Likes it. Excellent managers. But they've run into problems, including a big acquisition a few years ago that's fallen short of revenue expectations. Another one, they took on a lot of debt, which still worries him.

It popped big in May when sports gambling was legalized in the U.S. Score has 11 million subscribers in its app, which is great for live-event sports gambling. The Score will benefit from more people using the app.

It screens very high in his metrics. Nothing wrong fundementally here. A potential buy.

This is too big for him, since he invests in small/mid-caps. Canadian consumers are levered up, so he doesn't buy Canadian banks. He prefers TD.

He's short this. Mixed reports about the launch of cannabis in Canada since mid-October. Aurora at its peak had a $15-billion market cap, typical of investors betting on the future earnings of this sector. Auroura is highly acquisitive. Medical cannabis will be a great business. Aurora has bought in medical and recreational weed. Cannabis companies face tough slogging going forward. He needs to see the U.S. and European markets uptick in receational weed demand.

He doesn't like their debt which is 6x EBITDA. He fears this could go bankrupt. Problems were they bought up TV stations from Bell, and lost Disney as core client and in turn will launch their own streaming service and compete with DHX. He's short DHX, which could go to 0.