Earning Reports to Watch (Jan 28-Feb 01)

50% jump because 1) market seems to be more interested in rare earth metals and 2) was written up in a well-followed newsletter. This was a bit of an anomaly because of the newsletter promotion. Where earth metals is a growing sector.

Wonderful land positions around Red Lake. Has taken the turtle approach in what is usually a rabbit race in exploration. Is expecting aggressive drilling later this year.

He doesn’t know their financials. The company is trying to revive a historic mining area in Ontario. This type of work takes a lot of money and might require First Cobalt to issue more shares, driving down the price. Alternatively, they might take on a lot of debt, which carries its own problems. Cobalt is…

A lot of potential. Thinks they will attract a lot of attention in the coming weeks, but depends on how they do. Highly speculative, he does have a position in it.

Large, low grade deposit in the Yukon. He would go elsewhere for exposure to gold.

Recently discovered gold deposits in Indonesia. Assets appear to be very good and high-grade.

Have developed mass projects throughout Alaska. Another company, Northern Dynasty (NDM-X) has built up a major discovery of 30 million ounces of gold. If this continues more interest will come to Alaska and those who have interests in Alaska, particularily if they are near the discovery, will benefit. Full Metal has not drilled yet. A…

300,000 hectares of holdings in Brazil. Lots of prospective ground. One of the major shareholders is BrazilInvest (?), a 12 billion-dollar merchant bank connected to the Brazilian government. Have a large land package that has yet to be meaningfully explored but there are discussions underway for acquisitions that might allow them to easily become a…

Still looks good. If you own, continue to hold, sees no reason to sell.

Tissue is a popular trade. They have not been highly differentiated in their pulp. It is a wait and see story.

Silver is riding coat tails of gold. Thinks of gold and silver in the same vain. In last year, silver moved more than gold. He is bullish on both metals. It is over bought, but every gold stock is.

He's owned it on and off and likes it. Well-run, great balance sheet and generates good cash flow. There are recent concerns of slowing housing in the U.S., but he puts that down to a labour shortage. Overall, the American economy is strong. OSB's correction now makes its valuation look attractive. He's optimistic. There is…

Doesn’t think this is followed by anyone right now. They built schools, bought some of them, and then discovered foreign students needed a place to stay. That is really where the money is. They’ve started to expand and build education centres to house students. They’ve been really good at turning their portfolio every couple of…

A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.

He really likes the company. It is in the same business as LNR-T and MG-T, but growing faster. It is too small to be a takeover target. There is a lot to like about the stock. 1.65% yield.

An employee benefits consulting company. It does not require a lot of capital. They have made some nice tuck in acquisitions. It is up 40-60%+ in the in the past year. He sees it as an acquisition target. It is thinly traded, but now more investors will start to pay attention to it because of…

This typically does really well from April to July, but once you get into July, it tends to move lower. We are now past the period of seasonal strength. Stay away from this for now. There are other opportunities.

Edible Markets. He researched the patent and it was created by two ladies in Florida. It was for a tea. He wants to know how it will work. CBD oil mixed with fats won’t get past the liver to the blood stream. He thinks there is a lot of upside in the edibles market but…

He has never actually bought into it. You have the dividend (almost 5.7%), but he does not know if it is time to take some off the table. If markets have a blow off this is a good company to have and they will keep paying the dividend.

Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections…

$300 million in cash and less than 9 times earnings. They just can’t get any love. It had a bit better execution in terms of earnings and they could get recognized. They buy back stocks. Leverage on their operations is quite high and it has not performed yet. (Analysts’ target: $14.87).

Good acquisitions. He recently sold it, because of fears of the US dollar weighing on their earnings. He regrets this, because it has since moved up 10%. He likes the company and is looking for a better entry point than the current price. A good growth company.

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They now have over $1 billion in terms of the value of the gold on hand. You are buying physical gold that this company is storing for you. They are also growing globally. Thinks the growth rate is going to be quite fast. He is interested both in the stock and what they are doing.

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.…

(Market Call Minute.) There are so many marijuana companies that whole sector should be avoided. It is a ridiculous valuation for a commodity-based product. There will be some companies that will make money, but if you cannot predict which ones, then stay away.

These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction and the thinks Canada is headed in this direction. They have signed a number of supply agreements and thinks the stock trades cheap. They have a partnership that produces water-soluable technology which…

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.

This chart is showing lower highs and lower lows and is at a 5 year low. He thinks it is best to exit this one as it is showing no signs of a bottoming formation.