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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
HOLD
Operating extremely well. Hitting new highs. Tailwinds could last a while. Defensive. Coming transition from consumer staples to small caps will reduce WN's price momentum. Hold, wait for a pullback or consolidation.
food processing
TOP PICK
Helium. Price is going up, and being used in more industries such as electronics. Bought into helium-rich properties, waiting to drill. Simple, vertical wells. Economics are unbelievable. Over time, should emerge as a leader in the space in Canda. No dividend. (Analysts’ price target is $3.80)
Energy
TOP PICK
Chronic care, ventilators. Revenue growing at a fantastic rate, using a subscription model. Cheap compared to peers. Not a concern whether Medicare or Medicaid are cut. Perfect example of money rotation to small caps. Management owns a fairly good position. No dividend. (Analysts’ price target is $121.37)
Healthcare
TOP PICK
Remote monitoring of chronic disease. Real-time reporting to doctors. Slowed by Covid. Cashflow positive this quarter. Subscription model. Solid growth trajectory. CEO has a lot of skin in the game. No dividend.
computer parts mnfctr

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TOP PICK
Stockchase Research Editor: Michael O'Reilly ANF grew revenue by 24% over the year, with online sales accounting for almost half -- all while expanding margins. As the pandemic winds down and supply chain certainty returns, there is good upside with this. It trades at 8x earnings compared to peers at 21x. It trades at just under 2.2x book value and has a PEG ratio under 1.0. It has been building cash holdings, while paying off debt and buying back stock. We would buy this with a stop loss at $27.50, looking to achieve $53 -- upside potential over 47%. Yield 0% (Analysts’ price target is $52.63)
clothing

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TOP PICK
Stockchase Research Editor: Michael O'Reilly SKX has benefitted from the trend of at-home living during the pandemic. More comfortable footwear replacing heels and dress shoes. Its sales are reflective of the growing cash position (now holding over $1 billion), which it has been using to pay down debt. It trades at good market value -- expected to be at 16x earnings next year and less than 3x book value. We would buy this with a stop loss at $37, looking to achieve $64 -- upside potential over 26%. Yield 0% (Analysts’ price target is $64.08)
misc consumer products