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Today, Bruce Campbell (2) commented about whether PTQ-X, TXP-T, GRSL-X, TGIF-CN, MEG-T, ARE-T, FLY-X, IFP-T, NPI-T, CHH-T, CANN-CN, KL-T, INDS-CN, TD-T, MMED-CN, GRN-T, GCM-T, DOC-X, WEED-T, NDVA-X are stocks to buy or sell.

COMMENT
A Comment -- General Comments From an Expert
Market. The market is looking at the rate of the change of the economic data. As long as it continues to improve and we don’t see a second wave, then the market will chug along. We will need some follow through with third quarter earnings. We will have to see what happens with analysts expectations. Everyone is watching US hospital capacity and to look to a second lock-down if they exceed it. The market would take a leg down in that case. Technicals show an improvement in the last couple of months. Monday is coming into the markets in a wholesale fashion.
Unknown
BUY

It is one he quite likes in his Cannabis portfolio. They are the number one selling chocolate infused with THC. They can also infuse it into sugar for baking. The company has been ramping up as of late. Later this year we should see cash flow positive from this company and then it will hit the radar screen of many investors.

agriculture
BUY
He has looked at the US or niche producers in Canada. This would be the best of the Canadian producers, though. He feels they will be the dominant leader without question.
agriculture
BUY
CloudMD
They should be able to capitalize well on the COVID trend and then the telemedicine trend that will go on. CloudMD has an interesting platform. The stock has not done much in the last 6 weeks. They completed a financing. He suspects people were subscribing and then selling the stock and holding the warrant. He thinks it will continue to do well over the next two years.
Healthcare
BUY
This is one that is quite interesting. The gold sector has the wind at its back. With all the money being printed by central governments, the stimulus has to go somewhere and it will probably end up being inflationary. They are cashed up and have interesting projects. He thinks it goes higher over time. It could be a potential takeout target over time.
Golds
BUY
They seem to be generating a lot of momentum. He thinks you will see a ramp up in this area. Renewable natural gas will really be at the forefront now. They continue to see great awards for their work. There are short term catalysts including a revaluation to their peers.
Financial Services
RISKY
This whole area is really quite interesting. The cannabis market was known to be a recreational market but this does not have the same mainstream acceptance as Cannabis. They will be doing research (clinical studies) to come out with new pharmaceuticals to treat mental illness and addiction. It will take multiple years to see the actual drug get to development. If you wanted to have a small piece in your portfolio, you would treat these as lottery tickets.
0
WATCH
Toronto Dominion
He has been watching the banks. He has a small holding in the banks. He thinks they have a bit of acceleration in them ahead. Helping out people in a negative situation really hurts the banks. If we saw an uptick in interest rates this would be good for the banks. The entire sector is on his radar screen. The yields are fantastic.
banks
PAST TOP PICK
Indus Holdings

(A Top Pick Jun 27/19, Down 91%) It has been a huge disappointment. He sold it out some time ago. He went back into it now and thinks the turnaround is in place. They re-capitalized the business. They produce a real high strain of THC flour. In 2021 they feel they will be trading at one times revenue. There could be an opportunity here.

0
PAST TOP PICK
Kirkland Lake Gold
(A Top Pick Jun 27/19, Up 2%) Their Australian mine was their gem. The detour mine acquisition – people on the street felt they overpaid. But now it looks like it is starting to accelerate again and gold has a tail wind behind it. It could do well going forward.
precious metals
PAST TOP PICK
Heritage Cannabis
(A Top Pick Jun 27/19, Down 70%) Another disappointment but the management team is really on the right track. They have some unique technology that allows them to produce direct products that can go into vape. Once some of their own products hit the shelves this quarter you should start to see revenue and earnings from the company. Management are buying stock.
Healthcare
WATCH
Centric Health
It is an interesting business. It is specialty pharmacies. They do medication for long term care facilities. They have an interesting pouch technology. They had quite a significant debt load and made a big dent in it when they sold their surgical business. They are trying to pick up new contracts. He has owned it in the past and is watching it now to see how they execute.
other services
BUY
Northland Power Inc
They have been executing quite well. It has had a few bumps but been steady otherwise. It is high quality and can continue to grow through some of their projects.
Utilities
BUY ON WEAKNESS
Interfor Corp
It has done phenomenally well off the bottom. It took him by surprise. With lower interest rates you should see more housing starts. It has had a good move, though. Lumber stocks are very cyclical in nature. A new cycle could accelerate these forestry stocks. He tends to trade around a position in this sector. (Analysts’ price target is $13.42)
west coast forestry
WATCH
It is interesting technology. They have telemetry applications for airlines and the thought is that the airlines or manufacturers would mass-adopt this technology. He has not seen the ramp up in revenue and earnings in the time-frame he expected. They are in a constant need for financing.
Transportation