Jean-François Tardif, founder and portfolio manager of Timelo Investment Management, joins BNN Bloomberg and he talks about he’s not bearish on everything, just the very expensive and unprofitable tech stocks. He says there are good bargains to be found in the energy, housing, lumber and small cap sectors. His stocks picks are Profound Medical Corp. (PRN TSX), which he says has a better procedure to treat prostate cancer; Wajax (WJX TSX) due to its new CEO and expected growth; and Crescent Point Energy (CPG TSX), as one of the cheapest energy stocks available.