Most Anticipated Earnings: OLA-T, POW-T and more Canadian Companies Reporting Earnings this Week (Mar 17-21)

Very high-grade deposit. Good exploration success. Share price has kept pace with development. Not sure that someone will take them out, as the chart shows it's doing just fine on its own. Not sure they want to be taken out, institutional investors would help them fight off any approach.

Browse a daily summary of experts opinions on stocks and stock investment information.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WDO has a 'bouncy' history but certainly momentum is quite strong right now. The balance sheet is solid and it is growing nicely. For mid-cap sector exposure, we would be OK buying today. Unlock Premium - Try 5i Free

A cheap play in the space. See his Top Picks.

They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.

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…

People are concerned about the deleterious elements in the ore. Thinks the grade is so high that people will be willing to accept the smelter penalty. When people realize they can still make money, either share price goes up or it gets taken out.Superb relationship with host First Nations -- both royalty holders and shareholders.…

It has a great management team and the Yukon is a friendly place to develop. Infrastructure is the issue. Smaller mining operations can deal with this, but lack of power and transportation are challenging. Where copper prices are, this is still too levered -- you need copper prices to go higher.

Browse a daily summary of experts opinions on stocks and stock investment information.

Sees no change to the dividend theory. The 3 Irish business millionaires actually control the company and are holding it long-term for the dividends. The company has some costs going on disadvantaging it. The diamond sector itself has not produced really stellar performance. This is a “wait and see”.

In Western Africa, this miner is looking for funding. It is not the exciting part of the cycle as they are in the de-risking mode. Investors are looking for projects that double resources. Institutional investors are not yet stepping in the space.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CNC is a small ($205M market cap) nickel miner. Nickel as a commodity is expected to be in a shortage over the mid to long-term with minimal supply growth outside of China and Indonesia. It is pre-revenue and issues shares to fund its operations. It…

One of the few companies in the world that's cashflow positive in the vanadium business. Worldwide growth in specialty steels. He keeps holding because he loves out-of-favour commodities.

(A Top Pick Mar 03/20, Down 28%) It operates in Quebec called Fenelon. The resource is there and they are very well-finance (Eric Sprott owns over 20%). Also, Kirkland Lake's CEO sits on the board and owns shares. Perhaps, the market is impatient, which has pressured shares, but WM is careful in moving forward.

(Market Call Minute.) In a big gold system and he likes it.

Monopoly-type business. 30-year contract on Saskatchewan land registry services. Trades at ~8x EBITDA. Generates about 11% free cashflow yield. Yield is 3.5%. (Analysts’ price target is $34.00)

Terrific FMV. Stock's at a point where it has to break out technically, but it's a story unfolding on the back of more engaged management. Big discount to book value, lots of upside. Could probably survive a Trump walloping. Nice dividend of 4.5%. (Analysts’ price target is $53.50)

Difficult to own. Commercial real estate in Europe. Strategy of owning secondary assets was not the best. Cut distribution. Unless you have a high risk tolerance, don't add to your portfolio.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research FC is a relatively small mortgage lender. The stock is cheap at 10X earnings, and it mostly trades for its 9.4% yield. The dividend has not been raised for at least 10 years, but it does pay fairly regular small special dividends annually. There has…

Be patient with it. Has good, long-term fundamentals. Likes the managers for being focused. Could be taken out. They are executing, but sort of fly under the radar.

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…

Cannabis is such a challenging sector. Has expanded into the U.S. He has great respect for management. It could be a possible takeout target.

(A Top Pick Sep 21/23, Down 7.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ACQ has triggered its stop at $23.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 16%, when combined with our previous recommendations.  

(A Top Pick Feb 27/08. Down 3.8%. BNN misquoted as a 30% gain.) Recently suffered from the malaise in the newspaper industry. The unique thing about this one is that it is mostly exposed to Western Canadian publications and to local community advertising. Generates a significant amount of new cash flow.

He does not own it because he has a lot of TFII-T. TTR-T struggled with balance sheet issues which seem to have been cleared up. It is a wait-and-see for him.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think it is somewhat attractive. The balance sheet is fine. The dividend is nice. Good earnings growth is expected and its industry positioning seems secure with China restricting some metals. We would like a better valuation than 24X earnings, but otherwise we would consider…

He was in on the IPO a few years ago. Wood-burning stoves is a large business for them, plus agriculture and some industrial. They acquire and integrate small businesses in order to lead the market. It pays a high dividend. During Covid, business in some parts spiked, but after Covid, their YOY comparables looked like…

Wellness drives CBD demand and there's more competition entering this space. The CBD market continues to expand into drinks and food. He used to own this, but sees better opportunities. But CWEB is one of the U.S. leaders in this crowded space, so it's okay. You want to be in this space.

Still owned by founder, second generation. Has done the same thing for a long time; what changed is number of places they could sell to. Good business, but not a great price right now. DeepSeek was like a "man overboard" moment for a stock like this, as many own it simply as a beneficiary of data…

Their model is based on getting royalties off the cannabis companies they produce. They've done some smart deals and have been able to put pressure on producers who needed money. Not sure why it moved so down today.

She's been researching this name for a year, may soon initiate a position. Excellent management team, very long-term focus. Rational M&A and capital allocation strategy. Three recent acquisitions, plus lots of organic growth too. Really trying to grow US side. Capex spend on US manufacturing facility just about done, so cashflow will follow.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have been growing their top-line quickly over the last quarters. Net profit margins are improving. Although debt is quite elevated, they have cash balances and equity positions that are decent. Valuation is cheap and future growth estimates are good.A smaller size so could see…

It could become the next Paladin. It has great management and ownership along with a good outlook. It made a big acquisition in the U.S. and if the first two quarters go well the stock could go up.

(A Top Pick Sep 10/24, Down 11%) (Note the short timeframe.)One of the cheapest small caps, accumulate on weakness. Pullback gives you the opportunity. Good job setting stage for margin improvement over time, not overnight. High net-cash position. Capital discipline, good insider ownership. 

Credit card sized pouch inserted under the skin into which insulin cells are inserted. Control highs and lows of insulin. Also works with thyroid cells. Distribution platform for many drugs. Very positive. Revolutionary. His 12-month price target is $2.50-3, subject to outcome of trials.

Now has ~3-4% market share in Canada. Lots of opportunity to expand, as Canadian market is more fragmented than, say, the US. Entirely domestic, not exposed to tariffs. Essential service, most patients have insurance. Market didn't love its equity issue; stock's down 20%, so he's been adding. Good insider ownership.

Very well-run, but is so small that few buy and sell this. Great managers, but no liquidity. He sold his holdings.

This was a spin out from a deal that Petrorubiales did about 6 months ago. Often these spin outs get dumped because people want to own the larger company. This is trading below cash and some nice prospects. Likelihood of success by the drill bit is pretty high.

A Colombian natural gas producer which enjoys a favourable U.S. price of US$3.60. Production will rise as more customers and pipeline capacity are found. There's a shortage of natural gas in the country. It pays a nice dividend of 5.6%. He has a $5 target. Buy below $3.40. (Analysts’ price target is $6.09)

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research QEC is a very small oil and gas company with market cap at $94.27M. QEC had a flat year in terms of price in 2023 but did display some volatility. Both revenues and net income margins had negative growth in Q3. The balance sheet looks…

Likes the sector, lots of runway. Renewable natural gas. Governments are increasing demand. On his radar. Will look at again when risk appetite in the market returns.

He bought it as a value play with sum of the parts worth more than it was trading at. They are trying to sell some of the parts. Thinks they will sell all the parts and distribute the cash. $4-$5 breakup value. It is taking longer than he thought to break it up.