Most Anticipated Earnings: AUN-X, WN-T and more Canadian Companies Reporting Earnings this Week (Nov 18-22)

(A Top Pick Sep 01/20, Down 64%) Disappointing. Numbers haven't been coming as fast as the market would like. Over time, he has faith the resource will materialize from the drilling.

Has been a bit of a disaster. Mine in Texas is not going ahead, resource was not properly done. The reserves are not what they expected.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Latest results pretty good, with the highest silver assays reported to date. Strike length has increased and high-grade veins continue to be hit. IF (a big if) DV can connect the two zones then mineralization will increase materially. More infill drilling needs to be done, but the company…

A project that is effectively right underneath the Horne Mine Complex in Québec. Originally it was very low grade gold and copper, so in order for this to be economic, they have to be able to mine it using bulk mining methods, and keep the costs as low as possible. That would entail blockading. He…

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.…

Asset trackers. New iteration uses cell, not Wi-Fi. Helps cell phone companies boost revenue, as price of phone plans decreases. Before stepping in again, he's looking for a big ramp up in the trajectory of revenue and earnings.

CCL.B-T A great label maker. A fantastic story over the years. He would never recommend selling it. You also have IPT-T and have been selling weak with all the hurricanes in the last weeks. They create a lot of value but there is better value with IPT-T. He holds this over CCL.B-T because IPT-T are…

This has an igneous phosphate deposit, as opposed to the sedimentary type of deposit that comes from Morocco. They have a positive feasibility study and a very high CapX, and are working through the permitting cycle. What they need is one of the big agricultural companies to do a buyout and develop it. It’s not…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company claims to have the highest grade deposit of tungsten in the world, in Canada (Yukon and NWT), so in a safe jurisdiction. But as a developer it has no revenue, losses and negative cash flow. It does have $37M cash, however. Insiders own…

(Top Pick Aug 20/09, Down 40%) Still have an outstanding takeover offer. Investors are waiting to see if it is going to happen.

(A Top Pick Oct 12/23, Up 146%) Will continue to own shares. Excellent company that has performed well. Has done business with family for 3 generations. New assets and mines will continue to generate value. New gold discoveries are expected in Africa and South Africa. Lundin family may end up taking over the business, but…

(A Top Pick Aug 20/08. Up 22.3%.) Acquired by Kinross (K-T).

Have received a notice of intent to make a takeover offer from one Australian zinc producer. Offer is at $3.90 a share. With take advantage of the market liquidity and usually money to advantage.

Junior exploration company frilling in Baffin and high arctic. Some interesting geology. Worth holding onto. They will one day make a discovery. A well-run exploration company.

They were abutting New Gold’s (NGD-T) Ashton project. They have an interesting exploration play and have sold some rights to New Gold. A speculative situation.

Likes it for primarily being Loblaws and Choice Properties which has a solid tenant base including Shoppers Drug Mart. Has reasonable growth prospects. The only caveat is politicians complaining about high food prices, but it doesn't bother him. The grocers face costs pressures from energy costs and higher wages. (Analysts’ price target is $189.86)

Are transitioning from growing cannabis into edibles, namely chocolate, including supplying US companies. They have a deal with Canopy. He continues to like it. Down the road, this will be taken out. Great execution.

(A Top Pick Sep 18/23, Up 18%) Buys grocers for defensiveness and value, not growth. He hasn't been trimming, still some runway to go. Efficiency gains in the space have been incredibly strong via technology. Rate cuts support households, which supports retail including grocers.

He knows it very well, back to when they were private. They continue to build out. If they can allocate capital well, resulting in animated programs that are well-syndicated, then they should do well. If not, then this will be a lumpy stock. He needs to research them more.

Been a long, rocky road. Still owns it, unfortunately. The owners are committed to making this a success. The balance sheet is good now, and they're making small acquisitions. Hold or buy it now. He expects the company to go private of be sold. Good margins, but the wine industry has been hit hard in…

Thinks the newspaper business is going to have some fundamental issues going forward that are going to be fixable. None of the younger generation take newspapers.

3% conviction level for him. Founder run and owned. 70-80% of its business is from an iron supplement, that's a concern. Combogesic is a new product and not a huge part of its business. Trying hard to add lines of business. 

$0.33 of earnings in 2016 is expected to more than double. Roughly a median estimate of $.82 against $10.45, about a 13X PE multiple. It has existing drugs with sales related to that.

They take a large nuclear magnetic resonance machine and shrink it down to a desk top size. They now have a high def version. Theirs is better than their nearest competitor. It won't be profitable until 2021.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent results were quite positive. It collected 100% of rent with an increase in revenue by 61%. Free cashflow is at $2.9M this quarter. They have added the Food Basics banner and acquired more land for development. Profit margins increased and cash balance is now…

Best way to play renewable gas globally. Pure play. A way to be cleaner in using natural gas. Companies like FTS are making it part of their mandate, and it's a major customer of EVGN. Two transformational acquisitions. Tremendous growth. Need a tough stomach for the volatility. Approved to buy back shares. Price target of…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research REAL is in recovery mode; it has a solid Q2 with a 27% 'beat' on earnings. It also has good positive leverage to lower interest rates (now occurring) and the real estate market. Earnings in the next two years will still be significantly lower than…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales and EPS outlook are good. The markets are reacting well to results from last quarter. EBITDA increased by 47% for the year. Organic growth was roughly 20% with $5M added to its cash balance. Management’s outlook is positive for 2022. Demand and growth have…

Loved the REIT sector a few years ago. He watched this one a little bit but it didn’t fit into his qualifications. When you have a sector that is in a recovery mode and you have some that are not only laggards but are real dogs, you have to take a really strong look at…

(A Top Pick Sep 07/21, Down 15%) Today it's cheap, versus long-term expectations. Trading in line with peers. Lumber companies have been trading sideways at best on fears of major slowdown in housing. They're discounting Armageddon, and he doesn't see that happening. IFP bought 16%, and they're not done.

There's been a lot of focus on cannabis in the US. Last November, Arizona legalized recreational weed and are starting to sell that. VEXT operates in many states, but particularly AZN. VEXT is still under the radar, but he expects them to grow rapidly, because they had a head start as a medical weed operator.…

A play that could be triple / quadruple. Optical chips for next, next generation. 100 Gig data rates. High risk.

New technology officer. Early stages. Wait to see what happens.

Really risky. It could pay off for you--or drop. Be really cautious here. These types of companies specialize in a highly specific green technology, but he worries because technology (in solar panels) changes often and suddenly.

Output should be higher in Q2 from Q1. 85% oil. Annual yield of about 7.5%, paid monthly. Going after oil in older fields. He'd like to start seeing volume growth. Likes management. He thinks oil will be above $70 over this winter, and this company will be throwing off a lot of cash.

A small-cap player amongst the giants. Very small market cap. Thin liquidity on trades. Risky.