Here’s the full list of Canadian Companies on Stockchase reporting earnings this week :
First Cobalt (FCC-V) Jan 07
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.…
Velan Inc (VLN-T) Jan 10
They lead in wireless antennae for cell phones, satellites and sell globally. The pandemic has impacted sales. They had to pause a new plant in Vietnam. The 5G roll-out is back on track. They had to guide down and that pressured the stock. Also have a lot of debt. Overall, though, they will be fine…
👨💼 Employment Services
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…
Acasti Pharma (ACST-X) Jan 10
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.
Aphria Inc (APHA-T) Jan 11
(A Top Pick Dec 17/20, Up 24.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APHA has achieved our $12.50 objective. To be disciplined, we recommend covering 50% of the position. We also recommend trailing up the stop to $8.00.
Aritzia Inc. (ATZ-T) Jan 10
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company continues to do a good job matching fashion trends and controlling inventory. EPS is expected to rise 5 fold compared to this fiscal year. Unlock Premium - Try 5i Free
Cogeco Cable (CCA-T) Jan 10
Some companies you just have to buy when the chart looks like it's not a good time. Price momentum can tell you something good is happening. Getting rid of data business gave them lots of capital to go into the US, where the big story is, exceeding expectations. Buy it here and tuck it away.…
COGECO Inc (CGO-T) Jan 10
Despite a recent upgrade, he wouldn't buy this. (Though another has raised its taret price.) He prefers owning BCE, Telus or even Rogers because they are more diversified. Yes, the stock has done well and is recession-proof.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A fast growing company that has net cash on its balance sheet. It should be profitable next year. It currently trades around 1.2x sales. The space is competitive but the company executes well. Unlock Premium - Try 5i Free
(A Top Pick Oct 08/19, Down 20%) It was an income idea that was impacted by COVID. Last year at this time we saw money flowing back toward TV advertisers. There is a little momentum in their advertizing revenue and it is starting to come back.
Uranium Sector. Has the bull started running? His proxy is CCO-T. If there is a bullish case for Uranium, the analysts have not heard it. U-T is up 66% so had had quite a move. He hopes the analysts will get the same message he is about the outlook for uranium.
TheScore Inc. (SCR-X) Jan 10
A bet on the future. Stocks that have gone back 100-200% in the last month will fall back and correct. Engaged user base, so a great opportunity. Depends on favourable legislation and getting the interface right. A very speculative play.