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![SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1853523284706340864.png) Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5532 followers
Created: 2025-06-11 13:47:44 UTC

My Canadian stock watchlist & why I am interested 🎯

🏦 $FFH.TO - One of the best insurance businesses, Prem has a 40yr track record of very solid capital allocation 
📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross, actively digging here. 
🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling, it is gonna IPO their software business that is very similar to vitalhub 
🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name
🌐 $LMN.V - Remains the most under-appreciated of the constellation software family 
⚡️ $MCB.TO - Very important for the Energy industry in C. ,interesting valuation vs growth and ROI 
🌐 $TOI.V - One of the best VMS companies to play the European trade, very early as majority of their revenue 
🔗 $CLS - Supply chain solutions will be in more demand with tariffs, very solid fundamentals 
💰 $BN - Extremely tricky company to understand and value but their NAV is lower than the total market cap, which I find to be very interesting 
🛩 $FTG.TO - Their unique approach to defense parts and their ability to make changes based on the client needs is what sets them apart. 

💡My Canadian holdings - $CSU.TO, $TVK.TO, $VHI.TO

What companies should I add on my Watch list?🤔


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1932796896579354910/c:line.svg)

**Related Topics**
[ipo](/topic/ipo)
[$wellto](/topic/$wellto)
[rev](/topic/rev)
[$zomdv](/topic/$zomdv)
[insurance](/topic/insurance)
[$ffhto](/topic/$ffhto)

[Post Link](https://x.com/SimeonResearch_/status/1932796896579354910)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

SimeonResearch_ Avatar Simeon Research @SimeonResearch_ on x 5532 followers Created: 2025-06-11 13:47:44 UTC

My Canadian stock watchlist & why I am interested 🎯

🏦 $FFH.TO - One of the best insurance businesses, Prem has a 40yr track record of very solid capital allocation 📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross, actively digging here. 🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling, it is gonna IPO their software business that is very similar to vitalhub 🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name 🌐 $LMN.V - Remains the most under-appreciated of the constellation software family ⚡️ $MCB.TO - Very important for the Energy industry in C. ,interesting valuation vs growth and ROI 🌐 $TOI.V - One of the best VMS companies to play the European trade, very early as majority of their revenue 🔗 $CLS - Supply chain solutions will be in more demand with tariffs, very solid fundamentals 💰 $BN - Extremely tricky company to understand and value but their NAV is lower than the total market cap, which I find to be very interesting 🛩 $FTG.TO - Their unique approach to defense parts and their ability to make changes based on the client needs is what sets them apart.

💡My Canadian holdings - $CSU.TO, $TVK.TO, $VHI.TO

What companies should I add on my Watch list?🤔

XXXXXX engagements

Engagements Line Chart

Related Topics ipo $wellto rev $zomdv insurance $ffhto

Post Link

post/tweet::1932796896579354910
/post/tweet::1932796896579354910