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This is a way to play the millennial fintech market with a dash of crypto. The stock made its IPO at 10, then pulled back sharply. They have a platform that allows millennials (or anyone else) to get loans, mortgages, and other financial products -- now including a crypto layer. There are 10 million millennials and Mogo has 600,000 (6% of the addressable market). There is a likely tipping point at 10% of the market, so Mogo should add another 400,000 users, and they are on their way there. The company has been able to deliver top line growth, but not big earnings, which has put the stock under pressure. She recommends patience, that in a stock like this, the earnings come eventually.

This is the largest consolidated outpatient imaging in the US. There are about 6500 clinics that provides imaging services on an outpatient basis and RadNet has been consolidating the space. They have a few hundred of these, so there a lot more growth is possible. The private-clinic model is increasingly popular because it provides patients with lower copays. (Analyst’s price target is $16.33)

This is positioning itself to become the Amazon and the Uber of the cannabis world, with 20 ecommerce sites across 20 countries. The stock had a huge runup because everyone was excited by the model, but it pulled back. This is a good time to get in. The company has $30 million in cash and will be doing further acquisitions. They have two unique platforms: One is for Namaste MD where patients can get prescriptions. The other, Cannmart, allows patients to buy cannabis online. Namaste will be one of the few licensees that sells cannabis but does not cultivate it. They are awaiting for Health Canada approval (Analyst’s price target is not provided)

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

Beijing trade war with Washington. Surprised there hasn't been more worry in the markets, but Canada has been focused on NAFTA. The two largest economic powers in a trade war is concerning. With Trump, always wonder if it’s just a negotiating tactic or not. In general, investors should be positioned more defensively. For Canadian investors, these tactics pose some risk to NAFTA if the US takes a hard line. Canada needs the trade more than the US does, and the power of US consumer puts US in a strong negotiating position. Bit of a game of chicken now. In Canada, people should think about the view that a slightly worse deal is better than no deal at all.

Today’s money flow into defensive sectors. Today US money moved out of cyclicals and into telecoms, utilities, and consumer staples. He’s not as attracted to Telco’s, utilities because they’re slow growth, have high valuations, and will be hit by rising interest rates. They find businesses not in those traditionally defensive sectors, but with stable cash flow, good dividends, such as gaming, waste management, some industrials. Traditional safe sectors being hurt by rising rates is a continuing concern.

Still likes. Very well run business. Pulled out based on valuation. Rebranding, organics, acquisitions, alternative meat categories, which at 10x EBITDA is fairly valued. Would look to step back in if there’s a sell off.

Dominant position in Alberta liquor, which is competitive, so they're diversifying. Trying to acquire licenses in cannabis, which is an interesting opportunity. Liquor business in turnaround mode which will improve over next few years, but market isn't giving value to the cannabis division. Will have a strong position when the licenses come through.

Get in again for 5 months up to 3 years? One of their favourite investments. Not as cheap as it was. It's a good business, management is executing, and it's in a strong market position. Third largest player globally. Holds contracts globally for lottery tickets, a steady growing market, even in a recession. Poised to continue to grow. Can hold it for the next 3-5 years.

Diversified in a number of metals, including copper, zinc and met coal. Stock has pulled back recently, as all base metals have based on EM and China weakness. Strong balance sheet, strong cash flow. Conservative way to participate in these areas. (Analyst's price target is $41.)

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

Good time to take profits? Cautious, because has significantly outperformed Martinrea and Linamar, based on its forays into autonomous vehicles, joint Chinese ventures, and partnership with Lyft. All these are potential financial positives in years down the road. Not expensive, but there is a risk from NAFTA, so yes, take some profits.

(A Top Pick May 29/2017, Up 10%) Still likes it, though it’s underperformed YTD. Â On the narrower spreads, bit of a misplaced concern, since banks are still able to lend at more attractive rates. The banks are benefiting from a strong global economy, financial deregulation. Don’t think yield will completely flatten. Rising rates and strong US housing starts will benefit US banks in general.

(A Top Pick May 29/2017, Down 17%) Own geothermal facility in Nicaragua. Steady cash flow, nice dividend. Had been performing well until recently, with civil unrest in Nicaragua, which they think will resolve, but this is one of the risks of investing in another jurisdiction. One positive is that this asset is a stable business and is pretty important to the country. Pullback could even be a buying opportunity.