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Alimentation Couche-Tard Inc : There's never a bad time to buy a winner

Alimentation Couche-Tard Inc : There's never a bad time to buy a winner

A true Canadian success story, perhaps the best managed retailer in the world, Alimentation Couche-Tard stands out from its peers in the mass retail sector by its focus on convenience stores. They are generally attached to a gas station and purchases are generally consumed within an hour. The owner of the Couche-Tard and Circle K franchises defines itself as a network of convenience stores and fuel retailers.

Serial acquirer in video games

Serial acquirer in video games

Boring business, but with a moat

Boring business, but with a moat

Our latest investments

USA Portfolio

New entry in the USA Investor Portfolio

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European Portfolio

Alert: New entries in the Europe Investor portfolio

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Asian Portfolio

Alert: New purchases in the Asia Investor portfolio

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A catalyst in sight

A catalyst in sight

A high quality bulldozer

A high quality bulldozer

Constellation Brands, Inc. : Exemplary management

CONSTELLATION BRANDS, INC.

Constellation Brands, Inc. : Exemplary management

An example of resilience

An example of resilience

A standout in a sector in good shape

A standout in a sector in good shape

There isn't much to dislike here

There isn't much to dislike here

The strong momentum is set to continue

The strong momentum is set to continue

Ally Financial Inc : A Buffett Favorite

ALLY FINANCIAL INC.

Ally Financial Inc: A Buffett Favorite

Fashion, but not only

Fashion, but not only

A rising star in cybersecurity

A rising star in cybersecurity

The start of a new chapter

The start of a new chapter

A moat stock priced to perfection

A moat stock priced to perfection

A cash cow that hides some gems

A cash cow that hides some gems

Lockheed Martin : An irresistible bet for momentum-driven investors

LOCKHEED MARTIN CORPORATION

Lockheed Martin: An irresistible bet for momentum-driven investors

How does it stand against competition?

How does it stand against competition?

A winning stock that went under the radar

A winning stock that went under the radar

Appearances can be deceiving

Appearances can be deceiving

Signature Bank : Good prospects

SIGNATURE BANK

Signature Bank : Good prospects

Geopolitical Convergence

Geopolitical Convergence

A booming global leader

A booming global leader

Size matters

Size matters

Betting on the rebirth of a European defense

Betting on the rebirth of a European defense

European leader in biofuels

European leader in biofuels

A major player in solar energy

A major player in solar energy

The Mosaic Company : Hedging against geopolitical instability

THE MOSAIC COMPANY

The Mosaic Company : Hedging against geopolitical instability

World leader in natural beauty

World leader in natural beauty

Collateral damage?

Collateral damage?

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