The big challenge is getting their product to market. They have most of the cash they need into 2020, which should buy them enought time. He is watching to see how revenues ramp up next year.

This company makes infused foods and are into CBD and will likely move into THC as well with cannibas. It is one to watch.

A past top pick. From a pure valuation perspective he likes it and it trades at 7 times EBITA compared to competitors that trade at 30 times. They have taken a medical approch to their company and have a distribution agreement into Germany. They are involved in a brew-buds technology for the US. He is surprised of the recent sell off and attributes it to the delay in getting a US listing. He owns it and still likes it.

(A Top Pick Nov 08/17, Down 54%) He sold out as high as $2.35 and then again at $0.85. Having stops with these small companies is important. They simply have not been able to execute as they promised. Now they have revenue recognition issues with their reporting.

(A Top Pick Nov 08/17, Down 54%) Things just have not materialized as quickly as he expected. Small caps have not been in favour over this time either. Their remote sensor technology using low powered cell systems has good opportunities. He still owns it.

(A Top Pick Nov 07/17, Up 17%) They continue to make good acquistions. They have also been able to increase rents consistently each year.

When the Husky deal was announced he sold their position into this. The energy space is out of favour right now -- especially heavy oils. He would not step in, but would continue to hold if he had it.