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Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (45264)	6/20/2018 8:14:06 PM
From: Goose94	Read Replies (1) \| Respond to of 202784

DOLLARAMA (DOL-T) top pick from Jason Del Vicario on BNN.ca Market Call Wed June 20th @1200ET This is our second-largest holding. We recently attempted to apply our screen to the world universe of stocks. While only 27 pass the test in Canada, we were overwhelmed with hundreds of stocks that met our criteria. When we increased the ROE cutoff from 20 to 30 per cent, we managed to whittle the list down to a more manageable 120. Of those 120, only three Canadian stocks made the cut: Constellation Software, Dollarama and Spin Master. We own all these stocks in concentration and are now actively looking to add higher-quality names to our holdings. Dollarama remains hands-down the best Canadian retail option. We would suggest the company ranks highly when compared with its international peers as well. We see a long runway for them to continue to compound shareholder wealth at very heady rates. They missed their last quarterly results by a penny and the stock is stuck in around the $150 range. We recently added to our already overweight position at $149. We consider this to be a very solid company.