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. (John Embry)

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. (Paul VanEeden)

As commodity prices go up this one should do better.  He likes the management and their philosophy.  The balance sheet is in good shape.  He thinks most of the tax loss selling has been done and it will go up now.  He would like to find a good entry point to buy into it. (Benj…

Manufactures huge steel products for high towers. Product is so specialized that there is not a lot of competition. Producing at about 50% capacity so there is good upside in terms of getting new contracts and increasing margins. Doing about 20% EBITDA margins and stock is trading at about 8X this year's earnings. Have good…

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. (Mark Lackey)

Indonesia.  It is raising money right now.  Their interesting play is on a very large land plot.  If they get the money it could be interesting.  It is a small cap company.  It is a name for you if you are interested in small caps. (Josef Schachter)

A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units. (Michael Simpson, CFA)

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

It has an April year-end. They are forecasting a 10% lift in earnings. It is extremely in demand. They payout chunky dividends about once a year. He prefers others. (Robert McWhirter)

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock…

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. (James West)

Rotation from small-cap banks into large ones? He doesn't see a correlation. BMO itself was the highest flyer in 2018 until it got hit hard in Q4, and now it's back in the middle of the big 5 Canadian banks. He's been gradually selling off BMO (he owns 4 of the 5 banks). BMO is…

Got stuck at $40 and had a sell-off. $20-40 range, so there's plenty of upside here. He's worried about this sector, but CWB has already sold off, so he's not worried about it. (Elliott Fishman)

The juicy dividend sticks out. He thinks it is safe, but you have to be able to stomach some volatility. Their business lines are concentrated on the Canadian consumer, vs. BNS-T, which is international. The dividend is safe but it could have a 20% correction from here. It is not a screaming buy although the…

(A Top Pick Feb 06/18, Up 3%) It was a value play. He is more excited now about the value of BNS-T and CM-T. (Kash Pashootan)

(A Top Pick Nov 16/18, Up 3%) Totally news driven. Disappointed with it. He sold it and wouldn't buy it today. He bought it because it was cheap at the time. If you hold, continue to hold. (Elliott Fishman)

A growth company, adding stores. They've built their brand and are well-managed. However, they had a few quarters where same-store sales disappointed, so the stock got hit. But there's still room for them to grow in Canada. A decent place to put your money if you're long-term and don't need a big dividend. (Douglas Kee)

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. (Stephen Takacsy, B. Eng, MBA)

(A Top Pick June 28/16. Down 1%.) Has been hit along with the retail sector. Pays a dividend of almost 5%. Great balance sheet. They should be helped going forward, because the Cdn$ is going up, and they source so much from the US. He is a little concerned about their new athletic stores. (Benj…

Could Brick be a takeover candidate? He doubts it. It's a beautiful play and beautiful company. The CEO ran another company that got taken out; when this happens there's a better chance for the current company to get taken out. But he doubts that BRB will get taken out. Would a Molsons or Coors get…

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. (Peter Imhof)