Author Topic: Great Canada based companies  (Read 4803 times)

shalab

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Great Canada based companies
« on: January 20, 2018, 03:54:55 PM »
Starting this thread to discuss great Canada based companies. In this board, we have primarily discussed FRFHF. I am also familiar with BB. I am sure there are many others.


augustabound

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Re: Great Canada based companies
« Reply #1 on: January 20, 2018, 04:22:58 PM »
Brookfield Asset Management.

Constellation Software.

I'm reading Daring to Succeed now, the bio of Alain Bouchard, one of the founders of Alimentation Couche Tard. They recently (within a few years), bought Circle K.
So my recency bias is saying Couche Tard also.
« Last Edit: January 20, 2018, 04:24:56 PM by augustabound »
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Cevian

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Re: Great Canada based companies
« Reply #2 on: January 20, 2018, 04:28:14 PM »
Power Corporation (POW) - Desmarais Family Conglomerate

rb

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Re: Great Canada based companies
« Reply #3 on: January 20, 2018, 05:23:13 PM »
CN Rail, TD

CorpRaider

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Re: Great Canada based companies
« Reply #4 on: January 20, 2018, 05:23:56 PM »
WEED.

EliG

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Re: Great Canada based companies
« Reply #5 on: January 20, 2018, 05:48:32 PM »
Power Corporation (POW) - Desmarais Family Conglomerate

Can you call it a great company if the stock doesn't perform?

10 year CAGR is 2%. 2.7% worse than TSX Composite.

15 year CAGR is 6.5%. 2.5% worse than TSX Composite.


MarioP

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Re: Great Canada based companies
« Reply #6 on: January 20, 2018, 06:28:59 PM »
Small cap that compound since many years

Stella Jones (SJ)
Richelieu Hardware (RCH)

I own them since many years
« Last Edit: January 20, 2018, 06:30:35 PM by MarioP »

Viking

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Re: Great Canada based companies
« Reply #7 on: January 21, 2018, 12:40:54 AM »
Saputo

Uccmal

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Re: Great Canada based companies
« Reply #8 on: January 21, 2018, 05:12:17 AM »
Enbridge; Algonquin Energy; Emera; Bam and subs; BCE; Russel Metals; First National;

The big banks:  Ry is probably the best.  TD second best.  Despite peoples misgivings about the housing situation in Canada they continue to perform.  They may be in for a a short one or two year hit if housing levels readjust, which would be a good time to buy (same with FN).  An oligopoly protected by the government has its advantages. 

Each of the ones I mentioned operates in an Oligopoly or regional monopoly except Russel which is just well run. 

There are others I dont hold such as Magna, Linamar, Loblaws, Canadian Tire, Tim Hortons, Premium Brands.  They just never get cheap enough.  A recession would be a good time to buy the banks, and these other ones. 

Agree on Power Corp.  Pwf: They lost their mojo when Senior Demarais turned it over to his sons.  Its become their private gravy train. 
GARP tending toward value

augustabound

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Re: Great Canada based companies
« Reply #9 on: January 21, 2018, 06:50:00 AM »


There are others I dont hold such as Magna, Linamar, Loblaws, Canadian Tire, Tim Hortons, Premium Brands.  They just never get cheap enough. 
I've been saying that about BAM for 5+ years.  :-\

Agree on Power Corp.  Pwf: They lost their mojo when Senior Demarais turned it over to his sons.  Its become their private gravy train.
I stopped following them a few years ago. It's sad when businesses suffer under the kids lead.
"Serenity now, insanity later." - Lloyd Braun