Markets. He is not exactly bullish on weed these days. He believes we are ramping up the licensed marijuana industry at an alarming rate. Supply is short. It is investor sentiment and events that are driving stocks. Domestic demand is going to be far higher than analysts predict. He thinks export demand will take off. Capital is not getting put into greenhouse expansions.

He has said there might be some pesticide residue risk in the greenhouse. But there is nothing stopping them from growing weed at the site. Stock volume has died out over the last while. It has been building a base for quite some time.

He thinks the smaller and intermediate producers are going to have a tough time making money in weed as the big 4 continue to lower costs and raise capital at lower costs.

POT-T & AGU-T. AGU-T was a buy and hold when he was last on. It has been kind of bouncing around. He has always liked the retail part. Also, it is global. The Texan floods could impact AGU-T with a psychological effect on investors. POT-T is starting to perk up in the US and they signed a Chinese contract. He would not sell out just because of the merger.

POT-T & AGU-T. AGU-T was a buy and hold when he was last on. It has been kind of bouncing around. He has always liked the retail part. Also, it is global. The Texan floods could impact AGU-T with a psychological effect on investors. POT-T is starting to perk up in the US and they signed a Chinese contract. He would not sell out just because of the merger.

Edibles, extracts and oils. Their business has not been generating revenues. There are concerns about government regulation on companies on Oregon. He does not like what he is seeing from management here. He does not see any focus, even though there are some deals being done. They are on a Canadian exchange because they are not allowed to trade in the US except OTC.

He was skeptical earlier. They are going to help companies get approval in Canada. It has been going down for some time. He feels a lot of the smaller players are not going to make it.

(Top Pick July6/17, Up 14.98%) Refineries are on everyone’s screen because of the Texan floods. It is a top pick today. They are in-land refineries and are still operating. It also has 300+ convenience stores and sells asphalt and jet fuel also. He does not think they will gouge their customers because of the floods.

(Top Pick July6/17, Down 16.96%) He sold on July 18^th. He expected greater coverage by brokers and it never materialized. It is a 2018 story when their Hemp seed oil takes off.

(Top Pick July6/17, Down 15.23%) It is up since he first recommended it in his newsletter.

They have big plans to expand. They raised money through a stock deal. It was one of the best performing stocks since. It’s a volatile stock. What will differentiate them is they have future harvests of a specific fertilizer for cannabis, but it does not seem to be moving the needle. The volumes are so small that a small news item can drive the stock up. You are taking a lot of risk here.

We have a ceiling on the stock here. The company has a fair bit of debt. They made several acquisitions.

He has been panning all the pure nitrogen producers. This one is very volatile. They cut the distribution. The hurricane is going to take some fall application away from Texas, but it probably won’t move the needle for this company. He’d cut your losses.

It is going to have a premium recreational weed product. It really wants to grow good ‘stuff’. When the market comes out there are going to be premium products. They are expanding in a disciplined way and increasing the grow rooms. They are going to have 340,000 sq. ft. by 2019.

It is one of his top 4 companies. They have diluted their shares substantially. They have over $100 million in debt. They have the most upside and also the most downside.