Author: Robin Speziale

Photon Control Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Photon Control was one of those 25 Capital Compounder Stocks. Take a look at Photon Control’s key metrics below, which reinforce why it’s a “capital compounder”.

Photon Control:

Company CEO / Founder ROIC (5 Yr) Compound Return
Photon Control Scott Edmonds 26.9% 14.8%

Photon Control, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

TFI International Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. TFI International (formerly “Transforce”) was one of those 25 Capital Compounder Stocks. Take a look at TFI International’s key metrics below, which reinforce why it’s a “capital compounder”.

TFI International:

Company CEO / Founder ROIC (5 Yr) Compound Return
TFI International Alain Bedard 11.8% 15.4%

TFI International, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Canadian National Railway Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Canadian National Railway (CNR) was one of those 25 Capital Compounder Stocks. Take a look at CNR’s key metrics below, which reinforce why it’s a “capital compounder”.

Canadian National Railway:

Company CEO / Founder ROIC (5 Yr) Compound Return
Canadian National Railway Luc Jobin 15.9% 15.8%

Canadian National Railway, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Lassonde Industries Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Lassonde Industries was one of those 25 Capital Compounder Stocks. Take a look at Lassonde Industries’ key metrics below, which reinforce why it’s a “capital compounder”.

Lassonde Industries:

Company CEO / Founder ROIC (5 Yr) Compound Return
Lassonde Industries Jean Gattuso 9.3% 16.8%

Lassonde Industries, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Saputo Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Saputo was one of those 25 Capital Compounder Stocks. Take a look at Saputo’s key metrics below, which reinforce why it’s a “capital compounder”.

Saputo:

Company CEO / Founder ROIC (5 Yr) Compound Return
Saputo Lino A. Saputo Jr. 13.6% 17.7%

Saputo, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Metro Inc. Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Metro Inc. was one of those 25 Capital Compounder Stocks. Take a look at Metro’s key metrics below, which reinforce why it’s a “capital compounder”.

Metro Inc.:

Company CEO / Founder ROIC (5 Yr) Compound Return
Metro Inc. Eric R. La Flèche 15.8% 17.9%

Metro Inc., along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

CCL Industries Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. CCL Industries Stock was one of those 25 Capital Compounder Stocks. Take a look at CCL Industries’ key metrics below, which reinforce why it’s a “capital compounder”.

CCL Industries:

Company CEO / Founder ROIC (5 Yr) Compound Return
CCL Industries Geoffrey Martin 11.4% 18.1%

CCL Industries, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Richelieu Hardware Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Richelieu Hardware was one of those 25 Capital Compounder Stocks. Take a look at Richelieu Hardware’s key metrics below, which reinforce why it’s a “capital compounder”.

Richelieu Hardware:

Company CEO / Founder ROIC (5 Yr) Compound Return
Richelieu Hardware Richard Lord 16.6% 19.8%

Richelieu Hardware, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Pollard Banknote Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Pollard Banknote was one of those 25 Capital Compounder Stocks. Take a look at Pollard Banknotes’ key metrics below, which reinforce why it’s a “capital compounder”.

Pollard Banknote:

Company CEO / Founder ROIC (5 Yr) Compound Return
Pollard Banknote Douglas Pollard 9.5% 19.9%

Pollard Banknote, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.

Stantec Stock

Investing

I was invited to the Fairfax Financial Holdings Shareholder’s Dinner in 2017. It was there that I gave a popular talk on Canadian Capital Compounders Today – 25 Market Beating Stocks. Stantec was one of those 25 Capital Compounder Stocks. Take a look at Stantec’s key metrics below, which reinforce why it’s a “capital compounder”.

Stantec:

Company CEO / Founder ROIC (5 Yr) Compound Return
Stantec Robert Gomes 11.6% 20.3%

Stantec, along with the other 25 Canadian Capital Compounders, have all beaten the market, and share these common characteristics:

  • Free cash-flow generative, high return on capital businesses;
  • Run by exceptional, and shareholder-oriented, managers who;
  • Effectively deploy capital, to grow their business, and continually deliver high rates of return for their shareholders

Note: Compound Annual Return is based on capital appreciation returns since inception on the Toronto Stock Exchange (S&P/TSX), up to April 10, 2017. And the Return on Capital (ROIC) 5-year average is from 2011 – 2016, sourced from Morningstar.com.

MarketMasters

Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.