I track a number of Canadian mid and large cap stocks and highlight the interesting ones through model portfolios. I'm also looking for stocks with positive momentum.
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Musings
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Wednesday, July 18, 2018
Wednesday, May 16, 2018
May 2018 Stock Picks
Have these on my radar, although some of them are quite expensive.
Attributes: Demonstrated Performance over past 5 years.
1. CSU Constellation Software. Tech sector. Software.
http://www.csisoftware.com/overview/
2. DSG Descartes Group. Tech Sector. Supply Chain Logistics.
https://www.descartes.com/knowledge-center
3. CTC.A Canadian Tire. Consumer Cyclical. Retail.
https://corp.canadiantire.ca/English/home/default.aspx
4. QBR.B Quebecor. Telecom. Media. Sports Entertainment.
https://www.quebecor.com/en/home
5. BYD.UN Boyd Income Fund. Consumer Cyclical - Automotive Repair.
https://www.boydgroup.com/
6. TCL.A Transcontinental Inc. Consumer Cyclical - Packaging and Printing.
https://tctranscontinental.com/about-us
7. KXS Kinaxis. Tech. Application Software. Supply Chain.
https://www.kinaxis.com/
8. CAR-UN. Canadian Apartment Real Estate Trust. Real Estate.
https://www.caprent.com/about-capreit/
9. WCN. Waste Connections. Industrials Waste Management,
https://www.wasteconnections.com/about-us
Attributes: Demonstrated Performance over past 5 years.
1. CSU Constellation Software. Tech sector. Software.
http://www.csisoftware.com/overview/
2. DSG Descartes Group. Tech Sector. Supply Chain Logistics.
https://www.descartes.com/knowledge-center
3. CTC.A Canadian Tire. Consumer Cyclical. Retail.
https://corp.canadiantire.ca/English/home/default.aspx
4. QBR.B Quebecor. Telecom. Media. Sports Entertainment.
https://www.quebecor.com/en/home
5. BYD.UN Boyd Income Fund. Consumer Cyclical - Automotive Repair.
https://www.boydgroup.com/
6. TCL.A Transcontinental Inc. Consumer Cyclical - Packaging and Printing.
https://tctranscontinental.com/about-us
7. KXS Kinaxis. Tech. Application Software. Supply Chain.
https://www.kinaxis.com/
8. CAR-UN. Canadian Apartment Real Estate Trust. Real Estate.
https://www.caprent.com/about-capreit/
9. WCN. Waste Connections. Industrials Waste Management,
https://www.wasteconnections.com/about-us









