Review of Toromont Industries Ltd.

JAN 30, 2025 - We continue to see TIH as a high-quality industrial name with a shareholder-friendly policy through a combination of progressive dividend history and occasional share buyback. TIH managed to compound shareholder capital at around 17% per year on average (dividend included) over the last 30 years, which indicates the longevity and sustainability of the business model. TIH is trading at a fair valuation, which should do well over the near term as the industry cycle turns. We are maintaining our rating at “B+”.

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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.39)
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Enghouse Systems Limited (ENGH $20.74)
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TMX Group Limited (X $51.49)
- $51.49 P/E (TTM): 34.09X Cap: $14.31B
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Toromont Industries Ltd. (TIH $158.38)
- $158.38 P/E (TTM): 26.51X Cap: $12.87B
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TFI International Inc. (TFII $129.98)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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goeasy Ltd. (GSY $162.08)
- $162.08 P/E (TTM): 9.83X Cap: $2.60B
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TerraVest Industries Inc. (TVK $143.80)
- $143.80 Cap: $3.10B
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Propel Holdings Inc. (PRL $27.08)
- $27.08 P/E (TTM): 13.35X Cap: $1.03B
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Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Read Answer Asked by David on September 29, 2025

Toromont Industries Ltd. (TIH $158.38)
- $158.38 P/E (TTM): 26.51X Cap: $12.87B
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RB Global Inc. (RBA $147.54)
- $147.54 P/E (TTM): 53.41X Cap: $27.54B
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Q: I hold RBA in my TFSA and have done well. TIH is performing better over the past 6 months. Over 5 and 10 years performance of the stocks is even. I notice you like TIH and would you switch from RBA to TIH for a 3 year hold. I am looking for steady /conservative growth and not concerned about a dividend. Thank you

Read Answer Asked by Richard on September 30, 2025

Loews Corporation (L $103.05)
- $103.05 P/E (TTM): 16.35X Cap: $21.37B
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Dollarama Inc. (DOL $176.67)
- $176.67 P/E (TTM): 39.32X Cap: $48.82B
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Intact Financial Corporation (IFC $267.17)
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- View IFC Profile
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Metro Inc. (MRU $92.18)
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- View MRU Profile
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.98)
- $76.98 P/E (TTM): 17.33X Cap: $13.47B
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Toromont Industries Ltd. (TIH $158.38)
- $158.38 P/E (TTM): 26.51X Cap: $12.87B
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Alimentation Couche-Tard Inc. (ATD $72.72)
- $72.72 P/E (TTM): 19.5X Cap: $68.40B
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Premium Brands Holdings Corporation (PBH $95.15)
- $95.15 P/E (TTM): 45.67X Cap: $4.25B
- View PBH Profile
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goeasy Ltd. (GSY $162.08)
- $162.08 P/E (TTM): 9.83X Cap: $2.60B
- View GSY Profile
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- View Reports on GSY
Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.50)
- $103.50 Cap: $2.25B
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EQB Inc. (EQB $93.56)
- $93.56 P/E (TTM): 10.61X Cap: $3.58B
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FirstService Corporation (FSV $185.04)
- $185.04 P/E (TTM): 60.26X Cap: $8.43B
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Thomson Reuters Corp (TRI $151.70)
- $151.70 P/E (TTM): 42.49X Cap: $68.39B
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Core Natural Resources Inc Com (CNR $97.71)
- $97.71 Cap: $5.02B
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GFL Environmental Inc. Subordinate no par value (GFL $45.92)
- $45.92 Cap: $16.55B
- View GFL Profile
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TFI International Inc - Ordinary Shares (TFII $93.17)
- $93.17 P/E (TTM): 21.7X Cap: $7.54B
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
- $94.98 P/E (TTM): 159.61X Cap: $142.07B
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Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.

Read Answer Asked by Walter on September 24, 2025