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COMMENT
December 12, 2018
He thinks APHA-T is having to deal with short-selling threats. He is not in it presently. He has been pushing more into US cannabis names.
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Aphria Inc (APHA-T)
December 12, 2018
He thinks APHA-T is having to deal with short-selling threats. He is not in it presently. He has been pushing more into US cannabis names.
HOLD
HOLD
December 12, 2018
He has owned in the past, but is not in it today. Their business has been accelerating. Their loan book is close to $1 billion. There is a short report against them right now -- some legislation that may limit the rate of interest they can charge. He thinks you have to watch the economic cycle as these are high risk loans. In the last week the company bought back shares and there is a lot of insider buying right now.
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goeasy (GSY-T)
December 12, 2018
He has owned in the past, but is not in it today. Their business has been accelerating. Their loan book is close to $1 billion. There is a short report against them right now -- some legislation that may limit the rate of interest they can charge. He thinks you have to watch the economic cycle as these are high risk loans. In the last week the company bought back shares and there is a lot of insider buying right now.
COMMENT
COMMENT
December 12, 2018
GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
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GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
COMMENT
COMMENT
December 12, 2018
GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
Show full opinionHide full opinion
GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
HOLD
HOLD
December 12, 2018
Is this stock done? He has had it as a past top pick. It has had a difficult year as business has not developed as fast as expected. He is not concerned about this. There have not been big orders out of the US yet, but he is seeing progress. As small orders come in, he expects to see the orders come in with size -- perhaps the second-half of 2019.
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Is this stock done? He has had it as a past top pick. It has had a difficult year as business has not developed as fast as expected. He is not concerned about this. There have not been big orders out of the US yet, but he is seeing progress. As small orders come in, he expects to see the orders come in with size -- perhaps the second-half of 2019.
BUY
BUY
December 12, 2018

He thinks 2019 will be a big focus in the US for them. The US farm bill will be good news for anyone involved in this market. This company is seeing year over year growth at over 19% in their THC division and they have a fairly good lead over their competitors and the margins are huge. He expects them to finish next year with revenues around $100 million and the market cap is close to this level. He sees it being super cheap.

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He thinks 2019 will be a big focus in the US for them. The US farm bill will be good news for anyone involved in this market. This company is seeing year over year growth at over 19% in their THC division and they have a fairly good lead over their competitors and the margins are huge. He expects them to finish next year with revenues around $100 million and the market cap is close to this level. He sees it being super cheap.

BUY
BUY
December 12, 2018
There could be a number of metrics coming in their favor soon. They have been trying to sell off their surgical division, which would allow for growth in other areas. They dispense a lot of pharma into nursing homes. They have some exclusive agreements with cannabis suppliers into these facilities. They have a home dispensing products for pills that he thinks will be very positive.
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Centric Health (CHH-T)
December 12, 2018
There could be a number of metrics coming in their favor soon. They have been trying to sell off their surgical division, which would allow for growth in other areas. They dispense a lot of pharma into nursing homes. They have some exclusive agreements with cannabis suppliers into these facilities. They have a home dispensing products for pills that he thinks will be very positive.