Aurora Cannabis, Canopy and More Earnings this Week (Feb 11-15)
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
Opinion about ACB.TO: Cannabis stocks are continuing to go down. They went up on hype and spiked around the time it became legal in Canada. They are…
Stockchase Protech Home Medical Corp (PTQ-X) Feb 11
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 11
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 Inmed Pharmaceuticals (IN-T) Feb 12
Opinion about IN.TO: This is another company in the cannabis space. This is not a cannabis producer, it is a company that adds value in that space.…
Stockchase Neptune Wellness Solutions Inc. (NEPT-T) Feb 13
Opinion about NEPT.TO: (A Top Pick April 7/15. Down 44.35%.) He is still buying this. The old management was booted out, and a really good new…
Stockchase Canopy Growth Corp. (WEED-T) Feb 14
Opinion about WEED.TO: They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news…
Stockchase 🏛 Financials
CT Real Estate Invest Trust (CRT.UN-T) Feb 11
Opinion about CRT.UN.TO: CT REIT (Canadian Tire) vs. Choice Properties (Loblaw) based on dividends for seniors He likes both REITs. Both dividends…
Stockchase United Corps. (UNC-T) Feb 11
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 Clarke Inc. (CKI-T) Feb 12
Opinion about CKI.TO: Buying out of favour businesses that they feel have an intrinsic value. An interesting portfolio play that has broadened them…
Stockchase Killam Properties Inc (KMP.UN-T) Feb 12
Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…
Stockchase Mainstreet Equity Corp (MEQ-T) Feb 12
Opinion about MEQ.TO: Excellent company that is founder led (lots of skin in the game). Expecting shortage of affordable housing to be very good for…
Stockchase Morguard North American REIT (MRG.UN-T) Feb 12
Opinion about MRG.UN.TO: Has owned this for a long time and he likes the name. Likes that they have gone into the US and are focusing on the southern…
Stockchase RioCan Real Estate Investment (REI.UN-T) Feb 12
Opinion about REI.UN.TO: Distribution very safe due to proactive cutting during pandemic. Achievable net operating growth of 3%, last quarter was…
Stockchase Allied Properties REIT (AP.UN-T) Feb 13
Opinion about AP.UN.TO: Return-to-office mandate picking up. Stock's benefited due to that sentiment, but hasn't translated to operations. Now…
Stockchase Atrium Mortgages (AI-T) Feb 13
Opinion about AI.TO: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8%…
Stockchase Choice Properties REIT (CHP.UN-T) Feb 13
Opinion about CHP.UN.TO: Holds quality Loblaw assets and industrial ones mostly located in cities. Same-store net income growth isn't super, but…
Stockchase Colliers International Group (CIGI-T) Feb 13
Opinion about CIGI.TO: (A Top Pick May 16/22, Down 14%) It is in the business of real estate. It has grown through acquisitions and does well during downturns.
Stockchase First Capital Realty (FCR-T) Feb 13
Opinion about FCR.UN.TO: Another defensive real estate company. Owns best grocery shopping center portfolio in North America. 85% of tenants are…
Stockchase Manulife Financial (MFC-T) Feb 13
Opinion about MFC.TO: Doesn't own any of the lifecos. This name struggled for quite a while, but then broke out on strategic repositioning by…
Stockchase Morguard Real Estate Inv Trust (MRT.UN-T) Feb 13
Opinion about MRT.UN.TO: Cheap and offers about a 15% total return. Commercial diversified name, mainly retail with a little bit of industrial.
Stockchase Smart REIT (SRU.UN-T) Feb 13
Opinion about SRU.UN.TO: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building…
Stockchase Sun Life Financial Inc (SLF-T) Feb 13
Opinion about SLF.TO: Now is a good time to take some money off the table. Financials have outperformed the fundamentals in the next few years. Wait…
Stockchase TMX Group (X-T) Feb 13
Opinion about X.TO: Slogan for good stock candidates: "The longer the base, the better the case." This chart had a big base for several years. Then…
Stockchase Brookfield Asset Management (A) (BAM.A-T) Feb 14
Opinion about BAM.A.TO: The spin off is interesting. History It's undervalued here. he owns the spin-off and other Brookfield names. They are very…
Stockchase Fairfax Financial (FFH-T) Feb 14
Opinion about FFH.TO: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason…
Stockchase Fairfax India Holdings Corp (FIH.U-T) Feb 14
Opinion about FIH.U.TO: He thinks this company is a good stock and a well-run company, investing in infrastructure including the Bangor airport. This…
Stockchase H&R Real Estate Inv Trust (HR.UN-T) Feb 14
Opinion about HR.UN.TO: Stockchase Research Editor: Michael O'Reilly One of Canada's largest REITS holding $11.7 billion in assets in North America.…
Stockchase Rifco Inc. (RFC-X) Feb 14
Opinion about RFC.V: (Market Call Minute) Fast growing. Business looks good. He is just starting to follow it.
Stockchase 🛍 Consumer
Canada Goose Holdings (GOOS-T) Feb 11
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 Corby Spirit and Wine (A) (CSW.A-T) Feb 11
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 11
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 Restaurant Brands International (QSR-T) Feb 11
Opinion about QSR.TO: Not buying it now. For options, you could go out to the May $94 put and sell it for close to $4. If it pulls back, you're force…
Stockchase Yellow Pages Ltd (Y-T) Feb 11
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 A&W Revenue Royalties Income Fund (AW.UN-T) Feb 13
Opinion about AW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the name and would be fine adding to it at…
Stockchase Canadian Tire Corporation Ltd (CTC-T) Feb 14
Opinion about CTC.TO: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards…
Stockchase Canadian Tire Corporation Ltd. (A) (CTC.A-T) Feb 14
Opinion about CTC.A.TO: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not…
Stockchase D-Box Technologies (DBO-T) Feb 14
Opinion about DBO.TO: He is a fan of this. They have a lot of contracts with companies like Cineplex (CGX-T). They are slowly adding their motion…
Stockchase Greenspace Brands Inc (JTR-X) Feb 14
Opinion about JTR.V: A developer brand in organic food space. Recently broke into Loblaw’s (L-T) and some other food chains. An acquisition…
Stockchase Input Capital Corp (INP-X) Feb 14
Opinion about INP.V: There are always big expectations for cash flow coming from grains, and then it never actually comes. It looks like they are on…
Stockchase 🛢 Basic Materials
Canfor Corp (CFP-T) Feb 11
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 11
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 First Cobalt (FCC-X) Feb 11
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 Orvana Minerals (ORV-T) Feb 11
Opinion about ORV.TO: Has reduced his position but if he didn’t own he would be a Buyer. Trading at one of the cheapest valuations.
Stockchase Belo Sun Mining (BSX-T) Feb 12
Opinion about BSX.TO: (A Top Pick March 5/13. Down 53.47%.) This one was a mistake. He had a view as to what the front-end capital costs would be and…
Stockchase Lion One Metals Ltd. (LIO-X) Feb 12
Opinion about LIO.V: Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will…
Stockchase Noranda Income Fund (NIF.UN-T) Feb 12
Opinion about NIF.UN.TO: Looking at this right now. An absolutely tremendous payout. He doesn’t know the company well enough to Buy into it,…
Stockchase Taseko Mines Ltd. (TKO-T) Feb 12
Opinion about TKO.TO: Copper and molybdenum exposure. A little overbought but on a pullback of 10%-15% he would start accumulating.
Stockchase West Fraser Timber (WFT-T) Feb 12
Opinion about WFG.TO: Shows the struggles in forestry and wood products. Now in the part of the cycle of reducing capacity. US market is what will…
Stockchase Western Forest Products Inc. (WEF-T) Feb 12
Opinion about WEF.TO: They just announced third quarter results. Earnings are second highest since 2018 when the stock was $2. They do specialty…
Stockchase Acadian Timber Corp (ADN-T) Feb 12
Opinion about ADN.TO: (A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital…
Stockchase Barrick Gold (ABX-T) Feb 13
Opinion about ABX.TO: Ran into a real meat grinder with an African government (a military dictatorship). Shows the difference between those…
Stockchase Chemtrade Logisitics Inc. (CHE.UN-T) Feb 13
Opinion about CHE.UN.TO: It has had some issues but is a much cleaner operating company now, although it's not getting credit for it from the market.…
Stockchase Kinross Gold (K-T) Feb 13
Opinion about K.TO: Pulled back recently.Has sold shares, but looking with current share price.Wait a little before buying.Expects gold to go up the…
Stockchase Pure Gold Mining Inc. (PGM-X) Feb 13
Opinion about PGM.V: A smart group of guys. They are putting a fair bit of work into proving their concept is right. They seem to be backing up their…
Stockchase Sherritt International Corp. (S-T) Feb 13
Opinion about S.TO: It's fallen on hard times. It bought a big mine in west Africa and has trouble getting it to run at a profit. They took on a lot…
Stockchase Taiga Building Products Ltd. (TBL-T) Feb 13
Opinion about TBL.TO: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock.…
Stockchase Teck Resources Ltd. (B) (TECK.B-T) Feb 13
Opinion about TECK.B.TO: Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability…
Stockchase Champion Iron Limited (CIA-T) Feb 14
Opinion about CIA.TO: He would call this a Hold given the activity in the Québec Labrador trough. Have 2 excellent properties with a billion…
Stockchase First Quantum Minerals (FM-T) Feb 14
Opinion about FM.TO: There comes a downside point when you have to decide whether to sell it all or, if your conviction is still there, to double up.…
Stockchase Goldcorp Inc (G-T) Feb 14
Opinion about G.TO: ABX-T vs. G-T. G-T is more the defacto go-to name. ABX-T does not have the growth any more. He thinks G-T has better assets. The…
Stockchase Lundin Mining Corp. (LUN-T) Feb 14
Opinion about LUN.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced an acquisition today with a total…
Stockchase New Gold Inc. (NGD-T) Feb 14
Opinion about NGD.TO: (Market Call Minute.) Probably one of the best of the 2nd tier producers. Highly leveraged to the gold price and well-run.
Stockchase North American Palladium (PDL-T) Feb 14
Opinion about PDL.TO: (A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem.…
Stockchase Silvercorp Metals Inc. (SVM-T) Feb 14
Opinion about SVM.TO: Caller writes covered calls. Right strategy? This is the right strategy. This one has very high premiums in it. Even if you get…
Stockchase Winpak Ltd. (WPK-T) Feb 14
Opinion about WPK.TO: This business makes small acquisitions that are incremental. They have high margins and high returns. They think very long…
Stockchase Yamana Gold Inc. (YRI-T) Feb 14
Opinion about YRI.TO: It is in a longer term down trend since early 2018. He thinks gold may be forming an intermediate peak and could face a…
Stockchase 💻 Technology
Goldmoney Inc (XAU-T) Feb 11
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 Sangoma Technologies Corp. (STC-X) Feb 12
Opinion about STC.TO: (A Top Pick Jun 09/21, Down 52%) Great business that is misunderstood by the market. Recent selloff in the market has taken…
Stockchase Shopify Inc. (SHOP-T) Feb 12
Opinion about SHOP.TO: Tech is struggling and SHOP trades at a high PE. Would be interesting in the $80s. He sees more downside from here.
Stockchase Computer Modelling Group Ltd (CMG-T) Feb 13
Opinion about CMG.TO: Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas…
Stockchase Constellation Software Inc. (CSU-T) Feb 13
Opinion about CSU.TO: Never owned it due to high PE and they grow by acquisition, whereas she wants to see some organic growth in a company. Are…
Stockchase Mediagrif Interactive Techn (MDF-T) Feb 13
Opinion about MDF.TO: Small cap, in a very competitive marketplace with players like GIB.A and OTEX. Large, transformational acquisition last year…
Stockchase Sierra Wireless (SW-T) Feb 13
Opinion about SW.TO: It is a great company and great technology, but it got crazy expensive and so he would suggest shorting it.
Stockchase Tucows Inc. (TC-T) Feb 13
Opinion about TC.TO: Just IPO'd a couple of months ago. Analysts have not yet put out reports. An interesting business model and feels they are going…
Stockchase ⚡ Energy
Hanwei Energy Services Corp. (HE-T) Feb 11
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 PrairieSky Royalty (PSK-T) Feb 11
Opinion about PSK.TO: Sell? Commodities are a trade. But PSK is a royalty, so it's even safer than the other energy companies. When the price is…
Stockchase Birchcliff Energy Ltd. (BIR-T) Feb 13
Opinion about BIR.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research As part of Birchliff's orderly and planned leadership…
Stockchase Cenovus Energy (CVE-T) Feb 13
Opinion about CVE.TO: He owns other names, but you can't go wrong with this one. Good quality management. If he owned it, he'd hold. If you didn't…
Stockchase Tag Oil Ltd. (TAO-T) Feb 13
Opinion about TAO.TO: Just did a $65 million financing and the core NAV is about $1-$1.50, so there is a huge amount of froth built on oil shale…
Stockchase Encana Corp (ECA-T) Feb 14
Opinion about ECA.TO: It moved a fair bit of its operations to the states where they get better pricing. This stock is very cheap right now. It is…
Stockchase Inter Pipeline (IPL-T) Feb 14
Opinion about IPL.TO: Whether the offer goes through, BIP.UN are savvy buyers. If the plant gets completed, it will be a big win. There are others in…
Stockchase Precision Drilling (PD-T) Feb 14
Opinion about PD.TO: Modest multiple. Trades today at 22-23% free cashflow yield at modest activity levels; forward free cashflow yield of 26%.…
Stockchase Superior Plus Corp (SPB-T) Feb 14
Opinion about SPB.TO: Dividend sustainable? Valuation probably attractive enough to add now as a value play. Seasonally, expects demand to improve.…
Stockchase TransCanada Corp (TRP-T) Feb 14
Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…
Stockchase 🚚 Industrials
Ceres Global Ag (CRP-T) Feb 12
Opinion about CRP.TO: (Market Call Minute.) Had an issue with the management contract that has now been resolved. Feels there is a lot of upside for…
Stockchase Boyuan Construction Group Inc (BOY-T) Feb 13
Opinion about BOY.TO: 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…
Stockchase Waste Connections (WCN-T) Feb 13
Opinion about WCN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WCN continues to chug along nicely. Valuation is high at…
Stockchase Bombardier Inc (B) (BBD.B-T) Feb 14
Opinion about BBD.B.TO: (A Top Pick Jun 21/24, Up 28%) Gaining altitude. Technological leadership in medium- and long-range aircraft. Order book…
Stockchase Toromont Industries (TIH-T) Feb 14
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 📱 Telecommunications
Telus Corp (T-T) Feb 14
Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…
Stockchase Use this list wisely to identify buying opportunities.
Happy trading !!!
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