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Market. He is not a resource stock fan and avoids them like the plague. The money you have to raise for exploration and permitting is too much. The price of the commodity would have to cooperate over the long term and you can’t control that. You end up with an enormous hole in the ground and return little to shareholders. These are huge disconnects between the US market and the rest of the world. There are the trade wars between the US ad everyone including China. The US market is extremely highly valued and vulnerable. Tariffs are causing products imported to us to be more highly priced and to be a problem for US producers.

He owned it even when it was private. He has cooled on it a bit since they launched the mortgaged streaming product. The canola may not be catching on as fast as he originally thought. He sold a while ago.

It is a well managed but regional and profitable bank. It has been for sale for a long time. There is a union there while other banks are non-union. It has a safe dividend. It is tough for them to grow. There won't be a lot of excitement in this name – steady as she goes.

They are developers and manufacturers of wireless antennas. It is tremendously undervalued as they broadened their product offerings after acquisitions. He is holding on and thinks it is a great buy right now for a long term hold.

They made an acquisition about a month ago. It was in BC and is a long term investment. They want to start a vineyard there. They can double the capacity of their retail store there. Their business might accelerate under Ford now. They expanded their plant capacity with imports. They have been treading water recently but recent crops have been good. Now is a good time to get in. He owns 9,9% of the company.

This is going to be a volatile business. It is highly correlated to the semiconductor business. They had to reorganize last year, but successfully. Be prepared for quarterly volatility. It is not cheap. The stock moved up and got ahead of itself.

He would hang on to it and maybe buy some more. It is considered a defensive stock. A lot of utility and telecom stocks have come down because of higher interest rates. The dividend is safe and their interest is to grow it.

He is not sure why the stock is doing so poorly except that money is being sucked out for other sectors. A lot of these companies have never been better valued. They had a great quarter last quarter. They announced a lot of new systems post-quarter. They are reinvesting in sales and marketing. The sales have never been better. He is holding on. It needs a large announcement with a large US chain.

He loves the company but not the stock price. It is becoming more and more expensive on a forward earnings basis. He likes management and the industry. Wait for a pull back. It is not for the faint of heart.

They still generate a lot of cash flow from their patents. New management has a new strategy. They made acquisitions last year to diversify. They seem to be implementing a software roll up strategy. Hang on if you own it, otherwise wait a few quarters to see exactly what the strategy will be.

Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.

(A Top Pick Sep 25/17, Up 6%) It is the largest such company in Canada. It has tripled its subscriber base recently. They are in Eastern AND Western Canada. They are a disruptor. There is no inventory or wastage as people order exactly what they need. It goes straight from the distribution center to your door. He thinks this will make a very attractive target for a Canadian grocer.

(A Top Pick Sep 25/17, Up 68%) It got taken out. He got in when the stock came down because institutional investors started throwing in the towel.

(A Top Pick Sep 25/17, Up 2%) It is a duopoly in Canada. They hedge themselves. When the new CEO came into to diversify them in to such things as maple syrup, the stock has not performed that well because they were behind with integration. This is a great integration point.

He bought at a lower multiple and the company has done well. He discussed the impact form cannabis with the CEO and they don't think there will be any. In the US there was a temporary impact on the beer industry. The prospects remain very bright with the sale of wine in grocery stores.