Earning Reports to Watch (Jan 21-25)

(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…

It is going pretty well and there it is basically a duopoly. Protectionism and domestication is good for transportation including railways and trucking. The multiple is a little high but it is a solid blue chip.

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.

NOVAGOLD is a well-financed precious metals company focused on the development of its 50%-owned Donlin Gold project in Alaska, one of the safest mining jurisdictions in the world. With approximately 39 million ounces of gold in the measured and indicated mineral resource categories, inclusive of proven and probable mineral reserves (541 million tonnes at an…

They have quality zinc deposits in Peru, but the zinc price is the issue, so is it a good time to sell it now? They will drill another 10,000 meters so find more high-grade. He escapes a scoping study by end-June. Has a flat chart though, reflecting the low zinc price. Zinc companies aren't making…

Would recommend selling. Dividend rising too fast. Earnings not quality. Better options for investors. Current price presenting value to sell. Brookfield a better option. 

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…

He recently sold it around $44, buying earlier around $35-39, because their latest results disappointed. They stocked on products post-Covid due to supply chain problems to gain market share; not a bad strategy. However, they've been stock with costly inventory, so they've had to discount that which really shrinks their margins. Well-managed and consolidate peers…

Competitive industry; harder to grow revenue, especially when costs are escalating. He owns Telus.