Market. It looks like we are seeing a bit of re-acceleration in some of the global numbers he is looking at. One thing he is excited about is some of the changes in technical top down indicators. He is starting to see improvements one after another in many global markets around the world. Lots of stocks are moving higher, not just a few. The number of stocks in an uptrend is broadening out. There has been a fair amount of tax loss selling in the energy sector but there are pockets that look like they are ready to re-accelerate. In the cannabis sector he has started to see some interesting technical indicators changing and it looks like the Canopy stock may be turning the corner and ready to accelerate as well.

It has performed exceptionally well over the last few years. He thinks there is still room to go here. They still trade at around 8 times earnings whereas peers are 12 times earnings. When the cycle does turn down this stock will turn down, however, because their loans are to those with not the strongest credit quality.

They had a challenging last couple of years. They got over levered. They sold their surgical business. Now you are starting to see them accelerate the pharmacy business. They have less than 10% of the beds in long term care facilities in Canada. They also have a new product to control seniors taking the right medication at the right time. He is waiting to see acceleration in their earnings.

They said they will be cash flow positive moving into 2020. If they have the growth rate they are projecting, then you will see the stock start to move again. Right now it is in the penalty box.

They are an interesting business. They do web domain registry. They then host your web site. They also provide email services. It has been growing well. At some point in time they will get taken out by one of their competitors. It trades at a cheap multiple.

Some of the downside momentum in the sector has stopped. This is certainly one of the companies he would look at. It looks like they are executing and growing.

The history of what happened 10 years ago weighs on the minds of institutional investors. It is frustrating. At some point in time they should figure out a way to recognize the value.

They have done an excellent job executing. They have been working on a number of different products. They have been a leader in Canada and will continue. It will depend what happens with the new products.

They are a cannabis producer in London Ontario. They realized there was not the money in cultivation they thought there would be and moved into higher margin products. They will be producing chocolates and selling them into the system. They are going to have the sugar product to put in drink probably in early 2020. It trades below its book value.

(A Top Pick Dec 12/18, Up 28%) It merged with FFNT-X. He still thinks there is a fairly strong future for them.

(A Top Pick Dec 12/18, Up 104%) They are working on extracted products. He thinks they will continue to accelerate going forward.

(A Top Pick Dec 12/18, Up 41%) It continues to grow organically and by acquisition. It is very attractive at less than 8 times earnings, which are growing at 12-15% per year. It will either get recognized by the market or get taken out.

They took 4 quarters to build out their new cultivation and production facility. They should see their first harvest in the next couple of months. People are going to expect fantastic cash flow but it should be delayed for a quarter.