More TakacsyLast stock in the clip; he and his family also own it personally. GLTA
https://www.bnnbloomberg.ca/video/stephen-takacsy-s-top-picks~2577855
We have stayed invested in equities but well diversified in recession resistant businesses that have pricing power such as telecoms, pipelines and utilities. These safe high dividend-yielding sectors look particularly attractive having corrected significantly over the past few months. We also own companies benefitting from strong tailwinds such as the transition to clean energy (renewable power producers like Boralex and Northland Power). Other long-term investment themes include aging demographics (Savaria, Park Lawn, Neighbourly), digitization and automation (CGI, MDF Commerce, ATS) and infrastructure (Stella Jones, AG Growth, Logistec). We took advantage of volatility this year to add high-quality companies to our portfolio at more reasonable valuations as share prices came down, such as WSP Global, CCL, Cargojet, Richelieu Hardware, Jamieson Wellness, and Neighbourly Pharmacies. TOP PICK
Northland Power Inc(NPI-T)
04/12/2022 at 07:00pm
It is in the renewable power business and will benefit from the acceleration of Europe's transition to clean energy. It has huge growth projects in the works in Taiwan, Poland and Germany. It is growing significantly and he expects EBITA to double in the next several years. Buy 14, Hold 2 Sell 0 (Analysts’ price target is $47.69)
Utilities
Stephen Takacsy, B. Eng, MBA
$38.040
Owned