Earning Reports to Watch (Dec 17-21)

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…

3D holograms. A year ago, it was 12-14 cents. Fallen off the radar, such a shame. Cutting edge. Product is pricey. Lots of pharma companies use it.

Uses their GPS system to figure out where trains are, and to more accurately schedule trains and service vehicles for people working on the rails. Reported on Aug 14 and earnings were down 10%. That was against a 32% increase in sales. In the coming quarter, earnings are expected to be down 75% year-over-year. Great…

BF-N vs. CE-X. BASF is the world's largest chemical company. It sells at a high premium. There is concern that prices are too high to last.

BBI-X is the old ticker. The merger involves a 10 for 1 split. PIPE-X shows a couple of weeks of trading and that is what to go by. They are coming on with new production facilities soon. By the end of the year, they will go to 10 times that. He thinks it is cheap…

Fairly substantial discount to market cap of its portfolio, and you get the company's own asset base for free. He's a really big fan of free. Yes, this is a way to buy NXE cheaper.Price of uranium doesn't really need to go up, as it's above the incentive price. What's really changed in uranium is…

Metal foam technology. Have an application where they can put it into armoured vehicles for blast disbursement. Also have some small deals on the architectural side. In this environment he doesn't think people will be paying a whole lot of attention to it.

This has been a very difficult stock. Recently reported a very bad quarter. He would stay away from this one. Inventory has gone up a lot and their margins have fallen. Cut the dividend totally. Thinks they are in a bit of trouble.

(Market Call Minute.)Reversing of bad cholesterol in clinical studies. A little early for him but has potential. Speculative.

In Canada, this smallcap (C$210 million) biotech in Halifax submitted its antibody test to the FDA. Since April 22, MedMira has soared from 6 cents/share to over 30. There's scant coverage or even stock metrics to report. Also MedMira is one of many companies to submit such tests to the FDA, but it's worth keeping…

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.

He owned the stock years ago. They dry things like food. They are now getting into the marijuana space. It has done very well lately but if they are going to get meaningful contracts, they are going to do well.

They provide back-end software in hundreds of millions of cars, plus they have a strong cybersecurity business. They aren't growing that quickly. Trading at 30x PE. Still not super cheap.