Enersys

I’de be interested to here what energy stocks your still holding or plan to invest in; I’m looking into acquiring $ENS because they bought Northstar “yes this is new news to me.”

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Gunnar Stahl

Schmitt Industries Inc

Had an order that filled. I want to own more. Happy to pay ~$4 a share.

Bought 4% more SMIT

Unfortunately my trades in Canadian-listed US based cannabis companies don’t show on here. I have been buying the last couple of days. Both Green Thumb (GTBIF) and Curaleaf (CURLF). Prices have disconnected from fundamentals, which is a great opportunity for those with a longer time horizon. These will be fanstastic businesses in the next 10-20 years. 

Bought 3% more SMIT

RCI Hospitality Holdings Inc

Bought <1% more RICK

ETF Series Solutions Trust - The Acquirers Fund

Bought <1% more ZIG

NextEra Energy Inc

Bought 28% more NEE

Jerash holdings (US) Inc

Bought <1% more JRSH

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

Bought 4% more MSOS

Gencor Industries, Inc.

Sold all GENC

Bought 2% more MSOS

IAC InterActiveCorp. - New

Bought 13% more IAC

Ballantyne Strong Inc

New position in BTN

Bought 9% more IAC

Bought 6% more MSOS

GFL Environmental Inc. (Sub Voting)

Bought <1% more GFL