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Today, James Hodgins commented about whether GUD-T, SIL-T, BYL-T, AD-T, CHR-T, IPL-T, GUY-T, QTRH-T, SCR-T, IFOS-X, LXE-X, CIA-T, HEXO-T, SHOP-T, KL-T, CR-T, PXT-T, CPHR-Q are stocks to buy or sell.

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COMMENT

Market Outlook He likes to keep an overall portfolio that is market neutral. The FANG stocks has really driven the second half of this bull market since 2019. Canada's resource market has not favored well in this cycle. Over the past 20 years things are a little better for the TSX as the resource cycle flourished. He sees the regulatory environment being the big issue for Canadian energy stocks.

HOLD

It has been a disaster for the past few years. It has collected royalties on drugs for years. It trades at 4 times earnings. He believes it to be a great take over target. However, the Board and the larger shareholders are not interested in that. It is too cheap to ignore.

WATCH

They have ended their strategy view and have decided to not sell the company. They thought is was worth $30 per share. It has cheap metrics and receives Brent pricing for its oil. They had a dry hole recently, which prompted them to exit their holding.

RISKY

It comes down to the regulatory environment. It has a great balance sheet, but carries some debt. This is a call option on Canadian natural gas. It is highly speculative at this point.

HOLD

He is getting bullied up on the precious metal space. If the economy weakens, you will see central bank intervention. As debt to GDP ratios continue to go higher, he sees inflation returning. He thinks in about a year, you could see something like the 1970s stagflation period. This would be very good for precious metals -- not so good for equities. KL-T is a bit expensive and he would prefer others. He thinks silver prices could rise dramatically compared to gold if the stagflation scenario unfolds.

DON'T BUY

He just can't buy this at 20 times revenues. It has a tremendous amount of implied growth embedded in its current price. News that Amazon may purge some smaller vendors could help them.

HOLD

He owns a little along with warrants. They have a better valuation than some of the bigger players. They specialize in sprays and edible marijuana. He would be cautious about this space though. (Analysts’ price target is $11.50)

HOLD

They purchased the balance of their project from the government. It is trading very cheap. They do not have major issues with China. It will be highly sensitive to global iron ore prices. There have been shut downs in Colombia, which has benefited them. It would be a hold for him as iron ore prices might weaken going forward.

PAST TOP PICK

(A Top Pick May 15/18, Down 55%) It has suffered like all junior energy holdings. He exited as they want to have a better sense about the Canadian regulatory environment. They have kept their balance sheet strong.

PAST TOP PICK

(A Top Pick May 15/18, Down 73%) A miner and processor of phosphate -- a precursor to potash. They took over a bankrupt project in Brazil, which they liked from a speculative perspective. They have had technical difficulty with the project and it did not work. If you are patient, it should eventually pay off, but he exited it a while ago.

PAST TOP PICK

(A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports for younger consumers all around the world.

SHORT

He has not been following it recently. They were involved in 4G technology in the past. He actually has a small short position.

COMMENT

He has liked the project in South America, but it has had issues with geopolitical issues. It appears very cheap he think.

DON'T BUY

Their build out was focused on the oil sands and that could hurt them. He thinks the dividend is safe, but does not see investors coming back to trade the stock at the multiples of the past.

BUY

Dividend safe? The payout ratio is in the high 50% level -- it should be safe. They extended their agreement with Air Canada to 2035 and received capital for their leasing business. He likes the stock and thinks it trades undervalued and the dividend could increase. Their earnings are not as correlated to the economy as with Air Canada, so he has made this his largest equity position.

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