Bruce Campbell (2) Valens Groworks Inc. VGW-CN PAST TOP PICK Dec 09, 2019

These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction and the thinks Canada is headed in this direction. They have signed a number of supply agreements and thinks the stock trades cheap. They have a partnership that produces water-soluable technology which would allow them into the beverage space. Yield 0%. (Analysts’ price target is $4.50)

This is his first entry into the weed sector. These guys are extractors and therefore the margins are higher. They are just getting going in revenues and he expects they will be taken out. They have all their licences. Yield = 0.0% (Analysts’ price target is $5.63)

An extractor of cannabis. In America, the vape market is growing the fastest as smoking dry flower declines. VGW has built extraction expertise in different lines of extraction (CO2, ethanol); they have the only facility to extract butane in Canada. They're increasing their facilities to produce a gel-cap line, which will sell to the pharmaceutical side. They will continue to gain market share.

(A Top Pick Mar 15/19, Up 24%) Takes profits when it gets over $4, but still holding. Likes the sector, as it's a new industry with plenty of room to grow.

(A Top Pick Mar 15/19, Down 24%) He still holds it in the portfolio, but had taken some out at $4 per share. He is looking to add to the cannabis sector again following the consolidation. He holds an $8.25 target. They are producing a CBD and THC beverage.