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Moody's Corporation (MCO $475.38)
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Roper Technologies Inc. (ROP $505.18)
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TFI International Inc. (TFII $136.26)
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Thomson Reuters Corporation (TRI $222.92)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.06)
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S&P Global Inc. (SPGI $476.17)
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MSCI Inc. (MSCI $533.90)
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Old Dominion Freight Line Inc. (ODFL $141.88)
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Waste Connections Inc. (WCN $242.39)
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Jacobs Solutions Inc. (J $158.17)
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Boyd Group Services Inc. (BYD $211.10)
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..