Letters by company

Toromont Industries Ltd./ADR

2 letters discussing TMTNY. Everything written about it on this site is on its ticker page.

Bristol Gate Capital Partners Canadian Equity Strategy Report to Investors Canadian Equity Strategy replaced Pet Valu and TerraVest with OR Royalties and Great-West Lifeco, seeking dividend growth, stronger credit quality and capital-light earnings. The portfolio lagged as index leadership concentrated in technology and gold-related shares, while the strategy’s holdings generally delivered earnings ahead of expectations. 3rd Quarter 2026 CVE $51BELFTY $7.6BGWO $60B
QV Investors Q1 2026 Market Letter: Investing Through Uncertainty QV Investors recycled capital from Guardian Capital into existing Canadian small-cap positions, including Cargojet, and built positions in Haliburton and Rightmove while trimming Toromont and adding Intact Financial. The fixed-income team selectively bought higher-rated corporate and provincial bonds, retaining liquidity for potential equity rebalancing. Q1 2026 CGJTF $1BIFCZF $34BRMVEY $5.4B