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)

They are struggling. In January, profit was down 79% even though sales were up 10%. Earnings estimates are expected to improve this year but still be a negative. (Robert McWhirter)

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…

Controversy over short-seller allegations and a lowball bid in a takeover attempt that puzzled investors. This has been rebounded off its lows but he can't accept the high valuations of these cannabis companies, some being extreme, and based on speculation. (Colin Stewart)

Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60) (Jamie 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)

Third largest holding. They have a 45% market share. They deliver proportioned meals to your door. There is zero wastage. It reduces your carbon footprint. All the packaging is recyclable. Margins are much healthier. They are growing quickly and the stocks is reasonably priced. (Stephen Takacsy, B. Eng, MBA)

Their payout ratio is 51% of cash flow -- well below his limit of 75% -- so he thinks it is relatively safe. Recent results were for earnings dropping 13% and a 28% drop for 2019. There will be better opportunities out there. Yield 4.2%. (Robert McWhirter)

It has strong seasonality at the start of the year. It's basing now after a nice run then to a sidways pattern. Catch it when it hits the bottom of the range at $4.50. He feels neutral about this. (Keith Richards)

They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors. (Peter Hodson)