In short: #20, yield 5.1%. "One of Canada's largest logistics and trucking providers… 'less-than-truckload', specialized hauling, and oilfield services." Three lines: "a 5% yield that's well-covered by steady cash flow"; capital allocation — "management is known for being patient, only making acquisitions when valuations are attractive and the balance sheet is pristine"; and demand durability — "no matter the economic climate, food, medicine, and industrial supplies still need to be moved."
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