. Biggest market share in US for electronic tolls. Sitting on a ton of data analytics, looking to monetize. Wouldn't hesitate to buy on this pullback. 

Great infrastructure asset. The industry will be consolidating, especially by private equity.

Won't be another Nortel, but whether the dividend is safe is a good question. He sold mainly on concerns about growth. Shocked market with risky US acquisition, rather than paying down debt to make dividend more sustainable. Management forgot who their shareholders are, those wanting safe income. 

Says dividend is on hold, which smells as though it'll be cut in the next year or so. Pitiful share price indicates that market's pricing this in. Yield is over 10%.

He owns Telus and QBR.B.

Really likes it as a mid-streamer and for its natural gas distribution. Nat gas distribution in the US is its growth engine. Extremely well managed. Dividend can grow annually. Good infrastructure asset. Solid growth.

He sold on the Kentucky Power acquisition attempt, a red flag. Stay away. Rudderless ship. Better opportunities out there.

Loves the grocery industry, an oligopoly. Well managed. Cheaper than MRU or L. Doesn't have as many discount banners, not many pharmacies. Still good value at these prices, good turnaround, it's looking for expansion opportunities. Farm Boy acquisition going well. He owns Loblaw.

Loves the grocery sector, an oligopoly. Better growth prospects, better margins, but higher valuation in the space.

Loves the grocery sector, an oligopoly. Better growth prospects, better margins, but higher valuation in the space.

Leader in home accessibility and patient handling products. Benefits from aging demographics. Phenomenal results, increased margins. Over 18% EBITDA margins YTD. 

Stock's down on tariff threat, big overreaction. Buying opportunity. Patient handling products are all made in USA, and most home accessibility is FDA-approved (tariff exempt). Home elevator business may not be exempt, but could easily shift manufacturing to another of its 12 plants worldwide. Yield is 3%.

Huge margins and free cashflow. Growing business annually compounded at over 15%. International expansion. US acquisition is growing double digits. Online China business growing 80%. Never been cheaper at 17x forward PE. Takeover potential in a few years. Yield is 2%.