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Positioned higher on the socio-economic side than Visa or MA, so it doesn't have a lot of credit problems. Absolutely spectacular track record. Extremely profitable right through the entire financial crisis. Earnings growth at the 15% annualized level, trades at only 18x. Excess cash generation. Repurchased ~40% of stock in last 20 years. Yield is 1.17%, keeps jacking it up.

Also a core holding of his good friend Warren Buffett ;)

Worst-performing Canadian bank over the last decade, and that's one of the reasons he likes it. New CEO has freedom to exit under-performing businesses, especially in Latin America. Proceeds are being reinvested in NA. Earnings poised to rise significantly next year as capital gets properly allocated. 

Not expecting outperformance. But yield is 6.11%, and with improvement in growth and other metrics should deliver at least a 10% annualized return for the next 5 years.

Largest producer in the world, focused on premium brands. Stock's at 10-year low. Post-Covid revenues have flattened out, but earnings poised to rise. Wall Street's not enamoured with management, but the company can afford to hire the best -- there are rumblings, though no action yet. Cheap valuation of 16x PE. Looking for a return to 7-10% earnings growth. Hoping the stock will be a double over 5 years. Yield is 2.87%.

Things have slowed down in Latin America. Some brands have underperformed. Lots of articles on how alcohol might not be great for you. People may be drinking less, but they're drinking "better". Consumers tend to return to behaviours over time. (The big trans fat scare of 25 years ago has not stopped people from eating french fries.)

Quality of US balance sheet is very poor, and not getting any better. 10-year forecast for the US deficit is $5T a year. Global debt to GDP isn't a lot better. And if balance sheets doesn't get any better, what's going to? You need an alternate to currencies.

He's very bullish on this area. Acquisition in the Ivory Coast, and one analyst has come down hard on the company as a result. Shares have been pushed down almost down to book value. Don't wring your hands and moan; instead, use this as an opportunity to buy a cheap stock. This name has one of the highest intrinsic value targets of all the gold stocks, over 120% higher. No dividend.

Terrific FMV. Stock's at a point where it has to break out technically, but it's a story unfolding on the back of more engaged management. Big discount to book value, lots of upside. Could probably survive a Trump walloping. Nice dividend of 4.5%.

Likes gold companies operating in stable countries. Australia, Canada, Philippines. Really, really strong balance sheet. Trading at book value. Attractive as a potential takeover by a senior producer due to its low valuation and great balance sheet. Yield is 0.7%.

Given Trump, you need defense like this. Low immigration and rent control weighed on CAR.UN. In a recession, people will be evicted, and in a better economy, those vacated units will be priced higher. A sustainable business model. Now, the price is attractive. 

They buy the profit streams from miners; they don't own the mines. No debt and lots of cash. When the mining metals cycle is cheap, FNV will buy royalty streams cheaply. When the cycle improves, profits and cash levels will rise. A Canadian national champion.

They have lots of cash and downside protection; their office products are monopolistic. Also, growth comes from gen AI and the cloud. Is a defensive play. Yes, they had a period of dead money, but the price is now attractive.