• Canadian National Railway Company (CNR)
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• WSP Global Inc. (WSP)
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• Toromont Industries Ltd. (TIH)
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• TFI International Inc. (TFII)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Transdigm Group Incorporated (TDG)
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• Old Dominion Freight Line Inc. (ODFL)
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• Heico Corporation (HEI)
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• Boyd Group Services Inc. (BYD)
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Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Upvote 22

Read Answer Asked by Anh on June 27, 2024

• Toromont Industries Ltd. (TIH)
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• Kinaxis Inc. (KXS)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Ulta Beauty Inc. (ULTA)
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• Elastic N.V. (ESTC)
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• Aspen Aerogels Inc. (ASPN)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Celsius Holdings Inc. (CELH)
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• Propel Holdings Inc. (PRL)
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• Nextracker Inc. (NXT)
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Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim

Upvote 35

Read Answer Asked by Timothy on June 26, 2024

• BRP Inc. Subordinate Voting Shares (DOO)
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• Premium Brands Holdings Corporation (PBH)
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• lululemon athletica inc. (LULU)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Upvote 23

Read Answer Asked by Peter on June 25, 2024