Most Anticipated Earnings: ALS-T, OLY-T and more Canadian Companies Reporting Earnings this Week (Aug 10-14)

Opinion about KNT-T: Doesn't own because of he doesn't understand the geopolitics in Papua New Guinea. This is why he prefers investing in North America whose geopolitics he does understand. Otherwise the company looks good: properties, production, metals in the ground. He has a $12.50 target and his company has this as a buy.

Opinion about SKE-T: It is re-starting its Eskay Creek Gold-Silver Project. The cost of production and gold reserves are phenomenal so there is a quick payback on money spent and it can continue to expand. There is immediate and long term upside. Its price will move up and down with the price of the commodity.

Opinion about ALS-T: The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

Opinion about SVM-T: Caller writes covered calls. Right strategy? This is the right strategy. This one has very high premiums in it. Even if you get called away, you have made your percentage.

Opinion about GGD-T: Gold mining development active in Mexico. At current prices, it's both a gold and silver producer. If the silver price begins to outperform the gold price, he suspects that the ratio will begin to favour silver. Risks of production, and political risks include a Mexican leader who's anti-mining at heart. If you…

Opinion about MTA-X: To manage risk, he sets up his portfolios starting with the biggest, which is FNV. More diversified than OR. He also owns OSK proper.

Opinion about MGM.V: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The…

Opinion about LGD-T: 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…

Opinion about ITH-T: Primary asset is an Alaskan property Livengood. Have been in the process over the last 3-4 years of proving it reserves. Interesting way to play gold because of volatility of a junior so be careful what you allocate to it. High potential development and pretty well developed infrastructure setting. Obvious takeover target…

Opinion about URE-T: Uranium Stocks. Of the Juniors he likes this one and it has the most potential and the least risk in terms of balance sheet. Bringing a couple of assets into commercial production. He would not jump in after today’s run but otherwise it looks good.

Opinion about WRN-T: It has a great management team and the Yukon is a friendly place to develop. Infrastructure is the issue. Smaller mining operations can deal with this, but lack of power and transportation are challenging. Where copper prices are, this is still too levered -- you need copper prices to go higher.

Opinion about LGN.V: Has been disappointed. A classic case of over promising and under delivering. They have kept the market cap pretty tight, so not…

Opinion about GENM-T: A palladium-copper developer in northwestern Ontario. Rates of return are just below 30%. This will be hard to finance, though they scored funding from Export Development Canada. Can they get equity financing. That's the key question.

Opinion about WM-T: (A Top Pick Mar 03/20, Down 28%) It operates in Quebec called Fenelon. The resource is there and they are very well-finance (Eric Sprott owns over 20%). Also, Kirkland Lake's CEO sits on the board and owns shares. Perhaps, the market is impatient, which has pressured shares, but WM is careful in…

Opinion about EXN-T: Silver producer in Durango Mexico. Sees silver prices being very explosive in the next 6 months. Sees this one as an amazing cash flow story and will give great leverage to the share price. Great value.

Opinion about FNV-T: (A Top Pick Dec 15/23, Up 14%) Still suffering the shut-down of the Panama mine, though new discussions may arise about it. FNV has no debt. Arbitration could happen. Once Panama is back on line, FNV shares will resume their climb. He bought this just after the Panama situation. He's happy to…

Opinion about DML-T: This stock has exploded recently, way above bullish targets. The price is too high, driven by a lot of quick money flooding in. Let it cool off before buying. But there's always been a lot of volatility in uranium.

Opinion about NEO-T: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cannacord reduced their price target for the company today, which could be the reason for recent weakness. The company is cash rich on the balance sheet. Currently trading at 8x earnings. Oversold and could buy today. Unlock Premium - Try 5i Free

Opinion about ELE.V: Holding company. His preference is to be a long-term investor -- so if nothing goes wrong, he holds for a long time. This…

Opinion about AMX-X: $45 million market cap. It has a gold project in western Quebec and hitting some high-grade at less than a meter, 600+grams/tonne. Their issue is continuity: will this grade continue? Now, it is an interesting play. Brent Cook: It's a narrow, high-grade vein but could be diluted which is a concern.

Opinion about PAAS-T: Once a bull market starts to really mature, silver has a tendency to outperform. It's now doing that. It's famously volatile. Always stay with the best-in-class operators and the best assets. This name is the institutional favourite, who are fairly sticky holders. Acquisition of MAG Silver really structurally improves its cost structure, which…

Opinion about GMIN.TO: First-class management -- young, but experienced. Buys projects, builds the deposit, and then operates it. Proven mine…

Opinion about ORE-X: Gold in Burkina Faso. Good management. His probabilities of success are very good based on management's previous success in selling a gold mine. Have started drilling. Speculative.

Opinion about ASM-T: Wouldn't be his top pick. Usually goes with the cycle pretty well. We are still in a sceptical stage of the market. Any silver company will do well once the optimistic phase begins.

Opinion about BSX-T: They have a large Brazilian gold deposit. The problem here are indigenous people challenges there and a government contract that pays out a crazy amount to the managers. This payout is not aligned to the shareholders' interests. Then again, it's a cheap stock vs. gold in the ground.

Opinion about NOA-T: Stockchase Research Editor: Michael O'Reilly We again reiterate NOA as a TOP PICK.  Management reports the company is experiencing "less skilled trade vacancies and improved equipment utilization" as it emerges from the effects of the pandemic.  It trades under 2x book value and supports a 20% ROE.  The dividend is backed by…

Opinion about S-T: It's fallen on hard times. It bought a big mine in west Africa and has trouble getting it to run at a profit. They took on a lot of debt to buy that mine, and not the credit cycle is turning. Their bonds are trading as if is S is going bankrupt.

Opinion about LGO-T: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap so high risk.

Opinion about AMM-T: (Market Call Minute.) In a big gold system and he likes it.

Opinion about AYA-T: Hoping to bring a second silver mine into production in Morocco, which has boosted investor-friendly fiscal regimes. Spectacular recent drilling results, not that the market has cared. He needs more results and more consistency to model the deposit. No country is without political risk, and he compares the reward to the (political)…

Opinion about WDO-T: Has gone through trials and tribulations, but a lot of it is related to the Cdn$ as well as some mining issues in both their mines. Things are now stabilizing. Have had some good exploration success at Eagle River.

Opinion about PPTA-Q: He's not comfortable with the permitting process, but Trump administration might be able to help with permits. Gold-centric, but also antimony (which the US believes is a defense metal). 

Opinion about TSL-T: Sold his holdings when the US housing market started coming apart. 20.5% yield. Wouldn't bet that the housing market will recover and sales will go up again.

Opinion about MAU-X: Not so sure it's still undervalued. Believes in management's vision to use this company as a West African consolidator. 

Opinion about CRT.UN-T: CT REIT (Canadian Tire) vs. Choice Properties (Loblaw) based on dividends for seniors He likes both REITs. Both dividends are safe, Choice paying 5.4% and CT 4.9%, and both well run. He owns Choice and bullish their outlook. He likes Loblaw as an operator and there is opportunity here. CT is very…

Opinion about DIV-T: They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store sales. The value will probably go up from here.

Opinion about BPF.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research BPF.UN is a small company, and may not be a 'blue chip' large company such as FTS. However, it just raised its distribution, is cheap, pays a 6.57% yield and has good management. We would be OK owning it for a small…

Opinion about OLY-T: Doesn't follow, so he can't really give an answer as to whether the dividend is sustainable. Yield of 6.35% isn't terrible. A really high yield of what a company earns is a warning sign, as the company will have to go into debt to sustain the yield.

Opinion about SRV.UN-T: (A Top Pick Dec 14/23, Down 11%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with SRV.UN has triggered its stop at $14.50.  To remain disciplined, we recommend covering the position at this time.  

Opinion about SYZ-T: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has good growth potential from here. Has good cash levels for acquisitions. Valuations have been compressed, presenting interesting opportunities for management. Wait until shares settle and sentiment reverses. Facing selling pressure right now. Dividend is sustainable at 75% of cash flow. Unlock Premium - Try…

Opinion about ACD-T: (A Top Pick July 26/13. Up 18.07%.) A niche lender to small businesses. Very, very well run. They raise their dividend almost every year. Insiders own piles of stock. Very conservative. They are finding new ways to grow the bottom line. Have lots of capital, which is all deployed. Expects earnings will…

Opinion about IVQ.U-T: It is a healthcare REIT with a high concentration in the US. They operate medical office buildings, skilled nursing, and retirement homes. The market has not accepted this stock. It is rumoured to have gone through a strategic alternative process. It trades at a discount to net asset value. A sale might…

Opinion about EIF-T: The chart is very volatile. A rollercoaster. Is now breaking out and could keep going or pull back. If this breakout lasts for a while, he would buy it.

Opinion about DRM-T: Should one buy Dream, which pays no dividend and has dropped significantly in value or just buy its managed REITs and be happy with the 8% distribution? Really depends on your needs. If you need theincome or happy with the capital gains. This is the asset manager that manages the REITs. It…

Opinion about NXR.UN-T: Focuses on industrial real estate. On path to 90% industrial properties this year. 50% asset growth this year. Focus on secondary markets like London, Ontario(Canada). Trading at discount to net asset value.

Opinion about FC-T: An alt-mortage lender, typically at 10% and mostly are construction loans on land bought by developers--much riskier. They maintain an 8% yield, so are a pure yield play. Whenever they need to grow, they issue more stock, so you don't get capital gains. 

Opinion about BTB.UN-T: An investment in this is an investment in Québec, so you have to be favourable to the Québec marketplace, which he is. One of the struggles he has with this is that when you are a small REIT, you can have high debts or a high yield ratio. In this case, it…

Opinion about AIM-T: Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this. Have a sizable level of debt, and he is not quite sure how the business model will evolve. Despite the potential of a high dividend yield, you have to stay…

Opinion about HR.UN-T: Stockchase Research Editor: Michael O'Reilly One of Canada's largest REITS holding $11.7 billion in assets in North America. Its strategic plan is refocusing on growth orientated residential and industrial properties. They declared a special distribution in additional units and cash valued at $0.40 per unit combined for holders as at year end.…

Opinion about CHE.UN-T: Is okay to open a small position now, then especially if it breaks out to new highs above $12. The issue is that he expects a bigger correction in 6-8 weeks.

2 Buy, 0 Hold, 1 Sell — 3 expert ratings on Vital Infrastructure Property Trust (VITL.UN.TO). Latest rating: TOP PICK (Jul 24, 2026) by Andrew Pink.

Opinion about SFC.TO: It is a Toronto based insurance company. It merged with a private equity manager in the U.S. He has an issue with the cap table…

Opinion about FF-T: (Market Call Minute.) Great execution with a $500 million market cap. Thinks it is ahead of itself. It is expensive.

Opinion about PRV.UN-T: This buys small grocery anchored centres. It is so small that it is hard to get some love. If you own it, it is going to move around and will be very volatile. You are going to lose and gain. The main part of your return is going to be your yield,…

Opinion about HOM.UN-T: Trades in USD and CAD. US apartments, mainly in the US sunbelt, in high-growth markets. Best way to get exposure to those markets globally. Discount to NAV. Very high cap rate. Valuation is supported at a time when fundamentals are strong. Increasing demand. Yield is 3.7%. (Analysts’ price target is $17.02)

Opinion about ONEX-T: Very strong management team.Hard stock to value. Private equity firm.Trading at discount to net asset value.High interest rates makes it hard for company to grow.Better names to own.

Opinion about APR.UN-T: Canada’s newest REIT. He does not think there is a big reason for fear, but was unhappy with the debt level. He is waiting it out to see how it performs. They have top notch management. This is very similar to ACQ-T, but you own the real estate of the dealerships. 10.6%…

Opinion about GO.U-T: US multi-family vacancy rate is 7%, whereas GO's is less than 1%. Operates in Manhattan's luxury space. High-quality assets, great internal growth potential. Just went public last summer at $15, and you can buy it for $10 today. Discount to NAV. Implied cap rate is mid-6%, while it just sold a building at…

Opinion about MRD-T: (A Top Pick Nov 23/23, Up 2.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MRD has triggered its stop at $12.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss 4%, when combined with our previous guidance.   

Opinion about BLX-T: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In a volatile market, anything is possible. However, they still like it. The cash flow is stable and the growth potential may attract interest in a choppy backdrop. Unlock Premium - Try 5i Free

Opinion about MXG-T: Well run company. Long term hold.

Opinion about H-T: Great company and business. Trading at 18x. Growing at peer average. Better names in sector to own. Would recommend holding. 

Opinion about NPI-T: (A Top Pick Nov 28/24, Up 28%) His dividend choice of the 3 Past Top Picks. At that time, had operational issues and no permanent senior leadership. Global assets amidst a positive outlook for power demand. Now has a great new CEO, delivering on growth projects. Will reevaluate at investor day in…

Opinion about GRN-T: Renewable natural gas, an area that he thinks will be massive in the future. Challenging sector -- lots of excitement, but projects take a long time. Spike on the chart in August represents when it turned profitable, and that's fairly significant. Balance sheet now right-sized from previously.On his radar, watching closely. See…

Opinion about CJT-T: Does have a moat. Does most of the AMZN shipping. Very capital-intensive, and investors need to be aware of that. Stock got far too cheap. CEO transition. Most things are up this year, and investors are looking for tax-loss selling candidates. Take that away, and he sees it being up 10-15% in…

Opinion about LCFS-T: Flagship renewable diesel project coming online next year.

Opinion about TWM-T: Frustrating the last year. In 2023, they were spinning off assets and paying down debt, which was good, but the new CEO has since been building new projects, triggering a sell-off. Meanwhile, they can't sell their renewable assets because US companies are offloading their carbon credits here in Canada. Tons of uncertainty…

6 Buy, 0 Hold, 0 Sell — 6 expert ratings on Anaergia Inc. Subordinate Voting Shares (ANRG.TO). Latest rating: PAST TOP PICK (Jul 17, 2026) by Bruce…

Opinion about GEO-T: Small start-up geothermal company. Once you actually find the thermal resource, what it produces is competitive with grid power prices. However, very capital intensive, which drags down returns. He would rather play the manufacturer side. Biggest one is Ormat Technologies (ORA-N)

Opinion about CWEB-T: Wellness drives CBD demand and there's more competition entering this space. The CBD market continues to expand into drinks and food. He used to own this, but sees better opportunities. But CWEB is one of the U.S. leaders in this crowded space, so it's okay. You want to be in this space.

Opinion about OGI-T: Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings disappointed on the revenue side (down by 23%), but management is noting that adult recreational use is up 30% over the year. The company is now producing positive cash flows (in 2 of the last 3…

Opinion about CCL.B-T: (A Top Pick Jun 02/23, Up 1%) Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher rates impacted consumer spending. Really strong balance sheet. Light yield of 1.7%, but has increased dividend over 5 years by 110%. Fundamentally 9/10 for her.

Opinion about CAE-T: (A Top Pick Feb 05/24, Down 9%) (Note short timeframe.)  Attributes underpinning her recommendation are still there. Pilot shortage. Revenue is still consistent, stable, growing. Struggled on defense side, margins have come off, but geopolitical tensions are still high. Signed 25-year, $11B contract in May; services still in demand.

Opinion about STN-T: There is a demand for infrastructure, and there's spending to be done. He prefers the engineering companies that provide the services to build the infrastructure, such as this one. Infrastructure builds across NA. Big holding for him.

Opinion about AC-T: Doesn't like airline stocks because of very high costs and unpredictable competition. No economic moat. Airlines are a lottery.

Opinion about LNR-T: (A Top Pick Apr 17/25, Up 85%) Still a great opportunity. Still maintains his core position. He rebalances positions as weighting drops or increases.

Opinion about BDT-T: Recent addition into portfolio. Stock not as cyclical as perceived. Backlog of work projects very good. Work and revenue is guaranteed from the customers. Recent earning announcements very strong. Recent dividend increase by 50% very strong. Company growing to a size where larger investors start to invest. 

Opinion about CURA-T: Big spike last year due to excitement about cannabis being rescheduled, which would reduce its tax bill. It will happen, but hard to predict when (lots of false starts). Volatile. Small position only until cashflow improves.

Opinion about WEF.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WEF has rallied with interest rates, which help the…

Opinion about CFF-T: Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have been losing money. Have recapitalized a couple of the mills and are looking for better utilization. With better timber prices, she is expecting it to turn around…

Opinion about RBY.TO: Doesn't believe in quality of assets. Company too new to determine whether a good investment. Good management, but not buying…

Opinion about PNE-T: Nothing wrong with the assets or management. It's just the market cap. Current environment is not conducive to meaningful outperformance by small caps. Small-cap model in Canada is essentially obsolete, they just can't afford to drill. Consider taking the tax loss. See his Top Picks.

Opinion about QEC-T: Gas weighted. Good name but thinks ultimately development is going to be slow.

Opinion about TXP-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Q1 production was 7,015 b/d (80% gas), up 80% from the prior year period. Production fell 18% largely due to natural depletion. Cash flow was $6.1M vs $10.5M on the production decline but also due to lower prices. Debt fell, but is…

Opinion about PEY-T: Great company and dividend. Rather risky, riskier than GEI. Q4 was in line, operating costs down 8%, production up. 2025 calls for 6% production growth. A 10% tariff is, really, peanuts. Will be helped by better decisions in building out Canadian infrastructure.

Opinion about PSI-T: (A Top Pick Jul 30/24, Down 10.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PSI has triggered its stop at $15.  To remain disciplined, we recommend covering the position at this time.  

Opinion about CVVY.TO: Under the radar because of its size. Great catalyst via exploration. Byproduct is sulpher, which is in fairly significant…

Opinion about BIR-T: His numbers show burning $25M of debt to satisfy dividend next year. US nat gas supply's at all-time high. Won't cut dividend, unless gas price goes down materially due to a warm winter. Strong balance sheet. Trades at a premium. 13% downside from here. Yields almost 12%.

Opinion about TOT-T: Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting.

Opinion about FEC-T: (A Top Pick Jun 15/23, Down 16.7%)Michael O’Reilly Our PAST TOP PICK with FEC has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18%, when combined with previous recommendations. 

Opinion about BNE-T: It is a conservative producer. They did a good job over the long term. All dividends are at risk, but this one should participate in a recovery. They already cut their dividend.

Opinion about ORC.B-X: (Formerly Eastcoast Energy (ECE.B-X)) Natural gas production in Tanzania. Fabulous expansion in gas reserves offshore. Contracts onshore for the gas. Have announced they are going back to West Africa.

Opinion about DCM-T: When people think the world is coming to the end, people bring these stocks down. If global economy goes down, you will see an earnings drop in these.

Opinion about PET-T: Stockchase Research Editor: Michael O'Reilly We reiterate PET, Canada's largest pet food distributor with over 800 locations, as a TOP PICK.  The company announced completion of its BC distribution centre, the second largest in Canada (following its own in Ontario) and plans to grow in Calgary.  We like that cash reserves are…

Opinion about CGX-T: Covid hammered them, while a British company tried to buy them but aborted that deal (now in a lawsuit). It's not cheap seeing a movie, but he goes now and then. Movies are coming back, though. You can't duplicate the experience at home. Still a lot of uncertainty with this stock, though.

Opinion about MRU-T: Grocers are under a lot of pressure due to perception of gouging, though inflation and increased energy costs are factors as well. Great niche, great properties.For him, the preference is Loblaw -- the Energizer Bunny that just keeps going and going. Dominant player. 

Opinion about MFI-T: Has been a turnaround story in recent years. It is a staple, but not recession proof. Is a higher-end brand some products, so can be risky in leaner times. MFI is doing the right thing and pays a good, sable 3%  dividend. Prefers Premium Brands, but nothing wrong with MFI.

Opinion about ACQ-T: Evaluates on reasonable valuation, good price trend and prefer lower volatility. For ACQ, it has good price momentum and good value characteristics. 7.5x cashflow. Debt is a bit heavy. With less debt, he would look closer at it.

Opinion about PBL-T: A major core holding of his. Sports betting doesn't impact instant lottery tickets which is in fact booming. PBL leads in online lotteries. But shares got way overvalued because excitement over online lotteries and has come down (also due to higher raw costs like ink and paper). He sold then bought back…

Opinion about ADW.A-T: Stores may or may not be impacted by Ontario government rolling out more retail locations. The Pellers stepped down from the board, possibly planning a bid to privatize the company but he's not really sure.

Opinion about CTC-T: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards program not very good.Not a good time to invest in business. 

Opinion about CTC.A-T: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not specialty. Would prefer HD, ORLY, or dollar store segment, but wait for pullback.Tends to be a more economically sensitive retailer. Could benefit from rate cuts and an uptick in discretionary spending. But rate…

Opinion about HLF-T: He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in its last quarter and sold his remaining shares. Highliner made a distrastrous acqusition and suffered a brutal recall. Doesn't see a recovery anytime soon.

Opinion about IFA.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research IFA is a very small company ($36.7M market cap), and for…

Opinion about KPT-T: Trading like it is a private label company, which is not the case, because they have significant branded products they sell in Canada. The previous quarter they had was pretty good, and have announced that they are raising prices. They are looking to add another private label machine and has also started…

Opinion about DBO.TO: He is a fan of this. They have a lot of contracts with companies like Cineplex (CGX-T). They are slowly adding their motion…

Opinion about NLH-X: Doesn't know much about this. Shied away from it for now, because it doesn't trade much. Has the potential to be a bigger small-cap healthcare company, an area that he likes.

Opinion about CPH-T: It could become the next Paladin. It has great management and ownership along with a good outlook. It made a big acquisition in the U.S. and if the first two quarters go well the stock could go up.

Opinion about ROMJ-X: Billy Kawasaki’s Insights. A cannabis cultivator out of BC that is a micro-cap. It trades on the TSX Venture Exchange. Current earnings per share is at -0.19. It started trading in September and has largely stayed flat since the IPO. The marijuana space continues to face pressure so it may be wise…

Opinion about MBX-T: Been around for a long time. Has a broad range of technologies. Have recently signed licensed for Virusmax, which can double the yield of virus production for vaccinations. Bull semen-sexing technology. Have some very interesting technologies. Watching it very closely. Like the company.

Opinion about NCI.V: Similar to CGI Group, but operate in and around Saudi Arabia. Have grown a lot in recent years, but sold off in recent quarters…

Opinion about CSU-T: One of the best-run companies in NA. Solid. Trading ~15x forward PE, cheaper than ever. If you don't own it now, you probably never will. Because it makes acquisitions, those targets are now trading at lower valuations and so embedded returns should be higher.For its customers, they click a button and the…

Opinion about MAL-T: The five-year chart looks good. Since early 2025, the chart shows higher highs and higher lows. Likes it.

Opinion about KSI-X: A company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is land and expand. Results were better than expected. The sales cycle is long. There is significant upside as they convert to sales and visible recurring revenue. Higher profitability is on the…

Opinion about CMG-T: Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas companies giving precise locations for drilling. Has grown about 20% per year in the past and he is expecting 12%-15% growth. Yield of 2.94%.

Opinion about TGO-T: Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s customers. It could cause the stock to double at some point.

Opinion about TSAT-T: Global satellite provider. Has 51% of its business in Canada and 32% in US, balance in Europe and Australia and SA. Only 2 analysts cover it. Not very liquid. Analysts model big earnings drop from here, erratic and bumpy.Looks speculative. He prefers a clearer earnings profile.

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 FORA.TO: (A Top Pick Jun 05/24, Up 10%) It is an interesting business at the right time. It should be up more and is one of the…

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