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Today, Bruce Campbell (2) commented about whether CANN-CN, INDS-CN, HUGE-CN, TBRD-X, NDVA-X, KL-T, BEW-X, LXX-CN, GOOS-T, GSY-T, HEXO-T, CNNX-X, BUS-X, TNY-CN, DIV-T, KLS-T, VGW-CN, TGIF-CN are stocks to buy or sell.

COMMENT
He looks for under-the-radar stocks that show (the potential for) outsized growth. One sector he follows is cannabis, which has pulled back a lot since April and suspects it is nearing the bottom, so he's starting to buy again.
Unknown
BUY

A cannabis player focussed in Nevada with a CBD and THC lines that they can sell throughout the U.S. They have a head start on their competitors. They have an extraction specialist who helps produce a lot of products licensed for Nevada. Their products are super-high margins and often sell out, but they've had small cultivation facilities. It's hard to get trimmed product in Nevada, but that will change when they open an 80,000-square-foot facility in Las Vegas. TGIF is a core position for him. Their new operations should start working in the fall which will boost revenue and cash flow. Investors expect facilities to start working sooner, but he expects a significant boost in revenues 18 months from now.

agriculture
COMMENT
An extractor of cannabis. In America, the vape market is growing the fastest as smoking dry flower declines. VGW has built extraction expertise in different lines of extraction (CO2, ethanol); they have the only facility to extract butane in Canada. They're increasing their facilities to produce a gel-cap line, which will sell to the pharmaceutical side. They will continue to gain market share.
agriculture
DON'T BUY
He's look at this many times, but never bought it. Pipelines still need to be approved, despite more talk about them. Co, crude-by-oil will endure, and everyone wants to make this safer. KLS has the technology to do this though their tech hasn't been mass-adopted. He'd like to see accelerated growth and earnings first. However, if pipelines are built, then there will be less crude-by-oil. He's on the sidelines.
INDUSTRIAL PRODUCTS
WAIT
Why is the price dropping? He respects the CEO and has long owned DIV. The founder thought the restaurant-royalty business and understands it very well. He's looking for more opportunities in this space. The sell-off is due to DIV's payout ratio, which is slightly over 100. This could change if a new opportunity arises and therefore push down that ratio.
Financial Services
WATCH
He likes the California cannabis market which is fragmented and dominated by illegal dealers. What percentage of beverages is in cannabis? It's still very low. And what's happening to alcohol sales in areas of legal weed? Down 10-25%. So, they need an alcohol-like profile through cannabis. Tinley has a strong management team experienced in beverages and has the potential to take off in adopting cannabis. He's watching TNY closely.
0
PAST TOP PICK
(A Top Pick May 10/18, Down 68%) He still likes it. What happened was BUX got delayed getting the buy-USA certification and faced tariffs because they manufacture components in China then assemble them here. So that's all led to a delay in a ramp-up to the U.S. However, most competitors have exited this sector and customters love their buses. It comes down to things happening later, so wait. When orders ramp up, he will buy more shares. They have twice as many opportunities in the U.S. than Canada.
Transportation
PAST TOP PICK
(A Top Pick May 10/18, Up 22%) They're merging with 4Front to bring the best west coast brands into the midwest.
0
PAST TOP PICK
Hexo Corp
(A Top Pick May 10/18, Up 42%) They've executed on time and on budget. Watch them when the derivatives market rolls out in October. They have a big supply deal for Quebec. A strong take-out candidate.
0
COMMENT
goeasy
A past pick. They've executed very well in the past five years from furniture leasing to consumer financing. They are increasing their loan book. They've done very well in a tough environment, keeping loan losses down. But don't own this in a recession. They're hitting new highs now and could double.
Financial Services
COMMENT
A super high-growth company but such companies which usually suffer lumpy returns. What kind of valuation can you put on this? Peers trade at 30x earnings with 20% growth in this sector. GOOS is less than that on a PEG ratio standpoint, so they have room to grow on a multiple and earnings standpoint. The stock fell after missing their last quarter. Maybe it was a one-time blip. Their shops in malls attract lines, so that indicates healthy demand. Doesn't pay a dividend.
clothing
COMMENT
He's watching it and will visit them in July. Everyone is looking into THC beverages with a shelf life. They've signed deals in the U.S.
0
COMMENT
A Comment -- General Comments From an Expert
Oil sector Canadian oil and gas have been in a very tough space for the past three years. If you own these stocks, don't sell them. Sentiment is depressed, so when that sentiment revives, these stocks will probably move up fast and suddenly.
Unknown
COMMENT
we all have smartphones now, so where can they grow their revenue? By adding new devices, like adding them to trucks or eqipment to prevent losing those things. This is great potential, though it hasn't taken off yet.
0
TOP PICK
Kirkland Lake Gold
They've done very well, especially from their Fosterville mine in Australia. Higher gold prices will be a tailwind. This is best of breed. (Analysts’ price target is $53.86)
precious metals