Earning Reports to Watch (Jan 7-11)

Cobalt is a partner commodity in the production of lithium batteries. Earnings are expected to be negative in 2019. Cobalt prices have risen sharply, causing manufacturers to find a way to move away from using it -- nickle may replace it (as an aside Sherritt could be a potential benefactor of this). He would consider…

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.  (Rick Rule)

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. (Robert McWhirter)

A global leader in industrial valves. It is beaten up. It was suffering from tax loss selling. The backlog is growing again. It is trading at 50% of its net book value. He still thinks it will be sold to a much larger player at some point. (Stephen Takacsy, B. Eng, MBA)

They are a recruitment company. It’s not very exciting. It was 45 cents a few years ago, but has been pretty flat since 2013. They pay a nice dividend, the stock hardly trades (about 12000 share volume). It’s profitable and well-managed. He would be interested in the stock at 75 cents but it is so…

Pretty disappointing after last fall's announcement to have an Asian pharma company come in and get the rights to CaPre, their phase-3 development drug to treat cholesterol. It looked promising, but ACST hold off on the deal after a few new parties showed interest in CaPre. The market is disappointed the deal didn't happen and…

CEO Stepping Down. About a year and a half ago he focused on a private placement from the company that traded at a premium -- something that was normally unheard of. This created a red-flag to him about the company, Today's disappointing news from the short sellers need to be rebuked, but he is not…

It has 65 stores in Canada and 25 in the US. Brand awareness is very high. Growth potential is huge. They have a big on-line business. They got caught up in the retail sell off a year ago but he thinks now they will do very well. (Analysts’ price target is $21.30) (Bruce Murray)

(A Top Pick Jun 28/17, Down 16%)  It was a disappointment.  It has a reasonable combination of price, price momentum and he sold it.  It still has good return on equity but it missed on earnings due to a problem with integrating a new SAP system.  There is always a chance that Rogers takes them in.…

A lot of the value comes from the cable. He likes it. Strong price momentum and good valuation.  Stable ROE.  Only a reasonable amount of debt.  He likes it. (Jason Mann)

It is one of Canada's leading meal kit companies. Last quarter they came in ahead of top line revenue growth. They improved gross margins, better than the grocery industry. There is no wastage of food. This morning's subscriber numbers blew him out of the water. He is really, really happy. Someone might make an offer…

They cut their dividend with a 25-30% payout ratio, which is good. But their topline revenue is declining. It's a shrinking business with lots of competition. (Douglas Kee)

The US dollar rolling over is good for commodities. Long term the cost of bring on new supply is so high that supply is effectively capped. There is a miss match in supply and demand and the previous glut is slowly coming down. (Analysts’ price target is $5.57) (John Zechner)

(A Top Pick May 15/18, Down 25%) It's been up-down and done well this. The recent upside is about the online gaming space in the U.S. getting the green light. They will launch their own mobile gaming app--keep an eye on thhis. He likes management which owns a lot of stock--a good sign. He's long…