Earnings yesterday were a lot better than expected. They've had a rough year or so. It looks like they've now dealt with their troubled investments and are starting to re-invest their money. One issue is that the payout ratio is very high, around 98%. They will likely do everything they can to protect its high dividend, over 10%. He's waiting to see what'll happen to the payout ratio.
Two of three divisions are in cannabis--the THC and CBD sides are expanding 5x from their current sizes into 2019. They can't get enough product now, because they're very good at extractions, which boast huge margins. They will have a new facility by year's end, and increase their cash flow give times It's trading at 1x sales. They're great at what they do. (no analysts' price target)