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: The banks are looking quite expensive, especially as we're probably entering a period of economic weakness. Good company, not a good stock at the moment. Past quarter has seen a pretty stellar move. Trades ~14x PE. Yield is 4.3%.Definitely take some profit, and stick it into something more defensive like infrastructure, pipelines,…

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: Stay away. Very low valuation, which attracts some people. Doesn't have scale or diversified product offering. Harder for smaller banks to made adequate investment in technology, which limits returns. He'd rather one of the big 6, such as TD or BNS.

Opinion about NA-T: Probably warrants a fresh look in the wake of its merger with CWB, a fantastic and very synergistic deal. Makes it a scale player nationally with lots of cross-selling opportunities. Capital markets business is excellent. Reports mid-week next week. Small business in Cambodia has been tricky, but not enough to move the…

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: In his firm's Canadian dividend growth strategy portfolio. Not a great dividend, though it does grow. Focused more on inorganic growth and share buybacks. Almost AMZN-proof, scale gives them buying power. In Canada, topline is growing close to 10%, margins are improving. Trades at over 40x next year's earnings, so wise to…

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.