Earning Reports to Watch (Feb 04-08)
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
Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…
Stockchase Indigo Books & Music Inc. (IDG-T) Feb 05
Opinion about IDG.TO: Has built a gorgeous base. Broke through its trend line. No news on it which he likes. Expert opinions on Indigo Books & Music…
Stockchase Corby Spirit and Wine (A) (CSW.A-T) Feb 06
Opinion about CSW.A.TO: Only one analyst covers it. Earnings estimates are lower for next year and the year after than this year. Year over year…
Stockchase Corby Spirit and Wine (B) (CSW.B-T) Feb 06
Opinion about CSW.B.TO: Will be a takeover. Expert opinions on Corby Spirit and Wine (B) (CSW.B.TO) — buy, sell, or hold ratings from Canadian and US…
Stockchase Boston Pizza Royalties (BPF.UN-T) Feb 07
Opinion about BPF.UN.TO: (Market Call Minute.) He likes the restaurant business. (See Top Picks.) Expert opinions on Boston Pizza Royalties…
Stockchase Canada Goose Holdings (GOOS-T) Feb 07
Opinion about GOOS.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Overall likes the stock. The Japan deal to expand…
Stockchase Saputo Inc. (SAP-T) Feb 07
Opinion about SAP.TO: He's staying away from consumer staples stocks, unless they have some real edge. With dairy products, hard to get a margin and…
Stockchase Stingray Digital Group Inc. (RAY.A-T) Feb 07
Opinion about RAY.A.TO: Music on your cable box. They put up a good quarter recently and raised their dividend. There is insider trading. It is going…
Stockchase Yellow Media Inc (Y-T) Feb 07
Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…
Stockchase 🚚 Industrials
Firan Technology Group Corp. (FTG-T) Feb 04
Opinion about FTG.TO: Printed circuit boards, mainly for the airline industry. This is a very tiny company, and one fund manager owns about 50% of…
Stockchase Finning Int (FTT-T) Feb 05
Opinion about FTT.TO: She'd rather own CAT, which she's been looking at. Go to the company that makes the machinery, rather than to the distributor.
Stockchase Westjet Airlines (WJA-T) Feb 05
Opinion about WJA.TO: Good entry point, dividend safe? Last quarter OK. Problem is pilot unionization. Fuel price has gone up. Stock’s gone…
Stockchase ATS Automation (ATA-T) Feb 06
Opinion about ATS.TO: AI is a really hot theme that's being chased. Operating fundamentals not as strong as he would have thought, in terms of profit…
Stockchase Brookfield Infrastructure Partners (BIP.UN-T) Feb 06
Opinion about BIP.UN.TO: He likes this and the parent company, BN-T, which is one of the best equity shops on the planet. Infrastucture investing is…
Stockchase Toromont Industries (TIH-T) Feb 06
Opinion about TIH.TO: Eastern Canada Caterpillar dealer.Very strong company.Used to own shares in company.Valuation full at the moment.Wait for…
Stockchase Brookfield Business Partners LP (BBU.UN-T) Feb 08
Opinion about BBU.UN.TO: Think of it as a private equity firm that looks to buy, improve, and sell off businesses. They have a focus on energy…
Stockchase Heroux-Devtek Inc. (HRX-T) Feb 08
Opinion about HRX.TO: Lately has not been very liquid. The breakout was very strong and it was a gap on Jul 17th. Stop is 12.25 but upside is…
Stockchase 🛢Basic Materials
First Cobalt (FCC-X) Feb 04
Opinion about FCC.V: He doesn’t know their financials. The company is trying to revive a historic mining area in Ontario. This type of work…
Stockchase Domtar Corp. (UFS-T) Feb 05
Opinion about UFS.TO: (Market Call Minute.) We are all using more paper than we ever did before. Might not be an unreasonable thing to own right now.
Stockchase Canfor Corp (CFP-T) Feb 06
Opinion about CFP.TO: They have benefited from the strength in housing. It is a very cyclical industry and not one she typically goes into. Hold it…
Stockchase Canfor Pulp Products (CFX-T) Feb 06
Opinion about CFX.TO: Lumber companies depend on the US housing market. If you can look past the value to when things start to pick up, this could be…
Stockchase Nutrien Ltd. (NTR-T) Feb 06
Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Stockchase Interfor Corp (IFP-T) Feb 07
Opinion about IFP.TO: Demand for lumber will continue to increase.Short term weakness in housing (recession) not a concern for long term…
Stockchase Russel Metals (RUS-T) Feb 07
Opinion about RUS.TO: Steel producer. Payout ratio is 49%. Sales and earnings are up, ahead of analyst expectations. Yield is 4.65%. (Analysts’ price…
Stockchase 💻 Technology
Goldmoney Inc (XAU-T) Feb 04
Opinion about XAU.TO: Invests in very small, grass roots, early stage exploration businesses with low probability of success. Doesn't buy because of…
Stockchase BSM Technologies (GPS-T) Feb 05
Opinion about GPS.TO: On his Watch List and he might be buying soon. The oil/gas seismic is part of their business, but they have had more of a…
Stockchase Vecima Networks Inc. (VCM-T) Feb 07
Opinion about VCM.TO: Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together.…
Stockchase 👨⚕️ Healthcare
Protech Home Medical Corp (PTQ-X) Feb 04
Opinion about PTQ.V: They just released earnings this week and they have been turning their business around -- increasing margins and growing…
Stockchase SQI Diagnostics Inc. (SQD-X) Feb 04
Opinion about SQD.V: Does rapid testing for clinical diagnostics. Has held in quite well. Going through an approval process and it looks like things…
Stockchase 🏛 Financials
United Corps. (UNC-T) Feb 04
Opinion about UNC.TO: Making changes to be able to invest more in foreign stocks. Wait to see how they do. Expert opinions on United Corporations…
Stockchase Genworth MI Canada Inc. (MIC-T) Feb 05
Opinion about MIC.TO: Default mortgage insurance providers. Likes the dividend yield of 5.66%. Cheap on a PE basis at about 8X. Also, trading below…
Stockchase Intact Financial (IFC-T) Feb 05
Opinion about IFC.TO: Likes the thesis of buying companies that you pay into via your monthly bills. Likes the business. Nice diversifier within the…
Stockchase Gluskin Sheff and Associates (GS-T) Feb 06
Opinion about GS.TO: An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly…
Stockchase Brookfield Property Partners (BPY.UN-T) Feb 07
Opinion about BPY.UN.TO: Shares were undervalued. Skepticism because they have significant real estate exposure. The offer to go private will…
Stockchase Great West Lifeco (GWO-T) Feb 07
Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…
Stockchase CI Financial Corp (CIX-T) Feb 08
Opinion about CIX.TO: Stockchase Research Editor: Michael O'Reilly CIX just announced a $1.3b sale for 20% of its US wealth management business. This…
Stockchase IGM Financial Inc. (IGM-T) Feb 08
Opinion about IGM.TO: Stockchase Research Editor: Michael O'Reilly IGM is one of Canada's largest diversified wealth management companies with over…
Stockchase ⚡ Energy
Suncor Energy Inc (SU-T) Feb 05
Opinion about SU.TO: Up 134%. Hold? Sell? Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having…
Stockchase Hanwei Energy Services Corp. (HE-T) Feb 06
Opinion about HE.TO: Hanfeng Evergreen (HF-T), Hanwei Energy (HE-T) and Migao (MGO-T) are interesting plays into China. Have been crushed but give…
Stockchase Mullen Group Ltd (MTL-T) Feb 06
Opinion about MTL.TO: Benefiting from consumer spending. In a good pricing environment, pushing margins up. Less-than-truckload, warehousing, and…
Stockchase TerraVest Capital Inc (TVK-T) Feb 06
Opinion about TVK.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The strength is a bit surprising considering financial…
Stockchase MEG Energy Corp (MEG-T) Feb 07
Opinion about MEG.TO: One of his largest holdings. It has sold off from tariff worries, just hitting a one-year low. They have 35 years of stay-flat…
Stockchase Arc Resources Ltd (ARX-T) Feb 08
Opinion about ARX.TO: They reported earnings a few weeks ago. Decent earnings, but withheld guidance of a new project. Shares dropped 10%, which was…
Stockchase Cameco Corporation (CCO-T) Feb 08
Opinion about CCO.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CCO is not perfect but if an investor is looking for…
Stockchase 💡 Utilities
Just Energy Group (JE-T) Feb 06
Opinion about JE.TO: This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now…
Stockchase Brookfield Renewable Energy (BEP.UN-T) Feb 08
Opinion about BEP.UN.TO: Undervalued. Well run. Diverse assets. Lots of hydro, as well as solar and wind, both in NA and globally. One of the leading…
Stockchase Valener Inc. (VNR-T) Feb 08
Opinion about VNR.TO: We just had a positive transit. Maybe it is becoming known. $25.80 is the model price. 5.5% yield. It is underpriced. It looks…
Stockchase 📱 Telecommunications
BCE Inc. (BCE-T) Feb 07
Opinion about BCE.TO: For the Canadian telcos, regulatory challenges won't go away. In response, the telcos pledged to invest in rural areas, but…
Stockchase Use this list wisely to identify buying opportunities.
Happy trading !!!
