(A Top Pick Jan 25/17. Down 11%.) Has been a bit of a disappointment from a stock price perspective. They continue to execute their plan, and it probably got ahead of itself on a multiple basis. They are continuing to do everything they said they would do.

(A Top Pick Jan 25/17. Up 30%.) This continues to execute very well. They discovered there was a huge demand for unsecured loans in Canada, and so they just continued to grow. Have done a very good job of bringing down the bad debts and bad loans they had. Recently moved into Québec, and are seeing some accelerated growth in that area.

(A Top Pick Jan 25/17. Up 82%.) This company was taken out for cash.

A cannabis name he owns and likes. They’re in the process of making an acquisition of Tokyo Smoke. The 2 men in charge are very innovative and experts in marketing and branding. This is probably going to be one to watch. Expects it has a bright future ahead of it.

Addiction treatment centres, mostly in California. Their plan was to roll these out all over the US and have different phases of treatment. The company wasn't that profitable, as employees in each of the individual centres was not really buying what management was doing and not taking ownership. The company changed their compensation to actually compensate managers of the individual centres. There still hasn't been tremendous results from that.

If you look at the small, mid-cap energy space, this team has done an amazing job. They've had some very successful wells and some great resource increases. Management has been doing a great job, both with the drill bit and on the service side.

Has gone on a turn-around. They refinanced themselves. The rig business in the US is still fairly fragmented. Over time, this company is going to be fairly successful as they have great relationships in the oil patch, which will continue to allow them to grow their business. One thing you have to watch is that they tend to be more levered to oil/gas, depending on how many drilling rigs are being moved.