Dividend is safe. Dividend has grown about 13% compounded over the last decade. Size and cadence of dividend has slowed. Company is surviving and thriving, due to management. Earnings growing consistently. Good acquirers. Has a bit of beta, so a good play in this market. Cheap at 8x earnings.

L vs. WN A bit like splitting hairs. Weston controls Loblaw. When you buy Weston, you get 95% Loblaw and 5% bakery. A great business. A buy and hold through the cycles. If you get a rip roaring cyclical market, it will probably lag. High single digit or low double digit return. He doesn't like the bakery, so Loblaw gets the nod.

WN vs. L A bit like splitting hairs. Weston controls Loblaw. When you buy Weston, you get 95% Loblaw and 5% bakery. A great business. A buy and hold through the cycles. If you get a rip roaring cyclical market, it will probably lag. High single digit or low double digit return. He doesn't like the bakery, so Loblaw gets the nod.

Stock is cheap, but whether it represents value is another question. There are safer and better ways to get a 5% yield, with the prospect of growing it. Small, weak, poorly operated, regional play.

Great company. Expensive. Its consolidation plays have been impressive. Management has proven it has the wherewithal to keep that going. Story is not broken. The stock is taking a pause. If it represents a heavier weighting in your portfolio, trim. Should still be in a growth investor's portfolio.

It's fine, but not his top pick in the telco space. Low beta. Less of a yield than others. A defensive, work from home play. Some of the bloom may come off the work from home trade, and money may flow to more cyclical parts of the market.

(A Top Pick Jan 09/20, Down 7%) He'd buy again, despite the rough ride this year. Premier growth stock in consumer discretionary space. Iconic. It's not if we get past the pandemic, but when. Tim's is the fly in the ointment, but it will get sorted. There will be future acquisitions.