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.

Yukon. He hopes they fail and that they can’t put it into production for 4 years when gold is higher.

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…

$108.75 is his target price. It's a cyclical stock. Strong world growth will push this up, but if China slows down, this could even fall back to $61. Sell at $100.

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.

(A Top Pick Dec 14/17, Up 4%) They paid a special $4 dividend in the past year, but took a major hit right after. Also, US housing eased back; recently housing has come back. He's moderately bullish on U.S. housing. Demand is there, but finding land to build on and to build houses is challenging.

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…

He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a…

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…

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield…

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…

Had owned this for many years. Great operators. It is a duopoly business. The sugar market in Canada is protected, and once in a while they get to export some sugar. More artificial sweeteners are coming into the market, so Rogers has to be aware of that. The balance sheet is not great and the…

(A Top Pick Apr 04/18, Up 25%) It always grows organically. The knock against it is that grows modestly at 1-3%. They buyback shares and occasionally do tuck-in acqusitions. But their growth rate has accelerated despite Brexit and American trade issues; they still get the deals they want in those territories. It's trading at higher…

$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).

He does not own it now, but has been in and out. Researchers put them in the category of supply chain digitizing specialists. He would look to buy it near $450. (Analysts’ price target is $62.00)

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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.

Exxon owns 69% of this. There have been some recent project cost overruns. There is nothing fundamentally wrong with this company. Pipeline issues may be influencing investor sentiment on how their production is going to get to market. At these levels he is looking at it harder.