I actually sold portions of BTE, CVE and CJ yesterday.
I thought oil might be getting extended short term.
Anyway, I ended up plowing all that money in to ATU.V as they made a transformational sale and are aggressively moving forward with drilling. (Altura Energy). I think this name will quadruple in 18 months.
Finally, my TH.to/THERF has been a big mover lately. Prescriptions for their new drug (Trogarzo) are exceeding expectations. I think TH.to could hit $30 in a year ($24 or so for THERF).