Review of Toromont Industries
FEB 09, 2023 - TIH is an industry leader in specialized equipment rental in Canada. In this year's challenging macro environment, the business so far has proven to be resilient. Although, the share price at the time of this report already reflects some recessionary discount. We believe the long-term thesis of investing in TIH as a long-term compounder, with growing dividends, and a disciplined capital allocation strategy should reward long-term shareholders well. Rating initiated at “B+”.
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Toromont Industries Ltd. (TIH)
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Tamarack Valley Energy Ltd. (TVE)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Converge Technology Solutions Corp. (CTS)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Neighbourly Pharmacy Inc. (NBLY)
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illumin Holdings Inc. (ILLM)
Q: hi, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )
Read Answer Asked by chris on September 18, 2023-
Deere & Company (DE)
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Home Depot Inc. (The) (HD)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
Q: Do you consider the above companies to be "growth"? Looking for a category for them.
Read Answer Asked by Ronald on September 13, 2023Q: Ignoring factors at the portfolio level, would you be buyers of any of these at current prices and taking into account your macro outlook.
Read Answer Asked by Douglas on August 31, 2023