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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!
Read Answer Asked by Keith on May 13, 2023
Q: Aerospace & Defense sector - looking for 2 or 3 names - contractors or suppliers to sector for long-term growth, preferably by acquisitions - along the lines of CSU in IT. I have followed TDG for some time and price just keeps on rising - cannot seem to find fair buy price. Please advise target buy prices. Names suggested are on my watchlist - please add your favs and ranking.
Read Answer Asked by sam on March 09, 2023
Q: Apart from small positions in LMT and NOC, I would like to build my defense position. I am a GARP investor, not focused on yield in this sector. I note your concern about LHX at 15x EBITDA. Overall, how would you rate these stocks or others in the sector that you like for 3-5 year hold and advise buy prices. Would you consider AXON in this sub-sector or industrial good more generally.
Read Answer Asked by sam on February 22, 2023
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