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…

Cutting edge holograms, in real time. Virtual stage platform and hollow presence platform. Really likes them. Lots of runway. Ahead of their time. Solidifying in the mid-30-cents. 12-month price target of $2.50. Buy a quarter position here, more in the 30s and in the 20s, with a floor of 10 cents. Global enterprise clients.

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…

Natural gas. Have announced some major deals with Crew Energy (CR-T) and West Energy (WTL-T) in the Montney region of British Columbia. Expects there will be production within the next year.

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…

Very junior, although it has been around for a long time. It is basically a lot of hype and hope. They are doing some work in Australia, and virtually have no money. Nothing found to date has been feasible, that they can push it forward in a big way. He avoids companies like this like…

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.

Got approval from FDA, but sales are not following through. Running out of cash. Any new financing could dilute stock price further.

(A Top Pick May 17/19, Down 7%) He still holds this one. He participated in a financing about four months ago. They produce tests for HPV, but unfortunately COVID-19 has taken center stage. He likes their quality assessment tests and the outlook remains positive.

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.

He owned it a few years back but it did not meet his expectations for growth. One day this one will be taken over by one of the larger global tech companies.