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Market Comment. The divergence between small cap returns in Canada and the US will eventually return to the mean. Over 20 twenty years the correlation has been very strong. Oil stocks and material stocks may have found a bottom in Canada. Some of the US tech names are starting to be hit hard. He sees the oil service sector as a potential winner in Canada, where the multiples have come down so much.

He met with them about a year and half ago. They are a meat packing company. They recently missed their earnings target and he doesn’t think the earnings growth will be great into the future. He likes the overall business, but it is still too expensive. He see competitors moving into the space.

He owns this company. This trades at much lower multiples than competitors in the space. His average entry price is around these price levels. Their growth is much more rapid than others in this space.

He recommended this as a buy about nine months ago. Recent earnings have been disappointing however. He believes they have a bright future, but are still in the show me phase. He thinks they may have overpromised and under-delivered on how cheaply they could produce their bus fleet. He would not rush in to buy this and would suggest waiting to see how management improves operations.

This chart has been a rocket. He does not own it as it always seems too expensive. If you own it, continue to hold, but don’t add at these price levels. He respects the management team.

This had been a big winner for many years, but last year they missed on one of their royalties. He likes the management team, but finds it too expensive. He would hold.

They are trying to re-make their brand. It looks cheap and the balance sheet looks pristine. There is not much downside, but he continues to sit on the sidelines as it is still a bit expensive.

This stock has been quite disappointing despite their business model. This is a very competitive space with long marketing cycles. He is not sure why there is not any market coverage. Perhaps if they report some consistent earnings quarters it will help.

This is his largest holding in the oil and gas funds. They grow through their own cash flow and netbacks are great. They price off Brent oil prices. Management has always over-delivered. They have great drilling opportunities and management is A+.

This company provides augers and storage facilities for the farming community. It will be interesting to see if tariffs into the US may hinder sales of grains there. He likes the quality of the recent acquisitions and thinks they have good earnings growth. He has wanted to buy it, but it has always seemed too expensive on the multiples.

This was one of his previous Top Picks. It is one of the cheapest oil and gas stocks. Operationally they have beaten expectations the last couple of quarters.

Unfortunately the gas sector faces production that is stranded and at low commodity prices. He continues to stay away from this sector, but feels the risk-reward is looking better.

They have had some strong numbers and he likes the accretive nature of recent acquisitions. It has a complex story and this may lead into why the multiples are not as good as others.

This is a cheap stock and he likes holding it. It is not a growing business, but they seem to win market share and the balance sheet looks good.

This has been a very good performer for them. He met with management about two weeks ago. The multiple is not cheap, but is still good value and the margins are very good. They may make some additional acquisitions and he likes the management team. Their products fit well with the changing demographics.