For tomorrow’s Capital Ideas Digest, we’ve uncovered an acquisitive, small-cap technology company under new management with strong EBITDA and revenue growth.

The blocking of Aecon’s takeover is far from negative.
TD Securities says, “Aecon’s robust backlog, diverse end-market exposure, and healthy new-award prospects support our positive view on the company’s outlook”…and that the stock has “attractive upside potential”.

Good morning!

Today’s Capital Ideas Digest takes a fresh look at an established company going through a transition, with several catalysts to drive its stock forward by 30%.

Setbacks often offer opportunities. That’s the case this week with our Capital Ideas Digest cover story idea, which now has 30% upside after the stock got hit due to a one-time situation out of the company’s control. Look for that tomorrow.

The new episode of Capital Ideas TV contains some helpful investor education from contributor Fabrice Taylor on how to invest in warrants and from experienced dealmaker Scott Paterson on reverse takeovers and financings.

We also have part three of our interview with Aphria CEO Vic Neufeld, who lays out his company’s plan for the future.

And we sit down with Namaste Technologies CEO Sean Dollinger, who discusses recent deals, future goals and how the company should be valued.

See the Daily Update at the end of this note for information on the Digest, Capital Ideas TV and Capital Ideas Radio.

Don’t miss the new Capital Ideas Digest with three oil and gas ideas that have potential for gains of anywhere from 25% to 50%.

There are still opportunities in the oil and gas sector even if you think you’ve missed the boat.

Please note this week’s Capital Ideas Digest will be posted Wednesday, May 23 at 7 pm ET.