Most Anticipated Earnings: IFC-T, MTLO-X and more Canadian Companies Reporting Earnings this Week (Feb 10-14)

Opinion about PSK.TO: Sell? Commodities are a trade. But PSK is a royalty, so it's even safer than the other energy companies. When the price is…

Opinion about CRT.UN.TO: CT REIT (Canadian Tire) vs. Choice Properties (Loblaw) based on dividends for seniors He likes both REITs. Both dividends…

Opinion about IFC.TO: Likes the thesis of buying companies that you pay into via your monthly bills. Likes the business. Nice diversifier within the…

Opinion about FCR.UN.TO: Another defensive real estate company. Owns best grocery shopping center portfolio in North America. 85% of tenants are…

Opinion about MRG.UN.TO: Has owned this for a long time and he likes the name. Likes that they have gone into the US and are focusing on the southern…

Opinion about SLF.TO: Now is a good time to take some money off the table. Financials have outperformed the fundamentals in the next few years. Wait…

Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about CHP.UN.TO: Holds quality Loblaw assets and industrial ones mostly located in cities. Same-store net income growth isn't super, but…

Opinion about SRU.UN.TO: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building…

Opinion about HR.UN.TO: Stockchase Research Editor: Michael O'Reilly One of Canada's largest REITS holding $11.7 billion in assets in North America.…

Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…

Opinion about ERE.UN.TO: Allan Tong’s Discover Picks This translates into steady, though unspectacular growth. If you’re looking for Tesla gains, buy…

Opinion about MRT.UN.TO: Cheap and offers about a 15% total return. Commercial diversified name, mainly retail with a little bit of industrial.

Opinion about DRR.UN.TO: Newer REIT. Apartment buildings in the US. Rents are lower, assets are older. Small. Trades at a nice discount. Pretty…

Opinion about FFH.TO: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason…

Opinion about DFY.TO: P&C business. Making a ton of money. Great business, good valuation. Will probably be acquired at some point. His insurance…

Opinion about CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased…

Opinion about GSY.TO: Spin out from Accrete Energy (GZ-T). Quite small so conflicts with his view of sticking with good liquid stocks and strong…

Opinion about TSU.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 65c matched estimates; Revenue of $772M was nicely…

Opinion about PMZ.UN.TO: (Market Call Minute.) Feels the street is underestimating the impact that Target is going to have when they move in. It will…

Opinion about CGY.TO: (A Past Top Pick Jul 14/16, Up 69%) A variety of aerospace businesses. There has been a big secular move as more and more…

Opinion about AI.TO: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8%…

Opinion about CUP.U.TO: Fortis owns 60%. Challenge is that hurricane comes through every once in a while. Good system. Rates of return are higher…

Opinion about FTS.TO: Consistent and reliable. A quality utility, which are generally safe and slow. Expert opinions on Fortis Inc. (FTS.TO) — buy,…

Opinion about CVO.TO: Coveo wend public last Thursday on the TSX. Initially priced at $15, the shares quickly rose to $18. Coveo raised $215 million…

Opinion about SHOP.TO: Tech is struggling and SHOP trades at a high PE. Would be interesting in the $80s. He sees more downside from here.

Opinion about CMG.TO: Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas…

Opinion about MTLO.V: The stock had a huge run after Bruce Linton got fired from Camopy and he wore a Martello t-shirt on TV. That was hype. This is…

Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…

Opinion about TIXT.TO: (A Top Pick Jan 12/23, Up 2.5%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with TIXT is progressing well.…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about TC.TO: Just IPO'd a couple of months ago. Analysts have not yet put out reports. An interesting business model and feels they are going…

Opinion about ALYA.TO: Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on…

Opinion about IQ.V: The people behind this are the same ones that started up Clearnet, so good management. Expects the company to turn cash flow…

Opinion about TIH.TO: Eastern Canada Caterpillar dealer.Very strong company.Used to own shares in company.Valuation full at the moment.Wait for…

Opinion about GRA.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving…

Opinion about OGI.TO: Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings…

Opinion about WCN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WCN continues to chug along nicely. Valuation is high at…

Opinion about WFG.TO: Shows the struggles in forestry and wood products. Now in the part of the cycle of reducing capacity. US market is what will…

Opinion about ADN.TO: (A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital…

Expert opinions on Orbit Garant DrillingInc (OGD.TO) — buy, sell, or hold ratings from Canadian and US analysts on Stockchase.

Opinion about CAE.TO: Sideways range for a while, but improving technically. Issue is that given we're late cycle, there will be headwinds next year.…

Opinion about MTL.TO: Benefiting from consumer spending. In a good pricing environment, pushing margins up. Less-than-truckload, warehousing, and…

Opinion about IFP.TO: Demand for lumber will continue to increase.Short term weakness in housing (recession) not a concern for long term…

Opinion about WEF.TO: They just announced third quarter results. Earnings are second highest since 2018 when the stock was $2. They do specialty…

Opinion about MG.TO: 88-year old investor -- sell, and buy a bank instead? Not an unreasonable time to sell, given the economic sensitivity of the…

Opinion about AC.TO: Stockchase Research Editor: Michael O'Reilly If you can wrap your head around buying at the time of a potential labour strike -…

Opinion about IPCO.TO: Also a Lundin Group company. Consistent in buying back shares. Stock's substantially undervalued. Heavy oil producer.…

Opinion about CVE.TO: He owns other names, but you can't go wrong with this one. Good quality management. If he owned it, he'd hold. If you didn't…

Opinion about BIR.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research As part of Birchliff's orderly and planned leadership…

Opinion about PD.TO: Modest multiple. Trades today at 22-23% free cashflow yield at modest activity levels; forward free cashflow yield of 26%.…

Opinion about KEY.TO: Betwixt and between, which makes it hard to call. Right up against quite strong technical resistance, and right at FMV. Good…

Opinion about PSD.TO: The seismic business is a very unique model and you would think there would be money in it, but there is sort of a shelf life…

Opinion about ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…

Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…

Opinion about SVM.TO: Caller writes covered calls. Right strategy? This is the right strategy. This one has very high premiums in it. Even if you get…

Opinion about CCE.V: When the rare earth bubble took off, they deployed the drills into the area and found substantial rare earth deposits. It has a…

Opinion about ABX.TO: Ran into a real meat grinder with an African government (a military dictatorship). Shows the difference between those…

Opinion about K.TO: Pulled back recently.Has sold shares, but looking with current share price.Wait a little before buying.Expects gold to go up the…

Opinion about RUS.TO: Steel producer. Payout ratio is 49%. Sales and earnings are up, ahead of analyst expectations. Yield is 4.65%. (Analysts’ price…

Opinion about NOA.TO: Stockchase Research Editor: Michael O'Reilly We again reiterate NOA as a TOP PICK. Management reports the company is…

Opinion about SOLG.TO: Believes company is strong going forward.Takeover candidate eventually.Long term hold.Deposits very interesting, but political…

Opinion about TMQ: Impressive run. Looks very nice here. You can draw a straight line up and to the right, and as long as it stays above the 200-day…

Opinion about LIO.V: Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will…

Opinion about GFG.V: Some of the people behind Gold Standard Ventures, are behind this one as well. If you follow success in this industry, you will…

Opinion about AEM.TO: Stockchase Research Editor: Michael O’Reilly On the back of an abrupt pullback in gold prices, we again reiterate AEM as a TOP…

Opinion about DPM.TO: This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in…

Opinion about CGX.TO: Covid hammered them, while a British company tried to buy them but aborted that deal (now in a lawsuit). It's not cheap seeing…

Opinion about QSR.TO: Not buying it now. For options, you could go out to the May $94 put and sell it for close to $4. If it pulls back, you're force…

Opinion about BPF.UN.TO: (Market Call Minute.) He likes the restaurant business. (See Top Picks.) Expert opinions on Boston Pizza Royalties…

Opinion about CSW.A.TO: Only one analyst covers it. Earnings estimates are lower for next year and the year after than this year. Year over year…

Opinion about CSW.B.TO: Will be a takeover. Expert opinions on Corby Spirit and Wine (B) (CSW.B.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about CTC.TO: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards…

Opinion about CTC.A.TO: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not…

Opinion about MTY.TO: (A Top Pick May 19/20, Up 171%) When the pandemic started, restaurants were shut down. This was one of the best performing…

Opinion about VCM.TO: Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together.…

Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…

Opinion about TVA.B.TO: Probably the cheapest broadcaster in North America. Controlled indirectly by Quebecor (QBR.A-T). Largest broadcaster with the…

Opinion about MBX.TO: Been around for a long time. Has a broad range of technologies. Have recently signed licensed for Virusmax, which can double…