Hudson Bay Co., Heritage Cannabis and More Earnings Reports this Week (Jun 29-Jul 03)

Very well-run company, buying convenience stores at gas stations. We're at the tipping point of mass adoption of e-cars. Big changes are coming. That's his only worry about this story. What will happen to gas demand, when traffic to their stores declines? You can take profits.

Nicknames it Hit By A Car like its chart. HBC is all about its real estate holdings; that's the reason you own this. Doesn't know if the current rally signals a buy. Can't predict this chart. Even consider selling it.

They are suing Cineworld. He does his road shows in CGX's theatres. It will be some time before people will feel safe crowding into a theatre.

Doesn't know this company. Loves the space. Names with a good name, like "green" move well. They produce organic foods, and people are looking to eat healthier. Fancy name. Fancy products.

Cinema closings? COVID-19 has put this investment thesis on hold. It does not kill it, but there are other opportunities out there. Their theater technology is a wonder, but it would not interest him now. You need to know when movie theaters will be allowed to open up again.

This has been a very difficult stock. Recently reported a very bad quarter. He would stay away from this one. Inventory has gone up a lot and their margins have fallen. Cut the dividend totally. Thinks they are in a bit of trouble.

(Top Pick Jan 21/10, Up 28.59%) Furnishings and furniture. Extremely illiquid. Frequently buy in stock. Seems they want to go private eventually.

Every investor should own some gold and silver like 5%, and most own none. This is an easy way to do it. You don't have to own the physical bullion. Disclosure: he works for Sprott.

Extremely risky.

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

Got approval from FDA, but sales are not following through. Running out of cash. Any new financing could dilute stock price further.

They have a product that uses fats to accelerate the effectiveness of other drugs. They have done tests at over 30 locations for a new drug that did not yield conclusive results. They are re-testing. He has sold a portion of his holdings.

A new CFO about six months ago is resulting in a change in their business operations. He thinks this is a lottery ticket if you already own it. He would wait until year end -- if it does not do well, take the tax loss then. Right now the company is running radio silent.

They make a tiny device that you implant into your chest to create insulin. The medical benefits are high and could have additional applications. Tests are exploring how the device can deliver other drugs into the body, and early results are promising. He sees a lot of upside.

He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed is not raising…

They provide and manage e-commerce platforms for Sobeys, IGA, Carfor and others. Trades at only 1x revenues vs. Shopfiy at 40x. They just raised capital to acquire smaller players. (Analysts’ price target is $7.40)

Good managers who own a lot of stock. The stock has been rangebound for years as they payout a lot of its cash flow. Broadcasting has its challenges, though. ET are leaders in their space, but they serve a limited audience, which keeps him away. If you own it, hold on and watch what the…

He would hope this will be a global breakthrough. The basic processes involved are dealing with Wi-Fi as it goes into the destruct phase because of too much crowding. This company has created a diversionary stream of traffic. It is looking more interesting.

They sell energy contracts. They have under gone several management changes over the years. He is not a great fan of this business model.

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Cameras on satellites. Feels they’ve made a lot of progress in the right direction. Management is working hard and there is now more clarity. We may see some positive free cash flow one day. At this point, it is starting to become interesting, although clearly there are still a lot of unclear questions.

(A Top Pick Jan 05/18, Down 86%) He sold out of this when it became apparent oil prices were not going to finish above $70 per barrel by year end. He sold out around $6.50. Demand for frac-sand is down and their is greater competition in the US. Spending plans have declined in Canada as…

Generally not a fan of the Chinese inter-listed companies. He has a Short position in this one. There are better places to be.

(A Top Pick Jun 27/19, Down 70%) Another disappointment but the management team is really on the right track. They have some unique technology that allows them to produce direct products that can go into vape. Once some of their own products hit the shelves this quarter you should start to see revenue and earnings…

A cannabis company. It specializes in research & development related to cannabis. It's a very speculative stock. Experts on Stockchase haven't commented on this stock y et. You can get more informations and analysis on Tradingview.

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.

This had been on his Short List of about 10 companies. There is absolutely nothing wrong with it. He thinks you could get an 8%-10% rate of return. It just didn’t seem to have that key catalyst driver that could make it exciting. (See Top Picks.)

Natural gas. Have announced some major deals with Crew Energy (CR-T) and West Energy (WTL-T) in the Montney region of British Columbia. Expects there will be production within the next year.

Very interesting company. The challenge at the moment is that the only analyst covering it is no longer with the brokerage firm. The product itself is installed in a variety of stores and is basically used for in-store advertising. Still waiting for a catalyst and he thinks that will occur based on some of the…

(A Top Pick June 1/17, Up 12%) A great manager. Out of Alberta with very good western properties. He sold during its recent highs, but still likes it.

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.

Is there any growth in the investment business? AGF's balance sheet is too big for what they earn. Potential write-offs must happen to bring that down. Asset management businesses are being killed. $10.84 is his target price--lots of upside and they can cover their dividend.

He's not a gold bug, but seeks unloved stocks in unloved sectors. Gold has consolidated nicely and made a good technical turn. His #1 gold holding is FNV-T. TGC has the largest undeveloped deposit in the world and in a safe place (Alaska) with a good partner in Barrick. All tailwinds.

Extremely risky.

An outlier among tech stocks, in a downtrend while tech is rising. Company transition has not been smooth, making less money and management pay is egregiously high. There are better tech stocks elsewhere.

They have a lot going on in their greenhouse and outdoor operation. They have a deal with Scott's Miracle Grow. He sold off and may buy back in.

(A Top Pick Feb 19/19, Down 67%) He took it off the buy list a while ago. They have paid down their debt load, but their revenues from drilling in the Permian are dropping. He hopes a new management team will help. A high risk - high reward scenario. He will continue to hold it.

There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock. Most of their exposure is in B.C. and Alberta where housing is still very strong. Thinks we're at the peak of a cycle so don't have it as a long term hold.

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.

Cinema closings? COVID-19 has put this investment thesis on hold. It does not kill it, but there are other opportunities out there. Their theater technology is a wonder, but it would not interest him now. You need to know when movie theaters will be allowed to open up again.

TV, radio and some content. They took on too much debt a few years ago. It has been a deleveraging story. Shaw exited their stake and put a lot of shares into the market, yet one of their management has remained an inside buyer. They are reducing debt and put their dividend on hold for…

They are suing Cineworld. He does his road shows in CGX's theatres. It will be some time before people will feel safe crowding into a theatre.

Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

Good managers who own a lot of stock. The stock has been rangebound for years as they payout a lot of its cash flow. Broadcasting has its challenges, though. ET are leaders in their space, but they serve a limited audience, which keeps him away. If you own it, hold on and watch what the…

Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.

He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed is not raising…

It’s gone up, it’s gone down. Revenues are small, but growth rate is high. They have an online piece (software), but the offline piece is highly coveted. Could be an IP claim, where someone buys them just for the IP. They’re flush with cash.

He has been a buyer at $1.22. They have plasma torches that operate at extremely high temperatures. One of their products helps in the aluminum industry and it is being used overseas. They are involved in iron ore pellet conversion for shipping and processing. They are doing testing with a large ore producer to create…

They have a lot going on in their greenhouse and outdoor operation. They have a deal with Scott's Miracle Grow. He sold off and may buy back in.

It is in the retail sector. The issue has been that there has not been enough retail locations in Ontario. They have been in the cannabis supply area for some time. They are now the second largest. He thinks it will expand as Ontario builds out its retail locations

Generally not a fan of the Chinese inter-listed companies. He has a Short position in this one. There are better places to be.

It is pure extraction. There are probably 3 or 4 of them. They are a leader. There are not too many companies here that are profitable and these guys are one of them. They do toll extracting for clients as well as getting their own Cannabis and extracting from them. They make a great margin.

Potash in an area that is very close to deals that have been happening. On Junior potash plays in Saskatchewan, he is becoming worried about capital spending on account of foreign majors coming in. Concerned about the long-term prospects of this company.

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

Doesn't know this company. Loves the space. Names with a good name, like "green" move well. They produce organic foods, and people are looking to eat healthier. Fancy name. Fancy products.

Pays a 1.5% yield. 13% YOY sales growth and a large 12.8% free cash flow yield. Cash flow grew YOY 236%. Earnings to grow 7% this year and 5% in 2021 with a PE of 14.3x. (Analysts’ price target is $37.67)

Most recent quarter was a great one. ROE was 28%. With all the stuff that is happening in the marketplace right now, there are a lot of concerns about Alberta specifically, and you also have a lot of concerns about financials. Thinks they put in a great quarter. To be a buyer of the stock,…