Most Anticipated Earnings: NWC-T, HAI-T and more Canadian Companies Reporting Earnings this Week (Jun 08-12)

Opinion about RAY.A-T: Is fairly illiquid, but profitable and pays a 6.6% dividend. Price targets are high, so there's a runway ahead. But two-thirds of the business is concentrated in Canada, and a big risk is if song royalties rise. It's profitable though. He's watching it.

Opinion about NWC-T: Relatively small, but business is relatively stable. Cut dividend a couple of years ago on lease issues, and investors punished it mercilessly. Now fixed, back on track. Won't get rich, but nice little income stock in a stable environment.

Opinion about DOL-T: The first stock she ever bought, but doesn't own it for clients. Valuation has been so high there's risk of multiple compression if growth comes down. Didn't think it could continue growth trajectory as strongly as it has. Dividend yield not high, which makes sense when the company is redeploying $$ back…

Opinion about TRZ-T: Air traffic is a growing business, and this company services the smaller end of the market. A dangerous business, as it requires a lot of capital and can be hit by black-swan events like the pandemic. Low-quality play. Speculative.See his Top Picks.

Opinion about ENGH.TO: A mini-CSU, because they have built by strategic acquisition well. It hasn't excelled like CSU, because they haven't scaled…

Opinion about HAI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research With a decline of 12.5% YTD, shares have drifted back down to the level of the 2023 takeover offer. Growth has stalled in the past four years but profits are expected to improve nicely in 2026. The balance sheet remins fine. The…

Opinion about XTRA-T: They use AI to detect weapons on attendees at a large event; it's faster than metal detectors. Could be used as stadiums and schools. Is watching them to see if they sign more contracts and raise profits. Could be a hockey stick of a stock if this tech catches on.

Opinion about ALYA-T: Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.

Opinion about DRX-T: It is an industrial engineering company. The stock ramped way up and fell right back down to an attractive multiple. The stock is not where it should be considering the fundamentals, valuation and growth potential. It is riskier and cyclical.

Opinion about MDI-T: Is the largest driller in the business. They bought two good companies the past year including a leading player in Australia and a major one in Peru. Are well-positioned now. (Analysts’ price target is $15.84)