James Telfser

Believes economy is at the end of rising interest rates. Likely that within the next 12 months - US Fed will drop rates. Investors have been lulled into false sense of security. Preparing clients for when markets soften. Canadian Telco & Utility sectors have become under valued, and are presenting opportunity for investors. Structured Notes with higher yields offering investors big opportunities. Has been limiting exposure on service related companies (airlines, hotels, cruises). 

Large portfolio of defensive brand names (Burger King, Tim Hortons). Large cap with lots of liquidity in stock. Current share price presenting good buying opportunity. Trading at cheaper valuation than USA peers. Expecting growth in same store sales, revenues and cash flow. Good investment for long term holders. 

Very liquid large cap stock. Excellent business fundamentals. Strong management team. Current share price presenting lots of value. Good for defensive investors. Expecting 4% organic growth annually. Sustainability business in high demand. Energy space also presenting opportunity. New CEO also making positive changes. 

Has followed business for a long term. Small cap insurance provider that has lots of room for growth. Massive growth the past few years. Taking lessons learned in Canada into the US market. Current share price a great place to buy. Problems from the past year being fixed very quickly. Higher interest rates not presenting problem for the company with cash flow. 

Still owns shares in company, and has been buying more lately. Last two years has impacted bottom line with inflation. Great management team with excellent capital allocation skills. Very strong long term investment. Good time to buy at current share price. 

Surprised that share price is lower. Very successful in recent company performance. Great company with great management team. Will continue to hold. 

Sector has been impacted with economic slow down after Covid-19. Believes healthcare sector will be strong in the long term. Lab tools in high demand globally. Will continue to own shares. Well managed company. 

Telecom sector has been volatile past year with higher interest rates. Believes company will provide value in the long term. Good for dividend investors. 

Interesting name that has lots of data applications. A.I. will present opportunities. Trading at high multiple multiple but is better valued than a few years ago. Does not own share, but worth watching. 

Higher organic growth than Constellation Software. Good company that is able to generate high free cash flow. Would recommend buying and holding for many years. 

Is a long term shareholder of the company. Will continue to own shares. Risk of economy faltering may put pressure on company. Higher interest rates not a major concern for company. Skilled at capital allocation. Good time to buy at current share price. 

Very high free cash flow yields. Major transition in company as it moves away from M&A growth model. New CEO will be interesting to watch. Recent change in earnings guidance a little bit of a concern. Would recommend holding stock. 

Does not own shares, but follows company closely. Very high exposure to energy prices. Excellent company for dividend investors. Prefers companies like CNQ with capital appreciation. 

Owns shares in company. Great company with excellent long term prospects. Current share price a good place to buy. Very strong dividend growth prospects going forward. Very strong brand value. 

Owns shares in company. Reporting at end of month. Performance of shares a surprise to shareholders(negatively). Turmoil in global economy putting pressure on company. Believes dividend is safe. Good for long term investors who are seeking capital appreciation.