- Costco Wholesale Corporation (COST)
- American Tower Corporation (REIT) (AMT)
- Prologis Inc. (PLD)
- Walmart Inc. (WMT)
- Franco-Nevada Corporation (FNV)
- Alimentation Couche-Tard Inc. (ATD)
- Real Matters Inc. (REAL)
Q: If one anticipates a significant pick up in inflation due to all the extra costs related to Covid-19, what are the sectors likely to benefit? Could you give 3-4 suggestions for Can and US companies which would be expected to do well in that scenario? Thank you for your great insights?