ALA-T vs. ARX-T.  ALA-T is going through a reorganization.  It complicates his model.  The trailing PE is 19 times and it is cash flow positive.  The yield is very high at 10.2% with payout at 60%.  The ROE is okay at 6%.  He would wait until the financing of the spin out is complete and the market should be more comfortable.  He does not follow ARX-T.

It is a company that invests in cannabis opportunities.  The most recent is in Australia where it is one of the few companies that is licensed there.  They also announced a deal in Jamaica where production is coming on line.  It is a reasonably diverse way to participate in the space, but he thinks there are better opportunities in the near term.

There is great value in the company.  Earnings are expected to grow 33% in 2019 and 25% in 2020.  They announced an agreement to sell their contract mining business.  They should be in a net cash positive position afterwards.  It is a buying opportunity.  (Analysts’ target: $20.50).

Small cap company in the green space.  Their sales grew 62% year over year.  They expect 2018 will increase by 50-70%.  Renewable gas to energy opportunities are ahead of them.  The order backlog has grown 6 fold in the last year.  It is a thinly traded stock.

[The guest could not make any comment about this selection as a top pick due to time constraints].

Mainly in property management. Likes that they're capital-light and low capex. Can generate enough cash flow to grow. Acquire a lot of smaller companies in their sector. 25x forward earnings so not cheap, but they execute well. Managers own 20% of shares. (0.7% dividend, Analysts' price target: $108.49)

There's limited competition for them yet sustainable demand. Crude by rail helps given the lack of pipelines. Well-run with an extensive rail network. (1.7% dividend, Analysts' price target: $120.07)