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They have been on a pretty big buying spree. This is not one he is particularly hot on. In fall 2017 they were supposed to be complete in their building but are only a third done to date.

It has suffered lately. It is surprising, considering the overall growth of the company. Over the longer timeframe they have done phenomenally well. They added more stores and increased the basket size of the average customer. They dominate the Canadian market. The challenge is to continue to grow. They could be taken out by a US chain.

He really likes management. It is the biggest cannabis market in the world. As producers come online it will decrease input costs to them.

He stood back and watched for the last number of years. A company is battling to deposit unlimited amounts with them at 4%.

They have done a great job. They are in the top three as far as medical patients go. It is super cheap. They are talking about a US listing and that could light it on fire. They could get taken over. (Analysts' target; $16.11).

They are in partnership with Stat Oil. The first well was to find the edge of the basin. They are cashed up 2 to 4 years. It could be one of the largest gas discoveries. (Analysts' target: $9.88).

They trade at about 1 times revenue. They are trying to get a dispensary in Nevada where Tesla is putting in their factory.

The tariffs are still on, which doesn't help them short-term. They do have a better balance sheet now, but the steel sector is heading into a downturn with weaker demand from China. Stelco will do better than its peers, but the sector will weaken. Trading at 4x forward earnings.

He's been short semis which has cyclical earnings, and this cycle has run its course. He wouldn't play this sector now. It has peaked. This is not a bad holding though.

The US banks have underperformed, and are a canary in the coalmine for the larger market. That said, there's support for Citigroup (earnings, international exposure, etc.) and the banks benefit from rising interest rates. Their valuation and re-structuring all work, all good. This is one of the better US banks.

Doesn't see a turnaround. It's suffering from the migration of people watching movies at home. So has Cineplex. Valuation is okay, but he can't warm up to it. Viewing habits have changed dramatically.

You'd think this would be a great story in a growth economy, but there's a lot of conflict in the US-China trade talks,
especially in tech. Also, their accounting is mystery. What is their cash generation? Maybe it's accurate, but he can't get comfortable with this.

Canadian oil has disappointed Be patient. It's good value and our oil stocks are ridiculously cheap. They will ultimately go higher. He doesn't know what the catalyst would be. We are seeing alot more rail transport and decreasing supply from Venezuela. This week's LNG announcement in BC is also good news. Investors have left this sector, but they will come back. He's willing to buy cheap oil stocks and hang onto them. Oil prices will stay the same or rise.

Rich valuation. They dominate ETFs and have capitalized on the rise of these products. He'd like to see how the ETF world survives in a downturn. Massive withdraws? He's in a show-me mode. Will owners panic and dump ETFs in a downturn? Do they know what these products hold?

(Past Top Pick March 27, 2018, Down 26%) Frustrating. It looked promising until a short report was issued and this stock got crushed. Maxar battled that report. Still, investors are on the sidelines. This stock is ridiculously cheap.