Earning Reports to Watch (Dec 10-14)

Opinion about ONE-X: 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…

Opinion about NWC-T: Well run. Near-monopoly on retail in Canada's North. Lots of talk from the new government in Canada about investing in Northern defense to protect our assets. Could benefit from more infrastructure and military bases. Nice dividend. Steady, long-term performer.

Opinion about GBT-T: (A Top Pick Sep 07/23, Down 7.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GBT has triggered its stop at $14.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 11%, when combined with the previous buy indications.  

Opinion about ORV-T: He owns it around these levels. They have mines in Bolivia and Spain and looking to acquire in Argentina. The property they just bought has costs of $500-$650 per ounce of gold. He is concerned about the revolving door on management. He does not know where gold prices are going to go.…

Opinion about SQD-X: They make life easier for large diagnostic test companies. It automates the testing process. They did a final financing. They've been working on this technology for 5 years.

Opinion about MEQ-T: Apartment buildings mostly in Alberta, a few in BC. Founder is one of the most remarkable entrepreneurs John's ever met. Good assets and Alberta is thriving. Tends to be more volatile than BEI.UN, but has strong fundamentals. Perhaps some pressure from immigration reform as it's more exposed to student housing, but that…

Opinion about NKW-X: 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.