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…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company posted EPS of $0.73 beating estimates. Revenues also beat at $834.6 million. Revenues rose 17%. Positive results although it is not a surprise. Unlock Premium - Try 5i Free

(A Top Pick Jun 23/21, Down 71%) Fastest growing health technology provider. Sector had been hit very hard with market selloff. Recently signed large contract with Sunlife. Process integrating large number of acquisitions. Recent CEO, Chairman and management resignations is cause for concern.

(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.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS at $0.14 beat estimates and revenues also beat estimates. While they did not generate positive free cash flow in the last quarter, they have been cash flow positive over the past few years. Balance sheet is strong and the current multiple is 7x forward…

Copper should do well in times of inflation, electrification of the economy, ESG, under-supplied. Recent merger cuts balance sheet risk, doubles down on Chile operations, makes it more mature and diversified. Cheap at 15x earnigs. Good on momentum and volatile, but a bit more volatile. No dividend. (Analysts’ price target is $8.63)

(A Top Pick Feb 28/22, Down 11%) Spectacular job consolidating and implementing. Loves the baked-in production growth for 2-5 years. Canadians can be proud of how it's put technology to work.

(A Top Pick Feb 05/21, Up 49%) Benefited from move in copper, and silver and gold should follow.

Very cheap for those who can take on a bit of risk. Stock's suffered due to underperformance in Argentina and African franchise expansion. These concerns are starting to turn around. Very good implementers.

Sell. It won't stay at these levels.

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.

Hold until sale to Equinox, or buy more? He holds both to benefit from long-term effects of inflation. He thinks the takeout is great. EQX is well run, a buy, with a $12 price target.

(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.

(A Top Pick Dec 15/20, Up 12%) Taken over. He got out when the deal was announced, as the acquirer wasn't somewhere he wanted to put his money.

(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…

Copper's price has plunged in recent days, taking down other metals. Their Manitoba mines are hand-to-mouth, and South American ones still need to be developed. Consider this around $6-7, but it's a lower-quality mining business.

One of the highest quality mid-cap royalty stocks in the space. Closer to the lower end of the trading range. More of a buy than a sell. He's delighted to own it.

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

Mixed performance, valuation still quite cheap at 5x cashflow, 8x price to earnings. Balance sheet is fine. Fortunes are made and lost with the underlying price of copper. Likes copper in general for electrification of the grid, short supply, and ESG.

Leveraged to the gold price, which he thinks will go higher, so there's upside. But you'll experience volatility first. It's consolidating with smaller mines, which increases stock liquidity and cashflow. Are you prepared to stomach the volatility in order to reap the profit?

The gold trade is comparatively better, but the last year and a half has not been good. It is range bound. Recent highs won't be seen for a while. The competition from crypto as an alternative inflationary hedge compared to gold has pulled a lot of money out of the sector. Thinks it will come…

(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.

Too small for his fund. He's neutral on it. Analysts' 12-month target of $4.60. Digital media AI solutions for advertisers. Cutting edge. Phone providers have privacy concerns on this type of app. You could buy in thirds here, $2.50, and 2.

(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.

Lately, commodities prices like copper have come off. This is heading to $20 due to demand, and there hasn't been mineral exploration for 10 years. There are only 3 major copper mines being built in the world. MDI is a great buy during this pullback and is on his list.

Very difficult to get construction equipment given supply chain disruptions - creating opportunity for business. Back -log at record high with improving margins and strong earnings/revenue. Pristine balance sheet with no debt and net cash. Likely will see company increase M&A activity. Strong management team with good track record of capital allocation.

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…

It continues to grow and execute and management has delivered, but the market isn't interested in this type of stock. It did a recent acquisition and financial raise. It is building a digital platform for doctors - patient records etc.

He hasn't looked at this for a while. The growth rate isn't high enough for him, though it did well during the pandemic. Well-managed and established. This stock won't hurt you to own.

A safe place to invest--groceries in remote areas of Canada. Stocks are pricey vs. historic multiples, because they are defensive and stable. If you own, hold on or take some profits. Good to hold this in an uncertain world. They're well-managed.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales were 3% less than expected. EPS was better, at 4.8cents. Revenues grew 15% thanks to pandemic restrictions being eased. EBITDA rose 67%. A good recovery quarter. Ok buying this for small cap allocation. Unlock Premium - Try 5i Free

Low risk. WN owns the Loblaw and Shoppers Drug Mart real estate and accounts for half their earnings. A dull and boring consumer staples business. Trades at a 12% discount to its holdings in Loblaw and Choice REIT. They just raised their dividend by 10% today, though it isn't huge. They just sold their baked-goods…

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.

Thermal, solar, assets in Colombia and Mexico. Catalyst rich over the next 12-18 months. Growth projects in Poland and Taiwan. Could double EBITDA in next 5-7 years. Firing on all cylinders. At current share price, getting growth for free. Yield is 3%. (Analysts’ price target is $45.82)

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…