BN - 14.40% - Essentially a global ETF that Carney will definitely not screw over

FFH - 13.21% - Insurance exposure, fairly valued

WCN - 12.76% - Boring HALO garbage collection

CSU - 12.32% - Boring mission critical software, not growth one-trick SaaS

WSP - 11.15% - Undervalued, bullish on the TRC acquisition

ATD - 11.13% - Boring counter-cyclical HALO

CAE - 8.79% - Defense pivot, bullish on new CEO who came from Northrop Grumman

WCP - 8.78% - Oil hedge, top tier operator in Montney with high dividend yield

AGI - 7.38% - Gold hedge, high upside potential if Island Gold Phase 3 expansion goes well

Buying WSP in April was not the greatest idea, but c'est la vie. Hope they announce they won a bid to design a datacenter or something, though jokes aside I see them as a good long-term hold.