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…

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

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.

He is not a gold bug however he is big on structural themes and golds have been making a big turn. It would have the largest new deposit in the world. Theirs is a great asset in a group that is hated. He thinks we are into a reflationary cycle and the golds are set…

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…

Is there any growth in the investment business? AGF's balance sheet is too big for what they earn. Potential write-offs must happen to bring that down. Asset management businesses are being killed. $10.84 is his target price--lots of upside and they can cover their dividend.

He would not short it or buy it. It had a big run this year on the idea of it getting into online gambling. He thinks it is real and could turn into a good situation but they will need some money to fund this roll out so see how they finance it. It is…

Not a long-term hold. Near-term is okay. It's quasi-cyclical. If housing dips...oh boy. He owned this 30 years ago. A good operator with good product, but the macro environment is not good. If a recession comes, sell. Hold.

(A Top Pick Dec 28/18, Down 5%) Sold it earlier in 2019. Its outlook is merely okay. Look elsewhere for yield. Rogers is getting hit by its own unlimited data plan.