They got smacked when they missed their quarter. He's long ATS. It does well counter-cyclically, which means as we head towards a rougher economy, this tends to perform better. He believes management will turn this around. This could be a defensive name as he heads towards a rocky economy.

He likes it. Not a cheap stock and the entire cannabis space is challenged. Not for the faint of heart, though. Hexo has good extraction technologies and he can see CBD-drinks doing very well in the future.

He's shorted this the past few years. The CEO bougth stock last week. It's fairly valued at $13. He wouldn't buy or sell it. The bulk of their earnings come from car lifts, which is cyclical. Does the last quarter miss mean 2019 will be bad? No, and the CEO buying stock is a good sign, but SIS is a cyclical stock. Long-term as a medical lift play, SIS makes sense.

He's been short this. The balance sheet is very impaired. It needs to reorganize. The assets themselves are fine, but they went on a buying spree and now carry a lot of debt. This has lagged its peers in recent years. A bankruptcy is possible.

Pristine balance sheet with $3/share net cash. They're now up for sale after a strategic review. He expects a major will take this out. His take-out price is in the high-$20's.

He's short this. A lot of former income trusts have done a lot of buying because of cheap financing in recent years. This has driven their growth, but financining will continue to get expensive. Boyd has cash, but also debt. They may miss their next quarter.

Good products and budiness model. Heading into a recession, alcohol does very well. It's like the old Rothman's, generating high cash flow and paying strong dividends, though the stock price doesn't do much. They could get into the cannabis space. (Analysts’ price target is $22.75)