Everyone’s keeping a close eye on the earning reports this January. Here are the companies with earning reports to watch.
👨💼 Employment Services
They are a recruitment company. It’s not very exciting. It was 45 cents a few years ago, but has been pretty flat since 2013. They pay a nice dividend, the stock hardly trades (about 12000 share volume). It’s profitable and well-managed. He would be interested in the stock at 75 cents but it is so…
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.
First Cobalt (FCC-V) Jan 14
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.
Recent results were stronger than given credit for. Pullback is a buying opportunity. Need to leverage hybrid fibre/cable network and get their fair share of internet ads. Doing well on wireless side. Value of infrastructure they're able to build at a discount will ultimately shine through.
TheScore Inc. (SCR-X) Jan 14
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has built a solid platform and user base. They are well positioned to monetize through gambling. Revenues are growing and the balance sheet looks decent. 20% is owned by insiders. Unlock Premium - Try 5i Free
Kinder Morgan Canada (KML-T) Jan 16
(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…