Birchcliff Energy Ltd., Cardinal Energy Ltd and More at 52-week Highs & Lows (May 11-17)

Almost entirely natural gas based company. Paying for premium on carbon capture technology involvement with Entropy. Not enough opportunity to justify investment. Better opportunities in oil weighted companies.

He targets $6.40. Trade this and don't bet the farm. It now trades at $5.20. It moves up if oil prices do.

Benefitting from high commodity prices. Not a lifetime hold. From here, you probably want to lighten up because things are going so well. A lot of good news is factored into the stock.

Forever is a long time, but the backdrop for Canadian energy has forever changed. Good entry point. Trades at 17x, 14% EPS growth. Very unlevered balance sheet. Lots of avenues of growth. Dividend is growing. Hopefully, an easy and boring way to get a nice dividend and 10-20% capital appreciation over the next year. Yield…

Long-term player in the space. Doesn't see XOM buying the rest of IMO. Security of supply is still important. The industry is continuing to improve in terms of environmental impact. He owns CNQ instead, one of the best run with great free cashflow.

Focused on making its environmental footprint as positive as it can be, and the team has done a good job. Paying down debt, and once it does that you'll see moderate growth and shareholder returns.

Currently trading at ~1.5x cash flow & 38% free cash flow yield ($100 oil). Wells are paying out in months with Pipestone property. Bought 500,000 shares yesterday. Current share price presenting amazing value.

North American oil and natural gas company. The industry is experiencing a shift as countries become reluctant to buy Russian gas. Company is in good shape with good earning estimates from analysts. New to the trending stocks with 11 mentions in the last 24 hours.

In tough shape. They made the wrong bet on natural gas. Sell it and buy elsewhere. But it will pay off over five years.

Done exceedingly well, near record highs. Still has a long way to go. LNG Canada will benefit it. A lot of drilling will have to happen in Alberta and BC to bring on significant new volume for the export market. A core name for your portfolio.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is cheap due to its debt positions. It is about 3x cash flow, which some investors are worried about. The debt is from their Velvet acquisition. Improved cash flow will help decline this debt. Growth looks good. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The activist investor could be positive overall. The long term impact will depend if things change. However, the stock has lagged the sector, and management could use a refresh. Cost savings could be implemented and growth could improve. Unlock Premium - Try 5i Free

Believes it is a good time to sell energy and de-risk portfolio (if already own it). Not sure there is any upside left for the company. Stock price must come back to Earth.

Infrastructure spun out from Tourmaline, a favourite oil company. They also derive royalties from Tourmaline's lands. It's a hybrid royalty-infrastructure company which removes a lot of the risk of an energy company. It yields 4.5% and they raise it yearly. M&A are coming, says management, perhaps infrastructure or royalties assets. He expects 10% growth +…

There are aspects that will detract institutional ownership. There are some promotional aspects. The name is cheap and are paying down debt. It is not a name he is looking at. The quantitative and qualitative aspects need to match and for him it does not meet his requirements.

Stockchase Research Editor: Michael O'Reilly With over 929 million barrels of probable reserves focused in the prolific Montney and Pembina Cardium properties, we again reiterate ARX as a TOP PICK. Recent reported earnings doubled analyst expectations and the company is generating sizable positive cash flow. It pays a good dividend, backed by a payout ratio…

Conservative way to enter the oil and gas space. Doesn't have the risks of labour costs, capital, geography. Dividend's up 400% in the last year and they just raised it again. He's still buying. Yield is over 6.45%.

Pengrowth (PGF-T) and Perpetual (PMT-T)? Had some challenges with their balance sheet over the last couple of years with the collapse in oil prices. This one would be a little riskier. If you really see a big jump in commodity prices, this probably has a lot more upside than Pengrowth (PGF-T).

Mostly a story on production volume rather than cap-ex spending. Free cashflow is roughly at 15%. Relatively stable. Does not own any service names, but if he were to buy into the space, this would be at the top of his list.

Working on cleaning up balance sheet. Potentially in the $20s in the next couple of years. 5-year price target of $40. Still a long way to go. Buy on weakness. Free cashflows at today's commodity prices will be spectacular, and this will attract investor attention.

70% fracking and then they have coil tubing. They are pretty cheap. They are doing reasonably well. It is really, really cheap. The two biggest shareholders are funds so liquidity is an issue Buy on weakness; he would have a target of $5.

Would purchase TCW than PD. Owns neither. The collapse on oil price will impair spending further than maintenance capital. There is always a bad actor that ruins the pricing power. Would prefer the producers.

Renewable energy picks? Pays a fat dividend. They shut down coal operations and are building wind farms in the west now. Peers like Northland Power are also good. Wind power is a very good sector. Even BP is building wind farms in Europe.

Believes company is a good defensive position. 29 years of dividend increases. Well managed company that is moving into renewable space. Stock price has outperformed other sectors of economy. Under followed company. Good price to buy.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news that would account for the correction. Dividend stocks may see some weakness if there are rate fears. The stock also fell below its 50-day moving average so this may have caused some technical selling. Unlock Premium - Try 5i Free

Their customer base is the food industry and it does not grow that much. This company can only grow when they make acquisitions. There is nothing wrong with it but there is not enough upside to buy. It is a good company.

A smallcap that's done well for him as lithium prices have jumped, fuelled by the boom in e-cars that will continue for the coming decade. Like Australia, all the Canadian projects have been hard rock. Most lithium comes from South America, which is low cost vs. hard cost which costs more in production. Australia leads…

He owns this. It went through a major acquisition last year to consolidate their holdings in Northern BC. This mine will become productive in the next couple of years. The issues they have had are being resolved. He will continue to hold it.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving along with profitability. Debt relative to cash is also improving. Market cap has reached $520M with insiders owning 10%. Not profitable yet although revenue is ramping up. Expensive but revenue growth looks good. Unlock Premium - Try 5i Free

(A Top Pick Dec 04/19, Down 6%) Problems bringing new mine on. Earnings forecasts going up sharply. Upside potential as measured by analysts is quite high. Trading at 40% discount to book value.

On the sidelines until the CEO impresses him; he's having implementation challenges. He's staying on the sidelines for now. Great CEO though.

Has done well. Keeps getting good hits on the drill. Quite a bit of upside. Take a look at it. $5 price target. If you own it, hold it. Exploring and growing reserves is where you get the exponential reward; whereas reserves on the ground are just leveraged to the price of gold.

The biggest independent zinc producer has had its ups and downs. The new CEO has to navigate 2020, which was tough. Zinc prices have jumped to US$1.25/lb. TV's cost structure is based on $1.10-1.15. TV trades at a deep discount. Zinc doesn't capture the imagination like copper or nickel, though. Zinc prices have benefited from…

Likes the managers, but concerned with the topography. A decent-sized gold project. A good speculation.

It's a 10 cent stock, when even the big companies aren't doing well. If you like it, sure go ahead. But there's nothing he can add.

Mixed performance, valuation still quite cheap at 5x cashflow, 8x price to earnings. Balance sheet is fine. Fortunes are made and lost with the underlying price of copper. Likes copper in general for electrification of the grid, short supply, and ESG.

(Market Call Minute.) Great execution with a $500 million market cap. Thinks it is ahead of itself. It is expensive.

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on…

He's not a gold bug, but seeks unloved stocks in unloved sectors. Gold has consolidated nicely and made a good technical turn. His #1 gold holding is FNV-T. TGC has the largest undeveloped deposit in the world and in a safe place (Alaska) with a good partner in Barrick. All tailwinds.

Used to own it, because they had a high-grade project in the Northwest Territories, but they were interested in a lower-grade target that didn't interest him so he sold. He doesn't know their company strategy anymore.

Being acquired at $7 but because of the lower stock price, market indicates the deal is not going to close. Doesn't see this as a good way of making a quick buck. You are trying to beat the pros at a game that they are very, very good at.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving along with profitability. Debt relative to cash is also improving. Market cap has reached $520M with insiders owning 10%. Not profitable yet although revenue is ramping up. Expensive but revenue growth looks good. Unlock Premium - Try 5i Free

They are not getting ahead. It should be okay, but you have to manage the balance sheet and the capital structure and so far they are not doing a good job of that.

Has been a bit of a disaster. Mine in Texas is not going ahead, resource was not properly done. The reserves are not what they expected.

CCL.B-T A great label maker. A fantastic story over the years. He would never recommend selling it. You also have IPT-T and have been selling weak with all the hurricanes in the last weeks. They create a lot of value but there is better value with IPT-T. He holds this over CCL.B-T because IPT-T are…

Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The terrain is legendary gold ground. he can not make the data work for hi to buy it.

Help influencers with video adoption online, getting more viewers and more revenue. NBA is a client. Growing topline about 60% per year. Equate it to what could happen to LSPD. Based on peer group, could trade in the $47-50 range. No dividend. (Analysts’ price target is $20.17)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Market sentiment continues to be weak. There has been a trend of many high growth names guiding for lower growth resulting in a massive drop in shares. At 6.8x earnings, it is very cheap. The risks are more than priced in at this point. Would…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good growth potential. Earnings are expected to rise 80% next year. They have a lot of cash on hand and the lowering valuations in tech could create interesting buying opportunities. Facing a lot of selling pressure in the market. Would recommend to wait until the…

Company trading at 52 week low, and has been sold off. Low share price creating opportunity for buyers. If soft landing for economy, will present opportunity for buyers. Small position is justifiable.

Launched a data-capture platform for clinical trials today One reason they bought BioPharma was to digitize it, so the announcement is no surprise. THNK digitizes data and enables the connection between healthcare, government and patients through their software. They digitize clinical data, like trial data. This is one of his two e-health holdings. Its valuation…

Growth by M&A software company - affected by higher interest rates. Believes company stock is expensive at the moment. Waiting for price to fall before buying.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings…

It has 75 000 customers which is only 10% penetration of the software business. It also wants to increase its contact (has 40% right now) with more of the Global 10 000 companies. Its software offering is broader. Is an aquisitor. Would seriously consider buying. Regarding interest rates, he feels that the effect of rising…

Would suggest thinking about valuing companies based on how well can survive tech selloff. Waiting to see if company can generate income and profit. Will stay on sidelines until earnings are proven. Watch company and wait to see what happens.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They are issuing 11.5M common shares to raise capital. The equity offering will substantially increase their cash balance. The added capital is for digital stock trading platform development, servers and data. The new cash balance might help boost revenue and products. Very risky. Unlock Premium - Try 5i…

It's going through a multi-year transition into software. She still can't see where their revenues focus will be and suspects they will need to make acquisitions to grow. Can't see an entry point.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the company has missed estimates in recent quarters, they added more recently. The balance sheet is strong and sales are growing. Insiders own 18%. Unlock Premium - Try 5i Free

Terrible momentum, expensive, very volatile. Negative earnings. Future is hard to predict, but he'd not be a buyer.

Does not own stock of company, as unsure what cryptocurrency future is. If crypto prices remain strong, will be good for company. Hard to value company.

Kudos to the new executive at delevering and cleaning things up. Inexpensive valuation. Still a lot of debt. A turnaround story. 3% of your portfolio is a bit heavy. Add some diversity. Had a great move. Be cautious.

Chain of cannabis dispensaries, solely in Canada. Deep pockets, due to investment from ATD, which taps into smart management but caps potential. You want to own the integrated operators that go from seed to store. He owns CURLF instead.

It is pure extraction. There are probably 3 or 4 of them. They are a leader. There are not too many companies here that are profitable and these guys are one of them. They do toll extracting for clients as well as getting their own Cannabis and extracting from them. They make a great margin.

Very positive on the stock price, the company, and the partnerships they're announcing. Technicals indicate the stock may head toward 90 cents, but he says higher. Just won a contract from the Ontario government. Covid testing isn't going away. Sales should triple in the next 12 months.

(Market Call Minute.)Reversing of bad cholesterol in clinical studies. A little early for him but has potential. Speculative.

A fast-growing telehealth company and are pushing hard into enterprise health solutions by offering a one-stop patient approach to the primary care and mental health sectors. They are integrating several acquisitions. They are guiding to an EBITDA of $10 million this year which they could surpass. This sector has been almost left for dead, but…

It's been a wild ride. The valuation across all the names are still quite high. With what we are seeing with legislation in the US, he would still tend to look at these. Stick with it.

Figured out a way to use an agent to produce CBD in a lab, which will make it cheaper and more consistent. Still rolling it out into the commercial space. The future.

It has done quite well recently. They got into defensive equipment for military. The stock was ahead of itself 6 – 9 months ago.

Interesting technology, but not investible right now. A gadget that installs on commercial vehicles to reduce emissions and increase fuel efficiency. "A science project" for 17 years of R&D. Losing money, negligible revenue, diluting shares, burning cash. He prefers more established companies. One to watch down the road.

Has diversified into other areas than straight flower production. Focusing on the US for cannabis. HEXO will survive in Canada. Has not seen much this year. There will be an acceleration soon. Has a dominant position in Quebec. Would look at buying into it.

(A Top Pick Apr 19/21, Down 42%) The car sector has been decimated and the chip shortage hasn't helped. The car sector is acting like we're in the next recession already, though he doesn't see one coming.

They are reporting great earnings, but it is trading along with the sector (down). He owns this and it has been a Top Pick in the past. He continues to like it as they are developing new products like edibles that are putting them in the forefront of the cannabis space. They also have a…

Volatile. Not easy to understand. Engineered materials mainly for the solar industry. They've diversified. A recent acquisition may be transformative, wait and see. Hold if you own it. He's revisiting it. He prefers NEO, as a cheap way to play the EV market.

Customized, prefabricated environmental office interior solutions. High net cash position. Significant upside because of their flexible business model. Surge in office reconfiguration taking place across North America. Top management. No dividend. (Analysts’ price target is $3.46)

It's been decimated lately. He models $54.14, so there's a lot of upside. It's at the top of its valuation now. At $33.50, it's a buy. Wait.

There is so much concern on quality of earnings and when the companies will be profitable. He wants to see the industry mature. He likes it long term. The health side of this could be revolutionary over the next couple of decades.

He likes the company still. Out of Latin America, they will probably take the lead. The sector is going through consolidation and it is a time to go shopping. He would look more at Charlotte's Web who has solid earnings. However, below $1.00 there is still value for it. Latin America doesn't have the same…

Company has preformed very well the past 2-3 years. Low stock price not indicative of performance. Recently signed distribution agreement for vape product in USA. Indiva might be a good candidate to be taken over via M&A. Good example of a product based marijuana company. Expecting share price to increase as currently under priced.

He does not own it because he has a lot of TFII-T. TTR-T struggled with balance sheet issues which seem to have been cleared up. It is a wait-and-see for him.

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.

He used to own it to get exposure to fuel cells, but the market doesn't like high-PE names like this now. Also, their joint venture in China is delayed by supply chains and Covid. It's a leader in fuel cells using great technology, though. A higher-risk name, but it's in his bullpen so he can…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS of 85c beat estimates by 13%. Sales of $1.522B beat estimates by 3%. EBITDA of $301M beat estimates by 6%. Sales rose 13% with 10.8% organic growth. Operating income rose 2.5%. It had a solid quarter and the company is renewing its share buyback…

Large projects might be harder to finance with interest rates shooting up. The group's in a good position to do well over the next number of years. Has come back from its troubled days. Likes exposure to the area, but this one is more expensive than peers.

(A Top Pick Mar 30/21, Down 3%) He lightened up on price strength. Market worries about renovictions. 17.5% discount to NAV, an opportunity to buy at these levels.

A lot of corporate activity is changing the company. Stock price is trading fairly cheap. Better names to invest in. Strong dividend with good management. Would prefer Canadian banks, energy and sold off tech stocks.

Very well managed company. Has recently sold position as share price increased. Very strong growth in recent years with pandemic. Challenger bank that is executing well and growing. Dividend increasing, and stock priced cheap compared to large Canadian banks.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company posted EPS of $0.73 beating estimates. Revenues also beat at $834.6 million. Revenues rose 17%. Positive results although it is not a surprise. Unlock Premium - Try 5i Free

If you want to own a lender, please own Canadian bank stocks instead. HCG and others don't have the same access to capital, so they can get caught in a liquidity squeeze. Borrowers pay a higher rate of interest. If housing market has a hiccup, HCG would be more exposed than the banks.

In Ontario, Quebec, and now BC. Value and growth. Great management team. Usually trades at a premium, now at 52-week lows. Great chance to buy, as government's stifling supply has affected the public markets. Provides affordable housing for population growth in Canada and from immigration.

Suffering from the macro lens of government policy concerns, which is a great opportunity to take advantage of. Risk/reward is to your favour. Sees return of demand and increasing rents. Wide discount to NAV.

He owns this one and likes the management team. There seems to be a consistent buyer of this stock. They have high margins. It is not cheap at these levels. There are not too many ways to play technology from a real estate perspective. They have a strong position on pricing data in the real…

Impressed with how the business has grown and the direction it's heading. Attractive multiple, just under NAV. In a position to really grow NAV over the next several years. Focusing on growing investments in healthcare and tech. Lots of capital to deploy. Yield is 0.50%. (Analysts’ price target is $73.61)

The issue is similar to Morgan Stanley. Investment banking has been affected by the latest trends which include fewer IPO's and less M&A. Wait for the correction to settle.

(A Top Pick Nov 28/19, Up 11%) An example of looking 12 months out. Good cashflow. Leader in fleet management. Lets corporate customers outsource that task. Earnings are going up. Trades at 10x earnings. Stock will do well no matter what the market's doing.

(A Top Pick Nov 25/21, Down 9.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with IGM has triggered its stop at $45. To remain disciplined, we recommend covering the position at this time. This results in a net investment loss of 4%, when combined with our other previous buy recommendation.

Smaller cap company. The financial technology was originally launched as a lender. Now it is in bitcoin and wallets. Still no earnings. Challenge is that it trades 28x EBITDA, no return of equity, no cashflow. Has had good price momentum in the past but too volatile.

He's liked this for a while. Always trade at a discount to NAV, especially steep now. You need to break down their businesses, like Westjet, to valuate the company. No idea how well Westjet has done for them. Is well-managed. You will need to research their holdings. Doesn't own it now. Likes the company.

Biden's renewable energy incentives will be a benefit. The backlog is in excess of $100M. They now have enough cash to build out opportunities. They are building rooftop installations in New York, Vermont and other places. Still holds a position.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They reported a loss of $0.29 vs the expected $0.3. Revenues were up 31% compared to last year at $986 million. Backlog of $6.4B was up nicely from $5.9 a year ago. Saw some good contracts and expansion. Results are fine but cash flows were…

Tough time when oil was down. Now in great shape. Yield is 3.3%, not as high as the big banks. 9x earnings, below book value. Worth looking at. The world is looking a lot better for the banking industry. It will always trade at a lower multiple, as it's regional.

It’s slowly moved up from $28. The pullback is a natural phenomenon after the pop. Lots of volume. He would buy it here.

FSZ vs. ZWU Both pay around an 8% dividend, which at that level it's probably not pure dividend you're getting on a long-term basis. About 6.5% is the limit for a sustainable dividend level. Plus, you get worries about the future of hydrocarbon demand. He himself doesn't see this, but it's a scenario to consider.…

Renewable nat gas is a trend that will continue to develop. Push to increase percentage of renewable power from 0.5% to 5-10% over the next decade. Tremendous opportunity. Owns 3 technologies. Pressure on small caps, Covid delayed projects. His eye is on it.

A pocket of value in the sector, life insurance is the cheapest in the group. Lifecos definitely have room for multiple expansion and earnings growth. His preferred name, with a more mature M&A market focus, whereas an MFC is more focused on EM.

Be careful. Yield of 13% was what they paid out last year. Variable dividend policy. Not participating in the commodities rally. Economically sensitive. If you're trying to play the last 20% of the rally, decent entry point. Too volatile for him.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. After many years of steady performance, the company started to miss estimates and revenue growth has essentially ground to a halt. It was always an expensive stock, and the combination of no growth and high valuation caught up to it. In addition, debt is high,…

Smaller cap office space REIT focused in Canada. Has a bit more of government concentration so that provides some stability. Has a high distribution yield but it is not fully covered by cash flow.. Analysts have 4 holds.

Bullish on the macro for industrial warehousing. Likes the focus in Toronto. Likes management. A show-me story, small. An opportunity. He's confident in their ability to grow. A bit expensive, so it's a bet on management and growth. On his radar for attractive entry points.

A Colombian natural gas producer which enjoys a favourable U.S. price of US$3.60. Production will rise as more customers and pipeline capacity are found. There's a shortage of natural gas in the country. It pays a nice dividend of 5.6%. He has a $5 target. Buy below $3.40. (Analysts’ price target is $6.09)

The company is very cheap in terms of price to book. Their book value was $4 at the end of June. However, they have a debt problem: $211 million of debt compared to an equity value of $369 million. He sees this as a takeover candidate especially now because he is seeing consolidation in the…

(A Top Pick Feb 17/22, Down 7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NOA has triggered its stop at $18.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 6%, when combined with the previous buy recommendation.

(A Top Pick Apr 28/21, Down 67.4%) Are building online grocery sales now. When he recommended it, he expected another leg up--and shares rose last summer on good numbers. But he sold this around $10 because he was concerned the company was no longer focusing on meal kits and was spending a lot to enter…

Tim's is still restructuring. Stock looks a bit rough. 200-day MA moving down, share price down too. Oversold, with RSI below 30. Expects a short-term bounce. It will take time to get outsized returns. Wage and labour pressures. He's not interested in this name, and the industry is cautious. Nice dividend of about 4%, secure.

A great one to buy at the height of Covid. This has come back with a vengeance. Amazing Q4 report and the housing market is on fire. Factors lined up for ZZZ. They've managed debt well. It's a one-product business, though, so keep that in mind and don't pay a big PE. Their growth will…

Hub and spoke model for food delivery. Hub is where they precook and assemble, spoke is where they deliver from. So you can have several different brands delivered from the same spoke. In one of the markets, they have pet food too. Focused in Hong Kong and Taiwan. Revenue increasing by 30-50% a year. Fairly…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS beat estimates by 16c at 76 cents. Revenues also beat estimates at $784M. Dividends were also raised 10%. Their stock buyback continues as well. Sales rose 14%, with free cash flow at $116M. Good results. Unlock Premium - Try 5i Free

The old Cara operations. It has made some excellent acquisitions, including TheKeg restaurant chain. The problem is they hold a lot of assets in Alberta. The latest quarter was also impacted by the cold winter this year. He will continue to hold.

When the facts change, you have to change your mind. He sold. A value, turnaround story. Pressure from commodity prices. Earnings recovery is not a 2022 story.

The accessory side is seeing a lot of success. A large retailer in Canada and now moving into the US. Could consolidate this space. A takeover target in the future as they accumulate stores in Canada and the US.

The dividend is not coming back and they should be putting money into growth. The valuation is OK so can hold for the long term. But there others in the sector that he prefers.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Overall likes the stock. The Japan deal to expand their relationship with Sazaby is positive. The joint venture should generate total revenues of 60-65M CAD in Fiscal 2023. Good prospects in a recovery world. China’s growth could be a headwind, since it is still closely…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Currently trading near 52-week lows. No solid reason here. They just announced a big recent dividend boost. Growth will not be as fast as in the past couple years, but this is probably already priced in. PE is close to 10. Payment sector stocks in…

Pleasantly surprised with the business fundamentals. Aspects of their business are growing. Very undemanding valuation. Continue to hold. It's on his watch list.

He holds a renewable power portfolio. He started buying this after the Texas ice storms around $17. Likes it. It has the development pipeline he likes. A smaller-cap to the green super-majors in Europe. INE has pulled back. Is a dividend grower and their operations will expand in the future.