-
Moody's Corporation (MCO $490.82)
-
Roper Technologies Inc. (ROP $478.80)
-
TFI International Inc. (TFII $126.90)
-
Thomson Reuters Corporation (TRI $227.55)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.20)
-
S&P Global Inc. (SPGI $489.45)
-
MSCI Inc. (MSCI $542.29)
-
Old Dominion Freight Line Inc. (ODFL $136.12)
-
Waste Connections Inc. (WCN $247.45)
-
Jacobs Solutions Inc. (J $159.59)
-
Boyd Group Services Inc. (BYD $217.20)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..