Atkinsrealis Group Inc T.ATRL

Sold a good chunk of my SNC position too

[Ronbromleygross]

The easy money has been made imo.  Still hold about 20 percent of my position.   If Ian was removed from the picture and we had someone else in charge like a WSP ceo I might have held on.   Too many headaches and frustration over the last 4 years.   I was pissed off at myself for not selling when it went to $30 plus a few times only to drop down to the low 20's or high teens.  

Moved my money to the Cannabis sector.  A stock that is on fire and just reported a stellar ER today is High Tide(Hiti- tsx).  It is Canada's largest discount cannabis retailer (not a producer ) that is trading at about a .4 p/s ratio.   Keep your eyes on that name.  Trading at just $2.64 today.  During the Cannabis speculation reform boom a few years ago, the stock was trading at $16 cdn.  The company is about 3x better today than the last time.  They have grown big time and the CEO (Raj Grover is the smartest CEO in this space imo). He is also the largest shareholder at over 6m shares.  Only about 75m shares o/s.  

Talk of Cannabis reform movement is heating up again over the last month in advance of next years usa elections and those stocks are starting to move again.

Below is the link to todays High Tide ER for those who care.  Good luck

Ron
https://stocks.apple.com/AiZbkrxHSRvqddrnx_5pJZg

[Gabriel]

Dear Ron, I for one shall pass, preferring businesses I deeply understand per Stephen Jarilowski and that I believe in. Not sure for cannabis: https://www.samhsa.gov/marijuana

[Alexcanada]

Made a few $$$ speculating on WEED.TO in the last few days (bought some at 52 and 61 cents just in case one month ago or so) but it was just a very tiny amount. I do not see myself investing in the cannabis sector since I don't see the value in this industry. As I said I have no problem betting a few thousands when I see momentum backed by huge volume but that's it. Call me old fashioned

[ol_griz]

Thought I would check in to see how the stock was doing post name change.  I have to wonder about the stock gods punishing me for something.  Everything I hoped and expected to happen, including the name change has now come more or less to fruition.  And yet I had to sell in June under $34 to raise funds for my kid.  Well, she owns a house free and clear now and that is really

[Gabriel]

This was a nice ride. I know you like options old_griz. I sold thousands of put contracts on SNC just like you all the way as we were moving down and up. I have now opened a position in Aecon. This is SNC at 16$ a share. Below is why Aecon (ARE). On value: Excluding the LSTKs, the TTM EBITDA is 375m whereas the market cap is ~ 750m so 2 times EBITDA.  Source: Q2 conf. call and 

[rad10]

got lucky on this one. 120% my "voodoo" tells me housing will correct up to 30% in the coming couple of years.  Check out what has happened to recreational cottage properties.  It's only a matter of time. it's painful for the kids writing those rent checks, but if they want to live in downtown TO - buying a condo in this market would be crazy.