Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?
-
Amazon.com Inc. (AMZN $225.02)
-
Broadcom Inc. (AVGO $274.38)
-
Monster Beverage Corporation (MNST $58.83)
-
NVIDIA Corporation (NVDA $164.92)
-
O'Reilly Automotive Inc. (ORLY $91.62)
-
Constellation Software Inc. (CSU $4,888.06)
-
Dollarama Inc. (DOL $190.07)
-
TFI International Inc. (TFII $123.12)
-
Thomson Reuters Corporation (TRI $272.45)
-
Alimentation Couche-Tard Inc. (ATD $68.63)
-
Ulta Beauty Inc. (ULTA $476.84)
-
OTC Markets Group Inc - Class A (OTCM $57.41)
-
Fair Isaac Corporation (FICO $1,544.23)
-
Copart Inc. (CPRT $47.46)
-
Transdigm Group Incorporated (TDG $1,543.04)
-
Axon Enterprise Inc. (AXON $729.62)
-
Old Dominion Freight Line Inc. (ODFL $167.73)
-
Saia Inc. (SAIA $303.28)
-
Boyd Gaming Corporation (BYD $79.66)
-
Heico Corporation (HEI $314.81)
-
Celsius Holdings Inc. (CELH $45.09)
-
Brookfield Corporation Class A Limited Voting Shares (BN $86.38)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
Q: Can you comment on the fundamentals and valuation of OTCM