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Earning Reports to Watch (Feb 04-08)

Melisa R. H.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

(A Top Pick Feb 24/20, Up 3%) It is a core position. It is one of two players in Canada. Top line growth slowed intentionally. They have done phenomenally well during the pandemic. They have done a good job reducing expenses.

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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

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

A solid company with a good balance sheet and nice yield. There is a modest opportunity for upside. Since 2012 they have traded between 2.5 and 3.5 times book, with a downward basis trend. The share price is unchanged in ten years and has added no value to investors in that time. He calls these…

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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

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 the consumer staples…

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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

Safer than a non-royalty stock? They pay out everything they earn at a 13.5% dividend yield. It's sold off sharply, because it is perceived that fast food chains will close down during this outbreak.

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Canada Goose Holdings (GOOS-T) Feb 07

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

Very strong brand. Sales growing quickly, 33% compound rate over last 3 years, by expanding geographically and improving e-commerce channel. Margins have been improving. Lots of room to grow over a multi-year timeframe. No dividend. (Analysts’ price target is $35.31)

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Saputo Inc. (SAP-T) Feb 07

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

An amazing company over the years. The stock has come off and the valuation is the lowest it has been in 6 years. The pandemic has hurt their sales and earnings. Give it a couple of quarters and the numbers will start to look better. It is the most attractive it has been for a…

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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

Pleasantly surprised with the business fundamentals. Aspects of their business are growing. Very undemanding valuation. Continue to hold. It's on his watch list.

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Yellow Media Inc (Y-T) Feb 07

Yellow Pages Ltd. (Y-T) — Stockchase
Yellow Pages Ltd. (Y-T) — Stockchase

(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 EBITDA margins are…

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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

(A Top Pick Jul 27/17, Down 6%) Volatile. It's come down a lot, but there's a lot of upside ahead. Well-managed. They can make accretive acqusitions. Their problems integrating some businesses are behind them and they now have a strong runway ahead.

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Finning Int (FTT-T) Feb 05

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

(A Top Pick Jan 10/20, Up 12%) Trades at around 14x with 32% growth rate. Has done great cost-cutting measures and expects this to go higher with the recovery. It pays a nice dividend. You want to buy when there is fear like right now.

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Westjet Airlines (WJA-T) Feb 05

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

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 (ATA-T) — Stockchase
ATS Automation (ATA-T) — Stockchase

Very interesting opportunity. Automating production in healthcare and battery production. World is looking to lower costs and bring some processes onshore. Backlog is growing. Right place at right time. Stock's unreasonably down 20% this year. Great management executing well. No dividend. (Analysts’ price target is $25.50)

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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

BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you…

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Toromont Industries (TIH-T) Feb 06

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

TIH vs. CAT Instead of Caterpillar, he prefers Toromont, which has higher dividend growth and better price performance.

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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

(A Top Pick May 10/19, Down 12%) They're effectively a private equity firm. It's doing well considering markets now. They look to generate a 15% return on their portfolio of energy, infrastructure and power. This market is lining up perfectly for someone with cash. There'll be opportunities for debt rescue or capitalizing companies or buying…

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

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

They execute brilliantly, integrating very well. They produce landing gear for airplanes. They finished absorbing a major acquisition of a Spanish company which got them into Airbus. They also work on the Boeing 777x. The capex and acquisition spend is now done, so they can pay down debt or buy more companies. HRX is one…

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🛢Basic Materials

First Cobalt (FCC-X) Feb 04

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

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

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 through the ETF…

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Canfor Corp (CFP-T) Feb 06

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

The commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the…

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Canfor Pulp Products (CFX-T) Feb 06

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

Seasonally, forest product stocks have a history of reaching a peak around the 3rd week in April. This year is no different. Probably an opportunity to take some money off table.

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Nutrien Ltd. (NTR-T) Feb 06

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

If US dollar falls, or inflation starts to rise, farmers should have more income to buy fertilizer and seeds. Will benefit from rising potash and nitrogen prices. Usually happens at this stage in the economy if we truly are going to get a breakout. Yield is 3.27%. (Analysts’ price target is $73.38)

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Interfor Corp (IFP-T) Feb 07

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

Earnings expectations are for a $0.14 loss this year per share, compared to $1.23 from last year. The company has recovered to strongly on the US housing market recovery. Based on historic valuations relative to book value he sees a range of $11 to $16 for the share price. It has a good balance sheet.…

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Russel Metals (RUS-T) Feb 07

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

(A Top Pick Dec 13/19, Up 6%) A steady business. It's a volume business. It's ridden through Covid with confidence and is set up very well to supply steel to the US in the coming 6 months. There'll be a surge in steel demand.

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💻 Technology

Goldmoney Inc (XAU-T) Feb 04

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

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 is not raising…

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BSM Technologies (GPS-T) Feb 05

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

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 75% year-over-year. Great…

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Vecima Networks Inc. (VCM-T) Feb 07

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

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

A US company that's consolidating in the medical market (home lifts, ventilators, oxygen, etc.). He continues to like it. It was a past pick and since they made an acquisition. The stock has increased, though not as much as he expected. He predicts the valuation will be pretty attractive. This could be a takeover target…

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SQI Diagnostics Inc. (SQD-X) Feb 04

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

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 Corps. (UNC-T) — Stockchase
United Corps. (UNC-T) — Stockchase

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

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

The stock has been a high performer in recent years, so it's cooling down now and testing support levels. That is not the worst thing, though. It remains well-run and continues to dominate market share. As it consolidates with this European acquisition, watch it. As Intact touches the 50- or 200-day moving average, buy it.

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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

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 investors in the…

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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

BAM has been a saviour with its takeover offer. For REITs, he zeros in on two areas: multi-residential and industrial. Look at IIP.UN. It's a pretty good place to park capital for the long term. Industrial REITs are still attractive, even with their bounce off the lows.

stockchase.com stockchase.com

Great West Lifeco (GWO-T) Feb 07

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

GWO vs. MFC Likes Great West because of its strong yield of about 4.76%. CMF dividend is 4.63%. Both have performed well since March 2020. Quite similar. MFC provides more foreign exposure, especially Asia. Insurers are doing well now, and benefit from steepening yield curves.

stockchase.com stockchase.com

CI Financial Corp (CIX-T) Feb 08

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

Stockchase Research Editor: Michael O'Reilly CIX is a Canadian financial asset management company who manages mutual and various hedge funds. It trades a just over 7x earnings, compared to a sector average of 14x. There has been a sizable increase in insider buying over the past three months. It pays a good dividend backed by…

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IGM Financial Inc. (IGM-T) Feb 08

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

IGM-T vs. MIC-T. He would prefer MIC-T. He likes the underlying fundamentals, but has always worried about a real estate downturn and how it would affect it. He prefers it to IGM-T where he does not see how the fee structure would be sustainable in the long run.

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⚡ Energy

Suncor Energy Inc (SU-T) Feb 05

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

If oil is going to do better then this one is going to do better. The oil space in Canada is starting to heat up. You have demand coming back and some of the Canadian egress issues are no longer a factor going forward. There are a lot of positives going forward in the space.…

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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

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

stockchase.com stockchase.com

Mullen Group Ltd (MTL-T) Feb 06

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

(A Top Pick Oct 28/19, Up 3%) MTL.DB-T Convertible Bonds Maturing 2026, 5.75%. He sold them out of his equity portfolio but still owns them in his bond portfolio. He is very familiar with the company and they have a very consistent track record. There is an imbedded call option in the share that triggers…

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TerraVest Capital Inc (TVK-T) Feb 06

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

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.

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MEG Energy Corp (MEG-T) Feb 07

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

A heavy oil pick pipelines down the coast with 66% of volumes. At $60 oil. Generates $900 million in fresh cash flow before hedges. They can delever quickly--and heavy debt has long been a knock against MEG. It trades at 4x 135% upside. He wants only oil stocks offering at least 100% upside. It's a…

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Arc Resources Ltd (ARX-T) Feb 08

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

Stockchase Research Editor: Michael O'Reilly With the economy looking to get back on its feet, this is a good entry for a high-quality energy producer. Trading at 85% of book value and with a PEG of 0.34, it is strong value now. We would buy with a stop-loss at $4.50, looking to achieve $8.75 --…

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Cameco Corporation (CCO-T) Feb 08

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

We are moving into a period when there has been very little new uranium mines and contracts are coming up for renewal. There are 55 reactors under construction around the world. Eventually supply constraints will catch up. (Analysts’ price target is $186.67)

stockchase.com stockchase.com

💡 Utilities

Just Energy Group (JE-T) Feb 06

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

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

stockchase.com stockchase.com

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

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

One of his favourite Canadian names for renewables. It's pulled back because renewables are taking a breather after soaring earlier his year, driven by Pres. Biden pro-green energy stance; U.S. investors jumped on the bandwagon. Harsh winter weather in Texas shows that renewables can be effected and around the same time BEP issued more shares,…

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Valener Inc. (VNR-T) Feb 08

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

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 4% next year.…

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📱 Telecommunications

BCE Inc. (BCE-T) Feb 07

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

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s one of the safest blue chip stocks, although it is not completely risk-free. It is a good choice for conservative investors. An allocation of around 10% for telecom would be good depending on your risk tolerance. Unlock Premium - Try 5i Free

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

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