Source Post

two volatile stock picks

Dividend GuyApr 15, 2026

The creator discusses two of their top portfolio holdings, Toromont Industries (TIH.TO) and TerraVest Industries. Toromont is praised for its consistent dividend increases and infrastructure-related business, but its cyclical nature and recent rapid stock price appreciation make it a potentially risky buy now. TerraVest is highlighted for its growth in the natural gas storage sector and recurring revenue from maintenance services, though its reliance on acquisitions for growth is a concern.

Linked Mentions

Tickers discussed in this post

IESCNeutralMedium ConvictionSignal-backedPrimary

TerraVest Industries is a volatile small-cap company growing by acquisition in the natural gas storage sector, with potential for recurring revenue but a need for more organic growth.

CATNeutralLow ConvictionResearch Only

Caterpillar is mentioned as a peer to Toromont and Finning, also a Caterpillar dealership experiencing a strong stock performance that could reverse.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.