The Canadian Investor 10 Canadian Stocks to Hold for the Next Decade
Jun 30, 2025
Dan Kent, a frequent guest known for his insights into stocks and investing strategies, joins to discuss ten Canadian stocks poised for long-term success. The conversation dives into Constellation Software's tech potential and the challenges ahead. They also explore Loblaws’ robust performance and WSP Global’s pivotal role in infrastructure. Intact Financial’s strategic use of AI in insurance and Waste Connections’ resilient business model are highlighted as well. Overall, it's a deep dive into investing opportunities in Canada’s evolving market.
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Constellation Software's Growth Model
- Constellation Software excels by acquiring smaller, profitable niche software companies and integrating them.
- They achieve a 22% annual growth in free cash flow, outperforming giants like Apple and Microsoft.
Loblaws' Market Strengths
- Loblaws is a dominant Canadian grocer with strong pricing power and exposure to essential goods.
- Despite a high valuation, it offers stability and benefits from population growth and inflation pass-through.
Canadian Pacific's Rail Advantage
- Canadian Pacific Railway has an unparalleled network connecting Canada, the US, and Mexico.
- Its strong moat and capital allocation yield a 10-year free cash flow growth of 10.5%.