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Today, Bruce Campbell (2) commented about whether PHM-X, VGW-CN, CNNX-X, CXXI-CN, CTC-T, VLE-T, POH.H-X, CHR-T, MEG-T, SVI-T, BEW-X, RHT-X, TRST-T, GABY-CN, PLI-T, CHH-T, TGIF-CN, BUS-X, TSGI-T, GC-T, GSY-T, APHA-T are stocks to buy or sell.

COMMENT
Market Outlook In October and November he saw concerning technical indicators. This is both in Canada and the US markets. He watches moving averages and tracks technical monitoring service companies views.
Unknown
COMMENT
Aphria Inc
He thinks APHA-T is having to deal with short-selling threats. He is not in it presently. He has been pushing more into US cannabis names.
agriculture
HOLD
goeasy
He has owned in the past, but is not in it today. Their business has been accelerating. Their loan book is close to $1 billion. There is a short report against them right now -- some legislation that may limit the rate of interest they can charge. He thinks you have to watch the economic cycle as these are high risk loans. In the last week the company bought back shares and there is a lot of insider buying right now.
Financial Services
COMMENT
GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
entertainment services
COMMENT
GC-T vs TSGI-T He does not own either right now. GC-T probably offers highs growth opportunity with their expansion plans in Ontario. TSGI-T is trying to convert poker players into their higher margin casino and sports book.
Business Services
HOLD
Is this stock done? He has had it as a past top pick. It has had a difficult year as business has not developed as fast as expected. He is not concerned about this. There have not been big orders out of the US yet, but he is seeing progress. As small orders come in, he expects to see the orders come in with size -- perhaps the second-half of 2019.
Transportation
BUY

He thinks 2019 will be a big focus in the US for them. The US farm bill will be good news for anyone involved in this market. This company is seeing year over year growth at over 19% in their THC division and they have a fairly good lead over their competitors and the margins are huge. He expects them to finish next year with revenues around $100 million and the market cap is close to this level. He sees it being super cheap.

agriculture
BUY
Centric Health
There could be a number of metrics coming in their favor soon. They have been trying to sell off their surgical division, which would allow for growth in other areas. They dispense a lot of pharma into nursing homes. They have some exclusive agreements with cannabis suppliers into these facilities. They have a home dispensing products for pills that he thinks will be very positive.
other services
WAIT
The big challenge is getting their product to market. They have most of the cash they need into 2020, which should buy them enought time. He is watching to see how revenues ramp up next year.
biotechnology / pharmaceutical
WATCH
This company makes infused foods and are into CBD and will likely move into THC as well with cannibas. It is one to watch.
food processing
BUY
A past top pick. From a pure valuation perspective he likes it and it trades at 7 times EBITA compared to competitors that trade at 30 times. They have taken a medical approch to their company and have a distribution agreement into Germany. They are involved in a brew-buds technology for the US. He is surprised of the recent sell off and attributes it to the delay in getting a US listing. He owns it and still likes it.
0
PAST TOP PICK
(A Top Pick Nov 08/17, Down 54%) He sold out as high as $2.35 and then again at $0.85. Having stops with these small companies is important. They simply have not been able to execute as they promised. Now they have revenue recognition issues with their reporting.
computer parts mnfctr
PAST TOP PICK
(A Top Pick Nov 08/17, Down 54%) Things just have not materialized as quickly as he expected. Small caps have not been in favour over this time either. Their remote sensor technology using low powered cell systems has good opportunities. He still owns it.
0
PAST TOP PICK
StorageVault Canada
(A Top Pick Nov 07/17, Up 17%) They continue to make good acquistions. They have also been able to increase rents consistently each year.
Transportation
HOLD
MEG Energy Corp
When the Husky deal was announced he sold their position into this. The energy space is out of favour right now -- especially heavy oils. He would not step in, but would continue to hold if he had it.
oil / gas