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Earning Reports to Watch (Feb 04-08)

Melisa R. H. Posted On February 4, 2019
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Earnings this Week

Consumer stocks such as Canada Goose, and Saputo, as well as many industrial and financial companies are reporting their earnings this week. Notable among them is the Brookfield names, BPY.UN-T and BEP.UN-T.

Here are the companies with earning reports to watch.

🛍 Consumer

Andrew Peller (ADW.A-T) Feb 04

Andrew Peller (ADW.A-T) — Stockchase
Andrew Peller (ADW.A-T) — Stockchase

Opinion about ADW.A-T: Stores may or may not be impacted by Ontario government rolling out more retail locations. The Pellers stepped down from the board, possibly planning a bid to privatize the company but he's not really sure.

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Indigo Books & Music Inc. (IDG-T) Feb 05

Indigo Books & Music Inc. (IDG-T) — Stockchase
Indigo Books & Music Inc. (IDG-T) — Stockchase

Opinion about IDG-T: Has had a huge run and is not sure he would be courageous enough to get onboard at this point. Management has done a remarkable job of building this. He would look for a little lower entry point.

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Corby Spirit and Wine (A) (CSW.A-T) Feb 06

Corby Spirit and Wine (A) (CSW.A-T) — Stockchase
Corby Spirit and Wine (A) (CSW.A-T) — Stockchase

Opinion about CSW.A-T: Ace Beverage acquisition got him interested. Some really nice growth coming, but not all segments are growing. So it's not going to give him the consistent 10-15% growth rate of a great company. Last quarter showed 9%.

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Corby Spirit and Wine (B) (CSW.B-T) Feb 06

Corby Spirit and Wine (B) (CSW.B-T) — Stockchase
Corby Spirit and Wine (B) (CSW.B-T) — Stockchase

Opinion about CSW.B-T: He doesn’t know the seasonality on this, but the technicals show that it has been in an upward trend for quite a period of time. During the last little while, it has been in a trading range between around $19 and $22. It is not unusual for a lot of stocks in…

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Boston Pizza Royalties (BPF.UN-T) Feb 07

Boston Pizza Royalties (BPF.UN-T) — Stockchase
Boston Pizza Royalties (BPF.UN-T) — Stockchase

Opinion about BPF.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Debt becoming a concern. Delivery and take-out only sources of sales. Special dividend paid this quarter. Dividend reinstated at a lower rate.

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Canada Goose Holdings (GOOS-T) Feb 07

Canada Goose Holdings (GOOS-T) — Stockchase
Canada Goose Holdings (GOOS-T) — Stockchase

Opinion about GOOS-T: Good proxy for health of consumers in Canada. Luxury item that is discretionary. Hard to excited about this style of business. Not seeing major spending from average population. Better options for investors out there. 

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Saputo Inc. (SAP-T) Feb 07

Saputo Inc. (SAP-T) — Stockchase
Saputo Inc. (SAP-T) — Stockchase

Opinion about SAP-T: A month ago, SAP reported its full-year earnings, and EPS of €2.68 beat expectations, but was down from €3.24 in FY 2023. Revenues of €34.2b were 9.5% higher from FY 2023. The main driver was the cloud. In 2024, its cloud backlog leapt 43% year-over-year to €63.3 billion while cloud revenues jumped…

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Stingray Digital Group Inc. (RAY.A-T) Feb 07

Stingray Digital Group Inc. (RAY.A-T) — Stockchase
Stingray Digital Group Inc. (RAY.A-T) — Stockchase

Opinion about RAY.A-T: Is fairly illiquid, but profitable and pays a 6.6% dividend. Price targets are high, so there's a runway ahead. But two-thirds of the business is concentrated in Canada, and a big risk is if song royalties rise. It's profitable though. He's watching it.

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Yellow Media Inc (Y-T) Feb 07

Yellow Pages Limited (Y-T) — Stockchase
Yellow Pages Limited (Y-T) — Stockchase

Opinion about Y-T: (A Top Pick Nov 22/18, Up 12%)Convertible 8% 2022 bonds He owned the Yellow senior bonds, but then moved into these convertibles. Most of their revenues are in digital, but that has struggled. New management has cut costs a lot until free cash flow now stands around $100 million this year. Their…

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🚚 Industrials

Firan Technology Group Corp. (FTG-T) Feb 04

Firan Technology Group Corp. (FTG-T) — Stockchase
Firan Technology Group Corp. (FTG-T) — Stockchase

Opinion about FTG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research FTG is a small ($230M market cap) global supplier of aerospace and defense electronic products and subsystems. It operates through 'FTG Circuits' (high-tech circuit boards for aviation, defense, and high-tech customers), and 'FTG Aerospace' (designs and manufactures illuminated cockpit products and electronic…

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Finning Int (FTT-T) Feb 05

Finning Int (FTT-T) — Stockchase
Finning Int (FTT-T) — Stockchase

Opinion about FTT-T: Repeatedly compares this to TIH, and TIH always comes out on top in terms of ROIC and dividend growth.

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Westjet Airlines (WJA-T) Feb 05

Westjet Airlines (WJA-T) — Stockchase
Westjet Airlines (WJA-T) — Stockchase

Opinion about WJA-T: It’s under review by the government whether the takeover will take place. You’re dealing with regulatory uncertainty right now. If you bought it before the takeover, unless you’re in tune with what will happen, he wouldn’t own the stock any longer. The price is fair.

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ATS Automation (ATA-T) Feb 06

ATS Automation Tooling Systems (ATS-T) — Stockchase
ATS Automation Tooling Systems (ATS-T) — Stockchase

Opinion about ATS-T: (A Top Pick Feb 27/23, Down 28%)Disappointing growth in EV equipment. Rolled over and he got stopped out. Wasn't making higher highs and higher lows, no longer in an uptrend. In your portfolio, you have to quickly carve out the ones that aren't working before they hurt you.

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Brookfield Infrastructure Partners (BIP.UN-T) Feb 06

Brookfield Infrastructure Partners (BIP.UN-T) — Stockchase
Brookfield Infrastructure Partners (BIP.UN-T) — Stockchase

Opinion about BIP.UN-T: (A Top Pick Feb 05/24, Up 13%) Surprised it hasn't done better. Still, happy to continue owning. Stock may be off on questions whether assets can still be sold at a premium in a weakening economy. So far, yes. Yield plus growth. Almost 6% yield, and growing.

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Toromont Industries (TIH-T) Feb 06

Toromont Industries (TIH-T) — Stockchase
Toromont Industries (TIH-T) — Stockchase

Opinion about TIH-T: Reasonably well-tied to commercial construction. Fantastic job dealing with uncertainties. Likes the business and management team. A bit too big for him, as it's about to exit "SmallCapLand". If you own, decent time to add.

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Brookfield Business Partners LP (BBU.UN-T) Feb 08

Brookfield Business Partners LP (BBU.UN-T) — Stockchase
Brookfield Business Partners LP (BBU.UN-T) — Stockchase

Opinion about BBU.UN-T: A way to participate in Brookfield's excellent track record of private-equity investments. Owns companies like the largest residential mortgage insurer in Canada, and one producing low-voltage automotive batteries globally. Big discount of ~30% to NAV. Yield is 1%. (Analysts’ price target is $45.46)

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Heroux-Devtek Inc. (HRX-T) Feb 08

Heroux-Devtek Inc. (HRX-T) — Stockchase
Heroux-Devtek Inc. (HRX-T) — Stockchase

Opinion about HRX-T: Very strong Canadian company that doesn't get enough attention from the markets. Last quarter starting to prove business prospects. Landing gear in very high demand within airline sector. Trading at discount to other names in the sector. Very high barriers to entry within the business. Margins continue to expand - will be…

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🛢Basic Materials

First Cobalt (FCC-X) Feb 04

First Cobalt (FCC-X) — Stockchase
First Cobalt (FCC-X) — Stockchase

Opinion about FCC-X: Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.

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Domtar Corp. (UFS-T) Feb 05

Domtar Corp. (UFS-T) — Stockchase
Domtar Corp. (UFS-T) — Stockchase

Opinion about UFS-T: This has been quite erratic and trading in quite a wide range. He’s been seeing contraction in breadth in forest companies, so is a little cautious on this area. If he had to focus in one space, it would be on lumber which looks attractive. You can use a basket of them…

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Canfor Corp (CFP-T) Feb 06

Canfor Corp (CFP-T) — Stockchase
Canfor Corp (CFP-T) — Stockchase

Opinion about CFP-T: Homebuilding stocks in the US have been going straight up, but Canadian forestry stocks have been going the other way. WFG has done the best in holding its share price.IFP and CFP have really started to bottom on the charts. He hasn't done enough digging to know who has a better earnings…

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Canfor Pulp Products (CFX-T) Feb 06

Canfor Pulp Products (CFX-T) — Stockchase
Canfor Pulp Products (CFX-T) — Stockchase

Opinion about CFX-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CFX has been on a steady downtrend. Revenue has been in decline over the last two years, free cash flow has gone negative and it has been operating at a net loss since 2019. Debt has been increasing as well and net…

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Nutrien Ltd. (NTR-T) Feb 06

Nutrien Ltd. (NTR-T) — Stockchase
Nutrien Ltd. (NTR-T) — Stockchase

Opinion about NTR-T: Brand-new position for him. Seems to be breaking out of resistance after basing. Former peaks are resistance targets. Likes it as part of his commodity complex. Bought his first 2% because of the breakout. If it breaks down from resistance, he'll take one leg out. If it fails long-term support, he'll get…

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Interfor Corp (IFP-T) Feb 07

Interfor Corp (IFP-T) — Stockchase
Interfor Corp (IFP-T) — Stockchase

Opinion about IFP-T: It has a higher level of production in the U.S. so would be less affected by tariffs than other Canadian lumber companies. The U.S. needs Canadian lumber and one quarter of production from B.C. goes to the U.S., -  but lumber is still needed for B.C.

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Russel Metals (RUS-T) Feb 07

Russel Metals (RUS-T) — Stockchase
Russel Metals (RUS-T) — Stockchase

Opinion about RUS-T: It is in the metal fabrication business. They just raised their dividend this year and have dramatically changed their balance sheet for the better, so it is in much better shape than in past cycles. They also have a U.S. operation and have done a great job managing their working capital. Tariffs…

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💻 Technology

Goldmoney Inc (XAU-T) Feb 04

Goldmoney Inc (XAU-T) — Stockchase
Goldmoney Inc (XAU-T) — Stockchase

Opinion about XAU-T: He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed…

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BSM Technologies (GPS-T) Feb 05

BSM Technologies (GPS-T) — Stockchase
BSM Technologies (GPS-T) — Stockchase

Opinion about GPS-T: 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…

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Vecima Networks Inc. (VCM-T) Feb 07

Vecima Networks Inc. (VCM-T) — Stockchase
Vecima Networks Inc. (VCM-T) — Stockchase

Opinion about VCM-T: It is a well run company. He got out of it. They paid out a lot of special dividends and the stock did well, but he got out because most of the catalysts are out of it.

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👨‍⚕️ Healthcare

Protech Home Medical Corp (PTQ-X) Feb 04

Protech Home Medical Corp (PTQ-X) — Stockchase
Protech Home Medical Corp (PTQ-X) — Stockchase

Opinion about PTQ-X: (A Top Pick May 29/20, Up 55%) Oxygen delivery. Recurring revenue model. Very strong outlook.

stockchase.com stockchase.com

SQI Diagnostics Inc. (SQD-X) Feb 04

SQI Diagnostics Inc. (SQD-X) — Stockchase
SQI Diagnostics Inc. (SQD-X) — Stockchase

Opinion about SQD-X: They make life easier for large diagnostic test companies. It automates the testing process. They did a final financing. They've been working on this technology for 5 years.

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🏛 Financials

United Corps. (UNC-T) Feb 04

United Corporations (UNC-T) — Stockchase
United Corporations (UNC-T) — Stockchase

Opinion about UNC-T: Making changes to be able to invest more in foreign stocks. Wait to see how they do.

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Genworth MI Canada Inc. (MIC-T) Feb 05

Genworth MI Canada Inc. (MIC-T) — Stockchase
Genworth MI Canada Inc. (MIC-T) — Stockchase

Opinion about MIC-T: Share price on the path to recovery. Scores well on valuation, but held back by price momentum. Trades cheaply. Solid yield. Beat most recent quarter. Housing markets have been incredibly resilient. Could see himself as a buyer as they rotate into financials.

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Intact Financial (IFC-T) Feb 05

Intact Financial (IFC-T) — Stockchase
Intact Financial (IFC-T) — Stockchase

Opinion about IFC-T: (A Top Pick May 15/24, Up 34%) Executing so well. High catastrophic losses, but ROE still at 16.5%. Underwriting beat. Strong Q4. Canadian and US commercial beat. Firing on all cylinders, resilient in this environment. Trading ~17.5x 2026, growing ~16%. Not a bad buy, but don't chase -- can probably get at…

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Gluskin Sheff and Associates (GS-T) Feb 06

Gluskin Sheff and Associates (GS-T) — Stockchase
Gluskin Sheff and Associates (GS-T) — Stockchase

Opinion about GS-T: Owned it a few years ago and cut his losses. Now, cut your losses. This business is struggling as an asset manager, specifically to retain and attract new clients. Also, their key managers, including the CEO, have been leaving. They won't generate much in performance fees, which has been an attraction for…

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Brookfield Property Partners (BPY.UN-T) Feb 07

Brookfield Property Partners (BPY.UN-T) — Stockchase
Brookfield Property Partners (BPY.UN-T) — Stockchase

Opinion about BPY.UN-T: Preferred shares. He does invest in some selective preferred shares for some clients with balanced mandates. Unique because BPY.UN used to be a separate, publicly traded company, so you got full transparency. But then Brookfield privatized it, so you don't get the same transparency. But Brookfield has always been a fairly good…

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Great West Lifeco (GWO-T) Feb 07

Great West Lifeco (GWO-T) — Stockchase
Great West Lifeco (GWO-T) — Stockchase

Opinion about GWO-T: Growing very decisively. Done extremely well. A good way to get exposure to this is via POW.

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CI Financial Corp (CIX-T) Feb 08

CI Financial Corp (CIX-T) — Stockchase
CI Financial Corp (CIX-T) — Stockchase

Opinion about CIX-T: (A Top Pick Sep 11/24, Up 81%) Taken out at $32.

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IGM Financial Inc. (IGM-T) Feb 08

IGM Financial Inc. (IGM-T) — Stockchase
IGM Financial Inc. (IGM-T) — Stockchase

Opinion about IGM-T: Stockchase Research Editor: Michael O’Reilly With $144 billion in assets under management, we reiterate IGM as a TOP PICK.  Cash reserves are growing while shares are bought back.  It trades at 11x earnings, under 2x book and supports a respectable 12% ROE.  The robust dividend is backed by a payout ratio under…

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⚡ Energy

Suncor Energy Inc (SU-T) Feb 05

Suncor Energy Inc (SU-T) — Stockchase
Suncor Energy Inc (SU-T) — Stockchase

Opinion about SU-T: He likes the big integrated names, but doesn't own any oil producers now. His team deemed that group as having first-derivative vulnerability to tariffs on volumes and profitability. Premium brand in the space. He's waiting out some of the volatility on the price of oil before getting back in. Nice dividend.

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Hanwei Energy Services Corp. (HE-T) Feb 06

Hanwei Energy Services Corp. (HE-T) — Stockchase
Hanwei Energy Services Corp. (HE-T) — Stockchase

Opinion about HE-T: Generally not a fan of the Chinese inter-listed companies. He has a Short position in this one. There are better places to be.

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Mullen Group Ltd (MTL-T) Feb 06

Mullen Group Ltd (MTL-T) — Stockchase
Mullen Group Ltd (MTL-T) — Stockchase

Opinion about MTL-T: Grown by acquisition quite steadily over the years. Very good company and it won't hurt you, but he owns TFII instead.

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TerraVest Capital Inc (TVK-T) Feb 06

TerraVest Capital Inc (TVK-T) — Stockchase
TerraVest Capital Inc (TVK-T) — Stockchase

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.

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MEG Energy Corp (MEG-T) Feb 07

MEG Energy Corp (MEG-T) — Stockchase
MEG Energy Corp (MEG-T) — Stockchase

Opinion about MEG-T: They received the second hostile bid in 10 years from the same company. He opposes this deal. The bid is laughable, massively undervalued. Unique, MEG has a super-quality single Oil Sands asset. Modest growth over time. They use all free cash flow to buy back stock. At $70 oil, MEG could buy…

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Arc Resources Ltd (ARX-T) Feb 08

Arc Resources Ltd (ARX-T) — Stockchase
Arc Resources Ltd (ARX-T) — Stockchase

Opinion about ARX-T: (A Top Pick May 23/24, Up 20%) Benefits from the rotation out of oil into nat gas, which is performing far better. They bought assets from Strathcona, which he sees as 6% accretive (other say 10%). ARX has decades of inventory and good management which have been buying back stock. 

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Cameco Corporation (CCO-T) Feb 08

Cameco Corporation (CCO-T) — Stockchase
Cameco Corporation (CCO-T) — Stockchase

Opinion about CCO-T: Think of it as a core position in a Canadian context. Uranium has really come into its own. Outside of speculative companies, is the best low-cost producer. Nuclear servicing via Westinghouse purchase. Not something you need to jump into with both feet today.

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💡 Utilities

Just Energy Group (JE-T) Feb 06

Just Energy Group (JE-T) — Stockchase
Just Energy Group (JE-T) — Stockchase

Opinion about JE-T: They sell energy contracts. They have under gone several management changes over the years. He is not a great fan of this business model.

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Brookfield Renewable Energy (BEP.UN-T) Feb 08

Brookfield Renewable Energy (BEP.UN-T) — Stockchase
Brookfield Renewable Energy (BEP.UN-T) — Stockchase

Opinion about BEP.UN-T: Lots of hydro power, a long-life asset. Partnership with CCO for Westinghouse nuclear (and she's pretty bullish on nuclear power generation).

stockchase.com stockchase.com

Valener Inc. (VNR-T) Feb 08

Valener Inc. (VNR-T) — Stockchase
Valener Inc. (VNR-T) — Stockchase

Opinion about VNR-T: A lot of success is tied to Gaz Metro in Québec, but they also have some wind farms that have recently come online in the last year or 2, and giving good returns to the company. Recent earnings were solid and they raised the dividend by 3.7%, and plan to raise it…

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📱 Telecommunications

BCE Inc. (BCE-T) Feb 07

BCE Inc. (BCE-T) — Stockchase
BCE Inc. (BCE-T) — Stockchase

Opinion about BCE-T: Does dividend cut make this a buy? Yield is now 5.8%, so still a decent yield. Won't be any dividend growth. Now more transparency on payout ratio, and partnership with PSP on Ziply eases financial burden. Could be a valuation gap up. A buy today is not for a short-term pop in…

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Use this list wisely to identify buying opportunities.
Happy trading !!!

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