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It’s certainly been a while. In the past year, I got married. We also welcomed our first newborn. So, yes – the Speziale household has been busy.
In between changing diapers, I have been reading the wonderful book, Daring to Succeed: How Alain Bouchard Built the Couche-Tard & Circle K Convenience Store Empire. Author Guy Gendron chronicles the rise of Alimentation Couche-Tard ($ATD), one of Canada’s greatest wealth-creation stories of all time.
I’ve also been catching up on BNN – whenever Jason Donville, Jordan Zinberg, and Jason Del Vicario make appearances on Market Call – I’m an attentive watcher.
And I usually don’t do this, but some of the High Interest Savings Accounts out there have been so tantalizing that I finally signed up for one at Simplii (CIBC). Why not. I can use the boost to start funding my daughter’s RESP.
Since I haven’t been writing lately, some readers have been asking me what Canadian stocks I currently like best.
Well, here they are (in no particular order):
Constellation Software ($CSU)

Descartes Systems Group ($DSG)

Hammond Power Solutions ($HPS.A)

Lumine Group ($LMN.v)

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Mainstreet Equity ($MEQ)

Shopify ($SHOP)

Topicus.com ($TOI.v)

Vitalhub ($VHI)

WELL Health Technologies ($WELL)

Alimentation Couche-Tard ($ATD)

Dollarama ($DOL)

Pesorama ($PESO.v)

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What are your favourite stocks currently?
Regards,
Robin (r.speziale@gmail.com)
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Author’s Ownership Disclosure (July 16, 2024): CSU (yes), DSG (yes), HPS.A (yes), LMN.v (yes), MEQ (yes), SHOP (yes), TOI.v (yes), VHI (yes), WELL (yes), ATD (yes), DOL (yes), PESO.v (yes)
