Most Anticipated Earnings: SLF-T, REAL-T and more Canadian Companies Reporting Earnings this Week (Nov 13-17)

Opinion about SLF.TO: Now is a good time to take some money off the table. Financials have outperformed the fundamentals in the next few years. Wait…

Opinion about POW.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is hard to ignore the strong momentum shares of POW…

Opinion about EIT.UN.TO: The management company was recently sold. It has to re-invent itself. Expert opinions on Canoe EIT Income Fund (EIT.UN.TO) —…

Opinion about UNC.TO: Making changes to be able to invest more in foreign stocks. Wait to see how they do. Expert opinions on United Corporations…

Opinion about ECN.TO: It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They…

Opinion about DHT.UN.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting.…

Opinion about AW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the name and would be fine adding to it at…

Opinion about APR.UN.TO: Canada’s newest REIT. He does not think there is a big reason for fear, but was unhappy with the debt level. He is…

Opinion about KEG.UN.TO: Expanding well. Expert opinions on Keg Royalties Income Fund (KEG.UN.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about HTL.V: This is in intro fertilization, and they supply a lot of the supplies. Have been growing both organically and by acquisition.…

Opinion about SYZ.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has good growth potential from here. Has good cash…

Opinion about TNT.UN.TO: Has been a little weak lately. Made an acquisition of Century Property. Has a management arrangement with Starlight (?) but…

Opinion about NET.UN.V: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent results were quite positive. It collected…

Opinion about ACD.TO: Great little company. Not particularly liquid. Decent dividend. Well-run, but sometimes it is like a private company that is…

Opinion about BRY.TO: They do oil/gas fluids. Profitable company and revenues are growing by leaps and bounds. They have a lot of debt and have taken…

Opinion about HR.UN.TO: Stockchase Research Editor: Michael O'Reilly One of Canada's largest REITS holding $11.7 billion in assets in North America.…

Opinion about CHE.UN.TO: It has had some issues but is a much cleaner operating company now, although it's not getting credit for it from the market.…

Opinion about DRM.TO: Should one buy Dream, which pays no dividend and has dropped significantly in value or just buy its managed REITs and be happy…

Opinion about CF.TO: Banks are doing well, but unfortunately it is at the expense of the independent brokers in Canada. This is certainly cheap, but…

Opinion about AI.TO: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8%…

Opinion about MHC.U.TO: Great, stable, recession-proof business. Unique management team. Based in the US. Great consolidation opportunities. Nice…

Opinion about AIM.TO: Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this.…

Opinion about SRV.UN.TO: A restaurant trust. This is a part of the market that he stays away from. A very tough business, cyclical, very hard to make…

Opinion about SOT.UN.TO: He used to own this, got tired of them constantly raising money whenever the stock price went up. The balance sheet is…

Opinion about CWL.TO: Will improve when economic cycle improves. A long term hold. Expert opinions on Caldwell Partners Int'l (A) (CWL.TO) — buy,…

Opinion about NXR.UN.TO: Focuses on industrial real estate. On path to 90% industrial properties this year. 50% asset growth this year. Focus on…

Opinion about FDI.V: They have finally inked some very significant deals in the last 3 months, which is why the stock has doubled since then. Thinks…

Opinion about INO.UN.TO: This is a French company. They own one building in Germany and the rest are assets are in Paris.Although the REIT is quite…

Opinion about TII.V: (Real estate lending) Getting equity like returns with a debt like structure. Have positive earnings per share now and just…

Opinion about REAL.TO: The Uber of real estate transactions. They connect lenders, lawyers and realtors together. The more value you can bring to…

Opinion about FTT.TO: She'd rather own CAT, which she's been looking at. Go to the company that makes the machinery, rather than to the distributor.

Opinion about WTE.TO: Competition from Teck? Teck has announced it will potentially be increasing shipments in competition against them. This has…

Opinion about WJX.TO: It'll be flat this year. It's very illiquid, so likely way cheaper than it ought to be. Good balance sheet. Cheap at 8x…

Opinion about TBL.TO: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock.…

Opinion about LCFS.TO: Newly listed. Renewables and ESG. One of the best ways to play the renewable diesel and hydrogen theme in Canada. Tremendous…

Opinion about DE.V: A capital pool company. Just bought a wood fireplace manufacturer that provides manufacturing into the US. It will pay out a…

Opinion about SJ.TO: Large utility pole business. Strong performance resulting from increased power demand. Unsure of demand for products - would…

Opinion about SPB.TO: Dividend sustainable? Valuation probably attractive enough to add now as a value play. Seasonally, expects demand to improve.…

Opinion about BLDP.TO: Has been a hold for 20 years. Was the stock to own in the late 90s. Hydrogen fuel cells technology have come a long way but…

Opinion about CJT.TO: He just trimmed target due to additional capex. EBITDA up 10%, nice. He is worried about tariffs on this name. Always trades a…

Opinion about AFN.TO: (A Top Pick Mar 29/22, Up 38%) It has stopped making acquisitions, is paying down debt quickly and has great free cash flow. It…

Opinion about MAL.TO: Not his favourite in this space, though he follows it. because it's a Canadian company selling into U.S. aerospace, it could…

Opinion about GRA.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving…

Opinion about WEF.TO: They just announced third quarter results. Earnings are second highest since 2018 when the stock was $2. They do specialty…

Opinion about CFF.TO: Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have…

Opinion about OML.V: Makes money. 10 X earnings Should grow well. Expert opinions on Omni-Lite Industries Cdn (OML.V) — buy, sell, or hold ratings…

Opinion about BDT.TO: Industrial stocks have come off on tariff, and other, fears. Very good ROE profile. Excellent earnings growth, with analysts…

Opinion about CCL.B.TO: (A Top Pick Jun 02/23, Up 1%) Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher…

Opinion about LNR.TO: Investor believes tariffs will hit. Sell? Would be vulnerable because it's a manufacturer that exports to the US. Global sales…

Opinion about GTII-CSE: The rare American cannabis stock, mostly in medical marijuana. They report Wednesday and he expects positive results. Be…

Opinion about NFI.TO: Too volatile for her. Stay away. Ranks 1/10 on value. Upside to street's price target only 1.5%, so risk/reward is just not there.

Opinion about MRE.TO: Stockchase Research Editor: Michael O'Reilly We reiterate this diversified supplier of automotive motor blocks and…

Opinion about LGT.B.TO: His longest held position. It pulled back a little recently as they doubled the size of their Montreal container handling facility.

Opinion about EFX.TO: He is not a big fan of the energy sector. Chart shows the stock had a big down and a trading bounce, but it is down again. This…

Opinion about SOY.TO: He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently…

Opinion about CHR.TO: Allan Tong’s Discover Picks Bay Street is giving CHR stock the benefit of the doubt with six buys and no holds or sells. The…

Opinion about BOS.TO: This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has…

Opinion about CVX.V: It has been a top pick. He has a small position right now. Rehab facilities in California. They changed the way they compensate…

Opinion about CAE.TO: Sideways range for a while, but improving technically. Issue is that given we're late cycle, there will be headwinds next year.…

Opinion about CURA.TO: (A Top Pick May 04/21, Down 59%) Derating of secular growth stocks due to rising interest rates. Doing all the right things.…

Opinion about EIF.TO: Really likes the name, good business. Making all-time highs, expensive here. Doing all the right things, growing its dividend.…

Opinion about CAS.TO: (A Top Pick Apr 24/20, Up 4%) It was doing well until its recent report. Its costs are rising, so CAS is getting squeezed. He…

Opinion about GDI.TO: Good price. Oversold. 16.5% yield. Expert opinions on GDI Integrated Facility Services Inc. (GDI.TO) — buy, sell, or hold…

Opinion about WEED.TO: They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news…

Opinion about EXRO.V: The technology is interesting, using an electric motor to increase torque. The new CEO is moving the company from an experiment…

Opinion about ACB.TO: Cannabis stocks are continuing to go down. They went up on hype and spiked around the time it became legal in Canada. They are…

Opinion about SXP.TO: Manufactures highly specialized envelopes. 55% market share in Canada. Just made an acquisition. Very focused on reducing costs.

Opinion about TSL.TO: Sold his holdings when the US housing market started coming apart. 20.5% yield. Wouldn't bet that the housing market will…

Opinion about CRP.TO: (Market Call Minute.) Had an issue with the management contract that has now been resolved. Feels there is a lot of upside for…

Opinion about CWEB.TO: A leader in the cannabis sector. They're extractors of CBD oil for medical purposes. All these players want to come in, but…

Opinion about FLY.V: Their recent acquisition was a huge benefit to the company. China has said by the end of 2019 all planes must have satellite…

Opinion about SWP.TO: SWP is one of the few companies in the world to decaf coffee using a chemical process. A few competitors have shut down.…

Opinion about ANRG.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported good sales growth, suggesting…

Opinion about KRN.TO: Had a good run and then pulled back with the market. The market is waiting for a price settlement for the Potash with the…

Opinion about KLS.TO: Had a correction, which is hardly serious. Your timing with the railcar topic is lucky. They should have completed their 40,000…

Opinion about HRX.TO: Lately has not been very liquid. The breakout was very strong and it was a gap on Jul 17th. Stop is 12.25 but upside is…

Opinion about PYR.TO: Uses plasma torches at extremely high temperatures operating in a vacuum. They can use this to burn up bad chemicals as well as…

Opinion about CJ.TO: He owns it in his RRSP because of the dividend. Company's done a decent job. Need oil prices to go up to bring excitement to the…

Opinion about PHX.TO: (A Top Pick Feb 2/10. Up 72.48%.) Sold when the valuation got extended. Expert opinions on Phoenix Energy Services (PHX.TO) —…

Opinion about YGR.TO: It has been a stellar performer. It was the top performer in ’16 and ’17. He has always felt it was running ahead…

Opinion about CWC.V: Unique in that it is small. Were oil services and just purchased a driller. Top tier client base. No dividend, but it will be…

Opinion about MEG.TO: One of his largest holdings. It has sold off from tariff worries, just hitting a one-year low. They have 35 years of stay-flat…

Opinion about OVV.TO: The former Encanna moved to the US. It was a disappointment to the market. During the pandemic they decided to move it to the…

Opinion about VNP.TO: Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate…

Opinion about JOY.TO: At this point in time, with everything going on in the oil patch, this would not be one of his favourites. Have a fair bit of…

Opinion about SU.TO: Up 134%. Hold? Sell? Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having…

Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…

Opinion about KEY.TO: Betwixt and between, which makes it hard to call. Right up against quite strong technical resistance, and right at FMV. Good…

Opinion about PEY.TO: Great company and dividend. Rather risky, riskier than GEI. Q4 was in line, operating costs down 8%, production up. 2025 calls…

Opinion about PXT.TO: It remains a value trap and doesn't see this changing. A Colombian strike took production offline. Management faces other…

Opinion about NVA.TO: He may be early on dry gas producers. Here, you get the gas but also condensate. Condensate's needed for pipeline transport as…

Opinion about CR.TO: A natural gas producer that will benefit from LNG. It is trading at less than 1 times cash flow. Management are significant…

Opinion about CFW.TO: For companies like this, it is all about leverage to the upside. Clearly the cycle has turned. Gas companies are spending more…

Opinion about ALV.V: This was a spin out from a deal that Petrorubiales did about 6 months ago. Often these spin outs get dumped because people want…

Opinion about BNE.TO: It is a conservative producer. They did a good job over the long term. All dividends are at risk, but this one should…

Opinion about IPO.TO: The $1.66 level is quite interesting. Once it gets by that, the next level would be the high $1.90 area. It has just got above…

Opinion about SHLE.TO: (A Top Pick Jul 04/23, Up 140%) It is one of the largest providers of frack sand in Western Canada and the prices of the…

Opinion about HWO.TO: He likes it. They made an acquisition a couple of weeks ago. They bought assets at 15-20 cents on the dollar. He has been…

Opinion about ESN.TO: It is essentially a small cap. They are the largest coil tubing manufacturer in Western Canada. They just announced their best…

Opinion about FEC.TO: Stockchase Research Editor: Michael O'Reilly FEC produces over 40 mboed, looking to grow to 50 mboed. The company recorded…

Opinion about TCW.TO: It provides energy services in Alberta as well as some in the U.S. He doesn't own energy services or exploration companies.…

Opinion about OBE.TO: It could be sold before the end of the year. Results today were not very good. They are looking to sell some of their…

Opinion about CEU.TO: Really likes management and the company. With the commodity price coming off this much, it is probably down 60% or so. They…

Opinion about TOT.TO: Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting.

Opinion about OYL.V: Just raised some money and will be undertaking a 6 well program. Expert opinions on CGX Energy Inc. (OYL.V) — buy, sell, or hold…

Opinion about CET.TO: (A Top Pick May 7/15. Down 85.45%.) This is a question of survival. Their revenues went down 66% last quarter year-over-year.…

Opinion about MCB.TO: It had a mishap with an ERP installation (software). These things are tricky to implement. It is a temporary problem and in the…

Opinion about KEL.TO: It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were…

Opinion about E.TO: This company was having issues, where they had so much business, they were renting a lot of equipment which put pressure on their…

Opinion about XOP.CN: Had a good run. He is going after some of the assets that were in Oil Exco. In the process of raising money. Until we see the…

Opinion about DRT.TO: (A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in…

Opinion about NVEI.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. NVEI trades at 4X sales; 17X 2023 earnings. It has…

Opinion about MDA.TO: A great play on higher defence spending. Canadian defence stocks are rare. But the chart is rocky. Likes it. An obvious choice in defence.

Opinion about CPLF.TO: Large infrastructure & utilities technology.Optimization software that replaces spreadsheets.Large organizations that create…

Opinion about KSI.V: A company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is…

Opinion about MDF.TO: Small cap, in a very competitive marketplace with players like GIB.A and OTEX. Large, transformational acquisition last year…

Opinion about QTRH.TO: It has gone through tremendous changes in the past 6 months. He teamed up with others to buy 10% of the company and forced the…

Opinion about ART.V: This company is involved in Kurdistan in a project of drilling with Niko Resources (NKO-T). They don’t have the capital…

Opinion about CSU.TO: Never owned it due to high PE and they grow by acquisition, whereas she wants to see some organic growth in a company. Are…

Opinion about DCBO.TO: Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional…

Opinion about HUT.TO: Essentially an ETF that basically owns the TSX or the S&P 500. (Have a US version as well.) Will typically Buy Puts to protect…

Opinion about ALYA.TO: Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on…

Opinion about BR.TO: Great company and good product. Too small for their funds. Not a fan of breweries. Expert opinions on Big Rock Brewery (BR.TO) —…

Opinion about PET.TO: Shares are basically flat over the past year do some quarterly misses, but its PE has fallen to 22.34x, below its 24.06x,…

Opinion about LEV: https://finance.yahoo.com/news/northern-genesis-spac-rallies-lion-162015419.html Spiked 19% today after news of a deal to supply…

Opinion about PZA.TO: Allan Tong’s Discover Picks Pizza chains are not the same, and we’re not talking taste. Pizza Pizza suffers from being a…

Opinion about RAY.A.TO: Music on your cable box. They put up a good quarter recently and raised their dividend. There is insider trading. It is going…

Opinion about IDG.TO: Has built a gorgeous base. Broke through its trend line. No news on it which he likes. Expert opinions on Indigo Books & Music…

Opinion about LNF.TO: Has owned this since 2004. Tremendous upside. They really expanded their e-commerce and now makes up 10% of sales. When people…

Opinion about CSW.A.TO: Only one analyst covers it. Earnings estimates are lower for next year and the year after than this year. Year over year…

Opinion about CSW.B.TO: Will be a takeover. Expert opinions on Corby Spirit and Wine (B) (CSW.B.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about HLF.TO: He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in…

Opinion about DCM.TO: When people think the world is coming to the end, people bring these stocks down. If global economy goes down, you will see an…

Opinion about KPT.TO: Trading like it is a private label company, which is not the case, because they have significant branded products they sell in…

Opinion about TGO.TO: Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s…

Opinion about RCI.B.TO: This year, money has rotated from telcos to cable companies like this one. Inferior network, both wireless and wired. Telcos'…

Opinion about SAP.TO: He's staying away from consumer staples stocks, unless they have some real edge. With dairy products, hard to get a margin and…

Opinion about CTC.TO: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards…

Opinion about CTC.A.TO: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not…

Opinion about QBR.A.TO: Shares fell on Q4 over a concern that their wireless growth may be slowing with lower net additions. They only have 15%…

Opinion about QBR.B.TO: Telus and QBR.B are the 2 best stocks to own in the space. Telus will gush free cashflow, as it's beyond big capex cycle, low…

Opinion about ZZZ.TO: Combination of valuation, same store sales and growth. Ticks on all boxes. Trading at 15 times earnings. Leader in their field.…

Opinion about ACQ.TO: Evaluates on reasonable valuation, good price trend and prefer lower volatility. For ACQ, it has good price momentum and good…

Opinion about CGX.TO: Covid hammered them, while a British company tried to buy them but aborted that deal (now in a lawsuit). It's not cheap seeing…

Opinion about VCM.TO: Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together.…

Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…

Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…

Opinion about LAS.A.TO: (A Top Pick May 14/08. Down 17.4%.) Fruit juice manufacturer and packager. Well run. Dominant in Quebec. Long history of…

Opinion about TA.TO: Stockchase Research Editor: Michael O'Reilly TA holds a basket of high-quality power generation facilities including renewables.…

Opinion about H.TO: Great company and business. Trading at 18x. Growing at peer average. Better names in sector to own. Would recommend holding.

Opinion about INE.TO: A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if…

Opinion about MXG.TO: Well run company. Long term hold. Expert opinions on Maxim Power (MXG.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about NPI.TO: Cut dividend and guidance. Not a fan. Too much enthusiasm went into the renewable energy companies. In 2022 they all went up…

Opinion about BLX.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In a volatile market, anything is possible. However,…

Opinion about KEC.TO: Good management. Feels they probably have a reasonable field. Had some water in their first drilling.

Opinion about GRN.TO: Allan Tong’s Discover Picks Greenlane it’s another small-cap Canadian biogas play in the same business as XBX, but it boasts a…

Opinion about EMA.TO: (A Top Pick Nov 07/23, Up 17.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with EMA has achieved its target…

Opinion about AQN.TO: In multi-year turnaround after its struggles from higher interest rates and slower execution. Most earnings come from stable…

Opinion about DNTL.TO: AND does drug distribution in western Canada. Incredibly stable business with good runway for growth. Nice compliment to a…

Opinion about CRON.TO: This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go…

Opinion about CRRX.TO: Billy Kawasaki’s Insights - Picks from 5i Research. The company continues to transform and has done well. The market cap has…

Opinion about TRUL.CN: It's a vertically integrated medical marijuana company that is dominant in Florida with a growing presence in the US…

Opinion about SIA.TO: High yield + price appreciation over 5 years? Squarely within definition of growth for next 5 years. 42 LTC (97% occupied), 40…

Opinion about EXE.TO: Enjoys a regulated revenue stream like other retirement homes, so it's fairly safe--but has only 2-5% growth. A long-term hold.…

Opinion about GUD.TO: The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on…

Opinion about DR.TO: They have a strong balance. The dividend is fine. But the issues revolve around their clinics. A new public hospital has stolen…

Opinion about VHI.TO: (A Top Pick Mar 12/24, Up 20%)*Note the short timeframe. He has big expectations. Sitting on a pile of cash to make…

Opinion about CPH.TO: Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very…

Opinion about NLH.V: Doesn't know much about this. Shied away from it for now, because it doesn't trade much. Has the potential to be a bigger…

Opinion about AEZS.TO: Would like to get in at the $6 level. Cash flow positive. Expert opinions on AEterna Zentaris Inc. (AEZS.TO) — buy, sell, or…

Opinion about HUGE.CN: There's no coverage on them. They're retrofitting an old Kraft location to grow high-grade cannabis. They've suffered a lot of…