Most Anticipated Earnings: BLDP-T, BOS-T and more Canadian Companies Reporting Earnings this Week (May 06-10)

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 ECO.TO: Manufactures an environmentally friendly synthetic wood product, i.e., it doesn’t have formaldehyde. There are a lot of…

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 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 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 CKI.TO: Buying out of favour businesses that they feel have an intrinsic value. An interesting portfolio play that has broadened them…

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 NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…

Opinion about WSP.TO: Core holding. Great executional track record with M&A and organic growth. CAGR of 20%. With the global trade war unleashed,…

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

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

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 ADN.TO: (A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital…

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

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 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 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 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 PPL.TO: Likes Canada and likes energy. On the 5-year chart, you can see the consolidation phase in 2022-2023. We're seeing another…

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 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 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 IFP.TO: Demand for lumber will continue to increase.Short term weakness in housing (recession) not a concern for long term…

Opinion about DBM.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent reported EPS and revenues missed estimates. A…

Opinion about TWM.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Recent earnings: EPS was a loss of 7c versus an expected…

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 IFOS.V: Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few…

Opinion about GFP.V: It's new in this space. A small-cap. Well-known management team. It was a shell at first then they bought a lumber producer.…

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 DII.A.TO: Have manufacturing outside of Canada. Have expanded their product line really well. Have "the hot" bicycle product. Expanding…

Opinion about DII.B.TO: (Top Pick Dec 13/13, Up 3.10%) He is now worried about the company’s fundamentals.

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 CRT.UN.TO: CT REIT (Canadian Tire) vs. Choice Properties (Loblaw) based on dividends for seniors He likes both REITs. Both dividends…

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 TF.TO: (A Top Pick May 5/14. Down 3.53%.) The trouble was repayment issues last year. They lend short-term to developers. They are…

Opinion about KBL.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Hospitality segment most impacted by COVID. New…

Opinion about BTB.UN.TO: An investment in this is an investment in Québec, so you have to be favourable to the Québec marketplace,…

Opinion about IFC.TO: Likes the thesis of buying companies that you pay into via your monthly bills. Likes the business. Nice diversifier within the…

Opinion about EFN.TO: They have 1.5 million cars on the road, 5,500 clients and 700 different industries. Are market leaders in North America,…

Opinion about REI.UN.TO: Distribution very safe due to proactive cutting during pandemic. Achievable net operating growth of 3%, last quarter was…

Opinion about TCN.TO: (A Top Pick Jun 25/20, Up 50%) He would buy it again. It is one of the largest holdings in his fund today. The company focuses…

Opinion about BEI.UN.TO: Headline "Soaring Canadian housing costs drive population boom in Alberta" tells the story. Affordable housing, with 78%…

Opinion about DIR.UN.TO: (A Top Pick Sep 27/23, Up 10%) Attractive valuation, about 25-30% undervalued. Last-mile distribution. Europe is seeing…

Opinion about GSY.TO: Spin out from Accrete Energy (GZ-T). Quite small so conflicts with his view of sticking with good liquid stocks and strong…

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 FRU.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Freehold Royalties reported strong second quarter (Q2)…

Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…

Opinion about MEQ.TO: Excellent company that is founder led (lots of skin in the game). Expecting shortage of affordable housing to be very good for…

Opinion about MI.UN.TO: Apartment sector extremely interesting right now. Rents are going up 10% YOY. Good assets to own for the long term.…

Opinion about MKP.TO: Loan to values are quite conservative because of Canadian laws. There is headline risk. Stick with it but don't add to it. Prefers HCG-T

Opinion about ISC.TO: Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA.…

Opinion about FC.TO: Small “mortgage” REIT. Mezzanine financing for residential for multi-residential and commercial development. Involves loans for…

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

Opinion about HOT.UN.TO: He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff,…

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 MFC.TO: Doesn't own any of the lifecos. This name struggled for quite a while, but then broke out on strategic repositioning by…

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 CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased…

Opinion about GRT.UN.TO: Has done well in the past. It trades at a premium vs. peers. Instead, she owns Chartwell and CAP REIT.

Opinion about SRU.UN.TO: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building…

Opinion about CRR.UN.TO: Grocery-anchored retail, defensive. Benefits from inflation. Occupancy up last quarter, higher leasing spreads. 14.7x, 10%…

Opinion about LIF.TO: Unsure on direction share price (short term).Good company for the long term investor.At current price is a bit…

Opinion about SII.TO: (A Top Pick Dec 19/12. Down 27.52%.) Had been intended as a tax loss selling example. He was able to buy this through some…

Opinion about TVK.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The strength is a bit surprising considering financial…

Opinion about FSZ.TO: (A Top Pick Sep 27/19, Up 13%) They bought one of the world's largest fund managers. Pays a sustainable 7% dividend yield. In…

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 PAY.TO: They own high yield securities which is an area that has been under pressure with interest rates going up. The best time is now past.

Opinion about PRV.UN.TO: This buys small grocery anchored centres. It is so small that it is hard to get some love. If you own it, it is going to…

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 DRR.UN.TO: Newer REIT. Apartment buildings in the US. Rents are lower, assets are older. Small. Trades at a nice discount. Pretty…

Opinion about DC.A.TO: He has been involved in it in the past. They recycled the cash from the Dundee sale into resources. There is concern about the…

Opinion about MR.UN.TO: Likes the company but not crazy about the REITs and their external management structure. Thought the fees were a little bit…

Opinion about HOM.UN.TO: Trades in USD and CAD. US apartments, mainly in the US sunbelt, in high-growth markets. Best way to get exposure to those…

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 IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about DFY.TO: P&C business. Making a ton of money. Great business, good valuation. Will probably be acquired at some point. His insurance…

Opinion about ELF.TO: Solid company. Reasonable yield. Expert opinions on E-L Financial (ELF.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about CSH.UN.TO: (A Top Pick Nov 30/23, Up 53%) Sees more upside from here. Occupancy levels have crept back up to over 90%. Fantastic demand…

Opinion about IIP.UN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Positive Same-Property Net Operating Income(SPNOI).…

Opinion about GCG.A.TO: (A Top Pick April 16/14. Down 0.87%.) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). The whole…

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 AD.UN.TO: Stockchase Research Editor: Michael O'Reilly With EPS growing 24% annually over the past three years and revenues up 24% this…

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 DIV.TO: They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store…

Opinion about OLY.TO: Provincially regulated trust Company. Just reported Q2 earnings and the results were fantastic. 6% dividend is very safe. Very…

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 ONEX.TO: Very strong management team.Hard stock to value. Private equity firm.Trading at discount to net asset value.High interest…

Opinion about CIX.TO: Stockchase Research Editor: Michael O'Reilly CIX just announced a $1.3b sale for 20% of its US wealth management business. This…

Opinion about PLZ.UN.TO: PE ratio In real the better measure is price to cash flow or FFO (funds from operations). Cash flow is more critical due to…

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 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 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 ESI.TO: (A Top Pick Nov 14/22, Down 46%) Still likes it. Has a price-free cash flow ratio of 2. Revenues depend on commodity prices,…

Opinion about SOIL.TO: Passed on last private placement.Large abandonment liabilities.Small company that doesn't attractive institutional…

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 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 IPCO.TO: Also a Lundin Group company. Consistent in buying back shares. Stock's substantially undervalued. Heavy oil producer.…

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

Opinion about TVE.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TVE has reported record production and upped its…

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

Opinion about SGY.TO: Trading at discount to NAV. Out of favor small cap name. TMX completion will benefit company. Benefiting from fish bone…

Opinion about PNE.TO: A very well run Nat Gas company that goes after dry natural gas. He is not bullish on Nat Gas so would not own it. He…

Opinion about STEP.TO: One of his major holdings. He's very bullish on pressure pumping. Deal closed today where they bought a U.S. pressure pumper,…

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 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 QEC.TO: Gas weighted. Good name but thinks ultimately development is going to be slow. Expert opinions on Questerre Energy (QEC.TO) —…

Opinion about BTE.TO: He doesn't have any intelligence on what's weighing on the stock. Trump wants lower oil prices, so he hasn't owned any of the…

Opinion about ATH.TO: No debt. Roughly $134M net cash. Business model is defendable down to $50 oil. Purish-play, oil sands name. Very clean story.…

Opinion about HWX.TO: (A Top Pick Jan 30/24, Up 20.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with HWX is progressing well. To…

Opinion about EFR.TO: He owned this and covered his investment. EFR will benefit from Pres. Biden subsidizing the uranium business. EFR benefits from…

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 AOI.TO: Have been some major discoveries hear their area. The hit more water than they expected to. Longer term this is probably a very…

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 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 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 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 CNE.TO: (A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of…

Opinion about PRQ.TO: He believes we are seeing a very firm bottom for nat. gas prices. This is a premier deep basin player. Has owned for a couple…

Opinion about TXP.TO: It is in Trinidad. They are drilling deeper wells for the first time and are 100% oil, presently. Their first target from here…

Opinion about RBY.TO: Doesn't believe in quality of assets. Company too new to determine whether a good investment. Good management, but not buying…

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 ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…

Opinion about CPG.TO: Never a good sign when your stock issue gets hung up. Timing wasn't ideal, with weaker sentiment on oil below $80. New concerns…

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

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 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 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 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 SHOP.TO: Tech is struggling and SHOP trades at a high PE. Would be interesting in the $80s. He sees more downside from here.

Opinion about KXS.TO: Nice niche. SaaS in the cloud, but caters to supply chains with a rapid response platform. An example of SaaS that can…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

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

Opinion about TIXT.TO: (A Top Pick Jan 12/23, Up 2.5%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with TIXT is progressing well.…

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

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 CTS.TO: Recent breakout good for momentum investors. Not at all time highs yes. Watching closely. Fairly stable up trend. Now a good time to buy.

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

Opinion about TC.TO: Just IPO'd a couple of months ago. Analysts have not yet put out reports. An interesting business model and feels they are going…

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

Opinion about K.TO: Pulled back recently.Has sold shares, but looking with current share price.Wait a little before buying.Expects gold to go up the…

Opinion about BTO.TO: Weakness in share price not a reflection of rising gold prices. Stock trading a multi-decade low. Cost issues, and inflation a…

Opinion about ERO: Very well run. In a 2-year timeframe, it'll go higher. Very long-life deposit, very good production pipeline. He sold, as it…

Opinion about FVI.TO: (A Top Pick Jan 11/21, Down 56%) Market did not like their acquisition in Africa because of political risk. He's very bullish…

Opinion about DPM.TO: This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in…

Opinion about ODV.V: They plan to drill 200,000 meters for the next two years, backstopped by the Osisko teams (4 companies in total under Osisko).…

Opinion about AMX.V: $45 million market cap. It has a gold project in western Quebec and hitting some high-grade at less than a meter,…

Opinion about LUG.TO: Ecuador is becoming more mining friendly, but he is suspicious and it seems the government is reactionary and he does not trust…

Opinion about OR.TO: A gold royalty company. He has a $17 price target. Not being a producer, they have more stable cash flow.

Opinion about AG.TO: In the past, this has had very strong seasonality from approximately from the middle of December right through until the end of…

Opinion about DML.TO: The outlook for players in this area is quite positive. Now that we are living with shortages in power, people are realizing…

Opinion about PAAS.TO: Has recommended it before. Even though it's doubled, it still holds value because of a new discovery in a Mexican silver mine.…

Opinion about STLC.TO: He bought it after he met management, of whom he was really impressed. The company is a huge beneficiary of the shortage of…

Opinion about TXG.TO: The biggest influence on gold is going to be the US$. Gold rolled over to about the $1290 range. You should get a bit of a…

Opinion about WDO.TO: Has gone through trials and tribulations, but a lot of it is related to the Cdn$ as well as some mining issues in both their…

Opinion about SSRM.TO: He has been trying to find a good silver play, because the silver price seems either undervalued or reasonably valued. This…

Opinion about ALS.TO: (Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It…

Opinion about URE.TO: If he owned it, would be looking for a place to get out on the move up. Expert opinions on Ur-Energy Inc. (URE.TO) — buy, sell,…

Opinion about GGD.TO: It gets consistently good exploration results so is exploration predictive. Market pays a premium for this. It is silver rich…

Opinion about ARG.TO: (Market Call Minute.) Nervous about the price of copper but the company is priced at about 20% of replacement costs, which is a…

Opinion about S.TO: It's fallen on hard times. It bought a big mine in west Africa and has trouble getting it to run at a profit. They took on a lot…

Opinion about ASM.TO: Wouldn't be his top pick. Usually goes with the cycle pretty well. We are still in a sceptical stage of the market. Any silver…

Opinion about MPVD.TO: This is not the first bear market he has seen. This is the next new big mine. Diamonds have been going thought a bit of a dry…

Opinion about WPM.TO: Gold is almost like an insurance policy. Good diversifier. Should be a good, long-term hedge. Deposits have become harder to…

Opinion about IMG.TO: He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why…

Opinion about EDR.TO: (A Top Pick Jan 15/09. Up 170%.) Taken a little bit of profit but not too much. Thinks silver will outperform gold going…

Opinion about SKE.TO: The strip ratio is a moderate-high 7.5:1. Metallurgy is an issue. Brent Cook: The issue here is that the higher-grade ore is…

Opinion about ITH.TO: Primary asset is an Alaskan property Livengood. Have been in the process over the last 3-4 years of proving it reserves.…

Opinion about LUC.TO: Operated by the Lundine family. This has been a truly outstanding Canadian success story. It mines and markets some of the…

Opinion about ERD.TO: They are active in several concessions in Mongolia. Any one of their projects could be a major mine. Should do well over the long term.

Opinion about FDY.TO: It is a call on the Canadian market. December is the strongest month of the year. It is when the Canadian market outperforms…

Opinion about LGD.TO: Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over…

Opinion about LIO.V: Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will…

Opinion about WM.TO: Good properties. Expert opinions on Wallbridge Mining Company (WM.TO) — buy, sell, or hold ratings from Canadian and US analysts…

Opinion about GENM.TO: A palladium-copper developer in northwestern Ontario. Rates of return are just below 30%. This will be hard to finance, though…

Opinion about TI.TO: They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc…

Opinion about DIAM.TO: Diamonds. Had a pretty robust project looking forward but they needed to raise money to expand the project. Everything hit the…

Opinion about AMM.TO: Have a really outstanding group of exploration properties. They find and let partners do the work and put up the money, much…

Opinion about MGM.V: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The…

Opinion about EXN.TO: Silver producer in Durango Mexico. Sees silver prices being very explosive in the next 6 months. Sees this one as an amazing…

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 NCP.TO: 12 million oz of gold and platinum. 17 km long deposit. Potential to double in size of larger. Was formerly a mine and has been…

Opinion about AYA.TO: Hoping to bring a second silver mine into production in Morocco, which has boosted investor-friendly fiscal regimes.…

Opinion about MTA.V: He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early…

Opinion about NEO.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cannacord reduced their price target for the company…

Opinion about TLO.TO: Interesting. There are two classes of nickel: good and very good, the latter used in batteries for e-cars--high demand. TLO has…

Opinion about LGO.TO: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap…

Opinion about ELR.TO: Likes the space. There are very few ways to play it. Production profile is very strong. Always has been quite a liquid stock.…

Opinion about TVA.B.TO: Probably the cheapest broadcaster in North America. Controlled indirectly by Quebecor (QBR.A-T). Largest broadcaster with the…

Opinion about WN.TO: WN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their…

Opinion about TOY.TO: Likes it. Got out of it a while ago, but has been looking at it again. Revenue was down a lot in the last quarter, but TOY is…

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 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 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 STN.TO: A true compounder in Canada. Respects management, but it's fallen from its summer peak due to profit-taking. It's a buying…

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 SIS.TO: Fell on Tuesday's tariff news, bouncing today. Benefits from the aging population that has financial flexibility. Very strong…

Opinion about PBL.TO: A major core holding of his. Sports betting doesn't impact instant lottery tickets which is in fact booming. PBL leads in…

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 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 GH.TO: Calgary real estate market and Alberta in general as gas moves towards $6.50-$7. Good little niche market. Hotel business is…

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 BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of…

Opinion about FP.V: (A Top Pick Aug 15/05. Down 15% not including distribution payments.) A good quality income trust. Has steady income. Grows a…

Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…

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 PRMW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has very strong growth and the sector is…

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 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 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 GVC.TO: One of the leading western Canadian media companies. Have about 50% of their revenues in newspapers in western Canada, which…

Opinion about TSAT.TO: Stockchase Research Editor: Michael O'Reilly This Canadian based satellite operator provides services to direct-to-home…

Opinion about ICE.TO: This hardly trades at all. Insiders own a very big chunk of it, about 75%. They own ice rinks and an adult hockey league.…

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

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 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 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 JWEL.TO: A nice company that seems to dominate the vitamin business, which offers long-term growth. Buy this at a decent PE. People buy…

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 WELL.TO: Disconnect with analysts' price targets. Expectations have been high since the beginning; founder's previous success was…

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 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 ONC.TO: Interesting technology. Trials are turning out well, but too small a sampling at this time. Speculative.

Opinion about MBX.TO: Been around for a long time. Has a broad range of technologies. Have recently signed licensed for Virusmax, which can double…

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

Opinion about EDT.TO: A really neat little company. Good funding of their R&D. They have revenue and operating profits. Agreement with Cardinal will…

Opinion about WLLW.TO: Figured out a way to use an agent to produce CBD in a lab, which will make it cheaper and more consistent. Still rolling it…