Earning Reports to Watch (Jan 7-11)

Opinion about FCC-X: Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.

Opinion about ER-T: 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.

Opinion about PTM-T: 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…

Opinion about EXF-T: (Market Call Minute.) A Buy as long as your timeframe is one to one of the half years.

Opinion about VLN-T: 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.

Opinion about CWL-T: 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…

Opinion about ACST-X: 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.

Opinion about APHA-T: (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%.

Opinion about ATZ-T: They act more like a staple. They attract a wide range of age groups, young and old. Competition is tough, but they are run well and trade at a reasonable PE.

Opinion about CCA-T: (A Top Pick Dec 19/23, Up 29%) Allowed to hop on Wi-Fi networks of the other telcos, so it's becoming a more asset-light business. Passes through higher margins, and can continue to grow dividend more than 10% a year.

Opinion about CGO-T: Are protected from the giants (Rogers et al) because the CRTC is helping CGO get more wire lines. In the US, Cogeco is moving into streaming services, so they don't need to spend as much on capex as the giants. US operations are growing faster than here. So, their debt is lower…

Opinion about FOOD-T: (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…

Opinion about CJR.B-T: 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.

Opinion about U-T: 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.

Opinion about SCR-T: On his radar, but liquidity in the stock is very poor. Float is too small to buy a large chunk of shares. Likes its focus on the Montney and the oil sands (a national treasure). Loves long-dated assets and their quality. Meaningful leverage to rising oil.