Earning Reports to Watch (Dec 10-14)

In a patent dispute with Citrix (CTXS-Q), which looks like it is going their way but the same thing happen to him or five years ago when one of the judges derailed the whole process. Now back on track, but Citrix has a lot of firepower and money so they can delay it. Long, drawn…

(A Top Pick Feb 22/18, Up 23%) He bought at the right time; NWC has since benefitted from the rise in defensive stocks. It's a multi-year secular grower, insulated from competitors. NWC bought a small regional airline and have struggled to integrate it into their supply chain, and were hit hard in the Caribbean where…

(Top Pick Jan 21/10, Up 28.59%) Furnishings and furniture. Extremely illiquid. Frequently buy in stock. Seems they want to go private eventually. (Michael Smedley)

Bought this at around $.30 a share. About 2 years ago, he was buying into a lot of gold companies. The company hasn't done well, but have really improved operations. Has 2 major mines, one in Bolivia and one in Spain. They've done a lot of CLR work to improve what they are getting out…

Does rapid testing for clinical diagnostics. Has held in quite well. Going through an approval process and it looks like things will be okay. Leveraged earnings are pretty big. Likes the company but is not actively buying it. (Peter Hodson)

(A Top Pick June 1/17, Up 12%) A great manager. Out of Alberta with very good western properties. He sold during its recent highs, but still likes it. (Paul Gardner, CFA)

Canada's first offshore wind project in the Queen Charlotte Islands on the West Coast. Economics on wind farms work out very well. Power Purchase Agreement is required giving the operators a guaranteed revenue stream. Still early days. (Peter Hofstra)