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(A Past Top Pick on July 26, 2017, Down 38%) They developed a hardware that goes into fleets. They just announced they added another carrier to their approved list. The stock appears to be recovering after a decline. They're six months behind where he thought they'd be. Has trimmed his holding. He'll wait and see before adding more.

A fantastic Canadian story. They continue to deliver on revenue growth. One knock is it's always very expensive using traditional metrics, as short sellers note. He's owned it in the past and wish he still did.

They continue to execute and build their business, but the market hasn't recongized it. It's trading at less than book, really cheap. The market maybe concerned if they do an equity issue. Has owned it in the past.

It's challenging to figure out this sector not. He thinks there'll be a ramp up to the October legalization. There'll be more details on the extract market later this year to propel the stock higher. He's worried that more companies are going public to attract a finite nunber of ivnestment dollars. He's been cautious on the stock, and is picking his spots
within the overall sector.

Likes it alot. They've had issues with past management, but the new one is expanding the business. They do pressure controls of the inside of semi-conductors. They're giving guidance of doubling EBITDA over three years. If they exeuctue, there's a lot of room to rise.

He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

Trump's call to EU today should remove some tariff uncertanty. Should. Maybe that'll transpire with NAFTA and the auto deal, too. Meanwhile, economic indicators show continued improvement. The 10-year yield curve is trending down and is certainly on a lot of people's radar. If the yield turns negative, a recession usually follows in 12-18 months, but maybe it'll happen sooner this time because so many are tracking it.

They started to do Beta testing on this new software, then starting onboarding clients. The stock had ran up, then recently pulled back. Then, they ran into delays onboarding clients due to a hardware issue They should be back on track now. This will generate huge cash flow as they add subscribers; it will continue to grow as in-home patient services grows.

Medical cannabis. The stock hasn't performed well lately, nor has the sector. The small- and medium-sized cannabis companies have underperformed compared to the big ones. There are worries about too much supply in the market. He likes NDVA and was a past pick. Management has executed as planned by growing their facility. The market isn't rewarding them. Overall, there's a finite number of dollars to invest in cannabis, so money has left the smaller guys over supply fears to invest in the big guys.

They are threatened by tariffs, which explains why the stock has sold off. They have a big, diversified business, so long-term the tariffs don't make an issue. If you're a short-term investor then there's a lot of uncertain. If there is a trade deal, then the stock will bounce back. If you're short term or worried, sell; if long-term, hold; if you own a partial positioN, then buy it in tranches.

(A Past Top Pick on July 26, 2017, Down 59%) A year ago they were two business units which put together are much higher than PHM today--one business was spun out.

A past pick and still likes. He just spoke to management. They just got a big order from their partner of 20,000 units over 12 months. They have spent more money than the market expected, but they are generating more cash flow now. They've done studies across various industries to show how their products apply in those industries. He likes it and it should go higher as they go cash-flow positive.

They've exectue well, but one doubt is what exactly happened in the Nuverra deal from a corporate governance standpoint. asn't seen enough detail and is waiting to hear from management. They're now stockpiling product before the Oct. 17 legalization date. After that we'll see sales data and their performance.

It's done very well. The organic portion certainly has its place in the consumer market. If someone can organically produce cannabis, they should get a premium on their product, though they'd face competition. Green's valuation is rich vs. its peers. He's avoided it because of this valuation.

A long-term success, though it hasn't done much recently. They continue to add stores and the dollar count in its basket (higher prices). It does well in good and bad times. If you're a long-term investor be confident owning this.