International Sales David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. For investors seeking growth, list your 5 favourite companies and show their percentage of revenues arising from its international exposure.
NTR 90% international; WSP 82%; QSR 50%; ATD 87%, LULU 84%. We like ATD for growth and valuation. WSP is simply a solid well run company. NTR is cheap and has strong international market share. QSR has a new chairman to drive growth. LULU is LULU: it has performed exceptionally well for a very long time, and its brand is solid. (5iResearch)