Business TransAct is a thermal printing company transitioning into a food service technology platform. The company has three revenue streams: BOHA! In this segment, the company offers a hybrid value proposition between hardware and software. They sell food service terminals, SaaS software and label consumables. This replaces pen-and-paper back-of-house food safety workflows. Basically, the employee…

(This article is from October 2025. Stock went up a lot, time to revisit) History Bonterra Energy Corp. is a long-standing oil and gas production company. Historically, it was a focused Pembina Cardium play. The Pembina region of the Cardium has long been a petroleum-producing hub in Alberta in terms of pure conventional oil, i.e.,…

Business PeopleIN is one of the largest Australian workforce solutions companies, operating as a family of specialized recruitment and labor-hire agencies. The company screens, recruits, trains, and employs casual, part-time, and permanent staff for over 4,200 clients. Since its IPO in 2021, PeopleIN has remained responsible for all wages and remuneration, charging customers based on…

Business Euronet operates across three main segments: Electronic Funds Transfer (EFT): Euronet owns and operates its own ATMs as well as bank-outsourced machines, with a network of roughly 56,000 ATMs. This segment contributes about 30% of the company’s total revenue. epay: This segment distributes both physical and digital third-party content—think Netflix or Amazon gift cards.…

Rationale I found this company back in July 2023, when I originally started tracking my investment portfolio. In short, this is a company that provides private-label manufacturing for fitness products, i.e., powders, supplements, etc., in addition to having patent rights to something called beta-alanine. The company had explosive growth during the pandemic years and decided…

Positives on the turnaround Cost-cutting and cold-closing continue to show tangible progress. Accommodation gross profit margin improved again, reaching 27.38%, up from 25.71% in the previous quarter and 17.87% a year earlier. The share buyback program is moving steadily forward. With 69% of the authorization already completed, the company remains on track to reduce its…

History, Acquisitions & Foundation Laying: These paragraphs are extracted from the 2024 10-K report to explain what the company does. There is no need for me to paraphrase what they do, since they do a better job explaining it than I could. On the company’s history: It was founded in 1977 as a rental company…

Business: Liberty Latin America is an international provider of fixed, mobile and subsea telecommunication services, residential as well as B2B, across 20 countries in Latin America and the Caribbean through C&W Caribbean, C&W Panama, Liberty Puerto Rico and Liberty Costa Rica. As you can see, the company is pretty big in the region. They have…

Hello, this is my portfolio in 2025 and some thoughts on my current positions. You will find my cost basis and % weight of the portfolio beside each ticker. I am posting this very late in the year, but I didn’t have time to do it earlier. Supremex (XTSE:SXP) / Cost Basis: 4.06CAD , Weight:…