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Doesn't know this super well, but obviously with what is going on in the blockchain/Bitcoin space, this is a bit of a hybrid. They are doing a similar type of business in gold. You are seeing a big trend and big interest in that sector, but at the same time, you are also seeing gold and a commodity increase. An interesting way to have an alternate form of currency in gold. If you think gold is going up and that we are going to start looking at alternative currencies, this is an interesting one to hold.

This has become a little more commoditized than it was when they first started, so he decided to stand back and watch to see how things go down. There have been rumblings about accounting, and when that happens, he prefers to step back and watch, and make sure they have a couple of quarters that work.

Has this on his radar screen. It’s one that has a nice dividend, but also has a growth profile. As the oil/gas business continues to drill and do well, they are producing more pipe for that, which really drives their earnings.

This is one he likes, and thinks there are going to be a lot of catalysts for them this year. They make a low power/wide area network device that allows cellular companies to have a whole new market for adding new products and new revenue stream, as we start to track different type of things. They did a trial project on a winery in the Niagara region, using sensors to figure out when to turn their fans on for temperature control. It was very successful. Bell (BCE-T) is their Canadian partner and Wallway (?) is their international partner. In the US, they are just waiting to get the green light with AT&T (T-N) to get the AT&T network.

All copper and base metal stocks have had a huge move up in the last 6 weeks. A lot of that probably had to do with the US$ selling off. Also, there are more articles and rumblings about India being in the next area of growth. As we see big projects take shape, activity begins to happen, and base metals are consumed. This is a company that falls right into that category.

Medical marijuana. This is newer and under the radar. They recently went public. Has a facility in London that is fully funded with a master grower who has been in the space for quite a number of years. They'll have a few catalysts, with the biggest one being getting their sales license.

Has owned this on and off over the past couple of years. It's a high growth company, and yet he feels they are still just scratching the surface. Probably have about 100 clients, and there are probably 2000 fairly big companies out there, that they could go on. Once it is signed on, a client tends to get bigger. This company will probably get acquired at some point in time. (Analysts' price target is $89.)

The stock ran way up, and has now pulled back, giving a great opportunity. They've been moving into the US. Hasn't really seen orders ramp up in the US, but expects they have been pushing that through the sales pipeline, and now you are going to start to see sales numbers start to increase this year. Management has been focused on execution and getting buses built on time. (Analysts' price target is $4.33.)

Market. It's amazing how sentiment has really shifted for the investor. We’ve been hearing concerns everyone had about 2008-2009. There is always a bit of scepticism about this market. Markets continued to grind higher. What you look for are signs of overconfidence. With the interest in marijuana and the digital currency industry, (unproven business models), people are just lining up to toss their dough at it. At the bottom, there is a lot of fear and no one wants to talk or think about stocks.

In 2014 you were seeing negative same store sales. They brought in a new CEO, and have done a really good job of getting the menu shifted to consumer preferences. The company is really doing well. 6% same-store sales growth in the last quarter. The trade-off is that valuations have moved up with all the good news. Now it has gotten pricey and is too pricey for her.

The thing with this, as we have seen with a lot of stocks, is the Amazon factor. If you don't own Amazon, you are kind of behind the curve because it has done so well. However, on the flipside, if you own anything that Amazon is remotely touching, you are going to get penalized. This company falls into that category. It screens great on any kind of a value metric, but there is this huge overhang in the industry. She doesn't want to own anything that is even remotely spoken about that has an Amazon connection.

A great company. A leader in designing any kind of electronics in any type of product. They are part of the design and testing that goes into making sure a product really works. Has a lot of growth opportunities in autos, network communications, etc. It’s a name she continues to like. Management thinks that they can do a lot of the jobs with a growth runway and get it back to a growth profile. As that happens, she thinks the multiple moves higher and it has good earnings growth opportunities.

Recently sold her holdings as it seemed the stock was rolling over. Also, there was more and more concern about potential new competitors coming into the space, particularly on the electric bus side. One reason the company did so well was because of a few bankruptcies and consolidations, so pricing power was really good and there were a minimal number of players. The company subsequently made an acquisition, and the stock has gone on, getting close to its old highs. It seems to still have a good runway with some good upside in the stock.

This has done phenomenally well. In the auto parts space, there is the big story of peak auto, with North American auto production going down. In Q4 production was down 6%. In this company's case, they have a nice ability of being able to grow because of cost cutting. They’ve really been executing on their business plan, and made a number of investments that are starting to pay off. She thinks the shares will go higher.

People were thinking there was going to be volatility in 2017, but markets literally went straight up. Now the forecast for 2018 is higher volatility, and we’ll have to see what happens. This is based on the entire market, but you have to remember the market is not just made up of one thing, it is made out of other pieces of businesses. She runs a very concentrated portfolio, which allows her to cherry pick the parts of the market that she thinks will do well, so she is not just in the broad market. Doesn't see how people can do well by owning a broad market.