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Competitive call structure, lack of growth. Paying down debt instead of reinvesting in the business, which will hit their growth longer term. Prefers CNQ which has more growth and higher yield.

US drillers. Prefers Canadian names, because of valuation. Go for straight-up growth or harvesting some cash flow. Valuations in the US are getting a bit stretched.

This is their year. Has rebounded with oil prices, still room to go. Executing well, wall of cash flow coming, good yield.

Buying like drunken sailors causing dilution? Started with the build, then moved to just the buy at extended multiples. Now using cash, which is tamping down return potential. Storm clouds on horizon. Supply far exceeds demand. They’re not really thinking of shareholders when they’re buying at high multiples.

Oversupply of marijuana similar to .com era? Will black market add to oversupply? Will big players be in financial trouble? That’s one issue, but another point is these stocks imply $6/gram price, but provincial price implies $4.50/gram. That’s a worry.

Contender, go by the wayside, or be acquired? Be careful, takeout premium is built in. If no takeout, there could be a blow up in the stock. Stuck in no man’s land, no R&D on pharmaceutical side, no export agreements. Tough for them to compete in exports and pharmaceuticals when the market price of wholesale marijuana reaches a plateau in a year or two.

Well run, good pure play on refining. But you want to own refiners at beginning of cycle, when prices are low or going up, not now. Now you want to be in the integrated space.

Specialized marijuana companies. Hasn’t looked closely at these companies. But the infused beverage space is an interesting way to play marijuana. Possible takeout opportunity from liquor and big tobacco. As long as they execute well, could be a takeout or grow their own market share.

Part of Baytex, good way to get exposure to Eagleford as well as Canada. Bought Raging River, multiple is in line, and they have decent growth. Hold your shares if they get rolled into Baytex. Market thinks they overpaid, but if you buy good rocks, you’re going to get a good result.

Bought Raging River, multiple is in line, and they have decent growth. Market thinks they overpaid for Raging River, but if you buy good rocks, you’re going to get a good result.

Cash harvesting, strong yield, plus decent growth, not too expensive. Cardinal’s good way to play straight-up growth or harvest some yield. Lots of cash flow with the dividend, which doesn’t look like it’s going anywhere except up.

Future? Produces plant-based medicine. They’re smart, likes the management team because of their pharma experience. Oversupply still to get through, but if you’re willing to look beyond the next year, stick with it. If you’re worried about storm clouds, put your money into a high-yielding energy stock, or another commodity, and then come back in later in 2019.

Doing right thing in signing supply agreements with Quebec government. Could be a takeout. Doesn’t like that they haven’t signed international agreements, plus the industry is selling off as a whole. He’d stay with the bigger players. Better ways to play the sector.

Marijuana based in Canada only a big concern? Yes, because of oversupply. If Europe had regulatory change, they could eat up the extra supply. But if don’t sign agreements now, could get shut out by the big guys. Need a route out of Canada if there’s oversupply.

Heard good things about their brand, quality production. Small player, so would hope they can do a joint venture with someone. Branding will be tough with regulations from Ottawa, so strong brand now could pay off.