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Today, Bruce Campbell (2) commented about whether PTQ-X, XBC-T, GAME-X, QST-X, DCBO-T, CURA-CSE, SCL-T, INDS-CN, CHR-T, CANN-CN, GTMS-T, OILS-CN, DOC-X, TGIF-CN, LSPD-T, BEW-X, NDVA-X, VLNS-T are stocks to buy or sell.

COMMENT
Market Outlook Investors are challenged with economic data showing record drops, yet markets are almost at year highs. Market economic data has softened, but now there are inklings of things looking positive. He thinks investors should avoid sectors that have not responded at all during the recovery. Also, there may be sector rotation going on, where sectors are now performing that were not before. Investors need to be cognizant of these changes.
Unknown
HOLD
The Valens Company
They are reporting great earnings, but it is trading along with the sector (down). He owns this and it has been a Top Pick in the past. He continues to like it as they are developing new products like edibles that are putting them in the forefront of the cannabis space. They also have a beverage technology. When cannabis headwinds go away, this will do well.
Pharma & Healthcare
BUY
He owns this one and says it is doing well at developing new products like edibles. They did a deal with a US chocolate manufacturer and now their new product is the top seller in Ontario. They are working on salt and sugar infused products, which could open up baking products. He thinks there is lots of other opportunities here.
agriculture
HOLD
He finds it interesting, but got "stop-lossed" out of it. They have a unique low powered cellular device that can be used for tracking. This is another type of device that consumers could look to buy. It could be used to track trailers, or even jack hammers. They did an equity raise a while ago to supply inventory to some of their US business partnerships. This should lead to surge in revenues going forward.
0
HOLD
Buy more on weakness? There were a couple of chances to buy on pullbacks. The worst case scenario is that their customers were not able to return to business. If you were brave to buy back in mid-March you were rewarded. They just reported earnings and they beat expectations. Retailers were still staying with them. He continues to hold it. Coming out of the pandemic, clients will need efficient technology like this to survive. Beware of the volatility.
Technology
BUY

Cannabis survivor? He still owns it and likes it. He thinks it will survive and will thrive eventually. When they combined the infused and THC divisions they have grown both facilities. It took time to get them through a full harvest. Their primary market is Nevada, which is not able to be in full growth mode yet, but things are opening back up there. He likes their management and likes the deals in California that are leading to high margin brands being developed.

agriculture
BUY
CloudMD
A past Top Pick. He likes them for their virtual health care service offerings during and after the pandemic. They just signed a deal to put kiosks in pharmacies. They had an equity offering that was 8 times over-subscribed.
Healthcare
PAST TOP PICK
(A Top Pick May 01/19, Down 56%) It has sold off with the overall cannabis sector. They have been building their facility and the stock price was probably a little ahead of itself last year. They are developing patents and signing up clients. He will continue to own them.
Healthcare
PAST TOP PICK
Greenbrook TMS
(A Top Pick May 01/19, Down 51%) This was impacted along with the entire cannabis space. He got stopped out and took a small loss. They are into magnetic stimulation of the brain. Much like laser eye surgery, he thinks there is great opportunity going forward. It should be on your radar.
medical services
PAST TOP PICK
Heritage Cannabis
(A Top Pick May 01/19, Down 69%) This has been caught up in the whole cannabis selloff. They have a special extraction formula and have been ramping up their facility capacity. They are now generating revenue and cash flow. The CEO continues to buy. It is probably a year or so behind showing great results. He continues to hold it.
Healthcare
WATCH
Chorus Aviation Inc

They are in a tough situation with the pandemic. They don't own them at this time. They are in a partnership with Air Canada that provides a block amount of flight time, which was creating great certainty. The other side of their business is the leasing side, which was being looked at fueling growth. It will probably trade up and down with the prognosis of the aviation space.

Transportation & Environmental Services
HOLD
Indus Holdings
He owns this one and it was a Past Pick before. Previous management raised money, build facilities and over spent without building a strong strategy. The new management team brought more capital. They have one of the highest margin selling THC cannabis products in California. The stock is trading less than one year revenue. He thinks as management proves itself this stock will go higher. He will continue to own it.
0
WAIT
Shawcor Ltd. (A)
Down 90% It was once thought of a great steady energy services company. He does not own it today. From a global energy expansion perspective they would do well. He just doesn't think we are there just yet. He is watching it along with trends in the energy sector. It is too early at this time to get back in although he is starting to see some rotation into the space.
oil / gas field services
HOLD
He finds it fascinating that cannabis is still illegal in the US, but is deemed essential during the pandemic. He thinks this will lead to relaxed regulations in the future. The company generates increasing revenue and positive cash flow -- only a handful of US cannabis companies do. He thinks it will be a dominant player in years to come in the space.
agriculture
BUY ON WEAKNESS
Docebo
He looked at this when it originally went public. It takes a lot to understand what they do. They have online training platforms and it has done great during the pandemic. It trades at a higher multiple now. It has been around a number of years, it just recently went public.
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