Earning Reports to Watch (Jan 28-Feb 01)

He shorted the name a couple of years ago, but has almost no position now. It is highly speculative. There is a lot of resource and it will take a lot of money to take it into production.

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.

Where it goes from here will depend on what they get from more drill results. Initial indications were very positive.

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.

(Market call minute.) A microcap stock and will be a bet on much higher gold prices and their ability to navigate through the problems in Indonesia.

Has one of the better geologists in the Pacific Northwest. Focus on Lucky Shot is a mistake. Could find a joint venture partner who would come in and develop without them having to do it. Doesn't think they have the experience/capacity to develop it themselves.

Well-run. When the gold price moves, this will too. Own it if you believe this will happen and are patient. Long-term.

(A Top Pick Apr 27/23, Up 6.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MX has triggered its stop at $64.  To remain disciplined, we recommend covering the position at this time.  Combined with our previous recommendations, this will result in a net investment gain of 3%.

It has not done anything special except to be in the right place at the right time. There was a huge demand pick up for lumber. Lumber has a strong seasonal period. Lumber companies and home builders tend to under-perform starting now. Given the run in this one he would put a trailing stop on…

Part of syndicate that brought company to markets. Financials in China a little opaque, but company has been generous to shareholders through dividends and buybacks. Would recommend buying. 

Doesn't follow the name super closely. Positives in the industry. Good growth trajectory. Still a good name but volatile, as it's tied to the price of the commodity. Low interest rates should benefit it.

(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…

Wildfires and labour disruptions hurt volumes. Recent quarterly results show that's improved. Guidance cut. Part of an oligopoly. More economical than trucking. Rails will be a solid part of the economy forever. Compelling valuation, good chance to step in. Yield is 2.2%.Goods consumption has slowed as consumer spending has slowed. Question marks about tariffs and…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Less known co. with good valuation. Offers exposure to USA. Customer concentration risks. LT value creator, economically sensitive.

(A Top Pick Apr 24/18, Up 21%) Organic growth is 9-11% annually for the least few years, excluding acquisitions. Impressive. They just had a great quarter. They're doing the right things and setting themselves up to be the premiere benefits company.

(A Top Pick Sep 18/23, Up 18%) Buys grocers for defensiveness and value, not growth. He hasn't been trimming, still some runway to go. Efficiency gains in the space have been incredibly strong via technology. Rate cuts support households, which supports retail including grocers.

He's watching it and will visit them in July. Everyone is looking into THC beverages with a shelf life. They've signed deals in the U.S.

It's had a decent run up and has pulled back a little. But the mild winter weather may play havok with later production levels.

It's hoping to win more contracts as well as benefit from AI. Every single company is trying to implement AI into their products. Slow-growing business, more acquisition-based. Hasn't knocked it out of the park. A quite reasonable valuation. Actively looking at, would love to buy on a material pullback.

It has changed a lot and starting to focus more on helping clients develop new projects. It is riding the AI boom and has just passed the old high from23 years ago. Has had a very low multiple for a long time. It has started to execute better, grow faster and meet expectations. It is…

It made an acquisition which the market didn't like and the stock has fallen significantly. It is a growth by acquisition company and tends to have bumpy revenue post acquisition. He thinks it is under-priced here and there is more upside, but it is a show-me story.

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He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed is not raising…

This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having trouble with that.…

Flies under the radar, not top tier because of its size. Tremendous respect for management team. Very efficient, and that's probably why BATS invested. Will be one of the fastest growing sectors in next decade.

(A Top Pick Mar 15/19, Down 24%) He still holds it in the portfolio, but had taken some out at $4 per share. He is looking to add to the cannabis sector again following the consolidation. He holds an $8.25 target. They are producing a CBD and THC beverage.

A really interesting little company. Pretty small, but reminds him a lot of Nobilis Health (NHC-T), which was a Top Pick in the past. Have bought some ambulatory surgical centres in the New York State area, and they are going to continue to roll those up. These are typically started by doctor’s groups and are…

They have finally inked some very significant deals in the last 3 months, which is why the stock has doubled since then. Thinks there is pretty good opportunity. One of the challenges is that there is only one analyst covering it.

The ZEO ETF recently broke out to new highs. In the group, he likes CNQ, IMO and SU.