Earning Reports to Watch (Dec 3-7)

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

Opinion about CKG-X: 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.

Opinion about MDI-T: Very international. Largest exploration drilling company in the world, just bought the second-largest. The world needs copper. Gold prices are up. He's been accumulating. Headwinds of negative sentiment, but it's a great holding.

Opinion about DRX-T: 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.

Opinion about CE-X: 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.

Opinion about SNV-X: 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…

Opinion about TVK-T: Has followed it a long time and should have bought it. They compound their capital extremely well. Management executes. A great business.

Opinion about ENA-X: A play that could be triple / quadruple. Optical chips for next, next generation. 100 Gig data rates. High risk.

Opinion about ET-T: (A Top Pick Jan 02/25, Down 12.4%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with ET has triggered its stop at $11.  To remain disciplined we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment loss of 9%.

Opinion about CBX-X: 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.

Opinion about KLY-X: 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.

Opinion about BMO-T: Beware of conflating tariffs and politics with the direct fundamentals of a business, especially a bank, even though sometimes those things can intertwine. This name is a bi-coastal US bank, and a Canadian more-commercially-skewed bank. Mid-large cap bank, with businesses north and south of the border; but it doesn't mean they interrelate…

Opinion about CWB-T: Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Opinion about LB-T: (A Top Pick Sep 27/24, Up 6%) (Note the short timeframe.)His target was $31, and it hit that. He got about 60% of his holding offloaded at that level. His only bank with about a 1% position. Holding for the nice dividend, expecting an eventual bounce off $28 level.

Opinion about NA-T: No qualms buying. Coast-to-coast Canadian bank, with modest international exposure. CWB acquisition brings both revenue and cost synergies. Good capital markets and pretty good wealth management. Overexposure to the dynamically growing Quebec has been to its advantage. Pullback is a pretty good entry point.

Opinion about HBC-T: 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.

Opinion about DOL-T: Wouldn't buy now. Has benefited from the economic uncertainty, and so valuation has come up dramatically. North of 35x PE, so risk that could contract over the long term. Wonderful business, well positioned with price points to capture a larger portion of wallets in tough times. Last conference call referenced a small impact…

Opinion about INP-X: 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.

Opinion about RET-T: 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…

Opinion about BRB-T: (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.

Opinion about CTU-X: 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.