He is always worried about valuation.  He is starting to review it again.  They have to diversify beyond movies.  He might look at it down the road.

They are an interesting company, spun out of the PHM-X group.  They have been executing very well.  There was a study that looked at what happens when people are closely monitored and it was very in favour in terms of what Biomed does.  This is home monitoring of the COPD disease so they can push them out of hospitals sooner.  They were growing at 20% per year organically.  He continues to own it.  PHM-X also looks really attractive now.

They are a specialty pharmacy.  If you are in a long term care facility they package all the drugs into a package for you.  They help patients take the right medication at the right time in the right dose.

They have an operation in Las Vegas.  They are specialists in the extraction process.  They make some products with over 100% margin that no one else can.  It is very cheap and could be two to three times.

They are a medical marijuana producer.  Their master grower has been working with a number of patients.  It really helps having that experience.  They have a couple of brands that will be big when they start extracting the product. 

It is a US operator.  They have been in Oregon.  They had some past issues in that market.  Previous management was not that diligent in spending.  You need to see a couple of quarters of them going in the right direction.  Then he expects the stock price to move, as it is a show-me story.

Beacons can track Bluetooth or on low powered cellular networks.  Eventually people will track asset with these.  They last a year.  This is one to watch.  They will see big orders start to ramp up in the next year.