Most Anticipated Earnings: SIG-X, CSW.A-T and more Canadian Companies Reporting Earnings this Week (Aug 24-28)

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 FWZ-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company claims to have the highest grade deposit of tungsten in the world, in Canada (Yukon and NWT), so in a safe jurisdiction. But as a developer it has no revenue, losses and negative cash flow. It does have $37M cash,…

Opinion about SIG-X: All the senior golds have re-rated over the last couple of years. This company is in the Yukon. Yukon suffered an image issue with Victoria Gold's mine contamination in 2024 and subsequent bankruptcy. Things are starting to turn around. Very large drilling program this year, which will see a combination of new discoveries…

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 DAN-X: This has an igneous phosphate deposit, as opposed to the sedimentary type of deposit that comes from Morocco. They have a positive feasibility study and a very high CapX, and are working through the permitting cycle. What they need is one of the big agricultural companies to do a buyout and develop…

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

Opinion about JG.V: Interesting but he doesn't like sole risk exploration. The narrative could go somewhere but he likes reality.

Opinion about CLZ-X: Has a silver discovery in the Durango area of Mexico. It is a joint venture with Orex (REX-X) earning in. They are carried for 35% once Orex has earned in. A very interesting project. They drilled into an alteration zone and hit good mineralization which is fairly consistent and looks like it…

Opinion about WRLG.V: Jury's out. Took a project out of bankruptcy and recapitalized it, but without a feasibility study. He needs to see better…

Opinion about GRSL-X: They did this deal with First Majestic to buy property in Mexico and got with it some drill hole results that weren't released to the market. They looked through it and can pinpoint what they want. They think there is a continuous trend between the two properties. It is probably super undervalued…

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…

4 Buy, 1 Hold, 0 Sell — 5 expert ratings on Happy Belly Food Group (HBFG-CSE). Latest rating: BUY (Apr 29, 2026) by Bruce Campbell (2).

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 CSW.A-T: Only one analyst covers it. Earnings estimates are lower for next year and the year after than this year. Year over year sales (reported Feb 7) were up a glacial 1% and year over year earnings were down over 20%. Return on equity is forecast at a reasonable 13% but there is…

Opinion about CSW.B-T: Will be a takeover.

Opinion about SPN.V: Not that liquid, so put in bids but don’t chase it. Look at this in 4 months. They are doing a massive financing, and that…

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

Opinion about EVGN-X: Best way to play renewable gas globally. Pure play. A way to be cleaner in using natural gas. Companies like FTS are making it part of their mandate, and it's a major customer of EVGN. Two transformational acquisitions. Tremendous growth. Need a tough stomach for the volatility. Approved to buy back shares.…

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 BMO-T: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But the other two were also strong.Tight, well-regulated oligopoly. A need, not a want. Diversified by geography and line of business. Good line of sight through the cycle to high,…

Opinion about BNS-T: You probably don't want to add capital to a name that's moved significantly. Perhaps trim. The time to buy was when it was facing the uncertainty of a new CEO. Canadian banks will have credit issues if CUSMA vaporizes. But in general, good franchises. Instead, look outside Canada; JPM is one to consider.

Opinion about NA-T: Good numbers today. Its business will continue to do well in this environment. Great run, so you might want to take a bit of profit.Only caveat (on the sector in general) is that if CUSMA gets ripped up, we're probably going to see a bit of economic pain in Canada. Interest rates…

Opinion about RY-T: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But the other two were also strong.Tight, well-regulated oligopoly. A need, not a want. Diversified by geography and line of business. Good line of sight through the cycle to high,…

Opinion about TD-T: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But the other two were also strong.Tight, well-regulated oligopoly. A need, not a want. Diversified by geography and line of business. Good line of sight through the cycle to high,…

Opinion about CM-T: Stockchase Research Editor: Michael O'Reilly CM is one of five Canadian banks who have partnered to create the Defense, Security, and Resilience Bank (DSRB) designed to provide funding to the Government of Canada's commitment to boost military spending.  We think the DSRB will create another avenue for business growth in the years…

Opinion about LB-T: Prior to the recent transactions, wouldn't have touched it with a 10-foot pole. This deal is the end of the line for the bank. Doesn't expect a competing bid. The segment that was bought by NA should be accretive.

Opinion about PHA-X: They are like an Uber for healthcare staff: allows hospitals to quickly hiring nurses for hospitals, and PHA transports patients and staff. Not well known. The problem, is that haven't been able to expand outside Quebec--and he's looking for this. That said, you can own this now.

Opinion about COV-X: (A Top Pick Aug 08/18, Down 78%) They had a $100 million contract from the Middle East, but the revenue in the deal has been delayed. COV had huge promise and now it's Show Me The Money. The revenue delay is hurting them. Also, they had a recent stock issuance. But insiders…

Opinion about MDX.V: Their numbers were up 13%. They have a device that looks at moles for Melanoma. They are now focusing on health and safety for…

Opinion about BLM.V: Billy Kawasaki’s Insights - Billy's most-liked answers from 5i Research. Revenue jumped 45% year-over-year to $20.3M, driven…

Opinion about MTLO-X: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenue grew 57% YOY despite soft results in Q4 2021 relative to expectations. A strong second half of 2022 financial year is expected. Holds $8.5M in cash. In talks with Microsoft for a deal. Continues to trade at relatively low valuation. Results…

Opinion about PNG-X: Great company. Its sonar systems are like Google Maps for the ocean floor. Structural, secular tailwind of defence spending. In January alone, received $35M order for batteries -- their moat is that they operate really well under sea pressure. Premium valuation. Small cap, but excellent growth.

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 TTGI.V: It just started trading in the last month. It is a software driven wide area network which allows servers in different…