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…

Chemical stocks are cyclical and now behaving well. He likes it. The commodities group is performing well, benefitting from a stronger economy. MX should trade higher throughout 2018. But with cyclicals, buy them with they look cheap, and sell when they look pricey.

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 Top Pick Mar 07/18, Up 27%) Benefitted from shipping more oil by train (and the lack of pipelines). Their system was overloaded, but they've since spent money on more trains, so volumes have risen, all wonderful.

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…

Sold his holdings. This is really benefiting from being a good dividend play. Selling sugar is not exactly the best story in the world when there is so much talk about obesity, etc. However, they have a monopoly. If the stock pulled back materially, he would take another look at this. Dividend yield of 5.6%.

CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.

$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).

The recurring revenue has been growing. It has had a big basing pattern for a couple of hears. If you own any technology in Canada, this one has to be part of it.

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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.

Not too warm on Imperial. Until the political environment in Canada (that is basically anti-energy) changes he wouldn’t invest in Canadian Energy. He would rather invest in energy companies outside of Canada.