Earning Reports to Watch (Jan 21-25)
Canadian Pacific and Rogers are reporting their earnings this week. A handful of basic metal companies too.
Here are the companies with earning reports to watch.
🚚 Industrials
CIBT Education Group INC (MBA-T) Jan 21
Opinion about MBA.TO: Doesn’t think this is followed by anyone right now. They built schools, bought some of them, and then discovered foreign…
Canadian Pacific Rail (CP-T) Jan 23
Opinion about CP.TO: He likes the rails. It's a high-quality industrial with huge barriers to entry. The KC merger gave it synergy. It trades at a…
🛢Basic Materials
Eastmain Resources Inc (ER-T) Jan 21
Opinion about ER.TO: Wonderful land positions around Red Lake. Has taken the turtle approach in what is usually a rabbit race in exploration. Is…
First Cobalt (FCC-X) Jan 21
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…
NovaGold Resources Inc (NG-T) Jan 23
Opinion about NG.TO: Has been a management shakeup and investing some assets. Will Barrick (ABX-T) take them out? The ducks are lining up to make a…
Tinka Resources (TK-X) Jan 25
Opinion about TK.V: Buying because of most recent drilling results. They keep hitting it every time they put out a press release. It has been so beat…
🏛 Financials
AGF Management (B) (AGF.B-T) Jan 23
Opinion about AGF.B.TO: He has owned it in the past and sold a while ago because the share price dropped. The big issue is that they have a lot of…
💻 Technology
TheScore Inc. (SCR-X) Jan 23
Opinion about SCR.TO: (A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports…
🛍 Consumer
Richelieu Hardware (RCH-T) Jan 24
Opinion about RCH.TO: Benefiting from shift in consumer spending to the home. Doorknobs, cabinet hardware. Undergoing a positive rerating by the…
📱 Telecommunications
Rogers Communications (B) (RCI.B-T) Jan 24
Opinion about RCI.B.TO: This year, money has rotated from telcos to cable companies like this one. Inferior network, both wireless and wired. Telcos'…
