Capital Ideas Radio

Investors should ask themselves one key question during this unprecedented time in financial markets as we continue our conversation with John O'Connell, Chairman and CEO of Davis Rea Investment Counsel. If you knew the stock market was shutting down for an extended period tomorrow, what would you do today? Buy, sell, or do nothing? O'Connell explains what he would do. He also provides insights on the reaction of professional investors to the COVID-19 pandemic, why there will be two "emotional" stock market bottoms, what the 74% of his clients' portfolios that is not in cash consists of, and why he's excited about certain investment opportunities but is not buying just yet. This interview was recorded in late March, 2020. Sign up for the newsletter: www.davisrea.com Bunting Media provides marketing services to Davis Rea. You can reach us at Capital Ideas Media and see the interview on YouTube.

Experience counts. After more than 35 years managing money, John O'Connell knows a thing or two about market crashes. The Chairman and CEO of Davis Rea Investment Counsel witnessed his first crash in 1987 and many others after that including the financial crisis. This latest plunge, the fastest and steepest on record, triggered primarily by coronavirus fears and exacerbated by an oil price war, shares similarities with all of the other dramatic market downturns because, O'Connell says, they've all involved a degree of investor panic. In this interview with Mark Bunting, O'Connell explains why investors require context, reflection and perspective at this time, and why he's "enthusiastically embracing this crisis" and waiting to buy because he has his clients sitting on 26% cash. This interview was recorded in late March, 2020. Sign up for the newsletter: www.davisrea.com Bunting Media provides marketing services to Davis Rea. You can reach us at Capital Ideas Media and see the interview on YouTube.

I went to a meeting and a podcast broke out. That's how this interview came about when I visited Colin Fisher at the mid-town Toronto offices of StableView Asset Management and, unexpectedly, he set up his podcast gear and we recorded a conversation primarily about a real estate techology company that he thinks has "fantastic" management, is undervalued and is going much higher. Colin also discusses his investment style, why technology companies with sub-$150 million market caps are his sweet spot, and the investment firm he's planning to bring public soon that he says will change the way small Canadian technology companies are financed.

Investors have a compelling, low-risk, specialty pharmaceutical company under their noses they may not know about. Capital Ideas Media president and publisher Mark Bunting sits down with Ken d’Entremont, CEO of Medexus Pharmaceuticals (TSXV:MDP), to find out about the company’s model of licensing existing drugs, its fast-growing revenue and operating profit, and how close the firm is to making a transformational deal using its $27 million in cash.

Capital Ideas Media publisher Mark Bunting talks to comedian and actor Dave Merheje, a late blooming success after nearly 20 years honing his craft. The 2019 Juno award winner for Best Comedy Album, Merheje opens up about his childhood as the son of naturally funny Lebanese immigrants, his comedic influences, internal struggles, why he cried when he got his first Netflix special, and how getting mugged in Los Angeles led him to find his authentic onstage voice.

Capital Ideas Media publisher Mark Bunting has a wide-ranging discussion with comedian, actor and author Sean Cullen, who's forged a lengthy career through his unique, multi-faceted talents. Cullen discusses his childhood, early comedic influences, success with Corky and the Juice Pigs, on through to his solo career, U.S. experiences, what's wrong with the entertainment industry in Canada, his biggest career regret, his goals and what drives him to create.

Capital Ideas Media publisher Mark Bunting sits down with George Robinson, CEO of RavenQuest BioMed (CSE:RQB), and a thought leader in the cannabis sector. Robinson pulls the curtain back on the company’s unique technology, production growth, revenue and profitability projections, EU play, and First Nations and McGill University partnerships. RavenQuest BioMed has been building out and proving out for the last year, is now ready for prime time, and investors are waking up to the story.

Capital Ideas Media publisher Mark Bunting talks to Kiran Sidhu, Halo Labs’ (NEO:HALO;OTC:AGEEF) Founder and CEO, about how the company has become one of the fastest-growing firms in the cannabis sector in the U.S. Sidhu outlines Halo’s expansion in California and Nevada, it’s improving business in Oregon, a strategic deal in Lesotho, gives financial projections, and explains why the stock is undervalued compared to peers.

Capital Ideas Media publisher Mark Bunting talks to Aras Azadian, the CEO of newly-public Avicanna (TSX:AVCN), a science-based, low-cost cannabis company with an impressive list of partners from Johnson & Johnson to Princess Margaret Hospital.

Capital Ideas Media President & Publisher Mark Bunting in conversation with Grace Pedota on the Canadian Securities Exchange podcast, #Hashtag Finance. Mark talks about his favourite podcasts, the changing face of business news media, his early days in radio, the difference between covering sports and finance, and they play the word game, Blurt.

Aaron Dunn, Senior Analyst at KeyStone Financial talks to Capital Ideas Media President & Publisher Mark Bunting in the audio version of a recent live stream broadcast. Aaron gives you six growth, dividend and U.S. top picks, and excellent insight into how KeyStone's Canadian Small Cap Growth portfolio has achieved an average annual return of more than 36% since 1998.

Capital Ideas Media publisher Mark Bunting talks to Bruce Campbell, founder and portfolio manager of StoneCastle Investment Management. Bruce manages the Purpose Canadian Equity Growth Fund, which is higher by more than 30% this year, and ranked number one in its category. He also manages the StoneCastle Cannabis Growth Fund, which is up by more than 28% since its launch in September of 2018. Bruce brings you his macro view of the market, five small cap top picks, and answers viewer questions.

Capital Ideas Media publisher Mark Bunting talks to Mark Goliger, the CEO of National Access Cannabis (TSXV:META), the largest cannabis retailer in Canada. Goliger details the company’s expansion plans, its readiness for new products, and why investors should pay attention to the leverage and growth potential of the company.

Capital Ideas Media publisher Mark Bunting talks again with Tyler Robson, CEO of Valens GroWorks (CSE:VGW), the largest cannabis extractor in Canada. The company’s shares have more than doubled since his last visit. Find out about the company’s deals with Canopy Growth, Tilray and other top 10 licensed producers, and why Valens is very well-positioned for “Legalization 2.0” coming in October.

NextLeaf Solutions (CSE:OILS) beat multi-billion dollar public companies to the first U.S. patent for the extraction and purification of cannabinoids. The company has a facility in B.C. ready for “Legalization 2.0” to be a white label provider to many different types of consumer facing cannabis companies. Capital Ideas Media publisher Mark Bunting talks to Paul Pedersen, co-founder and CEO of Nextleaf, who was also a founder of Peace Naturals, which was bought by Cronos Group.

Capital Ideas TV travels to Las Vegas to Planet 13 (CSE:PLTH;OTC:PLNHF), the largest cannabis dispensary in the world. Capital Ideas Media publisher Mark Bunting talks to co-CEO Bob Groesbeck, who gives us a tour and details the company’s ambitious expansion plans for a 40,000 square foot entertainment complex. Planet 13’s stock has doubled since our first interview last July, and Groesbeck is very confident there is much higher revenue and profit in the future as the company rolls out its concept across the U.S.

Capital Ideas travels to Las Vegas for a wireless conference at the invitation of Siyata Mobile (TSXV:SIM;OTCQCX:SYATF). The company is kicking into a higher gear after striking distribution deals with AT&T, Motorola, FirstNet and Bell Mobility for its flagship product, the Uniden UV350, the “first and only” push-to-talk over cellular (PoC) device for commercial vehicles. Hear our conversation with Siyata mobile founder and CEO Marc Seelenfreund as he details why the company’s revenue, earnings and stock price should start to ramp up.

Accord Financial (TSX:ACD) CEO Simon Hitzig talks with Capital Ideas Media publisher Mark Bunting about tripling the company’s loan portfolio, being more diverse than ever, and the record earnings that have resulted from the company’s five-year growth plan.

Capital Ideas Media publisher Mark Bunting sits down with Dr. Jack Regan, founder and CEO of Lexagene Holdings (TSXV:LXG;OTC:LXXGF). The company is on the verge of commercializing its pathogen detection system, which is faster and less expensive than current methods. Regan says Lexagene has already had exploratory talks with larger biotech firms that need this technology in their product line. That makes a buyout of Lexagene later this year a distinct possibility.

Capital Ideas Media President and Publisher Mark Bunting in conversation with Paul Beattie, co-founder of the BT Global Growth Fund, which has consistently beaten the market since inception in 2006 with an annualized return net of fees of 9%.  Paul has Five Top Picks for you, talks about long/short strategies, the importance of cash flow, and explains how to profit from the inefficient Canadian market

Capital Ideas Media President and Publisher Mark Bunting sits down with Dr. Zaki Rakib, founder and CEO of Canna-V-Cell Sciences (CSE:CNVC), a company disrupting the burgeoning cannabis sector through bio farming. Rakib asks and answers the question: Why grow plants when all you want are the active ingredients? Canna-V-Cell’s proprietary and scaleable technology produces a cannabis powder at a fraction of the cost of traditional growing methods and uses a sliver of the space. The company is proving out its technology this year, will build a manufacturing facility (probably in California), and plans to be selling its product to consumer-facing companies in 2020.

Capital Ideas Media President and Publisher Mark Bunting in conversation with Bruce Campbell, who provides investors with Six Small Cap Top Picks, investing strategies and insights, and he answers viewer questions. At the time of this live interview, Bruce's Purpose Canadian Equity Growth Fund was the best-performing small-to-mid-cap mutual fund this year with a return of nearly 14%.

Capital Ideas Media President and Publisher Mark Bunting talks to Adam Cegielski, CEO of Eyecarrot Innovations (TSXV:EYE), whose Binovi technology platform is showing the way forward in functional vision care, and advancing the way patients are diagnosed and treated. Cegielski says Eyecarrot’s growth is speeding up as doctors and patients see the results.

In this Best of Episode of Capital Ideas Radio, Mark Bunting sits down with Franco-Nevada (TSX:FNV;NSYE:FNV) CEO David Harquail to talk about the company's sector-leading streaming and royalty assets, and the firm's outstanding 18% compound annual growth rate over the last 10 years. (This episode was recorded in June of 2018.)

In this Best of Episode of Capital Ideas Radio, Mark Bunting talks to Cronos Group (TSX:CRON;NASDAQ:CRON) Chairman, President and CEO Michael Gorenstein about the company's ambitious plans to have cannabis production hubs on six continents. (This episode was recorded in March of 2018.)

One of Canada’s foremost stock pickers isolates five top picks he thinks have been abandoned by the market “because they’re not weed”. Taylor, a Capital Ideas Media contributor, also gives valuable investment insights, takes viewer questions, and explains why he believes management at Aphria, a company in which he was an early investor, got "lazy and dumb".

Capital Ideas Media publisher Mark Bunting talks to John McMullen, CEO of LGC Capital (TSXV:LG), about the company’s global strategy, planned two million+ square foot production capacity, and retail brands. LGC is looking to more than triple revenue in 2019, and McMullen says the ultimate goal is to roll up the assets in which the company has stakes into LGC.

Capital Ideas Media publisher Mark Bunting sits down with Peekaboo Beans (CSE:BEAN) founder and CEO Traci Costa, who tells us about the children’s clothing company’s strategic shift from direct selling to an omni-channel model, and the immediate results Peekaboo has seen. Another big change is Peekaboo’s move to Shopify’s e-commerce platform, which Costa calls “amazing”. She also discusses Peekaboo’s use of social media influencers to build brand awareness. All of these moves Costa believes will “supercharge” growth and light a fire under the stock.

The audio version of a Capital Ideas TV live stream show as host Mark Bunting talks to Kintavar Exploration (TSXV:KTR) President and CEO Kiril Mugerman, who tells us about the company’s promising copper project in southern Quebec. Will larger players take an interest? Mugerman also discusses Kintavar’s gold properties in Quebec that are surrounded by projects owned by bigger gold companies such as Agnico Eagle. Kintavar’s stock quintupled earlier this year and Mugerman says the shares have come back into a buying zone for those who missed the first run.

The audio version of a Capital Ideas TV live stream show with the CEO of 5i Research, who sits down with Capital Ideas Media publisher and host Mark Bunting to talk about his best stock ideas, investing philosophies and how to handle current market conditions. 

Capital Ideas Media publisher Mark Bunting talks to Ryan Irvine, whose Small Cap Growth stock portfolio has achieved a 37% average annual return over the last 19 years. Get five Top Picks and hear about Irvine's investing strategies, philosophies and lessons learned. Irvine is engaging, informative and amusing.

Capital Ideas Media publisher Mark Bunting moderates the Growing Technologies and Innovation panel at the New Green Frontier Cannabis Investor Conference. Get insights into the sector from panelists Kevin Epp, COO of Up Cannabis, a subsidiary of The Tragically Hip-backed Newstrike Brands (TSXV:HIP), Earl Connors, CEO of Rocky Mountain Marijuana (CSE:RMMI), Lawrence Hourihan, President of Relief Effects, and Ingo Mueller, CEO of Cannivate.

Capital Ideas Media publisher Mark Bunting sits down with Rodney Gelineau, the CEO of EastWest Bioscience (TSXV:EAST), which just completed a reverse takeover with Harbour Star Capital. Rodney explains EAST's strategy of moving into cannabinoid (CBD) products to complement the 30+ hemp-based products the company already has on the market. He also gives revenue and profitability projections, and talks about EAST's recent purchase of Sangster's, a health store chain that's been around since the early 1970s.

Capital Ideas Media publisher Mark Bunting and producer Marc Perri head to the new Liberty village, Toronto location of Organic Garage to talk to founder and CEO Matt Lurie, a fourth generation grocer, about the company's growth by expansion plan in the increasingly popular organic and natural food retail sector. This is store number four for the value-driven company with more in the pipeline. Lurie also discusses the possibility of Organic Garage's (TSXV:OG) growing footprint, revenue growth and millennial focus eventually appealing to a larger player. After all, Amazon.com bought Whole Foods Market for nearly $14 billion, and Farm Boy just got bought by Sobeys for $800 million. What does that make Organic Garage worth?

Capital Ideas Media publisher Mark Bunting talks to Kiran Sidhu, the CEO of newly-public Halo Labs (NEO:HALO), about the company's 20% oils and concentrates market share in Oregon, and expansion in California and Nevada. Sidhu says Halo Labs has a blue chip management team, and will soon be generating more than $5 million (U.S.) per month in revenue.

In this live episode, Capital Ideas Media publisher Mark Bunting talks to three guests on the day recreational cannabis officially became legal. Get five cannabis stock ideas from Bruce Campbell, portfolio manager of the StoneCastle Cannabis Growth Fund. Hear from CannaRoyalty (CSE:CRZ) CEO, Marc Lustig, on the company's large brand distribution position in the California market, and why he chose the Golden State in the first place. And listen to Tyler Robson, the CEO of Valens GroWorks (CSE:VGW), talk about the company's plans to be the largest extractor of cannabis oils and concentrates in North America. Plus, facts and figures on the sector in Canada and the U.S., and viewer questions.

Samimi explains Isodiol's (CSE:ISOL) proprietary cannabinoid (CBD) extraction from hemp process, and how the company already has more than 30 CBD-based products on the market in the U.S., U.K. and China as it moves into the Canadian market. Samimi says Isoldiol wants to increase its CBD production by 10 times from current levels. To do that, the company is building the largest CBD production facility in the world in China. Check out the new site https://capitalideasmedia.com

Anthony Dutton is leading Cannex Capital (CSE:CNNX) into what he calls the "next great frontier" of the cannabis sector - the U.S. market. Cannex is the largest producer in Washington State and the company now has a presence in California after the acquisition of Jetty Extracts. Dutton is an operator with an aerospace background who surrounds himself with a team of people he knows and trusts. He's all about execution and profitability. Dutton also believes the ultimate winners in the cannabis sector will be those who best market and brand themselves. Check out the new site https://capitalideasmedia.com

Part three of three interviews recorded over several months with Siyata Mobile (TSXV:SIM) CEO and founder, Marc Seelenfreund. He says the company is a few weeks away from signing a deal with a large telecom carrier in Canada for the company's first mover, six-in-one communications device for commercial vehicles, the Uniden UV350. And, Seelenfreund says Siyata is a few months away from similar deals with the biggest telecom carriers in the U.S. Seelenfreund details the dramatic impact the UV350 will have on Siyata's top and bottom lines, and believes the market is soon going to wake up to these meaningful catalysts. Consider the stock before it does.

Part two of a two-part interview with Marc Seelenfreund, the founder and CEO of Siyata Mobile. Seelenfreund updates us on the company's progress in getting its flagship Uniden UV 350 4G LTE in-vehicle device approved by Industry Canada, the FCC and industry players. Siyata's stock has been performing better as the company's sales ramp up with Seelenfreund saying there are some big-name contracts to come.

Part one of a two-part interview with the hard-charging founder and CEO of Siyata Mobile, Marc Seelenfreund. His passion is contagious as he explains Siyata's communications product offerings for the vehicle fleet market. The company's flagship device is the six-in-one Uniden UV350 4G/LTE, which is designed to clear the clutter in drivers vehicles. Siyata Mobile's stock had a nice run after this interview was recorded. 

The shares of Drone Delivery Canada have more than quadrupled since we first brought the company to our Capital Ideas' subscribers attention more than a year ago. Capital Ideas Media publisher Mark Bunting talks to CEO Tony Di Benedetto, in part two of a couple of conversations the two had over the course of several months. Di Benedetto brings us up to speed on the latest developments at this innovative company that has first mover advantage in the sector and is looking to commercialize its drone delivery service later this year. 

The stock of Drone Delivery Canada has quadrupled since we first interviewed CEO Tony Di Benedetto for a Capital Ideas Digest cover story in February of 2017. The pioneering company has first mover advantage in Canada delivering packages via drone to rural and remote areas, and counts Staples among its partners. 

This company's stock is higher by more than 1500% in the last five years. The component supplier for some of the world's largest semiconductor equipment manufactures just posted record operating profit and revenue. Edmonds brings experience from Walt Disney to the job.

McKimm owns about 20% of this company, which brings I.T expertise to employee benefits for some of Canada's largest firms. Wait until you hear what happened to me before the interview. 

Now this guy's a CEO. That's the impression I got from Randy Buchamer, the Chief Executive Officer  of Legend Power Systems (TSXV:LPS). From the time he walked into the Capital Ideas TV studio to the time he left, Buchamer was poised, confident, affable and gentlemanly. He's easily one of the more impressive CEOs I've interviewed. Listen as he tells us about the flagship product of Legend Power Systems, the electrical harmonizer, which saves companies like Loblaw on their electricity costs. Legend's stock more than tripled after this interview. 

Capital Ideas Media Publisher Mark Bunting sits down with Aphria CEO Vic Neufeld for part two of this two-part interview. The son of a peach farmer in Leamington, Ontario, Neufeld has come full circle back to his hometown to run Aphria, one of the most successful cannabis companies in the world. Neufeld opens up about his family, his rabble rousing youth, and his legacy. 

Capital Ideas Media traveled to Leamington, Ontario for a two-part interview with local boy made good, Vic Neufeld, the CEO of Aphria Inc., one of the largest cannabis companies in the world. Publisher Mark Bunting asks Neufeld about Aphria's recent flurry of deals, the controversy over the Nuuvera takeover, and his vision for the company he leads. Neufeld is down-to-earth and shoots from the hip. 

Capital Ideas Media Publisher Mark Bunting sits down with Gene Simmons to discuss the KISS star's entrepreneurial, marketing and branding skills, in part two of a two-part interview. Simmons is worth an estimated $300 million for a reason. He tells the story of how his journey to successful businessman started in Israel at the age of seven.

Capital Ideas Media Publisher Mark Bunting talks to legendary rock star and entrepreneur Gene Simmons, the Chief Evangelist Officer for the cannabis company Invictus MD Strategies, in part one of a two-part interview. What prompted Simmons to get involved with Invictus after getting several pitches from other companies?

Hosted by Capital Ideas Media Publisher Mark Bunting, this show provides investment ideas to do-it-yourself investors by giving them access to the chief executives of innovative growth companies.