CGI Inc. revisited: Global Tech Compounder for a Digital Age

CGI Inc. revisited: Global Tech Compounder for a Digital Age

In it's 2021 technology industry outlook, Deloitte identified three critical issues in a post-COVID world. The first of these applies to all sectors and services: digital transformation. "Facing new pressures and constraints, companies are working to improve their agility and flexibility, increase automation, and move to more real-time operations. Accelerating digital transformation efforts will likely [...]

Waste Connections: The backbone of an infrastructure economy

Waste Connections: The backbone of an infrastructure economy

Founded in 1997, Waste Connections (WCN) is the 3rd largest solid waste service company in North America. It provides waste collection, transfer, recycling, and disposal services. Additionally, WCN provides oilfield waste treatment (recovery and disposal services) as well as intermodal services for the rail haul movement of cargo and solid waste containers. The firm currently [...]

Transcontinental Case Study

Transcontinental Case Study

Transcontinental (TCL.A) is a communications company that primarily operates in printing, packaging and media businesses. The company is the largest commercial printer in Canada and the fourth largest in North America. Following its acquisition of Coveris, Transcontinental is among the top ten flexible packaging companies in North America. (RBC Insight) Watchlist: Tier 1Price: $16.8Yield: 5.3%Sector: [...]