Markets. Very extended heading into March. Now seeing rotation. Pullback off the highs, especially in the US with the Russell and NASDAQ. TSX, heavily financial weighted, has done quite well. Financials and energy have started to accelerate. He's closely watching moves in utilities and staples, which are signs of defensiveness.

Where will we be a year from now? The new bull market started in March 2020. Stats on second year returns tend to be fairly strong. He anticipates markets will be higher than where they are right now.

US focused. Lifts, supports, oxygen services. They've been acquirers. Brought debt down, increased profit margin, grown geographically. Still very attractively valued compared to its peers. Could be a takeover target.

Tremendous respect for management. Build more power and torque for EVs. Has shown its potential for commercialization. Stock recently shorted, and management responded well. Buy or wait for weakness.

Growing organically and through acquisitions. Aims to grow revenue at 100% rate. Over time, it should go higher. Recent market volatility has pushed the smaller companies around. Great entry point.

Higher risk. Recently pulled back, as have all speculative names. If you have a high risk tolerance, make it a core position and trade around that. If you have a long time horizon, you can buy and hold. Longer term, he sees increased adoption and higher bitcoin prices. Short term, share prices will move around a lot.

Flies under the radar, not top tier because of its size. Tremendous respect for management team. Very efficient, and that's probably why BATS invested. Will be one of the fastest growing sectors in next decade.

In California, an interesting, but tough, market. Really know what they're doing. Plan to add more dispensaries. Cash on balance sheet, and they will probably do acquisitions. Likes it, and it will go higher. He'd make it a top pick if it traded anywhere but on the Canadian Securities Exchange.

Integrated task system in the defense sector. Interesting drone technology. Flying under the radar, a number of irons in the fire. The contract pipeline can be lumpy. One to watch.

(A Top Pick Apr 27/20, Up 282%) Tele-medicine. Expanded through Canada and now into US. Trading at lower valuation than peers. Just raised capital for more acquisitions of technology and clinics.

(A Top Pick Apr 27/20, Up 240%) Restaurants have used this technology to be more efficient. Continue to make acquisitions geographically and in different verticals.

(A Top Pick Apr 27/20, Up 16%) Covid has indirectly increased their business. Growing organically and via acquisitions. Reasonable multiple. Either multiple expansion or a takeover target.

Figured out a way to use an agent to produce CBD in a lab, which will make it cheaper and more consistent. Still rolling it out into the commercial space. The future.

They continue to execute, though it's taking longer than expected. Adding more products. Could have positive earnings this year. Stock still lagging. Should go higher.

Plant-based market is huge and super in demand. Management team has experience in supplements and is going to focus on plant-based. Still emerging. Interesting to watch. Could get bought out.