- D.R. Horton Inc. (DHI)
- TJX Companies Inc. (The) (TJX)
- United Rentals Inc. (URI)
- Celestica Inc. (CLS)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Graphic Packaging Holding Company (GPK)
- Nutrien Ltd. (NTR)
- Atkore Inc. (ATKR)
- ADENTRA Inc. (ADEN)
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks