He exited about 5 months or so ago. They pretty much had 100% of the quotas in Canadian in these shell fish. The last couple of quarters were half decent for them but the last few years were choppy. It is coming down to a valuation that makes more sense.

South African mining. It has been quite disappointing. They had a hiccup in their production. He still owns it. They have been finding larger karats but have had a bit of a water issue. You need to continue to hold it.

He took the majority of a recent financing. They are just starting to ramp up and are now earnings positive. Their backlog should keep them busy for the next couple of quarters.

He exited this story. He was a big bull. It came back for stock specific stories. Multiple compression resulted from short reports.

This is the only play he has ever owned in the Marijuana space. He did extremely well on it but before all the hype about it. The market caps are now so large and not spinning off much cash flow so it is hard for him to justify them. He likes the management and they are one of the low cost producers. He stays away because of valuations.

It has had a really big run here. It was falling and then they signed with Air Miles. Now their payout ratio is not above 100% like it was. They may sign another deal by year end and that would cover off their dividend. He likes the management team but he is not sure theres much more upward room left, unless they sign another deal. Some analysts are calling for $3.75-$4. There's strength and the fundamentals are looking good, but he thinks its more fairly priced now than it was a couple months ago.

He likes the story. It has come off. He is looking at adding to it. It is not cheap but it is the only way to play storage in Canada. He thinks it will consolidate here.