I found 8 Value gaps in the Canadian and American markets, trading lower then their intrinsic value, worth a look!

A few situations caught my attention that are worth sharing. The most time-sensitive one is Boyd Group (BYD.TO), which reported earnings this morning. Beat EPS estimates by 43%. Adjusted EPS up 23% year over year. Margins expanded 200 basis points. Stock is down 12% today because it missed revenue, on a quarter where a $1.3 billion acquisition was mid-integration. The market sold the wrong number entirely. Copart (CPRT) is sitting at a 52-week low after two soft quarters, driven entirely by insurance carriers slowing total loss decisions. The moat hasn't changed. 32% ROIC, $4.75 billion in net cash, zero net debt. Down 47% from its high. Savaria (SIS.TO) got sold off hard on tariff fears. Most of their product catalogue is FDA-regulated and tariff-exempt. Patient handling equipment is mostly manufactured in the US already. The market applied a blanket discount without reading the actual product list. Earnings in six days. Beyond those three, Stella-Jones (SJ.TO) is being priced as a lumber company when 70% of revenue is utility poles and railway ties, contracted infrastructure replacement that runs regardless of the economy. Exchange Income (EIF.TO) just posted record free cash flow, hit investment grade, and has defence spending contracts landing on their books. Lowe's (LOW) beat estimates and sold off anyway, now trading at a 20% P/E discount to Home Depot for the exact same business. Also, a solid thesis on CP (CP.TO) — only tri-national railroad in North America, discounted on tariff fears that apply to a minority of the revenue mix. I Did the full writeup with models and entry prices on all eight. [Here](https://open.substack.com/pub/yonatanbrunshtein/p/the-tva-large-cap-watchlist-march?utm_campaign=post-expanded-share&utm_medium=web)