Home/Top Picks

Telfser: Top Picks

2021-08-09T12:30:18+00:00June 9th, 2021|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Trisura Group, Airboss of America and Sangoma Technologies. 

Telfser: Top Picks

2021-08-09T12:30:59+00:00April 20th, 2021|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Taiwan Semiconductor Mfg. Co, Heroux-Devtek and CCL Industries.

High Liner Foods (HLF-TO)

2020-12-09T13:36:40+00:00November 25th, 2020|Top Picks|

We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…

Telfser: Top Picks

2021-08-09T12:32:14+00:00October 15th, 2020|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: ATS Automation, Otis Worldwide and Sangoma Technologies.