Earning Reports to Watch (Jan 14-18)

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research IF growth returns then CWL could do OK, but it has seen revenues decline for nearly the last two years. Margins also took a significant dip in 2023 and CWL generated a net loss. Looking back to years when CWL did see significant growth, it's…

They haven't indicated a discovery in the St. James Bay area, though he likes the management and this part of the world for exploration.

Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.

Sprott is a secured lender in this project, as well as a shareholder. The mining start-up looks like it has been fairly troublesome. If they work through their problems, which he thinks they will, he thinks there is tremendous upside. However, there is risk. There is tremendous upside if they can make all this work.…

They just partnered with a private equity group. The company is now 45% owned by private equity. They completed their first pour in the Yukon and are moving towards commercial production. The problem is the private equity partner will have a lot of say in the operations. This will keep him out as an investor.

It comes down to the Rogers deal, which the street thinks will happen, but this is the fourth deadline extension. The deal has been priced into shares, so there isn't much upside. Better to buy Rogers or Telus than Shaw.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The revenue of $6.4M missed estimates by 31%. Loss was also much worse than expected. The company continues to move into new states and media revenue grew sharply. Another capital raise would not be surprising with the US rollout. Results were weak but the potential…

(A Top Pick Feb 14/19, Up 5%) Kinder Morgan Canada was purchased by Pembina Pipeline. This was the TMX project. He was hoping for a better price in the acquisition, so the return was muted.

(A Past Top Pick on April 26, 2017, Down 5%) They build student housing very well and there's currently a shortage in the west. They make a 10% EBITDA margin on these schools. In addition to revenues, they benefit from the asset value is rising in those projects. They have several the Vancouver area. Down…