Weekly 52-Week Low (or 52-Week High): BAM-T, ATRL-T, NPI-T, SVA-X and More 52-Week Highs and Lows (Jan 22-28)

Opinion about AD.UN-T: Good track record, meaningful insider ownership. Didn't like that it pays out most profit in distributions. Rather than retaining capital to grow, raises equity to do acquisitions. He likes companies being self-financed.

Opinion about BAM-T: BN vs. BAM vs. BIP.UN The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly…

Opinion about BK-T: Only downside is the fee. Just like an ETF, there are more holdings in the wrapper. For a small account, it makes sense. For a larger account, just buy the banks individually. You have to read the prospectus to see what the fee level is to see if it's worth it for…

Opinion about BN-T: BN vs. BAM vs. BIP.UN The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly…

Opinion about EQB-T: Is Canada's 7th-largest bank, actually, including asset management. Is the best performer in bank stocks over 10 years with the fastest growth rate and the highest ROE of all the banks at over 15%. Shares have fallen 20%, now cheap, at 1.2x book value and under 8x PE. Pays a 2.18% dividend.…

Opinion about FFN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about GLXY-T: (A Top Pick Jul 30/24, Up 58.4%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with GLXY has triggered its stop at $25.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 42%.

Opinion about TVK-T: Has followed it a long time and should have bought it. They compound their capital extremely well. Management executes. A great business.

Opinion about X-T: A wonderful performer in recent years. Not just the TSX, but they have businesses around the world like trading platforms and economic data/analytics, based on subscriptions, so lots of recurring revenues. Their results may move a little due to trading volumes and new listings, but TMX is so diversified that enjoy recurring…

Opinion about AEM-T: Perhaps the best gold operator. They delivered an excellent quarter last week and operate at low costs. They definitely benefit from high gold prices.

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 DNG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research DNG is a decent small cap ($225M) and the stock rose 59% over the past year. The last quarter was good and the sector outlook remains positive. The balance sheet is clean with $42M net cash. Insiders own 9.5% directly; Red Oak…

Opinion about GMIN-T: Recently took over Reunion Mining. His hope is that these 2 mines can combine somehow. As a safeguard, acquired another development-stage asset in Brazil. Expertise in developing projects on time and on budget.Disclosure:  He's a big shareholder, as well as a friend of management.

Opinion about LUG-T: Highly ranked stock acting extremely well. RSI doing well. Stock's currently in an uptrend, and gold is trending upward. Gold is consolidating around $3000. 

Opinion about NEO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think it is somewhat attractive. The balance sheet is fine. The dividend is nice. Good earnings growth is expected and its industry positioning seems secure with China restricting some metals. We would like a better valuation than 24X earnings, but otherwise…

Opinion about NDM-T: Long-running saga. Barring a significant change in federal and state government, doesn't see it happening, as environmental sensitivity is too high. You could sit on the vine and wait, or move on to a currently viable project.

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Opinion about PHYS-T: Stockchase Research Editor: Michael O’Reilly As markets struggle with US Administration tariffs,  we reiterate PHYS as a TOP PICK.  This trust holds physical gold bullion that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a gold producer.  Given uncertainty in world trade and geopolitics, it is a good…

Opinion about USA-T: Junior speculative. Not profitable. At the price for gold and silver today, if a company's not profitable you have to ask why. He doesn't play penny stocks, and certainly not in the junior mining area. A very challenging asset class; he learned his lesson 35 years ago.

Opinion about CVV-X: Uses intellectual acumen to stake prospects, mainly in the Athabasca Basin. A uranium explorer, which tend to move later in bull markets but more dramatically. If they're successful in the next 6 months on farm-out deals, he's likely to buy in. Has done well in past uranium bull markets.

Opinion about LRA-X: He knows it well and their president. Their recent project hit 220 meters almost 0.5% copper in Brazil. He sees the potential for a lot of ton, so now it comes to grade. He's looking for 200 million+ tons of 0.5% or better. Their game plan is to bring in a partner…

Opinion about ATRL-T: Very strong portfolio of engineering and design and consulting. Plays into infrastructure, energy, and environment. Focus on nuclear will be important, with 15% of revenue coming from there. If Hwy 407 were sold at a good price, would be a catalyst to create value (but he wouldn't buy something just because there…

Opinion about CLS-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CLS did raise guidance a little bit, but the stock declined about 4% after the news release. Analysts had expected more of a material raise in guidance. Still, the quarter was good, and the stock is cheap at 19X earnings. We would…

Opinion about FTG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research FTG is a small ($230M market cap) global supplier of aerospace and defense electronic products and subsystems. It operates through 'FTG Circuits' (high-tech circuit boards for aviation, defense, and high-tech customers), and 'FTG Aerospace' (designs and manufactures illuminated cockpit products and electronic…

Opinion about IMP-T: At the top of his watch list. A new CEO revamped sales and product strategy. On its way to high recurring revenues. A small company though.

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Opinion about VNP-T: Volatile. Not easy to understand. Engineered materials mainly for the solar industry. They've diversified. A recent acquisition may be transformative, wait and see. Hold if you own it. He's revisiting it. He prefers NEO, as a cheap way to play the EV market.

Opinion about WSP-T: High-quality company in a high-quality part of the value chain. Valuation is the only sticking point. Expect them to buy more of their competitors and integrate them well. Good core, long-term holding. Pick your spots.

Opinion about FORA-T: (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 cheapest stocks in their coverage so be patient. It is part of the AI theme and manages 300 good quality forums. He feels it should be…

Opinion about KSI-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We like KSI, and we even covered the name in one of our latest podcast episodes (link to our discussion on KSI can be found here). KSI is a $630M healthcare SaaS company that provides solutions for data and document management. Good sales…

Opinion about PRL-T: 90% of business is in the US, so it's insulated from tariffs. He understands that they've been hiring, even in this tough environment. Growth name, which can get really smashed when there's concern about darker economic times. Holding up pretty well. Trades at a very reasonable 6.6x 2026 PE, growing at 41%.…

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Opinion about PNG-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of $0.06 beat estimates of $0.016 and revenues of $28.11M beat estimates of $27.86M. Sales grew 31%, gross profits were up 32%, with a steady gross margin of 49%. Its product revenue grew 26%, driven by SeaPower subsea batteries. Management plans…

Opinion about ATZ-T: Issue these companies face is where the manufacturing is, hard to move it someplace else. Margin hit will probably be more than the 2.5% calculated by Raymond James. Lots of uncertainty, stock can probably fall further.

Opinion about CTC.A-T: Can't tell what the impact of a trade war will be; they receive a lot of Asian goods. Also, this is consumer-dependent which is a risk. They are selling Helly Hanson at a profit and will reinvest funds in tech. They're buying back shares. Not a bad business and are profitable, but…

Opinion about GIL-T: With tariffs, could see the price of clothing go up. As Springsteen sang, textile jobs are not coming back to NA; clothes will still be imported. Impact on the clothing industry remains to be seen. Thinks prices will go higher, but people still need to get dressed. Onshoring will be a multi-year…

Opinion about TCL.A-T: Printing is in decline. Trying to get into packaging. Stock's always been cheap, but it's not a growth market. Instead, look at DCM.

Opinion about MBX-T: Very positive on the stock price, the company, and the partnerships they're announcing. Technicals indicate the stock may head toward 90 cents, but he says higher. Just won a contract from the Ontario government. Covid testing isn't going away. Sales should triple in the next 12 months.

Opinion about BIR-T: Natural gas utility. Price of nat gas is volatile, and he didn't like that they didn't hedge the price. Nat gas price rolled over, and large dividend had to be cut in March 2024. Dividend is now skinny, with a yield ~2%, a much better strategy.

Opinion about BLX-T: (A Top Pick Mar 28/24, Up 11%) Canada's leading renewable energy company. Are strong in Quebec, US and France in wind, but solar and energy storage are growing. Recommended it because all utilities were beaten down. It hit $36 before Trump was elected. However, energy demand is increasing. BLX has fine free…

Opinion about NPI-T: Not sure if tariffs would be applied to this type of cross-border energy. Hit along with all the other clean energy. Likes it here. Nibbling on weakness. Compelling yield. Doesn't see a lot of upside, capped in mid-$20s for next 3-5 years.

Opinion about CURA-CSE: Large issue with the company is legalizing the products(marijuana). Another worry is the over supply of products in the market. Federal laws against marijuana in USA make it hard to deal with expenses that are not deductible (100% tax rate). Could be a good investment if US legislation changes. In the meantime,…

Opinion about GCL-T: They own a series of food distribution businesses. It appears they are not making any money from them. It appears to be a scale problem.

Opinion about SVI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research SVI operates in a structure relatively similar to a REIT but is much more growth-focussed. It needs to utilize debt in order to be able to grow its portfolio of assets which it rents out. It has also grown primarily via acquisition.…

Opinion about TLRY-Q: A lot of $$ was made, but now investors have come to realize marijuana is just a commodity. The company bears all the costs, but it has the federal/provincial government as a partner that shares equally in all the upside, but none of the down. Even advertising is restricted.For a consumer stock,…

Opinion about YES-X: The company is into reducing carbon levels and removing sulphur from natural gas. He is a close friend to one of the company principals. An exceedingly illiquid stock.

Opinion about CAR.UN-T: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased immigration and international student numbers. Lots of condos coming onto the market, condo market's been very weak, and this is causing rental rates to soften. But CAR.UN tends to be outside urban areas and have…

Opinion about IIP.UN-T: Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

Opinion about MI.UN-T: The sector's been acting quite well. He's been picking up some of this name, one of his favourite smaller names in Canada.

Opinion about QSR-T: Good business economics. Really strong brands that generate a lot of cashflow. His hangup is the balance sheet, it's not investment grade. In times of turmoil access to credit could be restricted, and acquisitions are not in easy grasp. Lots of value at 16x PE.As the economic situation gets tighter, discretionary items…

Opinion about SVA-X: Credit card sized pouch inserted under the skin into which insulin cells are inserted. Control highs and lows of insulin. Also works with thyroid cells. Distribution platform for many drugs. Very positive. Revolutionary. His 12-month price target is $2.50-3, subject to outcome of trials.

Opinion about WLLW-T: Figured out a way to use an agent to produce CBD in a lab, which will make it cheaper and more consistent. Still rolling it out into the commercial space. The future.

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 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 CNC-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CNC is a small ($205M market cap) nickel miner. Nickel as a commodity is expected to be in a shortage over the mid to long-term with minimal supply growth outside of China and Indonesia. It is pre-revenue and issues shares to fund…

Opinion about NBVA-X: It is a small player in the cyber securities market related to Ransom Ware. It had decent revenue in the last year and is finally making money. However it doesn't have much of a runway left. It is a volatile stock in a crowded market.