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Revenues have gone up 82% last year and they have a new line of credit. The rig count is rising and the payment per day has gone up dramatically. He thinks this could trade back into the double-digits. He doesn’t know where oil prices will go, but it seems reasonably priced. Yield 0%. (Analysts’ price target is $2.38 )

(A Top Pick April 3/17 Down 21%) This was previously Wi-Lan. It lost $12 million last quarter, but with $49 million in cash flow. They have done three material takeovers on the last year. This company will be in expansion mode and he continues to like it as a turnaround candidate.

(A Top Pick April 3/17 Up 29%) He likes how this has worked out. He thinks the new salary metrics for the CEO is poor – it reflects pure greed. He thinks it will go above $1 billion in revenues soon and could double in share price.

(A Top Pick April 3/17 Down 0.6%) This was taken over by AE Industrial on 09/12/17. The company was into electronics. He knew the company was looking to be taken out. It did not sell for much of a premium when it sold.

He invest in this space (digital payments), like Shopify and Visa. SQ fits here. Stock has been doing well, stronger than 98% of S&P 500 with a solid growth rate. Equity markets are getting better which is a tailwind. There's still room to run.

Semi-conductors have become volatile in the past few weeks. Money is leaking away from some financials, though it's not a major problem. People are finding cash to buy energy and materials. Semis will be okay and perform well.

They make a skin patch to monitor for irregular heartbeats then indicates on an app whether there are heart issues. Patient incomes are 3x as good as the next-best technology. This captures only 6% of the U.S. market and not international yet. IRTC did not break down during the recent correection. Strong.

Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.

Pipelines have been suffering the past year, because they are less economically sensitive stocks during an accelerating economy. So, investors are shifting money into other sectors that are accelerating. Enbridge isn't benefitting from the oil rally. (Buy Suncor or CNQ for that.) You'll get your dividend and this is a well-run company, but ENB is a good house in a bad neighbourhood.

(A Past Top Pick on May 17, 2017, Up 8%) Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

(A Past Top Pick on May 17, 2017, Up 28%) He's contined to buy it now. It's cheaper and grows faster than its peers. It benefits as Europe improves, and is the Canadian leader in auto parts while stacking up to U.S. peers. Pays a 6% dividend.

Chemicals are doing well. He owns several chemical stocks, but not SQM. You may buy this for the litihum or fertilizer exposuire. You could step into this, and seasonally now is the time to buy fertilizer. Use the 150-day moving average of $52 as a stop loss. A good company. Pretty liquid.

$800 million spent to put the company name on a sports facility? Generally, it's not a good idea, except ACC in Toronto. He's not a fan of Canadian banks. The American banks are growing faster. He doesn't like the idea of putting a company name on a sports buildings. He would avoid this stock.

What sectors to buy if there's a recession in 2019? He doesn't see any sign of a recession in 2019. He doesn't invest that way anyway. In a recession, though, he'd buy the things that act like bonds: telocs, utlities and REITS. Crashes in, say, 1987, were not recessions, but resets.

It's having a nice bounce because of the oil price rise. Reduce your stake a little. This will grow over time. But it depends on the oil sands. Price could be sluggish. A great yield of nearly 7%.