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CTC-A.TO · Canadian Tire Corporation (Class A) 187.90 CAD -0.97 (-0.51%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA · FA1 mention
2026-JAN-27 · Pieter Slegers · Compounding Quality (Substack, free post) · Positiveinsight · read ↗ · source page ↗174.48 CAD

In short: #13, yield 4.1%. A Canadian retail institution — automotive parts to housewares to sporting goods — plus "a significant financial services arm and a majority stake in CT REIT." Three supports: family control by the Billes family "giving management a long-term mindset," with "their 16th consecutive year of dividend increases"; buybacks "with an intention to repurchase up to CAD 400 million in shares through 2026"; and data — "their Triangle Rewards program… giving them data on roughly 11 million active members."

SOD 174.48 CAD

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.