TIH- Toromont industries

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Hi Dan,

What are your thoughts on Toromont Industries. This has been in my portfolio for over 2 years and bought the shares cheap. This stock is very deep in the green for me, however, do you see more growth, especially as it relates to their refrigeration business and the AI data centres buildout. Thanks for all your insights and research, it is very much appreciated. By the way, I like your stance on CSU, I feel the same way.

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Asked on February 4, 2026 12:15 pm
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Private answer

Hey there. Yes, I'm bullish Toromont and I own it. I added it to the Bull List on what I believed to be a cyclical low in the $110 range and it's paid off handsomely.

Unless there is a significant change to the company, I expect it to be a long standing company on the Bull List. You can head there to read my report.

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Posted by Dan Kent
Answered on February 5, 2026 11:33 pm