(A Top Pick Mar 26/18, Down 25%) All small-cap energy names have taken a huge hit. But if you're a patient and believe Canadian oil will come back, then LXE is a tremendous buy. LXE has a pristine balance sheet with $20 million cash and zero debt. This is a good junior energy to play.

(A Top Pick Mar 26/18, Up 79%) They were smart to pick up some spectrum in the wireless side, which will be quite valuable during the coming 5G spectrum auctions. He exited because TGO hit his target price from $4 to $10. Fine balance sheet and fairly valued.

(A Top Pick Mar 26/18, Down 51%) It's plunged since the spring, treated unfairly by the market. (He explains why later in the show.)

Has shed 65% this year. They are introducing medical cannabis in some of their senior living homes, which is interesting. Balance sheet is not great. He's neutral, but would not make it a core holding.

It's interesting now. Anytime you see an industry go through a down cycle as long as this, then a merger of two big players, that's usually positive. He likes this long-term, but short-term he expects a recession. He owns a little of this.

He's been buying more of it. It's a core holding long-term. Defensive stocks will get more expensive at this stage of the cycle. This should continue to outperform.

He liked it earlier this year, but now it's expensive. He's shorting it. Trucking is very cyclical and very sensitive to wage inflation. TFII's business is mostly in America. It's done better than its peers who suffer a truck driver shortage. A cyclical heading towards a recession is not good.