Weekly 52-Week Low (or 52-Week High): BDT-T, BN-T, YES-X, SPB-T and More 52-Week Highs and Lows (Oct 09-15)

Opinion about ANRG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The restructuring brought in $40.8M, but now one investment entity owns 60% of the company. It gives the company money to survive, but it may be a while before it prospers. Of course, issuing 102 million new shares (at least, with 20…

Opinion about BBD.B-T: (A Top Pick Jun 21/24, Up 28%) Gaining altitude. Technological leadership in medium- and long-range aircraft. Order book looks pretty robust, production slate is full. After-market parts and service provide stable revenue. Airplanes can be repurposed for military use, and Canada's recently upped defense spending commitments.Long and complex supply chain, and tariffs…

Opinion about BDT-T: Really likes. Numbers are fantastic. Within the engineering/construction space, this is the one to own. He hasn't bought more as his method is to buy stocks as they're working higher, and this one wasn't. Trades at 6-7x PE, with ROIC north of 20% every year. Excellent management. Consistent, large contract wins.

Opinion about DBM-T: Supplier to HD. Has gone down on recessionary fears. One of the big holdings in his income fund. Canada and US need to build more houses. Well run. Not a risky business. Big fat dividend yield of almost 9%.

Opinion about IMP-T: At the top of his watch list. A new CEO revamped sales and product strategy. On its way to high recurring revenues. A small company though.

Opinion about MCB-T: A week or two ago, stock popped on excitement over a new product that will lead to some recurring revenue, cut costs, and improve safety. 2025 will be a good year, but product is still being tested and rolled out. Pivotal year will be 2026. Trades at only 6x PE, profitable, great…

Opinion about WFG-T: (A Top Pick Oct 17/24, Down 6%) (Note the short timeframe.) Chose this based on historical seasonality for lumber. Surprised those stocks aren't acting better, especially since the California fires.

Opinion about WSP-T: Likes the sector, which is growing. Strategic acquisitions at good prices. Just bought a company in Europe to expand presence there. 

Opinion about AD.UN-T: Good track record, meaningful insider ownership. Didn't like that it pays out most profit in distributions. Rather than retaining capital to grow, raises equity to do acquisitions. He likes companies being self-financed.

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about ARE-T: Likes the engineering services sector. She owns WSP and would recommend buying that name. But you can hold this one if you have it.

Opinion about AX.UN-T: Diversified with office, retail, industrial in both Canada and US. Institutional investors tend not to like diversified REITs. Over their skis on the balance sheet, so forced to sell assets and a lot of the best ones. Has become more of an office REIT in challenged markets.When REITs come back into favour,…

Opinion about BAM-T: BN vs. BAM vs. BIP.UN The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly…

Opinion about BN-T: Complex organizational structure and accounting oddities often confound traditional ratio analysis when trying to gauge valuation. You can look at PE (14x) or P/B (2.2x). His team doesn't rely on those metrics. More simplistic and reliable would be the dividend yield; paid for a long time, commitment to growing.Dividend yield right now…

Opinion about BTB.UN-T: Most exposure is in Quebec. Lots of office space exposure. But could see a business turnaround. Would recommend buying and holding. 

Opinion about CF-T: Management wants to buy it out but there are two conflicting groups of shareholders. The employee shareholders want the lowest price possible while the outsider shareholders want the highest price possible. This type of conflict is not good. Value it as a whole, not on the split-up of parts.

Opinion about CIX-T: (A Top Pick Sep 11/24, Up 81%) Taken out at $32.

Opinion about CWB-T: Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Opinion about DF-T: Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

Opinion about DFN-T: These split shares company give you some leverage. The total return over 20 years has been 8% vs. the TSX which has done no better. Has some good dividends here, but is volatile--when the market goes bad, this really goes bad. 

Opinion about DIV-T: Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

Opinion about EFN-T: Company based on effective management of auto fleets for corporate accounts. New apps and technology is allowing for better management of business. Recent share price strength good for long term investors - but would wait to buy on weakness. Overall a strong business. 

Opinion about ENS-T: In general, he doesn't like split shares or different structures. Usually these "splits" are made up of common and preferred shares, and he's not a fan of preferreds. If he wants income, he'll just own stocks that pay dividends or buy an income product.Keep it simple. If you like ENB, then buy…

Opinion about EIT.UN-T: It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Opinion about EQB-T: Financials are the strongest group globally. Period. Regional banks are having a harder time in the US, as well as some of the smaller, mortgage-oriented banks. Weakening relative strength versus the market and also against the group. Be cautious. Concern is that housing market in Canada continues to weaken.Better places to go,…

Opinion about FFN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about FSV-T: Compounded its way to extremely high valuation. Well run. Great serial acquirer. Trying to get into renovation and disaster restoration. Lumpy segments. Thinks roofing will be a home run.

Opinion about FSZ-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The $4B withdrawal is fairly serious, though FSZ does have $166B, and it continues a trend of some assets leaving the company (including money that earlier flowed out to Pinestone following Nadim Risk's departure in 2021). On the plus side, it is…

Opinion about FTN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about IAG-T: (A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Opinion about IGM-T: Stockchase Research Editor: Michael O’Reilly With $144 billion in assets under management, we reiterate IGM as a TOP PICK.  Cash reserves are growing while shares are bought back.  It trades at 11x earnings, under 2x book and supports a respectable 12% ROE.  The robust dividend is backed by a payout ratio under…

Opinion about LBS-T: LBS vs. FTN An interesting structure, but they have their own at his shop. One is a play on ENB. Very optimistic about the potential for ENB to continue raising its dividend. He also has a real estate split with a mix of long-term value REITs and industrial exposure to access the…

Opinion about LFE-T: This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having…

Opinion about MFC-T: Has done well this past year. Decent income stock. In the financial services sector right now, her preference is the Canadian banks. But you can continue to hold this name. Its focus on services means she's not worried about impact of tariffs.

Opinion about NA-T: Probably warrants a fresh look in the wake of its merger with CWB, a fantastic and very synergistic deal. Makes it a scale player nationally with lots of cross-selling opportunities. Capital markets business is excellent. Reports mid-week next week. Small business in Cambodia has been tricky, but not enough to move the…

Opinion about WED-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WED is a Canadian investment company, specializing in providing long-term capital to businesses operating primarily within the global financial services industry. WED has performed strongly this year, up 44.87% year-to-date and 50.6% over 52-weeks. Q3 results were solid with net profit at…

Opinion about ZDC-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research ZDC is a high risk but high growth company with analysts expecting the top-line to grow by 73% in 2025. At 6X forward sales, some of this growth is priced in but regardless, the company has some tailwinds behind it. The company…

Opinion about E-T: Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.

Opinion about ENB-T: Does fluctuate a bit with the price of oil, but not as much as a producer. Attractive income name. Federal government's infrastructure plan would be positive for pipelines, albeit a few years away. Yield is close to 6%, and the dividend increases every year.

Opinion about GEI-T: Name to look at in the same space as FTS, but at a much better valuation.

Opinion about IMO-T: (A Top Pick Apr 17/25, Up 27.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IMO is progressing well.  To remain disciplined, we recommend trailing up the stop (from $84) to $94 at this time.

Opinion about KEY-T: Last quarter was a nice beat. Asset sales. Sizeable projects seem to be making progress. Low leverage, low payout ratio with nice dividend, lots of volume growth on existing assets. Lots of upside from new project announcements. Natural gas plus getting it offshore are real tailwinds for Canada. Trading ~16.3x 2027, not cheap,…

Opinion about PPL-T: (A Top Pick Jun 10/24, Up 6%) Still her favourite pipeline, especially at these levels. Best growth trajectory, and in best strategic position to handle growth in nat gas shipping with LNG Canada. Alliance Pipeline pricing has been an overhang. This is the one to own based on dividend growth, yield, and…

Opinion about SES-T: Hard one to read right now. Chart shows good news from last November, but something's been wrong with the fundamentals afterwards. Drop in April was significant, and hasn't been able to come above that level of ~$15.85. It tried, but didn't succeed. Now starting to pull back a bit. Could hit $13.50…

Opinion about TPZ-T: Top of the heap for what he'd want to own in terms of O&G royalty companies and infrastructure.

Opinion about TRP-T: He owned it for a while. Had a big run-up last year but thinks it is pretty much done now with a lot of insider selling. Tends to have big swings.

Opinion about ASM-T: Challenges with cartels in Mexico.Long history of development in Province.Socialist orientation of Mexican President a worry.Does not own shares at this time.Concerned about inventory & reserves.Drilling results have been fairly strong.Would prefer companies with larger reserves.

Opinion about ETG-T: In Mongolia. Fairly illiquid. He's a fairly large shareholder. Time is on your side. Development is drifting their way. He anticipates a takeover transaction at some point.

Opinion about GFG-X: Some of the people behind Gold Standard Ventures, are behind this one as well. If you follow success in this industry, you will do relatively well. They raised a lot of money for Gold Standard Ventures and it has done well. It is probably in the 8th-9th inning before it gets bought…

Opinion about KNT-T: (A Top Pick May 01/25, Up 32.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with KNT has reached its target at $16.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $9.50) to $13.50.  

Opinion about LUG-T: Highly ranked stock acting extremely well. RSI doing well. Stock's currently in an uptrend, and gold is trending upward. Gold is consolidating around $3000. 

Opinion about MAG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think MAG fits the bill. Its Mexican (safe) mine only recently went into production, and 2024 will be the first year of material revenue/cash flow for the company. The stock is acting well this year as it gets re-rated as a…

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Opinion about OR-T: Not to be confused with Osisko Mining, OR-T is a pure-play royalies streamer in precious metals, and minerals have been hot on the TSX so far this year. OR-T is up nearly 19% or three-fold the Toronto index's performance. As gold makes new highs almost every day, OR continues to shine. It…

Opinion about STLC-T: In the middle of a long-term range. Yesterday's news looked very positive. Good, solid support around $38. Potential to get to $50 before it stalls out, in a 3-6 month timeframe. Get out if drops below $40.

Opinion about SVM-T: Part of syndicate that brought company to markets. Financials in China a little opaque, but company has been generous to shareholders through dividends and buybacks. Would recommend buying. 

Opinion about TXG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TXG is a small-cap gold producer with assets located in Mexico. TXG has generated decent cash flow over the last few years with strong organic growth. The company has been reinvesting heavily back into the business through capital investment. Therefore, TXG does…

Opinion about USA-T: Junior speculative. Not profitable. At the price for gold and silver today, if a company's not profitable you have to ask why. He doesn't play penny stocks, and certainly not in the junior mining area. A very challenging asset class; he learned his lesson 35 years ago.

Opinion about ARU-X: (A Top Pick Aug 20/08. Up 22.3%.) Acquired by Kinross (K-T).

Opinion about BEW-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The stock is now flat for the week; the white paper outlines the opportunity in low power IOT technology, but this is not really new news. Following the stock's big rally in the past year, we would consider it a HOLD. With…

Opinion about DOL-T: In his firm's Canadian dividend growth strategy portfolio. Not a great dividend, though it does grow. Focused more on inorganic growth and share buybacks. Almost AMZN-proof, scale gives them buying power. In Canada, topline is growing close to 10%, margins are improving. Trades at over 40x next year's earnings, so wise to…

Opinion about GIL-T: With tariffs, could see the price of clothing go up. As Springsteen sang, textile jobs are not coming back to NA; clothes will still be imported. Impact on the clothing industry remains to be seen. Thinks prices will go higher, but people still need to get dressed. Onshoring will be a multi-year…

Opinion about PRMW-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Pure-play water exposure; sustainability trend. Strong position globally; renewed water focus. Attractive valuation; good dividend. Debt recently lowered but still high. Unlock Premium - Try 5i Free

Opinion about TCL.A-T: Printing is in decline. Trying to get into packaging. Stock's always been cheap, but it's not a growth market. Instead, look at DCM.

Opinion about DSG-T: Down 17% YTD. Software company, specialty is supply chain management and logistics. Unique, well run, exceptionally strong balance sheet. Currently trades at a rich valuation, but typically trades even higher. Hit by trade uncertainty from Trump tariffs. Still below his buy price today. Will do well long term. No dividend.  (Analysts’ price…

Opinion about MDA-T: Friday saw NASA cut funding for a lot of space programs, significant impact on MDA. On his radar. Really impressive contract wins, revenue growing pretty quickly, sector's been hot. He's invested in companies that depend on government and has been burned before. Be careful.

Opinion about NVEI-T: Has lagged the Canadian tech sector. Used to own, wouldn't be back in soon. On its recent partnership with ADBE, he tends to own the big payment systems like MA and Visa, big beneficiaries of the resurgence in the economy. 

Opinion about PRL-T: Is approaching its last high of February around $42. Would like to see it break above that, because a stock can always break down. It's actually better to buy higher.

Opinion about QUIS-X: He follows it. Has $100 million market cap, small, based in Toronto. They re-sell Microsoft Solutions and PayiQ. They rallied during Covid, then fell back to Earth. The price target is 40 cents.

Opinion about SIS-T: Doing a really good job prior to tariffs. A lot of products are FDA-regulated and not subject to tariffs. Moved some production to the US. Needs-based products to help people age safely at home. Price increases can be passed along to customers.

Opinion about VHI-T: Great name. Valuation is a premium multiple, and well deserved. Management's done well. Wouldn't step in now, but only because of valuation. If you buy now, you'll do well over time. Favourite among investors. No trouble raising capital.

Opinion about EXRO-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company saw a big pop in 2021 on EV hype for the Coil Drivers it sells. It has never really had significant revenues or positive free cash flows. If EV demand booms the stock could do better, but overall we are…

Opinion about YES-X: The company is into reducing carbon levels and removing sulphur from natural gas. He is a close friend to one of the company principals. An exceedingly illiquid stock.

Opinion about SPB-T: Dividend wasn't sustainable, got cut. Game-changer for him, as now this name offered value (instead of income). Analysts are now starting to reward that decision. Very good footprint feeding into long-term energy demand.

Opinion about NFG-X: When he looks at the charts and plans, he's unable to tie the drill holes together to make a coherent deposit. Note that his former partner and mentor, Eric Sprott, feels very differently about this one and is a very large shareholder, and he's made a lot of money being right.