Earning Reports to Watch (Jan 7-11)

Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.

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.

Sprott is a secured lender in this project, as well as a shareholder. The mining start-up looks like it has been fairly troublesome. If they work through their problems, which he thinks they will, he thinks there is tremendous upside. However, there is risk. There is tremendous upside if they can make all this work.…

(Market Call Minute.) A Buy as long as your timeframe is one to one of the half years.

Bought in just before the takeout deal was nixed by the French government. Rocket ride lately on the nuclear bid hype, so he sold. De facto world gold standard in nuclear valves. Cheap vs. tangible book value. May buy again if cheap enough. Sees eventual takeover.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research IF growth returns then CWL could do OK, but it has seen revenues decline for nearly the last two years. Margins also took a significant dip in 2023 and CWL generated a net loss. Looking back to years when CWL did see significant growth, it's…

The krill oil lipid trial did not work as expected. The overall portfolio is quite attractive. Over the coming year, there may be opportunities. However, there are other opportunities in other companies like ATE, which he owns.

(A Top Pick Dec 17/20, Up 93.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APHA has triggered its stop at $19. To be disciplined, we recommend covering the position. Combined with the previous recommendation to cover 50%, this will create a net investment return of 59%.

Ran into self-imposed issues surrounding communication involving capex spending. Plus "lost" a fashion season. Only retailer he's comfortable owning -- big US business, very successful online. Makes and sells its own products. Reduced his portfolio position on valuation, but a bright future.

(A Top Pick Dec 19/23, Up 27%) FCF generation has allowed them to raise dividends faster than the other telecoms.

The issue with the share price is that some of the larger US cable companies are alluding to weak ad business. He thinks it is pretty strong for a Canadian cable company. The cable slowdown is more transient, just affecting the back half of the year. It has a nice yield. The family manages the…

(A Top Pick Apr 28/21, Down 67.4%) Are building online grocery sales now. When he recommended it, he expected another leg up--and shares rose last summer on good numbers. But he sold this around $10 because he was concerned the company was no longer focusing on meal kits and was spending a lot to enter…

He's not an M&A guy. Not much too say with a chart like that. Penny stocks are not his forte, so he prefers not to comment.

He prefers CCO-T. The uranium space is one he really likes. He thinks we are going back to nuclear power as you can only have so many wind turbines and solar panels.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The revenue of $6.4M missed estimates by 31%. Loss was also much worse than expected. The company continues to move into new states and media revenue grew sharply. Another capital raise would not be surprising with the US rollout. Results were weak but the potential…