OSB-T vs. CFP-T. Looking at a long term chart of lumber futures, we are getting back to levels from when the economic levels were much weaker. Individually he is not sure that the prices are washed out. There may be more downsides in the more economically sensitive names.

OSB-T vs. CFP-T. Looking at a long term chart of lumber futures, we are getting back to levels from when the economic levels were much weaker. Individually he is not sure that the prices are washed out. There may be more downsides in the more economically sensitive names.

Market. BAD-T about 2.5 years ago had a huge short position. He thought that was unusual. He was convinced the shorts were wrong. One of the short sellers launched an attack that was just lies. It went down on volume. Insiders then bought a bunch and the stock more than doubled. The short-seller was wrong. If your stock is subject to one of these attacks then don't run for the doors. The regulators don't do much about this tactic. Often times what is said about these companies is untrue and you should not let them steer you. The BAD-T shares have come roaring back. This happened mid-2017. It is a pity that investors have to pay the price for this.

An Alberta based aggregates company – the division that pays the bills. Two other divisions. One is a fack-sand division. Drilling in BC is about to pickup because of the LNG plant about to go in. If they can prove out their deposits it could be very positive for the division. The other division is like Uber eats but for gravel, which is an inefficient market. They can profit from the division between gravel prices between vendors as they take orders for delivery.

The economy in Edmonton is not great. Car selling is competitive. ACQ-T has a lot of management turnover. He would not be into it.

Waste gas is not flared off but used for something useful. There had been a regulatory issue in Colorado and he thinks this has passed. It is well managed.

A fairly new company but the assets are not new. They are in Europe. They have been growing hemp for years. They are a seed-to-shelf business. It is under-followed. He likes it a lot. As the name becomes better known and understood, the valuation gap should close, especially as they deliver.