Author: Robin Speziale

Gildan Activewear 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. Gildan Activewear was one of those 25 Capital Compounder Stocks. Take a look at Gildan Activewear’s key metrics below, which reinforce why it’s a “capital compounder”.

Gildan Activewear:

Company CEO / Founder ROIC (5 Yr) Compound Return
Gildan Activewear Glenn J. Chamandy 14.4% 20.7%

Gildan Activewear, 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.

MTY Food Group 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. MTY Food Group was one of those 25 Capital Compounder Stocks. Take a look at MTY Food Group’s key metrics below, which reinforce why it’s a “capital compounder”.

MTY Food Group:

Company CEO / Founder ROIC (5 Yr) Compound Return
MTY Food Group Stanley Ma 17.6% 22.2%

MTY Food Group, 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.

Savaria 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. Savaria was one of those 25 Capital Compounder Stocks. Take a look at Savaria’s key metrics below, which reinforce why it’s a “capital compounder”.

Savaria:

Company CEO / Founder ROIC (5 Yr) Compound Return
Savaria Marcel Bourassa 13.3% 25.1%

Savaria, 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.

Tucows 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. Tucows was one of those 25 Capital Compounder Stocks. Take a look at Tucows’ key metrics below, which reinforce why it’s a “capital compounder”.

Tucows:

Company CEO / Founder ROIC (5 Yr) Compound Return
Tucows Elliot Noss 23.9% 26.6%

Tucows, 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.

Alimentation Couche-Tard 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. Alimentation Couche-Tard was one of those 25 Capital Compounder Stocks. Take a look at Alimentation Couche-Tard’s key metrics below, which reinforce why it’s a “capital compounder”.

Alimentation Couche-Tard:

Company CEO / Founder ROIC (5 Yr) Compound Return
Alimentation Couche-Tard Alain Bouchard 15.3% 26.8%

Alimentation Couche-Tard, 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.

Stella-Jones 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. Stella-Jones was one of those 25 Capital Compounder Stocks. Take a look at Stella-Jones’ key metrics below, which reinforce why it’s a “capital compounder”.

Stella-Jones:

Company CEO / Founder ROIC (5 Yr) Compound Return
Stella-Jones Brian McManus 11.1% 26.9%

Stella-Jones, 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.

Premium Brands 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. Premium Brands was one of those 25 Capital Compounder Stocks. Take a look at Premium Brands’ key metrics below, which reinforce why it’s a “capital compounder”.

Premium Brands:

Company CEO / Founder ROIC (5 Yr) Compound Return
Premium Brands George Paleologou 6.3% 29.7%

Premium Brands, 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.

Constellation Software 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. Constellation Software was one of those 25 Capital Compounder Stocks. Take a look at Constellation Software’s key metrics below, which reinforce why it’s a “capital compounder”.

Constellation Software:

Company CEO / Founder ROIC (5 Yr) Compound Return
Constellation Software Mark Leonard 25.3% 38.2%

Constellation Software, 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.

Computer Modelling Group 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. Computer Modelling Group was one of those 25 Capital Compounder Stocks. Take a look at Computer Modelling Group’s key metrics below, which reinforce why it’s a “capital compounder”.

Computer Modelling Group:

Company CEO / Founder ROIC (5 Yr) Compound Return
Computer Modelling Ken Dedeluk 49.1% 41.8%

Computer Modelling Group, 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.

New Flyer 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. New Flyer Industries was one of those 25 Capital Compounder Stocks. Take a look at New Flyer Industries key metrics below, which reinforce why it’s a “capital compounder”.

New Flyer Industries:

Company CEO / Founder ROIC (5 Yr) Compound Return
New Flyer Industries Paul Soubry Jr. 6.6% 43.3%

New Flyer 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.