Kinross Gold, Northland Power Inc and More at 52-week Highs (Sep 16-22)

Aimia preferred shares: It's run into problems. It'll be difficult going forward. The value was in the Air Canada miles, not Aeroplan. If you own a preferred share that's not paying a yield, then it's distressed. Take a loss.

Involved in nonstandard automobile/motorcycle insurance as well as home insurance. BV of around $14.37 but Tangible Book is $13.50. No debt. Overly capitalized by over $35 million. Stable management. Basically Canadian, but their big driver is Europe. 25%-30% growth. Will probably earn about $1.30 next year. Have an option of putting in a dividend, free…

He has owned FirstService (property management business) for a long time. Capital light business that generates a lot of free cash flow. Growing through organic growth and franchise expansion. Annuity business that is generated by contracts signed with clients. Not a cheap stock, however will continue to hold & buy. Would recommend buying.

One of two he owns in the health care sector. Digitization within health care has only just begun. The last quarter beat expectations. They announced a large deal with Sun Life on mental health coaching. This alone could be $40 million in annual revenues. Things are going in the right direction and will exceed expectations…

(Market Call Minute.) In a big gold system and he likes it.

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.

CIA vs. LIF Iron ore prices are pretty high, and it's not in short supply. If you're more aggressive, buy CIA. If you want to sit back and collect the cashflow, buy LIF. Be cautious on buying them in the short term, due to price weakness.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is cheap, trading at 8x forward earnings. Growth rate is expected to be rapid in the next two years. Very little debt and has positive cash flows. Insider ownership is high. Unlock Premium - Try 5i Free

Precious metals is an area of long term opportunities. We saw a great run for a couple years but in the last year, it has gone sideways to down. Enthusiasm has waned and is affected by the bitcoin craze. If Bitcoin loses sails, the inflation hedge money will come back to precious metals. Outlook for…

Commodities were in a 10-year bear market and only recently reversed. FCX has been the leader, and has just pulled back and is set for another leg up. He also owns HBM. All of these will benefit, as we're in a deficit of copper and will be for quite some time. EVs use more copper…

The amount of silver in Fortuna is limited now since it is a diversified company. It got hit dramatically since the market needs to re-understand what the company is. At current level, it looks pretty good. Likes it and is probably good value here.

Hot sector. Struggled recently with its acquisition and share offering. Pulled back. Investors are not happy. Acquisition is actually losing money. Be cautious. Longer term, sector is fantastic place to be.

A small, very speculative land holder in Canada. Higher nickel prices may push this stock higher

Doesn't think there will be a take-over soon. The CEO used to be the CEO of Richmond Mines. They now have an operator. On their watch list and he has confidence in management.

It's a sum-of-the-parts story with three moving parts. The knock on it was they always needed to finance, but they financed. He likes their assets, including a joint venture with Barrick, which is worth PG's market cap alone. Their Ontario and Mexico assets are extraneous and will likely be sold. (Analysts’ price target is $3.93)

(A Top Pick Dec 07/18, Up 36%) A volatile stock, but he likes the golds, holding 10-20% in a portfolio. Gold has a long runway.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is a smaller and cheaper company than the big gold names. It has more leverage to deal with, discovery and multiple expansion is possible. There is more risk. Generally, small and mid cap gold outperform in a gold rally. You need to be okay…

(A Top Pick Mar 03/20, Up 14%) Are developing gold in Nunavut in a fully-permitted, high-grade, open-pit project. The knock is that it's in a northern frontier which means higher costs to fly in and out supplies, and it's less easy to work up north. He's owned this stock for years and is confident with…

They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.

A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the length, width and depth. A great play and a good speculation.

(A Top Pick Mar 05/19, Down 29%) The decline is the issue with everyone moving away from base metals. There copper asset in Peru is the place to be. The issue is that the corruption at the government level is slowing the permit process for juniors. He continues to hold it.

It is not a mining company, but a project generator. The CEO has done this for 25 years. He then sells off projects to companies that try to turn them into mines. He gets stock and a royalty in exchange. He has about a 160 properties. Some day the CEO will want to sell the…

Political changes in Peru are affecting it. Concerns about change in royalty regime. Discount to group, given potential earnings going forward. Well placed in Canada and Latin America. Not a screaming buy, but potential to reach low to mid-teens.

He's long owned this and knows the owner. The recent market sell off--and in this stock--has been spectacular. This is a wonderful speculation, not an investment. A fine small-cap precious metals stock.

This is on his watch list. He is not familiar with their fundamentals. Today's earnings release will help define their future.

Thematically likes copper. Should continue to do well. Has been sideways in the last 6 months following a run up. Demand is still strong. Relatively low supply. Cheap. BC based with Australian mines. 3.4x free cashflow, 3.5 EBITDA, 7.5x to earnings. High return on equity. Good balance sheet. (Analysts’ price target is $5.10)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues have quickly grown over the past couple years and profit margins are strong. The company is in a good cash balance. Liquidity is also good, with positive free cash flow. Valuation remains attractive with 1x forward sales. Sales should grow by 14%. However, the…

He prefers the royalty companies, as you divorce yourself from the risk of cost overruns, strikes, rockslides, etc. Particularly troublesome asset in Mauratania, due to government intervention.

(Top Pick Nov 8/12, Down 76.12%) He got out in the 4th quarter last year. They were the donut around the deposit. With Gold falling off and the market changing, there is now no rational reason to own it.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There are no guarantees, 5i would be quite surprised if there is no decent bounce back in January. Excluding cash, the company is trading at 1x sales, which is far cheaper than any stock in the same industry. Unlock Premium - Try 5i Free

(A Top Pick Oct 07/20, Down 7%) Not long after making the recommendation the stock benefited from a lot of ETF buying. They exited on the strong buying on a much higher gain. Since then, the ETF buying has evaporated and the stock price has come back down.

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…

Provides a service very similar to Alphabet (GOOGL-Q), which is provided for free. When your competitor is providing your services free, it is tough to be competitive.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The one contract has moved the stock 60%. The contract has given the push the stock needed. A second contract would help support the new base. The volume is a positive sign. Unlock Premium - Try 5i Free

Extracts protein from vegetables like canola, peas, and soy. Has 285 patents. There is negligible revenue despite the company being around for more than 20 years. Difficult to apply fundamental analysis. Too speculative for him. Need to see revenue and profit.

Exposed to massive shortage of materials, especially as the world moves to electrification. A 3-5 year play. Will double in the next 2-3 years.

Long term investment and owned since 1998. Up 28% YTD, 23% for 5 Years and 16% the last 15 years. Above average growth rates because is oligopoly. Covers most of Eastern Canada. Current assets greater than current liabilities. Great management team and returns continue to grow. Dividend has averaged around 14% growth per year.

They do canola mainly. At these prices the stock is so cheap. He sold because he was not seeing enough capital being deployed in Canola streams.

One of the few stocks that has been going up. Have drilled some good holes in Québec. Good high-grade widths at depth were previous drilling was off to the side but not great. It only has 3 holes into it and they are currently drilling off to the sides. Until it is known what is…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They reported weakening revenue and earning numbers for the last few quarters. Management attributes it to reduced order volume due to component shortages, and supply chain disruptions. There is some credibility with repeat purchases from large firms. Could start a high risk small position with…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fundamental outlook has not changed. Their acquisition from 2021 is still to be proven. Sentiment is shifting towards telehealth with covid being less of a concern. Revenu growth should be good in 2022. The company is moving closer to profitability. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Would not do anything for their tender offer. They have committed to buying back $200M of their shares. The stock is cheap with a good outlook. The company knows its business and is committing $200M to prove the stock is undervalued. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reports on Thursday. Likes the company somewhat. It’s cheap at 13x earnings and offers a nice, secure dividend. $591M in sales is expected with a $0.73 per share income. Unlock Premium - Try 5i Free

Allan Tong’s Discover Picks WBR stock is a small-cap, so beware of volatility, trading only 22,000 shares per day. It pays a 1.49% dividend, far smaller than a few years ago. The big reason is that share prices have soared. In the past 12 months, WBR has run from $2.98 the way to $7.99 as…

If you own this, you've done very well and will continue to. Inflation will push up prices of basic items. Weston dominates in grocery stores in Canada, so their sales and margins will rise. It's had a good run. The trend in consumer staples will see more pricing power.

Pfizer bought it today, and TRIL shares tripled from $6 to $18 in the blink of an eye. That's why he always advises investing in small drug companies; sometimes they pan out.

The whole sector hasn't done well in the past year. But this current pullback is an opportunity. NPI is a leader in offshore wind energy. She owns other names in green energy. This is a decent investment, though.

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.

Their model is based on getting royalties off the cannabis companies they produce. They've done some smart deals and have been able to put pressure on producers who needed money. Not sure why it moved so down today.

In the construction space his favorite is WSP Global. SOX is similar and he thinks they may be a value trap as there is some concerns about the dividend, the strength of the balance sheet and their ties to the energy sector.

They sell energy contracts. They have under gone several management changes over the years. He is not a great fan of this business model.

Allan Tong’s Discover Picks Air Transat is less desirable. Not exactly beloved by Canadian consumers, Transat isn’t receiving much affection from investors either. Last week, CIBC lowered its target on the hapless airline from $4.00 to $3.00 to underperform. Currently, there are three sells and one hold, with a $3.48 price target that is about…

This has limited history, but it is a $1.50 stock that is acting quite well. It’s too early in its history for him to have too much of a comment on it. It certainly looks like it is going higher, and he would watch it.

Part of their trial was suspended. Some of the patients had above normal liver enzymes. However, other arms are proceeding. The findings will show whether it has less liver toxicity. Have enough cash to go on for 2.5 more years.

They own the Rosia Montana gold mine in Transylvania. Have been trying to get permitted for approximately the last 10 years. This is going to continue to be an uphill battle. The resource is tremendous but he feels this is stuck in the jurisdiction where they don’t want the mine to go ahead. If they…