COMMENT
Big tech stocks are overbought, but other sectors have started to rise, sectors that have been dormant, so this is a good sign. This buying is driven by FOMO, though the economic realities don't line up stock prices. Stimulus has also encouraged buying, but economic data looks encouraging. He's looking for companies that can grow earnings in a period like this. Home improvement and recreation (i.e. skidoos) have been higher than in years.
COMMENT

Wellness drives CBD demand and there's more competition entering this space. The CBD market continues to expand into drinks and food. He used to own this, but sees better opportunities. But CWEB is one of the U.S. leaders in this crowded space, so it's okay. You want to be in this space.

DON'T BUY
Over time, people will travel again, though certainly not right now. AC is burning through cash because of few passengers. Buying this depends on your time frame. If you're long term, now is an attractive entry point. As improvements in vaccines and treatments accelerate, then we will see airline stocks bounce back even before airline travel numbers rise, as investors anticipate that bounce back. Don't expect quick returns here. You need to give the entire airline industry time to recover.
DON'T BUY
This will be challenged short term as fewer people ride buses. The recovery will be slow, not sudden. Consider the slow migration out of big cities into rural or suburban areas. If you have a 3-5 year time horizon, then consider this. NFI is well-managed and was doing well before COVID though it had problems with their distribution centre.
DON'T BUY

He prefers CIBC or RY (capital markets are driving stronger revenue), and he isn't looking at BNS. He has little exposure to financial services. However, banks are showing improving technical signals, like attractive valuations and starting to approach previous highs. BNS has exposure to Latin America, which is another headwind.

PAST TOP PICK
(A Top Pick Aug 09/19, Up 231%) A market darling centering around a gold operation in Papua New Guinea. The gold tailwind hasn't hurt. KNT was already gaining investor attention before this gold rally. He sees more upside here, so he's holding onto this. Also, this could be taken out down the line.
PAST TOP PICK
(A Top Pick Aug 09/19, Up 10%) A cannabis company in Nevada. Like Indus, they cleaned up their situation and are turning around. They bought a large dispensary in Nevada near Reno. An overhang was owing the vendor a lot of money, but that vendor has become the new CEO has fixed that debt. CXXI is now cash-flow positive. Down the road, they will do more acquisitions.
BUY
A US company that's consolidating in the medical market (home lifts, ventilators, oxygen, etc.). He continues to like it. It was a past pick and since they made an acquisition. The stock has increased, though not as much as he expected. He predicts the valuation will be pretty attractive. This could be a takeover target and it's firing on all cylinders.
BUY

WELL Health vs. Cloud MD, and buy the warrants? Different companies in the same sector. He owns both and expects both to excel in the coming year. Cloud MD just released earnings, not as strong as he expected, but talked about future catalysts coming in the fall. WELL just announced an acquisition and got financing from their biggest shareholder, Lee Ka-Shing. Both are equally good. Warrants: you could do this, but the challenge is that both stocks have enjoyed huge runs and profit-taking could happen. You have a finite time before those warrants expire worthless or you decide to exercise the warrants--it's riskier, though offers a higher return. In contrast, you can just hold onto the stock.

BUY
A past pick that he still likes it. They're in the renewable/natural gas space, which has a huge tailwind in coming decades driven by governments. For example, California targets 20% of their nat gas will come from renewable sources by 2030 (now it's less than 0.5%). GRN will benefit from these big projects. The stock hasn't done much lately. Last earnings report showed a revenue increase, but that didn't trickle to the bottom line. This happens with a growth company which is spending to keep growing. This sector will have huge tailwinds. You want this company to grow as fast as it can to take advantage of that tailwind. He continues to like it and will hold. Excellent long-term potential.
COMMENT
The large tech stocks are overbought. SHOP has helped lift the TSX with its significant move, triggered by the lockdown and COVID as more retailers flock online to sell. This trend won't vanish. Shopify has been expanding into financing, which offers higher margins. He owned this in the past. Over time, the business will expand and grow. He wouldn't be surprised to see a pullback in Shopify and other large tech stocks. You can buy a partial position now then add on weakness. If you already own say 5%, take sell 1%, then buyback that 1% on a pullback.
TOP PICK
They;re exploring for silver in Mexico. From an acquisition, they got 500 historic drill holes with data, boasting fantastic numbers. Investors are concerned over historic data, so GR is twinning those holes to confirm these results. When they confirm this in the next month or two, he expects a huge move in this stock. This is likely a takeout target.
TOP PICK
Before the pandemic, this was gaining traction, but COVID scared investors over restaurants closing. So, LSPD sold off, but now restaurants are coming back online with many boasting busy take-out and patio business. Those that survive must be effecient, and LSPD can help that. LSPD should pick up business in the future. (Analysts’ price target is $46.13)
TOP PICK
This is Greenlane's big brother. Governments are pushing for renewable gas, so this is a huge tailwind for renewable natural gas companies like XBC. XBC just announced an acquisition and will continue to do so to increase revenue and EBITDA. XBC often is rangebound then consolidates. Now, it's entering its next acceleration. (Analysts’ price target is $5.71)
PAST TOP PICK
(A Top Pick Aug 09/19, Down 72%) They've had a tough time. He actually sold, then re-entered this stock. Indus has recapitalized and turning around. The stock hasn't performed in the past year, but he expects them to turn a corner. A cannabis company, their weed has a lot of THC and this commands a premium price. They invested a lot to build their facilities, so they couldn't generate revenue until raising more money. They're on track to produce EBITDA in 2021.