Rogers Communications (B), Canadian Pacific Rail and More Earnings Reports this Week (Apr 19-23)

They've done financing, rising from 80 cents to $4 then back to $1. A round trip. They're opening a big cannabis supercentre in Vegas that'll probably do well, but this stock got expensive. And cannabis is still speculative. He's waiting-and-seeing.

Benefiting from shift in consumer spending to the home. Doorknobs, cabinet hardware. Undergoing a positive rerating by the market. Strong consumer tailwinds as people forced to stay home. Good business model. Lots of growth runway. Half of revenue growth comes from accretive acquisitions. Margins have upside. Yield is 0.73%. (Analysts’ price target is $35.00)

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.

Short-term for copper is not good, given all this volatility, but longer-term their deposits of that quality are superb. Can they get a road built to the mine? He thinks it will, given the politics in Alaska and among First Nations people there. After this year, the copper price should rebound. TMQ will generate a…

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.…

Billy Kawasaki’s Insights. A cannabis cultivator out of BC that is a micro-cap. It trades on the TSX Venture Exchange. Current earnings per share is at -0.19. It started trading in September and has largely stayed flat since the IPO. The marijuana space continues to face pressure so it may be wise to stay on…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They beat EPS estimates by 4 cents, at 70 cents. EBITDA beat estimates by 20% at $83.6M. Same store sales rose. They continue to benefit from the pandemic and have controlled costs well. Unlock Premium - Try 5i Free

This is one of his largest positions. He trimmed a little on the way up but it is a long term core holding. The pandemic has really, really helped them. People are ordering more food from home. They are offering their own private label products with same day delivery. They plan to go to $4…

For tax-loss selling? It's disappointed the market. But it's time to look at it. They should take the company private; the share price is so low, so disastrous since its IPO. Existing owners could buy it all back. Overall, retailing is a difficult space now.

Allan Tong’s Discover Picks The stock is climbing out of a long slump and offers upside of 23%, based on a price target of $7.71 by six analysts. Corus has cut costs and the Shaw family owns the company, so there is stability in the upper office. Meanwhile, shareowners can collect the 3.83% dividend yield.…

(Market Call Minute.) A Buy as long as your timeframe is one to one of the half years.

They record information on a digital basis (voice to text) and from cameras. A steady recurring revenue stream. Earnings are expected to be break even in 2020. He thinks there are better opportunities out there. He thinks it has hit its lows.

It is interesting technology. They have telemetry applications for airlines and the thought is that the airlines or manufacturers would mass-adopt this technology. He has not seen the ramp up in revenue and earnings in the time-frame he expected. They are in a constant need for financing.