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…

CNR-T vs. CP-T It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more. (Teal Linde)

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.  (Rick Rule)

Cobalt is a partner commodity in the production of lithium batteries. Earnings are expected to be negative in 2019. Cobalt prices have risen sharply, causing manufacturers to find a way to move away from using it -- nickle may replace it (as an aside Sherritt could be a potential benefactor of this). He would consider…

Has had a really, really good move in the short term. If you think the gold price is going up 2 years from now, you will be very happy if you bought it today. 3 or 6 months from now you will be somewhat less happy. He owns it because he likes the optionality of…

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…

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 margin pressure facing them.  They are struggling against a tide.  The share price is cheap but you need to look at where the industry is going. (Tim Regan)

They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors. (Peter Hodson)

Average down? It had a great run since 2008, overtaking its fair market value, $24.50 now. Little upside here and not cheap. (Ross Healy)

He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless. (Kash Pashootan)