Cutting edge holograms, in real time. Virtual stage platform and hollow presence platform. Really likes them. Lots of runway. Ahead of their time. Solidifying in the mid-30-cents. 12-month price target of $2.50. Buy a quarter position here, more in the 30s and in the 20s, with a floor of 10 cents. Global enterprise clients.

Change in leadership, and jury's still out. A trade, more than an investment.12-month target of $129. Buy around $100-105, sell around $125-130.

Contactless system for determining body temperature. Quick thermal camera. Geared to schoolbuses. Right place, right time. 12-month target of $1.20. Management can't guarantee they'll be cashflow positive.

Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional corporate learning requirements. Risks, as it's a competitive field. In right place, so they've done well. He's watching it.

Target of $26.84. Insurance appraisers and real estate agents use their software for residential properties. Canadian, but over 90% of revenues are from US. Expensive, but 21% ROE. He owns other large and mid-caps in the industry.

He took profits. Has come down as the market has come down. If you can get it with a $160 handle, he'd buy.

Huge following in corporate America. It lets them better manage their cloud-based information. If you can, buy a quarter to a third under $250, and then add in increments every $25 down.