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Aurora Cannabis, Canopy and More Earnings this Week (Feb 11-15)

Melisa R. H. Posted On February 11, 2019
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Earnings this Week

The markets have been doing well, and investors are keeping a close eye on this week’s earning reports from a great number of Canadian large-cap stocks. Cannabis giants Aurora Cannabis (ACB-T), and Canopy (WEED-T) are both reporting their earnings this week. Other big names this week include Canadian Tire (CTC.A-T) , Shopify (SHOP-T) and, Telus (T-T) as well as Bombardier (BBD.B-T).

Here are the companies on Stockchase that are reporting earnings this week:

👨‍⚕️ Healthcare

Aurora Cannabis (ACB-T) Feb 11

Aurora Cannabis (ACB-T) — Stockchase
Aurora Cannabis (ACB-T) — Stockchase

Opinion about ACB-T: Avoid the sector. High risk, speculative. Doesn't see catalysts to drive the sector higher, especially if Republicans succeed in the US election.

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Protech Home Medical Corp (PTQ-X) Feb 11

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.

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SQI Diagnostics Inc. (SQD-X) Feb 11

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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Inmed Pharmaceuticals (IN-T) Feb 12

Inmed Pharmaceuticals (IN-T) — Stockchase
Inmed Pharmaceuticals (IN-T) — Stockchase

Opinion about IN-T: This is another company in the cannabis space. This is not a cannabis producer, it is a company that adds value in that space. They are mapping cannabinoids, looking for different formulations to treat different diseases.It is highly speculative, but he thinks there is opportunity for this type of company. He likes…

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Neptune Wellness Solutions Inc. (NEPT-T) Feb 13

Neptune Wellness Solutions Inc. (NEPT-T) — Stockchase
Neptune Wellness Solutions Inc. (NEPT-T) — Stockchase

Opinion about NEPT-T: Doesn't know this well. They're in the cannabis sector, more in the extraction market, an area that will continue to expand. He's watching their progress in earnings.

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Canopy Growth Corp. (WEED-T) Feb 14

Canopy Growth Corp. (WEED-T) — Stockchase
Canopy Growth Corp. (WEED-T) — Stockchase

Opinion about WEED-T: Good for marijuana exposure. Speculative, but quality. 

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🏛 Financials

CT Real Estate Invest Trust (CRT.UN-T) Feb 11

CT Real Estate Investment (CRT.UN-T) — Stockchase
CT Real Estate Investment (CRT.UN-T) — Stockchase

Opinion about CRT.UN-T: Over 90% of rents come from Canadian Tire, secure cashflow. Over 99% occupancy. Internal growth has contracted, but this is short-term. Perhaps only 2% capital growth, but a safe distribution. Yield is 6.5%.

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United Corps. (UNC-T) Feb 11

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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Clarke Inc. (CKI-T) Feb 12

Clarke Inc. (CKI-T) — Stockchase
Clarke Inc. (CKI-T) — Stockchase

Opinion about CKI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The stock has really jumped over the last month and the most recent news we see is relating to CKI renewing its NCIB (share buyback plan). CKI plans to buyback 5% of outstanding shares over the next year. Results vary significantly period-to-period…

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Killam Properties Inc (KMP.UN-T) Feb 12

Killam Properties Inc (KMP.UN-T) — Stockchase
Killam Properties Inc (KMP.UN-T) — Stockchase

Opinion about KMP.UN-T: Reports on November 5. Now trading at an interesting level, over 15% discount to NAV. Fallen perhaps because of announcement on immigration being curtailed. 60% of portfolio in Atlantic Canada, actively diversifying in Ontario and BC. Likes that 44% of assets are not subject to rent control. Expecting results to be good.…

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Mainstreet Equity Corp (MEQ-T) Feb 12

Mainstreet Equity Corp (MEQ-T) — Stockchase
Mainstreet Equity Corp (MEQ-T) — Stockchase

Opinion about MEQ-T: Likes it here. Stock's gone quiet in terms of price, but operationally the company is doing extremely well. Last couple of quarters have been excellent. Founder-CEO still owns half the company, and he loves that structure. Strong growth in rents, very low vacancies. Now at a discount to NAV of ~$253. Sleep…

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Morguard North American REIT (MRG.UN-T) Feb 12

Morguard North American REIT (MRG.UN-T) — Stockchase
Morguard North American REIT (MRG.UN-T) — Stockchase

Opinion about MRG.UN-T: Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.

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RioCan Real Estate Investment (REI.UN-T) Feb 12

RioCan Real Estate Investment (REI.UN-T) — Stockchase
RioCan Real Estate Investment (REI.UN-T) — Stockchase

Opinion about REI.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Cash flow per unit of 49c beat estimates of 45c; leasing spreads improved and same property net operating income rose. But it did take a $209M writedown on Hudson Bay and trimmed its guidance because of it (by 4c per unit). This…

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Allied Properties REIT (AP.UN-T) Feb 13

Allied Properties REIT (AP.UN-T) — Stockchase
Allied Properties REIT (AP.UN-T) — Stockchase

Opinion about AP.UN-T: Really likes. Only part of the office space that's any good is luxury. For example, high end in New York is booming. Allied owns buildings that are top level and edgy. Huge conglomerate, giving tenants lots of choice. Unique position. Wonderful development opportunities.Good business, solid financials, great properties, stock's cheap. Dividend's not…

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Atrium Mortgages (AI-T) Feb 13

Atrium Mortgages (AI-T) — Stockchase
Atrium Mortgages (AI-T) — Stockchase

Opinion about AI-T: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8% yield. It is not widely followed.         Buy 2  Hold 0  Sell 0 (Analysts’ price target is $12.96)

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Choice Properties REIT (CHP.UN-T) Feb 13

Choice Properties REIT (CHP.UN-T) — Stockchase
Choice Properties REIT (CHP.UN-T) — Stockchase

Opinion about CHP.UN-T: CHP.UN vs. CAR.UN CHP.UN is far more defensive. Great portfolio, with about 20% in industrial warehouse space (a sector he's quite bullish on). If you want defense, this is your better bet.With CAR.UN, you have to think about affordability and how defensive is the tenant base and the cashflow from that base.…

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Colliers International Group (CIGI-T) Feb 13

Colliers International Group (CIGI-T) — Stockchase
Colliers International Group (CIGI-T) — Stockchase

Opinion about CIGI-T: (A Top Pick Nov 06/23, Up 63%) There's still upside. CIGI has benefited from rate cuts, since CIGI is in real estate. Peer CBRE announced strong results two weeks including double-digit revenue growth. There seems to be pent-up demand in the market. They use economic downturns not only to buy companies, but…

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First Capital Realty (FCR-T) Feb 13

First Capital Realty (FCR-T) — Stockchase
First Capital Realty (FCR-T) — Stockchase

Opinion about FCR-T: Pre-eminent portfolio in the space. Necessity-based real estate in Canada's urban centres, with half in Toronto. Already owns future development space. Near peak occupancy, so there's potential for positive inflection in retail rents. Good growth prospects, at 25% discount to NAV. Yield is 5.14%. (Analysts’ price target is $20.02)

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Manulife Financial (MFC-T) Feb 13

Manulife Financial (MFC-T) — Stockchase
Manulife Financial (MFC-T) — Stockchase

Opinion about MFC-T: Pays a good yield and all the insurers are doing well.

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Morguard Real Estate Inv Trust (MRT.UN-T) Feb 13

Morguard Real Estate Inv Trust (MRT.UN-T) — Stockchase
Morguard Real Estate Inv Trust (MRT.UN-T) — Stockchase

Opinion about MRT.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trading at high discount to NAV. Significant cash retention compared to peers. Diversified cash flow streams. Bid competition to slow acquisition growth.

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Smart REIT (SRU.UN-T) Feb 13

Smart REIT (SRU.UN-T) — Stockchase
Smart REIT (SRU.UN-T) — Stockchase

Opinion about SRU.UN-T: Very defensive income profile. Main anchor is WMT, and the flipside of that stability means internal rent growth is quite low. Not a lot of earnings growth. Attractive yield in low 7% range, but high payout ratio. Better retail opportunities elsewhere.

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Sun Life Financial Inc (SLF-T) Feb 13

Sun Life Financial Inc (SLF-T) — Stockchase
Sun Life Financial Inc (SLF-T) — Stockchase

Opinion about SLF-T: Chart looks great. Above 200-day and 200-week MAs, which are both moving higher. Not explosive growth, but steady eddy instead. 11-12x forward PE. Pretty decent dividend of 4%.

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TMX Group (X-T) Feb 13

TMX Group (X-T) — Stockchase
TMX Group (X-T) — Stockchase

Opinion about X-T: A wonderful performer in recent years. Not just the TSX, but they have businesses around the world like trading platforms and economic data/analytics, based on subscriptions, so lots of recurring revenues. Their results may move a little due to trading volumes and new listings, but TMX is so diversified that enjoy recurring…

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Brookfield Asset Management (A) (BAM.A-T) Feb 14

Brookfield Asset Management Inc (A) (BAM.A-T) — Stockchase
Brookfield Asset Management Inc (A) (BAM.A-T) — Stockchase

Opinion about BAM.A-T: You could buy this but it would be better to buy the parent company, Brookfield Corporation (BN) instead, for a long term hold and outlook. BN owns 75% of BAM and has a better valuation. It has had a 15% compounded return over 10 years and expects 17% in compounded earnings. Insiders…

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Fairfax Financial (FFH-T) Feb 14

Fairfax Financial (FFH-T) — Stockchase
Fairfax Financial (FFH-T) — Stockchase

Opinion about FFH-T: What explains its tremendous performance? Good operational management long term. Stock's more than doubled in the last year and a half, and he'd have to dig to find out why. Value, instead of growth, has been in favour for the last 6 months or so. Its counterpart, BRK.B, has also done well…

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Fairfax India Holdings Corp (FIH.U-T) Feb 14

Fairfax India Holdings Corp (FIH.U-T) — Stockchase
Fairfax India Holdings Corp (FIH.U-T) — Stockchase

Opinion about FIH.U-T: Don't buy. Doesn't like insurance. 

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H&R Real Estate Inv Trust (HR.UN-T) Feb 14

H&R Real Estate Inv Trust (HR.UN-T) — Stockchase
H&R Real Estate Inv Trust (HR.UN-T) — Stockchase

Opinion about HR.UN-T: Would recommend holding. Majority of portfolio in sunbelt states like Arizona and Texas. Would expect income to increase as more people move to warmer Southern areas. Good balance sheet that allows company to maintain dividend payouts. Expecting better times for company ahead. 

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Rifco Inc. (RFC-X) Feb 14

Rifco Inc. (RFC-X) — Stockchase
Rifco Inc. (RFC-X) — Stockchase

Opinion about RFC-X: Most recent quarter was a great one. ROE was 28%. With all the stuff that is happening in the marketplace right now, there are a lot of concerns about Alberta specifically, and you also have a lot of concerns about financials. Thinks they put in a great quarter. To be a buyer…

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🛍 Consumer

Canada Goose Holdings (GOOS-T) Feb 11

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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Corby Spirit and Wine (A) (CSW.A-T) Feb 11

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 11

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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Restaurant Brands International (QSR-T) Feb 11

Restaurant Brands International (QSR-T) — Stockchase
Restaurant Brands International (QSR-T) — Stockchase

Opinion about QSR-T: (A Top Pick May 02/24, Down 4%)Reports tomorrow. Trades at 20x EBIT over EBITDA, about normal. Shares are below a declining 200-day MA, but still above 200-week MA. Rising input costs of labour and commodities, as well as competition, have really held shares back. Question of saturation in Canada. Challenge to scale…

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Yellow Pages Ltd (Y-T) Feb 11

Company Index — Stockchase
Company Index — Stockchase

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A&W Revenue Royalties Income Fund (AW.UN-T) Feb 13

A W Food Services of Canada IncInstrument Symbol (AW-T) — Stockchase
A W Food Services of Canada IncInstrument Symbol (AW-T) — Stockchase

Opinion about AW-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research AW is relatively small, but we like it well enough. It has operated very well in differing economies, raised its dividend over time, and maintained its market share. However, we would view it far more as an income stock and not one…

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Canadian Tire Corporation Ltd (CTC-T) Feb 14

Canadian Tire Corporation Ltd (CTC-T) — Stockchase
Canadian Tire Corporation Ltd (CTC-T) — Stockchase

Opinion about CTC-T: Traditional bricks and mortar business that will face competition from eCommerce. Undifferentiated shopping experience that is not enjoyable. Discretionary product offering makes it difficult to retain customers. Would not recommend investing at this time. Housing slowdown in Canada will also be hard on the business. 

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Canadian Tire Corporation Ltd. (A) (CTC.A-T) Feb 14

Canadian Tire Corporation Ltd. (A) (CTC.A-T) — Stockchase
Canadian Tire Corporation Ltd. (A) (CTC.A-T) — Stockchase

Opinion about CTC.A-T: Can't tell what the impact of a trade war will be; they receive a lot of Asian goods. Also, this is consumer-dependent which is a risk. They are selling Helly Hanson at a profit and will reinvest funds in tech. They're buying back shares. Not a bad business and are profitable, but…

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D-Box Technologies (DBO-T) Feb 14

D-Box Technologies (DBO-T) — Stockchase
D-Box Technologies (DBO-T) — Stockchase

Opinion about DBO-T: A disappointment. Pandemic has been the nail in the coffin for movie theatres and DBO's motion systems. Simulation and industrial segments have been profitable. Treading water right now. Long road ahead. Wait and see before stepping in.

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Greenspace Brands Inc (JTR-X) Feb 14

Greenspace Brands Inc (JTR-X) — Stockchase
Greenspace Brands Inc (JTR-X) — Stockchase

Opinion about JTR-X: Doesn't know this company. Loves the space. Names with a good name, like "green" move well. They produce organic foods, and people are looking to eat healthier. Fancy name. Fancy products.

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Input Capital Corp (INP-X) Feb 14

Input Capital Corp (INP-X) — Stockchase
Input Capital Corp (INP-X) — Stockchase

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.

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🛢 Basic Materials

Canfor Corp (CFP-T) Feb 11

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 11

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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First Cobalt (FCC-X) Feb 11

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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Orvana Minerals (ORV-T) Feb 11

Orvana Minerals (ORV-T) — Stockchase
Orvana Minerals (ORV-T) — Stockchase

Opinion about ORV-T: He owns it around these levels. They have mines in Bolivia and Spain and looking to acquire in Argentina. The property they just bought has costs of $500-$650 per ounce of gold. He is concerned about the revolving door on management. He does not know where gold prices are going to go.…

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Belo Sun Mining (BSX-T) Feb 12

Belo Sun Mining (BSX-T) — Stockchase
Belo Sun Mining (BSX-T) — Stockchase

Opinion about BSX-T: They have a large Brazilian gold deposit. The problem here are indigenous people challenges there and a government contract that pays out a crazy amount to the managers. This payout is not aligned to the shareholders' interests. Then again, it's a cheap stock vs. gold in the ground.

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Lion One Metals Ltd. (LIO-X) Feb 12

Lion One Metals Ltd. (LIO-X) — Stockchase
Lion One Metals Ltd. (LIO-X) — Stockchase

Opinion about LIO-X: Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will build up confidence. They are putting a relatively small scale gold mine into production while doing exploration. They should eventually get bought out.

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Noranda Income Fund (NIF.UN-T) Feb 12

Noranda Income Fund (NIF.UN-T) — Stockchase
Noranda Income Fund (NIF.UN-T) — Stockchase

Opinion about NIF.UN-T: There is no dividend. Sales are up but earnings are less negative rather than positive. Earnings growth forecast for this year is zero.

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Taseko Mines Ltd. (TKO-T) Feb 12

Taseko Mines Ltd. (TKO-T) — Stockchase
Taseko Mines Ltd. (TKO-T) — Stockchase

Opinion about TKO-T: Does not own shares. Prefers companies companies with lower costs and higher return on capital. 

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West Fraser Timber (WFT-T) Feb 12

West Fraser Timber (WFG-T) — Stockchase
West Fraser Timber (WFG-T) — Stockchase

Opinion about WFG-T: (A Top Pick Oct 17/24, Down 6%) (Note the short timeframe.) Chose this based on historical seasonality for lumber. Surprised those stocks aren't acting better, especially since the California fires.

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Western Forest Products Inc. (WEF-T) Feb 12

Western Forest Products Inc. (WEF-T) — Stockchase
Western Forest Products Inc. (WEF-T) — Stockchase

Opinion about WEF-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WEF has rallied with interest rates, which help the sector, but is still down 26% for the year and 37% over 52 weeks. Note the dividend was cancelled in November 2023 and none is paid currently. This week WEF announced it would…

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Acadian Timber Corp (ADN-T) Feb 12

Acadian Timber Corp (ADN-T) — Stockchase
Acadian Timber Corp (ADN-T) — Stockchase

Opinion about ADN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research ADN may be better positioned to navigate trade tensions between Canada and the US. It mostly focuses on timberland ownership, and it does not own processing facilities. We could see the name being slightly negatively impacted by any tariffs, but overall, we…

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Barrick Gold (ABX-T) Feb 13

Barrick Gold (ABX-T) — Stockchase
Barrick Gold (ABX-T) — Stockchase

Opinion about ABX-T: Still digesting all its M&A. Mines located in places with higher geopolitical risk. Good run because gold's had a good run. Instead, she owns AEM.

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Chemtrade Logisitics Inc. (CHE.UN-T) Feb 13

Chemtrade Logistics Income Fund (CHE.UN-T) — Stockchase
Chemtrade Logistics Income Fund (CHE.UN-T) — Stockchase

Opinion about CHE.UN-T: A top pick last November, because it's one of the leaders in industrial chemicals in North America. There's a lot going on behind the scenes here. He didn't see the downturn in this sector as well as intense competition. Likely, shares won't recover until the economy picks up, but an opportunity now.

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Kinross Gold (K-T) Feb 13

Kinross Gold (K-T) — Stockchase
Kinross Gold (K-T) — Stockchase

Opinion about K-T: Whole bunch of decent assets, including a new one in Ontario. Stock will either go up of its own volition, or get taken over. Stock's performed well due to good cost containment. Good production growth and pipeline. Firing on all cylinders.

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Pure Gold Mining Inc. (PGM-X) Feb 13

Pure Gold Mining Inc. (PGM-X) — Stockchase
Pure Gold Mining Inc. (PGM-X) — Stockchase

Opinion about PGM-X: $2.25 price target. Growing pains starting up a mine. He'd be averaging down. Issues always signal a really good entry point at cheap valuations. Have to be patient. This wouldn't be his only holding; he'd own it amongst at least 5-10 companies.

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Sherritt International Corp. (S-T) Feb 13

Sherritt International Corp. (S-T) — Stockchase
Sherritt International Corp. (S-T) — Stockchase

Opinion about S-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is certainly not beyond possibility. Bloomberg default ratio is 7.36%, which is very high for that indicator. Cash flow was negative in the last quarter, yet 12-month interest expenses were $36.1M net. With its small size and Cuban and other issues,…

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Taiga Building Products Ltd. (TBL-T) Feb 13

Taiga Building Products Ltd. (TBL-T) — Stockchase
Taiga Building Products Ltd. (TBL-T) — Stockchase

Opinion about TBL-T: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock. Most of their exposure is in B.C. and Alberta where housing is still very strong. Thinks we're at the peak of a cycle so don't have it as a long…

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Teck Resources Ltd. (B) (TECK.B-T) Feb 13

Teck Resources Ltd. (B) (TECK.B-T) — Stockchase
Teck Resources Ltd. (B) (TECK.B-T) — Stockchase

Opinion about TECK.B-T: They dropped their coal business to become a pure metals play. The company has changed. They're pulled down along with industrials, given tariffs. Now is a buying opportunity. He might add to his holding.

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Champion Iron Limited (CIA-T) Feb 14

Champion Iron Limited (CIA-T) — Stockchase
Champion Iron Limited (CIA-T) — Stockchase

Opinion about CIA-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS came in at $0.24 beating estimates of $0.20. Revenue came in at $506.89M beating forecasts of $486.08M and displayed growth of 31% year-over-year. Profit more than doubled on a year-over-year basis coming in at $126.46M. The board approved the company's $470.7-million…

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First Quantum Minerals (FM-T) Feb 14

First Quantum Minerals (FM-T) — Stockchase
First Quantum Minerals (FM-T) — Stockchase

Opinion about FM-T: Looking at it with renewed interest. Political situation has changed, license may be reinstated. That's critical to this company going forward, but also critical for Panama. Multi-decade reserve life, produces 1.5% of world's copper. Cautiously optimistic. Potential outsized upside for a risk-hungry investor.

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Goldcorp Inc (G-T) Feb 14

Augusta Gold (G-T) — Stockchase
Augusta Gold (G-T) — Stockchase

Opinion about G-T: (A Top Pick Oct 12/18, Up 2%) He still likes gold, Newmont (which acquired G-T) and Goldcorp.

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Lundin Mining Corp. (LUN-T) Feb 14

Lundin Mining Corp. (LUN-T) — Stockchase
Lundin Mining Corp. (LUN-T) — Stockchase

Opinion about LUN-T: Stockchase Research Editor: Michael O'Reilly LUN mines base metals such as copper and zinc in Brazil. Chile, Portugal, Sweden and the US.  Management just reaffirmed 2024 guidance on production and is hitting an all time high in copper production for the company.  It trades at 1.3x book, 18x earnings and is growing…

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New Gold Inc. (NGD-T) Feb 14

New Gold Inc. (NGD-T) — Stockchase
New Gold Inc. (NGD-T) — Stockchase

Opinion about NGD-T: Collection of Tier 2 assets. Never been fond of Ontario assets. He likes higher quality. Could do very well with a rising price for gold, which tends to favour the marginal over the lower-cost producer.

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North American Palladium (PDL-T) Feb 14

North American Palladium (PDL-T) — Stockchase
North American Palladium (PDL-T) — Stockchase

Opinion about PDL-T: (A Top Pick Mar 15/19, Up 17%) It was bought back in October and so he does not hold this any longer.

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Silvercorp Metals Inc. (SVM-T) Feb 14

Silvercorp Metals Inc. (SVM-T) — Stockchase
Silvercorp Metals Inc. (SVM-T) — Stockchase

Opinion about SVM-T: Part of syndicate that brought company to markets. Financials in China a little opaque, but company has been generous to shareholders through dividends and buybacks. Would recommend buying. 

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Winpak Ltd. (WPK-T) Feb 14

Winpak Ltd. (WPK-T) — Stockchase
Winpak Ltd. (WPK-T) — Stockchase

Opinion about WPK-T: (A Top Pick May 30/23, Down 11.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WPK has triggered its stop at $39.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 9%, when combined with the previous recommendations.    

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Yamana Gold Inc. (YRI-T) Feb 14

Yamana Gold Inc. (YRI-T) — Stockchase
Yamana Gold Inc. (YRI-T) — Stockchase

Opinion about YRI-T: Uptrend occurring right now.Smaller than larger players in sector.Company trying to breakout.Hesitant to buy. Give stock a chance to prove it can breakout. 

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💻 Technology

Goldmoney Inc (XAU-T) Feb 11

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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Sangoma Technologies Corp. (STC-X) Feb 12

Sangoma Technologies Corp. (STC-T) — Stockchase
Sangoma Technologies Corp. (STC-T) — Stockchase

Opinion about STC-T: The chart shows a massive spike up, massive drop, and now recovery in the past year.  They likely paid too much for a company in 2022 and were trading at a high PE. He had added shares in 2023-4 after a new CEO started bundling products, focus on margins and integrated companies.…

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Shopify Inc. (SHOP-T) Feb 12

Shopify Inc. (SHOP-T) — Stockchase
Shopify Inc. (SHOP-T) — Stockchase

Opinion about SHOP-T: Look at the 5-year chart. The peak in 2021 concerns him on valuation. Not surprising that it came into resistance when it entered a similar window earlier this year. Likes buying dips, don't chase here.

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Computer Modelling Group Ltd (CMG-T) Feb 13

Computer Modelling Group Ltd (CMG-T) — Stockchase
Computer Modelling Group Ltd (CMG-T) — Stockchase

Opinion about CMG-T: Spiked up on the close last week. Everything looks really good about this for the long term, everything says you should own some. RSI against S&P since 2022 has been really good, up and to the right. Buy some today with a partial position, then add a second component on a further breakout,…

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Constellation Software Inc. (CSU-T) Feb 13

Constellation Software Inc. (CSU-T) — Stockchase
Constellation Software Inc. (CSU-T) — Stockchase

Opinion about CSU-T: The chart looks mahvelous 😉  It's in an uptrend, and the trend is your friend till it ends. Try to buy on the dips that approach the trendline. He's near-term cautious on the markets, so it could pull back closer to trend; if it did, he'd be all over it. If you…

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Mediagrif Interactive Techn (MDF-T) Feb 13

MDF Commerce Inc. (MDF-T) — Stockchase
MDF Commerce Inc. (MDF-T) — Stockchase

Opinion about MDF-T: (A Top Pick Sep 25/23, Up 63%) It was bought out, an undervalued Canadian tech company as leaders in e-procurement in both Canada and the U.S. This stock was too cheap for too long, then KKR bought it last May. He thought the buying price was way too late.

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Sierra Wireless (SW-T) Feb 13

Sierra Wireless (SW-T) — Stockchase
Sierra Wireless (SW-T) — Stockchase

Opinion about SW-T: He follows this, but does not own it. They just reported an earnings miss. He does not see their business model panning out on the financial statements. Now trading under $12, he expects more downward pressure.

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Tucows Inc. (TC-T) Feb 13

Tucows Inc. (TC-T) — Stockchase
Tucows Inc. (TC-T) — Stockchase

Opinion about TC-T: Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3…

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⚡ Energy

Hanwei Energy Services Corp. (HE-T) Feb 11

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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PrairieSky Royalty (PSK-T) Feb 11

PrairieSky Royalty (PSK-T) — Stockchase
PrairieSky Royalty (PSK-T) — Stockchase

Opinion about PSK-T: Excellent company. Trades at 18x cashflow. FRU is cheaper at about 9x.

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Birchcliff Energy Ltd. (BIR-T) Feb 13

Birchcliff Energy Ltd. (BIR-T) — Stockchase
Birchcliff Energy Ltd. (BIR-T) — Stockchase

Opinion about BIR-T: Looks as though it's trying to break out. Be aware that there was a false breakout earlier this year. So you really want to see the peak back in March or so taken out. Bases are good, and they say that "the greater the base the better the case". Pretty good base…

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Cenovus Energy (CVE-T) Feb 13

Cenovus Energy (CVE-T) — Stockchase
Cenovus Energy (CVE-T) — Stockchase

Opinion about CVE-T: They are righting the ship, as seen in their last quarterly call. They've always held super upstream assets with no mine-life depletion issues. Fair value is higher, but they lack a catalyst. We won't see improvement in their downstream until Q3. Likes the management team.

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Tag Oil Ltd. (TAO-T) Feb 13

Tag Oil Ltd. (TAO-T) — Stockchase
Tag Oil Ltd. (TAO-T) — Stockchase

Opinion about TAO-T: (A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.

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Encana Corp (ECA-T) Feb 14

Encana Corp (ECA-T) — Stockchase
Encana Corp (ECA-T) — Stockchase

Opinion about ECA-T: Just beat earnings and have increased production. Cheap valuation compared to peers. But it's getting more expensive heading into 2021. There's no growth here, but that goes with the entire oil patch. The real issue is will they survive. Their balance sheet is getting better, but still high for a blue-chip name.…

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Inter Pipeline (IPL-T) Feb 14

Inter Pipeline (IPL-T) — Stockchase
Inter Pipeline (IPL-T) — Stockchase

Opinion about IPL-T: In the midst of a bidding war. More of a hold than a buy. Prospects for material upside are not very high. Better opportunities elsewhere. If you made profits, take some and invest in something like GEI or even TWM, if you have a higher risk tolerance.

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Precision Drilling (PD-T) Feb 14

Precision Drilling (PD-T) — Stockchase
Precision Drilling (PD-T) — Stockchase

Opinion about PD-T: (A Top Pick May 23/24, Down 37%) He sold this around $90. It's tied to the fall in oil prices as drilling activity slides. Shares are at a 28% free cash flow yield, but he isn't confident about that figure. Revisit this in maybe 6 months after the market absorbs OPEC oversupply.

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Superior Plus Corp (SPB-T) Feb 14

Superior Plus Corp (SPB-T) — Stockchase
Superior Plus Corp (SPB-T) — Stockchase

Opinion about SPB-T: Strategy was to get bigger in Canada and US propane distribution, and he liked that. Didn't like the payout ratio of 80-90%. Certarus acquisition wise. Balance sheet couldn't support all its big plans. Dividend cut a positive, and should free up capital.Widespread team turnover since the acquisition, so it'll take him some…

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TransCanada Corp (TRP-T) Feb 14

TC Energy (TRP-T) — Stockchase
TC Energy (TRP-T) — Stockchase

Opinion about TRP-T: Defensive. Pays a 4.8% dividend. Natural gas demand will endure. No tariff worries. Data centres need power, and he doubts tariffs will impact Canadian energy supply. (Analysts’ price target is $71.18)

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🚚 Industrials

Ceres Global Ag (CRP-T) Feb 12

Ceres Global Ag (CRP-T) — Stockchase
Ceres Global Ag (CRP-T) — Stockchase

Opinion about CRP-T: (A Top Pick April 3/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation…

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Boyuan Construction Group Inc (BOY-T) Feb 13

Boyuan Construction Group Inc (BOY-T) — Stockchase
Boyuan Construction Group Inc (BOY-T) — Stockchase

Opinion about BOY-T: This is a funny one. The book value is $4.80. They started a few more projects in China. It is not for him, but he can see why somebody would like it.

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Waste Connections (WCN-T) Feb 13

Waste Connections (WCN-T) — Stockchase
Waste Connections (WCN-T) — Stockchase

Opinion about WCN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WCN continues to chug along nicely. Valuation is high at 36X earnings now, but investors are willing to pay up for reliability. Growth has been very steady and decent growth is very much expected over the next two years. The balance sheet…

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Bombardier Inc (B) (BBD.B-T) Feb 14

Bombardier Inc (B) (BBD.B-T) — Stockchase
Bombardier Inc (B) (BBD.B-T) — Stockchase

Opinion about BBD.B-T: Very focused on a single segment, private aviation. Increasingly, more revenues are coming from after-market parts and service. Bigger addressable market opportunities with the bigger installed base of its planes. Growing opportunity in small, but high-margin, segment where they adapt a plane's chassis to reconnaissance planes of NATO allies. Deleveraging, big free cashflow.…

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Toromont Industries (TIH-T) Feb 14

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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📱 Telecommunications

Telus Corp (T-T) Feb 14

Telus Corp (T-T) — Stockchase
Telus Corp (T-T) — Stockchase

Opinion about T-T: Payout ratio is almost 100%. Dividend is not at risk; in fact, company said that it would be raised this year. Capex will be coming down, way ahead of peers on the capex spend on fibre to the home. As capex comes off, cashflows will go up, payout ratio will come down. Trades…

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

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