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Acquisition integrated extremely well. Has proven whole business model. One of the bests compounders in Canada. Increasing opportunities to deploy capital. Expecting another acquisition this year. Very strong buy at these levels.

Ideal would be to own the whole ecosystem of LMN, TOI, and CSU. But LMN is the most exciting one today.

Took write downs on non-core business operations. Now focused on growing highly profitable businesses that are generating very good combined ratios, both in Canada and US. Book value per share has increased. Great buying opportunity. 

Solid hold over the longer term, need patience. Accumulate on any pullback. Volatility of Latin American markets is not helping, so watch that. Understands how to monetize recent acquisition.

Not the right time. Big exposure to tariffs. Business is capital intensive and highly competitive. Not a compounder. News on tariffs is so volatile and unpredictable.

In an excellent position. Most operations are in US. Business is really booming. US election gave management clarity on how to allocate capital. Despite tariff concerns, what they're making is long-term, critical investments. If it stays cheap, possible takeout by private equity or a strategic acquisition.

Stock may have overshot last few years. Pullback is an opportunity to accumulate. Really needed if you believe in the electrification trend. Not as exposed to tariffs as other companies, as they have pricing power.

We're finally waking up as a country. It's amazing to see everybody coming together and talking about working together. Dropping barriers, like crazy taxes, to move products from one province to another. Those make no economic sense. Dropping them will unleash a lot of GDP right there. 

Great to hear the talk. He would like to see some action, which will probably come after the election. When it comes to Canadian infrastructure investment, there are some good companies out there and already trading at attractive multiples. And that's before accounting for any additional investments.

You really have to pick your spots. Have to make sure companies don't take on any fixed-price contract risk. Many have smartened up over the years and now structure contracts differently. Take a look at ARE. And ATRL, in consulting, is probably an even safer way to play in the space.

When it comes to Canadian infrastructure investment, there are some good companies out there and already trading at attractive multiples. And that's before accounting for any additional investments post-election in Canada. 

This name will most likely benefit.

When it comes to Canadian infrastructure investment, there are some good companies out there and already trading at attractive multiples. And that's before accounting for any additional investments. This company has really transformed. Nuclear is ~20% of its business and growing at 30% annualized.

Struggled over the years. Good exposure to EVs. Problem is lots of leverage. As well, a bus can't be shipped if it's missing even 1 component; it has to wait. Exposed to tariffs, as it relies on US for some of those parts. 

Management's done well refinancing debt and working through problems. If problems can be resolved, could have very high performance over next few years.

CEO's done a tremendous job building a Canadian bank that's different from the usual suspects. No branches, everything's online. Diversified funding sources. Strong balance sheet. Number of clients growing nicely. Fantastic job managing credit exposure. Cheap for what it is. High ROE. Best-performing bank in NA over last 10 years, looking at total shareholder return.

50% of its business is non-prime, unsecured lending. Great job helping people to restore their credit. Can reprice loans pretty quickly, in a matter of 2-3 quarters -- and that explains why they haven't had big losses over the years. This ability also reduces their exposure in an economic downturn. Banks are now turning away borrowers, and GSY can pick them up.

Tremendous compounder. Has faith they'll get through this. The misconceptions on credit are creating a volatile stock price.

Does the same thing as CSU, but focusing on European markets. Nice 5% organic growth rate, which is very good. Deployed a lot of capital this year at really good rates of return. One of the most exciting compounders in Canada. Can hold for an extended period of time, as in 15-20 years. No dividend.

Usually pretty steady business. Recent spike in insurance premiums, so the repair industry's been hit. BYD has been doing a tremendous job in this tough environment, gaining lots of market share. You can put off repairs for only so long; eventually there's a normalization of insurance premiums, and there will be an eventual catchup in submission rates. Yield is 0.3%.

Stands to benefit from tariffs, as there will be fewer write offs, which means more repair work.

One of a kind. One of the best compounders in the world. Big misconception is that the total addressable market is not that big. Fear that can't deploy capital for the same rate of return going forward as it has in the past. He very much disagrees with that. 

The addressable market is huge. Of course with a larger acquisition, you can't expect the same 25-30% after-tax rates of return. But on a blended basis, can still compound at very high rates of return. Yield is 0.13%.