Paul Gardner, CFAStorageVault CanadaSVI.TOPAST TOP PICKNov 09, 2023
(A Top Pick Sep 22/22, Down 18%)
Weak last quarter, but recovering on renewed guidance for double-digit growth. Unique because of high barriers to entry. Very good at acquiring. Should do well in a recession. Cheap. Falls between industrial and multi-residential.
Makes video cameras for use in stores or businesses. Have some new contracts with Costco (COST-Q). This should allow them to have a reasonable upside in earnings going forward.
Weak last quarter, but recovering on renewed guidance for double-digit growth. Unique because of high barriers to entry. Very good at acquiring. Should do well in a recession. Cheap. Falls between industrial and multi-residential.