See the first 14 Super Compounders Here! Super Compounders are companies that have generated a cash return on invested capital of at least 15% per year, over the last five years.
DOLLARAMA: pushing on to 1,700 stores!
Dollarama, (“DOL”) on the TSX, is a straight forward and highly profitable business. As per their name, Dollarama’s business is operating a chain of some ~1,100 dollar stores across Canada. Public since 2009, this Quebec based retailer has approximately doubled their stores from 564 to 1,095, […]
CONSTELLATION SOFTWARE: the best Canadian compounder?
Constellation Software, (“CSU”) on the TSX, is a diversified Canadian software company that primarily invests in vertical market software. CSU has been an extremely successful Canadian company and has been a TSX stock market darling for years. Just pull up their long term chart and […]
EQUIFAX: good results despite recent turbulance
Equifax, one of the two leading US credit bureau agencies, reported good results on Thursday despite all the recent negative media attention, which started last September after they announced a major breach of security where hackers were able to access private information of some 145.5 […]
FACTSET: asset-light cash machine
FactSet Research Systems, an institutional provider of financial data and software, closed out its 39th year of operations in Fiscal 2017. As per their website, this marked the companies 37th consecutive year of revenue growth and its 21st consecutive year of earnings growth. As predominantly […]
TJX COMPANIES: dividend hike of 25%!
TJX Companies, an off-price retailer of apparel and home fashions, announced excellent Q4-2017 results this morning. Full year 2017 sales increased 8% and diluted EPS grew 17%. Further, the company announced they expect next year’s EPS guidance to grow another 17% to 20% to a […]
ALPHABET: why it may not hit your ROE screen
A great way to uncover Compounders, which are companies that are able to compound their earnings over time, is to screen stocks using Return on Equity (“ROE”) as a filter. However, this filter isn’t perfect and therefore, some stocks that should hit the screen actually don’t. The […]
VISA: this company is a cash cow
There are few businesses quite like Visa. This perpetually expensive company trades at a high earnings multiple for a reason: they simply are a cash cow. Over the last 3 years Visa has been able to generate a 43% cash flow margin. A simply fantastic result! As […]
HOME DEPOT: will you sell them your shares?
The Home Depot is firing on all cylinder’s these days as this big box retailer continues to build significant cash from operations. Similar to Lowe’s (NYSE: LOW), the home improvement specialty retailers are significantly exposed to the overall health of the economy. But on the other hand, […]