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Attractive entry point. Defensive and recurring revenue stream, as contracts tend to be quite long-term. Half IT outsourcing, and half consulting. Consulting has slowed due to macro uncertainty, but some of that's probably stabilized and we should start seeing growth. No dividend.

HQ in Montreal, but Canada accounts for only 15-20% of its business. US and UK each account for about 1/3. Very global. Very disciplined acquirers. Balance sheet strong, generates free cashflow. Organic growth should start to improve, and so M&A will swing to the upside as well.

Largest industrial gas company in the world, estimated 30% market share. Competitive advantage is density of network and proximity to customers. Long-term, take-or-pay contracts, a guaranteed return. Supplies the healthcare, semiconductor, and green energy industries. 

Should do well in any sort of economic environment. Tends to grow earnings even in a recession. Well managed. She expects earnings to grow in range of 10%. Yield is 1.1%.

At the bottom of the Mag 7 on price appreciation, up only 11% this year. Stock's done nothing since last reporting in July. Growth of cloud computing was at low end of expectations, and guidance was also slightly lower. No one likes a company that trades at 30x PE to miss consensus expectations. Company sees growth picking up in back half of next year. Capital spending increased 25% this year as they build out data centres for AI; slated to increase again next year. Being put in penalty box until they can show profitable growth. 

A core tech name. Recurring revenue. If growth doesn't materialize, the market will demand that it cut back. It just means they'll have more cashflow from its high operating margins. Strong balance sheet. Good entry point. Yield is 0.8%.

Expecting further price appreciation. Has been doing business with family for 4 generations. Second generation of business leaders very strong. Good way to get exposure to micro resources sector in Canada. Very good capital allocation. 

Is a great way to get exposure to gold without taking too much risk. Best balance sheet, assets, management etc. Don't need to take risky bets in lower end of the market. Great way to get returns for the long term investor. 

Very strong management team. Proven resources with excellent capital allocation skills. Investors can get returns without going downmarket into riskier name. Oil industry under valued with lots of opportunity for price appreciation. Balance sheet very stable, great option for the investors in the long term. Return of capital to investors is being expedited along with capital spending on new projects (best of both worlds). 

Likes energy, and this is showing signs of improvement. Moved above 50-day MA for the first time since start of the year. Likes the setup, and seems to be turning around technically. If he's correct about our place in the cycle, this name should work at least till the end of the year and likely into the start of next. Yield is 3.91%.

Broken out to new highs. Really likes the setup, great chart. Fundamental analyst on his team likes this name as well. Yield is 6.87%.

His colleague has a saying, "Buy at Halloween, sell at the Super Bowl." Really likes the breakout to new all-time highs. Anyone who's bought in the last couple of months is in the green, very positive. Likes the setup for a seasonal trade into January. Yield is 1.28%.