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D.R. Horton Inc. (DHI)
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TJX Companies Inc. (The) (TJX)
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United Rentals Inc. (URI)
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Celestica Inc. Subordinate Voting Shares (CLS)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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Graphic Packaging Holding Company (GPK)
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Nutrien Ltd. (NTR)
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Atkore Inc. (ATKR)
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ADENTRA Inc. (ADEN)
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks