Most Anticipated Earnings: DND-T, NG-T and more Canadian Companies Reporting Earnings this Week (Sep 29-Oct 03)

Opinion about DND-T: Better opportunities elsewhere in higher-probability stocks. Very competitive business. He doesn't understand the analysts' price target average, and that's what lures people in. (Analysts’ price target is $36.40)

Opinion about RCH-T: Very good operators and acquirers. Post-pandemic funk, excess inventory had to be marked down. It'll take time for things to normalize. Murky construction and renovation outlook in US. More housing activity may be a good time to step back in.

Opinion about FPC-X: 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…

Opinion about NG-T: Leveraged call on gold. Very large, undeveloped deposit with very high upfront capital costs. If gold price continues to do well, will ultimately find a partner to put its asset into production. If gold price doesn't do well, value trap.