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COMMENT
Markets this time of year. Lots of cross currents. "Sell in May, go away" didn't happen. September and October can be dramatic. Lots of analogies to 1929 are flying around. He's seeing markets continue to hit all-time highs, especially with the large caps. Tech in the US and large caps have done well in last 4-5 months, moving the TSX and broader indices to all-time highs. Now seeing a rotation, where small and mid-caps had been consolidating, but more of them now starting to perform. Many are just on the cusp of starting to take leadership positions away from the large caps.
BUY
Renewable nat gas, using a few different technologies. Engineering expertise is their niche. Doing quite well. That sector will have huge tailwinds for the next decade. Raised capital, strong balance sheet. Stock's pulled back this year, because of the industry. Continues to like it.
Financial Services
BUY
Watches it. Surprised it hasn't gotten more traction. We need to see the infrastructure bill kick into place. Then the stock should start to move. Partnering with Lafarge. Be patient while the pieces fall into place. Stock price looks to be bottoming, and with money flowing into small caps, this could have a nice move.
INDUSTRIAL PRODUCTS
PAST TOP PICK
(A Top Pick Sep 01/20, Down 25%) Had a nice run, but then missed numbers without providing guidance ahead of time. The market didn't like this. Small cap consolidation has also impacted the stock. Affected by Covid. Pipeline is still really full, fairly solid reputation, renewable tailwinds. Confident stock will come back.
INDUSTRIAL PRODUCTS
BUY ON WEAKNESS
BUY
Canadian cannabis market is divided between big guys, which don't seem to do anything, and the small guys that are growing fast. But both get tarred with the same brush. NDVA numbers were outstanding. Thinks they'll be taken out. Impressed with operations. Only a matter of time before stock really performs.
agriculture
