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BUY on WEAKNESS
They are in the midst of doing a financing. It is still very attractive. They have high recurring revenue and have added new products to their offerings. The new product has not seen as much uptick as expected. The price has probably drifted off because of the financing.
Technology
COMMENT
He participated in a financing when the stock was around .60c. There was a dramatic up-move in the past couple months. They make plasma torches. They have a patent for iron ore pelletization. Their customers are slow moving companies, so further orders may take a lot of time before they come in.
environmental
COMMENT
The overall yield is 5.8%. The dividend seems to be well covered. The earnings for last quarter were 33% higher than expected. The outlook for the company is pretty good. The acquisition could offer good synergy.
REAL ESTATE
COMMENT

The krill oil lipid trial did not work as expected. The overall portfolio is quite attractive. Over the coming year, there may be opportunities. However, there are other opportunities in other companies like ATE, which he owns.

Consumer Products
BUY
They reported very strong results in recent quarters. They are introducing new software. Currently, there is an existing supply that does this by hand but their software will replace this. The opportunity for profitability is probably three times what they currently have.
electrical / electronic
COMMENT

A competitor to Xebec. They are expected to break even in 2021. He prefers Xebec. Both are bidding on books worth 1B.

Financial Services
PAST TOP PICK

(A Top Pick Sep 30/19, Up 88%) The increased volume from e-commerce has been significant. Air Canada flying less also offers further opportunities for Cargojet. To deliver vaccines to other countries also will increase demand. There is further upside for the company.

Transportation & Environmental Services