More TelfserSecond stock in the clip. GLTA
https://www.bnnbloomberg.ca/video/james-telfser-s-top-picks~2218786
AirBoss of America (BOS TSX)
Airboss, a diversified rubber compounding business, has undergone a dramatic transformation recently and we believe their best days are still ahead. The management team have made some astute capital allocation decisions by focusing on fostering relationships in the defense market through their acquisition of CSI in early 2020. The balance sheet has improved substantially (currently debt-free), free cash flow has increased, and most importantly, their bid universe has multiplied. While the shares have responded well to new contract wins, we still see them as dramatically undervalued, especially when compared to the peer group. Airboss has many near-term catalysts and with the market cap hovering around $1 billion, we believe a rerating may be imminent.