Earning Reports to Watch (Dec 3-7)

Very strong management. Initial drilling in Mali is very promising. Stock was crushed, but there has been no deterioration in the company. Extremely cheap.

Could be a repeat of Francesco Gold which was a very large success. Good management team. The stock has become somewhat of a cult stock. Thinly traded. Good cash balance. Needs a lot of patience.

Any drilling company connected with the mining industry won't get a big multiple because of the cyclicality of the industry. It's boom or bust. It is a pretty well run company with fine operations and satisfied customers. It is interesting to note that mining companies are in great shape with lots of money pouring in…

It is an industrial engineering company. The stock ramped way up and fell right back down to an attractive multiple. The stock is not where it should be considering the fundamentals, valuation and growth potential. It is riskier and cyclical.

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.

Disclosure: He expressed interest in their private placement. He likes SNV because it is located in Sonoro, Mexico where there's been high historic gold production. They yield half-gram of gold per tonne. They will have a new preliminary economic assessment by end of June and are expected to go into production by end of 2021…

Has been watching for a while, and recently bought shares. Company has continued to grow. Recently did a large equity raise. Very well run. Good capital allocation skills. Will continue to own shares. Valuation is still good - room for growth. 

A play that could be triple / quadruple. Optical chips for next, next generation. 100 Gig data rates. High risk.

Stockchase Research Editor: Michael O'Reilly We reiterate this Canadian based provider of software and hardware for the video production industry as a TOP PICK.  The company recently reported cash reserves are growing, while debt is retired, shares bought back, and the robust dividend is maintained.  Their order backlog is growing, margins are expanding and software…

It is a greener form of cement. They use a lighter form of concrete to be a base, instead of Styrofoam. The product is fairly new but well received so far. They will probably look at making acquisitions.

Just announced a discovery in Columbia. Flow tested over 2000 barrels per day. This well could produce up to 5000 when brought into production. A very well distributed stock so it might not jump too fast. Company could get taken out.

Rank #4 in terms of bank assets here, but they lag in the US. Maybe BMO can grow now that TD is capped. It's expensive, but still likes it. However, wait for their next earnings; there could be a further correction.

National Bank is buying it. Price of shares of CWB has risen because of National's performance. NA is paying more than fair value for CWB. Is confident the deal will happen.

Excellent trend. Likes setup of the chart - would recommend buying at this price. Seeing value in the current share price. Bank appears to be a M&A candidate, or a turnaround story. Support appears to be there for a recovery. A stop loss strategy could also protect investors. 

If you're in a bull market, you want to own the strongest stocks you can find. He prefers "good, getting better", some kind of positive change that could add to the valuation, and where other people agree with him. He owns RY, CM, and NA; firing on all cylinders.

Nicknames it Hit By A Car like its chart. HBC is all about its real estate holdings; that's the reason you own this. Doesn't know if the current rally signals a buy. Can't predict this chart. Even consider selling it.

A star in Canada due to great execution and lack of competition. Shift to multiple price points is a winning strategy. Carved out a niche in Canada.

They do canola mainly. At these prices the stock is so cheap. He sold because he was not seeing enough capital being deployed in Canola streams.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. There are no analysts/estimates for RET.A, insiders owns around 57% of the company. 4Q sales increased by 11.4%. Marketing helped store traffic but higher costs and macro headwinds hurt the quarter.Comparable sales rose 12.7%, with e-commerce sales 34% of the total. The 4Q profit was also…

(A Top Pick Jun 18/18, Up 1%) Still likes it. It's well-run. They're growing their brands and they have a big opportunity to get into cannabis beverages which will be legal in Canada in October 2019. BRB is well-positioned for this and this market could be very large.

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.