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.

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.

Tourmaline vs. Whitecap ( WCP-T ) Weighting in gas is weighing it down, you’re stuck competing against all the other gas producers. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.

Whitecap vs. Tourmaline (TOU-T) Decent multiple, plus bunch of growth potential, pretty good rocks. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.