Net worth tracking
Login Sign Up
Become a Premium Member
  • All Opinions
  • Top Picks
  • Experts
  • Companies
  • Discover
Watch List
Home » Trending Stocks

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

Melisa R. H. Posted On February 11, 2019
0
0
Shares
  • Share On Facebook
  • Tweet It

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

Lots of opportunity in the US. Guilty of using easy money to build massive facilities. Big writedowns. Big equity offering. Doesn't see an imminent big export market. Longer term potential, but it's an outside probability.

stockchase.com stockchase.com

Protech Home Medical Corp (PTQ-X) Feb 11

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

(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 11

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.

stockchase.com stockchase.com

Inmed Pharmaceuticals (IN-T) Feb 12

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

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 the management. In…

stockchase.com stockchase.com

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

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

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.

stockchase.com stockchase.com

Canopy Growth Corp. (WEED-T) Feb 14

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

A millionaire stock? Vivid imagination. Hasn't made a penny to date. Balance sheet is sloping down, as it's consuming equity. Every time it takes a run, many people run for the exits. Pure speculation, a gamble, fluctuates wildly. Doesn't see the earnings or explosive growth in the Canadian market.

stockchase.com stockchase.com

🏛 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

Canadian Tire Reit. 92% of rent comes from Canadian Tire and almost 70% of the stock is owned by Canadian Tire. Stable 5% yield. Premium to NAV.

stockchase.com stockchase.com

United Corps. (UNC-T) Feb 11

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.

stockchase.com stockchase.com

Clarke Inc. (CKI-T) Feb 12

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

(A Top Pick April 25/16. Up 16.15%.) A small investment management firm. Historically they have done very well in investing in both public and private oil companies, and buying and selling assets. They delivered a special $2 dividend to shareholders in June. He is a little less bullish on this now. Trading at a slight…

stockchase.com stockchase.com

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

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

He's never really liked CAP.UN. His proxy is KMP.UN, focused in Nova Scotia. Growth profile of immigration coming into Halifax.

stockchase.com stockchase.com

Mainstreet Equity Corp (MEQ-T) Feb 12

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

It's the only real estate company he's ever bought. Different from a REIT--they retain their capital for growth. They're active in western Canada, buying small buildings then improve them. They face little competition from REITs. MEW is not known on Bay Street, because the owner owns half the stock. Hard to find sellers of this…

stockchase.com stockchase.com

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

A hold. A value name in apartments in Canada and the U.S. He's impressed with how stable their Toronto portfolio is, holding occupancy quite well. MGR is in the US sunbelt and Chicago. MRG is higher-leveraged. He's seeking REITs that are defensive. He doesn't see as much growth here vs. the REITs he already owns.…

stockchase.com stockchase.com

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

TCN has a unique concept, single-family rentals south of the border. Lots of traction. Valuation too hot. Long-term scalability might be tough. For good value and a higher dividend, look at AX.UN, BEI.UN, or REI.UN.

stockchase.com stockchase.com

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

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

(A Top Pick Apr 08/21, Down 4%) Very specific and good at what they do. Unique assets that tie in to smaller businesses like tech firms. Management's one of the best. "The Well" is leased up completely, and will add to earnings.

stockchase.com stockchase.com

Atrium Mortgages (AI-T) Feb 13

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

Browse a daily summary of experts opinions on stocks and stock investment information.

stockchase.com stockchase.com

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

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

Stable income provider you can add to any portfolio. Likes it. Great real estate nationally. Biggest tenant is Loblaw, so it has a secure cashflow. An element of growth, which is unique, from the industrial sector. Nice combination of safety and growth. Hold, sleep well at night with the distribution yield.

stockchase.com stockchase.com

Colliers International Group (CIGI-T) Feb 13

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

Another company with a great long term track record with a short term stumble, because of the growth stock sell-off. It has sold off 25% but earnings estimates are up 10%. It is an attractive opportunity since the price is detached from the fundamentals. Buy 6, Hold 1, Sell 0. (Analysts’ price target is $199.95)

stockchase.com stockchase.com

First Capital Realty (FCR-T) Feb 13

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

He had avoided the retail space but is now bullish on necessity-based shopping and that is what they address. The stock has been depressed because cash flows came off during the pandemic and they cut the distribution temporarily for probably two years. It is trading at a big discount to net asset value. He likes…

stockchase.com stockchase.com

Manulife Financial (MFC-T) Feb 13

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

(A Top Pick Jun 09/22, Down 8.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MFC has triggered its stop at $21.50. To remain disciplined, we recommend covering the position at this time. This will result in a next investment loss of 10%, when combined with previous buy recommendations.

stockchase.com stockchase.com

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

Tough to own. Retail, office, some industrial. Deep value, but doesn't see a catalyst. He's not a buyer of enclosed mall office or retail.

stockchase.com stockchase.com

Smart REIT (SRU.UN-T) Feb 13

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

He owns the bonds. Retail nature doesn't fit his criteria. One of the better retail assets out there, anchored by WMT, a very strong tenant. Adding condos, rentals, and developments. He's hesitant to get back into retail. Not a bad entry point.

stockchase.com stockchase.com

Sun Life Financial Inc (SLF-T) Feb 13

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

Financial statements not indicating catalyst for share appreciation. No major problems with company. Is one of the better insurance companies in Canada. Entry into the US market has been good. Rising interest rates is good for insurance business.

stockchase.com stockchase.com

TMX Group (X-T) Feb 13

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

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth is expected to slow down to 5-7% in the next three years. Margins could see some pressure from higher operating costs and higher amortisation. It benefits regardless of sentiment change or interest rates hikes. Still attractive overall at 17x earnings. Unlock Premium - Try 5i Free

stockchase.com stockchase.com

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

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

It's fallen beneath its 200-day moving average, so have many stocks, but is falling lower than the TSX. Is exposed to infrastructure, which is good, but real estate, which is having a tough time.

stockchase.com stockchase.com

Fairfax Financial (FFH-T) Feb 14

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

Believes company investments have not done well (Blackberry etc.). Insurance business should preform well. Not surprised company is being rated poorly by the market, given management concerns.

stockchase.com stockchase.com

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

Strange fee structure. Be cautious in that India has little corporate governance. Better way to participate in EM is to own some of the great global companies, like Unilever, that benefit from the growth there and follow expected corporate governance.

stockchase.com stockchase.com

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

Diversified portfolio and has done good job of rationalizing it. Will it be able to close the gap to NAV? A 'show me' story.

stockchase.com stockchase.com

Rifco Inc. (RFC-X) Feb 14

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

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 of the stock,…

stockchase.com stockchase.com

🛍 Consumer

Canada Goose Holdings (GOOS-T) Feb 11

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

Stockchase Research Editor: Michael O'Reilly Summer is not the time to think about parkas, but it is a great time to buy the stock of GOOS. Recently reported earnings beat expectations and recorded the company's record sales of over $1 billion and management guidance expects $1.3-$1.4 billion in 2022. Online sales margins are 76%. Non-parka…

stockchase.com stockchase.com

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

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…

stockchase.com stockchase.com

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

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…

stockchase.com stockchase.com

Restaurant Brands International (QSR-T) Feb 11

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

Needs vs. wants. Tim's is the vulnerability at 40% of the operating profit, and 25% below pre-Covid. Many people are not back in the office. Popeye's has plateaued. Challenging macro backdrop.

stockchase.com stockchase.com

Yellow Pages Ltd (Y-T) Feb 11

Company Index — Stockchase
Company Index — Stockchase

Browse a daily summary of experts opinions on stocks and stock investment information.

stockchase.com stockchase.com

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

A&W Revenue Royalties Income Fund (AW.UN-T) — Stockchase
A&W Revenue Royalties Income Fund (AW.UN-T) — Stockchase

Nice recovery from Covid. Massive increases in price of raw materials and labour. Will they be able to increase margins? Will consumer be forced to come down market and boost their business? Yields are very attractive. After the recent run, all stocks should pull back, so he's watching the space.

stockchase.com stockchase.com

Canadian Tire Corporation Ltd (CTC-T) Feb 14

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

It is an amazing stock. Historically it has peaked 3 times at 2 1/2 X Book and then falls. It is back up to its peak again so time to sell.

stockchase.com stockchase.com

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

He just added this. It's a cheap large cap. CTC sold a lot of outdoor furniture, which was a pandemic bump. They did a great job with supply chain management. Their loyalty program gets cross-selling among their businesses--very good. They're very shareholder-friendly by raising the dividend. Same-store sales growth may be less strong vs. last…

stockchase.com stockchase.com

D-Box Technologies (DBO-T) Feb 14

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

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.

stockchase.com stockchase.com

Greenspace Brands Inc (JTR-X) Feb 14

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

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.

stockchase.com stockchase.com

Input Capital Corp (INP-X) Feb 14

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

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.

stockchase.com stockchase.com

🛢 Basic Materials

Canfor Corp (CFP-T) Feb 11

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

(A Top Pick Jul 02/21, Down 3%) A play over the next year. If you look at housing demand in US and Canada over the next 5 years, there will be increasing demand for lumber. Trading at only 2x this year's earnings. Earnings for 2022 will be solid.

stockchase.com stockchase.com

Canfor Pulp Products (CFX-T) Feb 11

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.

stockchase.com stockchase.com

First Cobalt (FCC-X) Feb 11

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.

stockchase.com stockchase.com

Orvana Minerals (ORV-T) Feb 11

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

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. He will continue…

stockchase.com stockchase.com

Belo Sun Mining (BSX-T) Feb 12

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

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.

stockchase.com stockchase.com

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

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

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.

stockchase.com stockchase.com

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

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

There is no dividend. Sales are up but earnings are less negative rather than positive. Earnings growth forecast for this year is zero.

stockchase.com stockchase.com

Taseko Mines Ltd. (TKO-T) Feb 12

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

This is on his watch list. He is not familiar with their fundamentals. Today's earnings release will help define their future.

stockchase.com stockchase.com

West Fraser Timber (WFT-T) Feb 12

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

(A Top Pick Mar 17/22, Down 11.2%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with WFG has triggered its stop at $108. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 4%, when combined with the previous buy recommendation.

stockchase.com stockchase.com

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

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

He considers forest stocks to be a hold. He is lightening up on his position. You should buy commodity products when they are not at a historic high like now.

stockchase.com stockchase.com

Acadian Timber Corp (ADN-T) Feb 12

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

Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%

stockchase.com stockchase.com

Barrick Gold (ABX-T) Feb 13

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

ABX vs. AGI Agrees that gold is going higher. Doesn't own ABX or AGI. If you believe gold is going higher, do you want the high torque name, or the big diversified large cap? The answer depends on your conviction in the direction of gold. His firm is conservative, so they'd pick ABX. ABX has…

stockchase.com stockchase.com

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

Chemtrade Logisitics Inc. (CHE.UN-T) — Stockchase
Chemtrade Logisitics Inc. (CHE.UN-T) — Stockchase

It was probably mismanaged, but the new manager is turning the company around. They cut the dividend 2-3 times, now paying 8%, though it may fall to 6% next year as the stock itself rises 25-30%. The street targets as high as $12. One business is hydrochloric acid, used in oil, so this business should…

stockchase.com stockchase.com

Kinross Gold (K-T) Feb 13

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

The gold trade is comparatively better, but the last year and a half has not been good. It is range bound. Recent highs won't be seen for a while. The competition from crypto as an alternative inflationary hedge compared to gold has pulled a lot of money out of the sector. Thinks it will come…

stockchase.com stockchase.com

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

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

$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.

stockchase.com stockchase.com

Sherritt International Corp. (S-T) Feb 13

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

Getting to the right theme is the most important thing. Has a good basket of assets. Recently pulled back. It's a small cap, so you have to be careful. But it should continue to participate as long as base materials continue to improve.

stockchase.com stockchase.com

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

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

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 term hold.

stockchase.com stockchase.com

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

Is a good company to hold long term. Minerals are going to be in demand looking into the future. Recent market selloff has had negative affect on share price, but believes this is short time.

stockchase.com stockchase.com

Champion Iron Limited (CIA-T) Feb 14

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

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS at $0.14 beat estimates and revenues also beat estimates. While they did not generate positive free cash flow in the last quarter, they have been cash flow positive over the past few years. Balance sheet is strong and the current multiple is 7x forward…

stockchase.com stockchase.com

First Quantum Minerals (FM-T) Feb 14

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

(A Top Pick Feb 05/21, Up 49%) Benefited from move in copper, and silver and gold should follow.

stockchase.com stockchase.com

Goldcorp Inc (G-T) Feb 14

Goldcorp Inc (G-T) — Stockchase
Goldcorp Inc (G-T) — Stockchase

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

stockchase.com stockchase.com

Lundin Mining Corp. (LUN-T) Feb 14

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

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced an acquisition today with a total implied equity value of $625M. The move should expand their copper and gold production. The deal is a net positive for the company and 5i believes it will help them expand in the long term. Unlock Premium - Try 5i…

stockchase.com stockchase.com

New Gold Inc. (NGD-T) Feb 14

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

Doesn't think there will be a take-over soon. The CEO used to be the CEO of Richmond Mines. They now have an operator. On their watch list and he has confidence in management.

stockchase.com stockchase.com

North American Palladium (PDL-T) Feb 14

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

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

stockchase.com stockchase.com

Silvercorp Metals Inc. (SVM-T) Feb 14

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

Recently rotated a lot of our precious metal allocation to silver instead of gold. More of a long-term industrial use with the electrification of the world. Precious metals in general should be alive and well for years to come.

stockchase.com stockchase.com

Winpak Ltd. (WPK-T) Feb 14

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

Their customer base is the food industry and it does not grow that much. This company can only grow when they make acquisitions. There is nothing wrong with it but there is not enough upside to buy. It is a good company.

stockchase.com stockchase.com

Yamana Gold Inc. (YRI-T) Feb 14

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

With market volatility, gold stocks tend to be more volatile than the overall market and than gold itself. In this choppy period, he'd take it off the table right now. Deal completion risk and market volatility risk.

stockchase.com stockchase.com

💻 Technology

Goldmoney Inc (XAU-T) Feb 11

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…

stockchase.com stockchase.com

Sangoma Technologies Corp. (STC-X) Feb 12

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

Neutral on it. Cloud-based communications as a service. Buy in thirds here at $11, 10, and 9. 12-month analyst target of $17.25. Better opportunities elsewhere.

stockchase.com stockchase.com

Shopify Inc. (SHOP-T) Feb 12

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

SHOP vs. AMZN Both have extremely long runways. In uncertain times, he'd rather recommend a megacap like AMZN, which has more defenses if we were to go into a recession, and that's a big "if". SHOP at $338 US is an absolute bargain. He has a 5% position in AMZN, one of his top 5…

stockchase.com stockchase.com

Computer Modelling Group Ltd (CMG-T) Feb 13

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

Very profitable. ROE is around 30%, and has been high for a long time. Company has never used its potential to expand the business faster. Great value, but buying back stock at a high valuation. Go elsewhere.

stockchase.com stockchase.com

Constellation Software Inc. (CSU-T) Feb 13

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

Not convinced they'd do a stock split. Top stewards of capital and acquisitions. Trading just below what he'd consider a stop level. See his Twitter feed (@SC_FUNDS) after the show for an example of a stop loss for CSU.

stockchase.com stockchase.com

Mediagrif Interactive Techn (MDF-T) Feb 13

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

Likes business and will continue to hold shares. Expecting recent acquisitions to pay off well. Share price presenting good opportunity to buy. Expecting valuation of shares to rise.

stockchase.com stockchase.com

Sierra Wireless (SW-T) Feb 13

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

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.

stockchase.com stockchase.com

Tucows Inc. (TC-T) Feb 13

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

(A Top Pick Jul 29/20, Up 17%) #2 in the domain business. A cash cow. Steady and predictable. Also have a mobile business and a fibre business. In this environment, expects them to have many more installations and business should boom. Top management. Would buy at these levels.

stockchase.com stockchase.com

⚡ Energy

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

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

PrairieSky Royalty (PSK-T) Feb 11

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

Believes company was over valued at IPO. Good management team that has been buying back stock and paying down debt. Thinks there are other Canadian energy stocks to hold. Not undervalued enough to justify investment.

stockchase.com stockchase.com

Birchcliff Energy Ltd. (BIR-T) Feb 13

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

(A Top Pick Mar 24/20, Up 1376%) Big beneficiary of nat gas LNG on the west coast. $20 target on it. Will be out of debt by the end of this year, lots of free cashflow, unhedged. Premier company. Potential takeover. A buy on any weakness. He sold on recession concerns.

stockchase.com stockchase.com

Cenovus Energy (CVE-T) Feb 13

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

If you believe the oil price will hold, then CVE should do well. She owns no oil stocks. Oil prices are flattening, because of fears of a recession eroding oil demand. A caveat.

stockchase.com stockchase.com

Tag Oil Ltd. (TAO-T) Feb 13

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

(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.

stockchase.com stockchase.com

Encana Corp (ECA-T) Feb 14

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

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. You'll be saved…

stockchase.com stockchase.com

Inter Pipeline (IPL-T) Feb 14

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

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.

stockchase.com stockchase.com

Precision Drilling (PD-T) Feb 14

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

(A Top Pick Aug 10/20, Down 0.19%) Resurgence in energy industry after pandemic has created bull energy market. Will continue to hold shares, as believes company will benefit from increase activity in energy market. Strong company that is well managed. Good balance sheet.

stockchase.com stockchase.com

Superior Plus Corp (SPB-T) Feb 14

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

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The revenues were ahead of estimates by 14%. EPS was 40 cents, beating the estimated 33 cents. Q4 showed some income declines however. The acquisition plan backed by Brookfield has not changed. The dip is a buying opportunity. Unlock Premium - Try 5i Free

stockchase.com stockchase.com

TransCanada Corp (TRP-T) Feb 14

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

(A Top Pick Feb 02/21, Up 21.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TRP has triggered its stop at $67. To remain disciplined, we recommend covering the position at this time.

stockchase.com stockchase.com

🚚 Industrials

Ceres Global Ag (CRP-T) Feb 12

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

(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 perspective.

stockchase.com stockchase.com

Boyuan Construction Group Inc (BOY-T) Feb 13

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

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.

stockchase.com stockchase.com

Waste Connections (WCN-T) Feb 13

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

Management sees great opportunities ahead. Wants to make more renewable landfill gas sites. Benefits from higher oil prices. Defensive, safe. Excellent management, clean balance sheet. He expects double-digit revenue growth for many years. Also a reopening play. The dual listing is a gift to Canadian investors. (Analysts’ price target is $178.80)

stockchase.com stockchase.com

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

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

Stay away. No fundamentals. No net worth at -3B. Depends on government. Avoid.

stockchase.com stockchase.com

Toromont Industries (TIH-T) Feb 14

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

Very difficult to get construction equipment given supply chain disruptions - creating opportunity for business. Back -log at record high with improving margins and strong earnings/revenue. Pristine balance sheet with no debt and net cash. Likely will see company increase M&A activity. Strong management team with good track record of capital allocation.

stockchase.com stockchase.com

📱 Telecommunications

Telus Corp (T-T) Feb 14

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

Best in class for margins, growth, cashflow generation. Premium multiple. Take profits. If you like 5G and increase in data consumption, you're better to buy the tower operators like AMT, CCI, and SBAC. All 3 are down on the year, but growth profiles are robust.

stockchase.com stockchase.com

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

0
Shares
  • Share On Facebook
  • Tweet It




Trending Now
Air Canada, Shell plc and 19 Stock and 1 ETF Top Picks (Jun 17-23)
Melisa R. H. June 24, 2022
Spectral Med Inc and More at 52-week Highs & Lows (Jun 15-21)
Melisa R. H. June 22, 2022
Tesla, New Flyer and the Top 8 Renewable Energy Stocks to Buy Now
Read Next

Tesla, New Flyer and the Top 8 Renewable Energy Stocks to Buy Now

  • We're the Stock Chasers
    Hi! We are the Stock Chasers. We write about investing and finance tools we love. We’re passionate about fintech and we invest almost all our affiliate and advertising revenues into the development of Stockchase and Wealthica. We hope you enjoy the stock ideas and product reviews!
  • Top Reviews

    • Questrade Review: Pros & Cons of Trading with Questrade Canada (2021)
      8.5
    • Questrade vs Others | The Review Competitors Don’t Want you to Read (2021)
      7.4
    • The Ugly Truth About Identity Theft – Free Credit Report
      7
  • Popular Posts

    • Air Canada, Shell plc and 19 Stock and 1 ETF Top Picks (Jun 17-23)
    • Spectral Med Inc and More at 52-week Highs & Lows (Jun 15-21)
    • 3 defensive stocks to find stability with your money
    • Markets slide on recession fears
    • 3 rock stars of the mineral stocks
  • Stock Lists

    • 3 defensive stocks to find stability with your money
      June 21, 2022
    • 3 rock stars of the mineral stocks
      June 15, 2022
    • 3 stocks to profit from revenge travel
      June 7, 2022
    • Are tech stocks alive?
      May 31, 2022
    • 3 dividend stocks to fight inflation
      May 24, 2022


  • Get $50 in free trades.


  • Stockchase neither recommends nor promotes any investment strategies.

    About us : Privacy & Terms : Contact us

© Stockchase Inc.
Press enter/return to begin your search