Most Anticipated Earnings: NTR-T, ONEX-T and more Canadian Companies Reporting Earnings this Week (Feb 17-21)

Opinion about CJT.TO: He just trimmed target due to additional capex. EBITDA up 10%, nice. He is worried about tariffs on this name. Always trades a…

Opinion about FAR.TO: It's been around for 60 years in the mining drilling services business. It has started focusing on less volatile geographical…

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 SECU.V: They do physical and cybersecurity. A very small-cap, early-stage company. If they execute in the next 2-3 years, they will be great.

Opinion about BU.TO: Had a small speculative holding and is looking at shaving off some of the gain he's made. Has an extremely interesting product…

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 TFII.TO: His team eliminated all stocks related to tariffs. Freight rates and volumes have come down. There's a sense that no one…

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

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 CFP.TO: They have benefited from the strength in housing. It is a very cyclical industry and not one she typically goes into. Hold it…

Opinion about SVI.TO: Makes video cameras for use in stores or businesses. Have some new contracts with Costco (COST-Q). This should allow them to…

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

Opinion about CFX.TO: Lumber companies depend on the US housing market. If you can look past the value to when things start to pick up, this could be…

Opinion about TBL.TO: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock.…

Opinion about GCL.TO: Food distribution business. Restaurants and convenience stores. A bit of a turnaround story. 5.1% yield and generates a huge…

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

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

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

Opinion about AIF.TO: He has been lightening up. The big decline in energy services impacts this one. He does not see a lot of positive change for…

Opinion about MRC.TO: Very wide discount to NAV. Its assets are not in sectors that investors are looking to add more capital to today. Exposure to…

Opinion about LFE.TO: This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it…

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 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 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 GEI.TO: We're all trying to figure out which stocks tariffs will either impact or leave unscathed. There's a thirst for natural gas,…

Opinion about TCW.TO: It provides energy services in Alberta as well as some in the U.S. He doesn't own energy services or exploration companies.…

Opinion about GXE.TO: Hasn't had the market's attention. Team has had a good track record and the company will participate in the bullish Canadian…

Opinion about OBE.TO: It could be sold before the end of the year. Results today were not very good. They are looking to sell some of their…

Opinion about NXE.TO: Very strong demand for Uranium. Nuclear energy appears to be solution to long term power demands. Eastern European Uranium…

Opinion about AAV.TO: Another challenged Canadian energy company. Unless there's a change in management or strategy, he doesn't see this going anywhere.

Opinion about SSL.TO: It's a royalty to 18 junior hold projects, so you avoid the risk of owning a single company. It's defensive.

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 ORV.TO: Has reduced his position but if he didn’t own he would be a Buyer. Trading at one of the cheapest valuations.

Opinion about IVN.TO: Big fan for a long time. Wonderful stock, and this should continue for people who can psychologically adjust to the perceived,…

Opinion about AGI.TO: This name is further down the food chain. Take a look at the more interesting mid-size players. Still, he's been lightening up…

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 CS.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We can't do much about the cyclicality of the metals…

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 HBM.TO: (A Top Pick Oct 31/24, Down 11.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HBM has triggered its…

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 PRU.TO: Gold assets in West Africa, Ghana and Ivory Coast. Good management. Going into production this year and expected to produce…

Opinion about NGD.TO: (Market Call Minute.) Probably one of the best of the 2nd tier producers. Highly leveraged to the gold price and well-run.

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 TKO.TO: Copper and molybdenum exposure. A little overbought but on a pullback of 10%-15% he would start accumulating.

Opinion about NGT.TO: Gold market has languished the last year and a half. Cost are going up by 20-30% at this part of the cycle, and he doesn't know…

Opinion about TECK.B.TO: Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability…

Opinion about CCO.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CCO is not perfect but if an investor is looking for…

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 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 ELD.TO: Forego for now, based on the chart. Go to something with better financials and sustainability.

Opinion about CXB.V: He is attracted to their exploration ground and their joint venture. They have worked well.

Opinion about AG: Have done a very good job. He is leery of stocks after such a long run up. Expert opinions on First Majestic Silver (AG) — buy,…

Opinion about CG.TO: Central Asia is difficult. He likes their balance sheet. Expert opinions on Centerra Gold Inc (CG.TO) — buy, sell, or hold…

Opinion about MND.TO: Hasn’t seen management for a year or two. Likes their Australian silver operations, which has very thick veins. The mine…

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 FPC.V: If you up the cutoff grade, it all starts to fall apart. He sees the size potential Expert opinions on Falco Resources (FPC.V) —…

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 GIL.TO: This is a staple – apparel. It is one of the largest basic apparel manufacturers in the world now. Their manufacturing foot…

Opinion about TBRD.V: He knows it very well, back to when they were private. They continue to build out. If they can allocate capital well, resulting…

Opinion about L.TO: Likes its positioning in food retail and its pharmaceutical business. Expansion of pharmacists' duties is helping traffic.…

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 TGO.TO: Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s…

Opinion about ENW.V: Dehydrated foods technology. Has had one great announcement after another. Seem to have crossed over a threshold now. Amount of…

Opinion about BHC.TO: He likes it because nobody likes it. It is former Valiant Pharmaceuticals and trades at 6 times cash-flow. He encourages…

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 PHA.V: They are like an Uber for healthcare staff: allows hospitals to quickly hiring nurses for hospitals, and PHA transports patients…

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 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 H.TO: Great company and business. Trading at 18x. Growing at peer average. Better names in sector to own. Would recommend holding.

Opinion about TA.TO: Stockchase Research Editor: Michael O'Reilly TA holds a basket of high-quality power generation facilities including renewables.…

Opinion about PIF.TO: Sentiment on renewables has taken a nosedive. Number of projects likely to be consummated in next 3-6 months, including…

Opinion about EMA.TO: (A Top Pick Nov 07/23, Up 17.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with EMA has achieved its target…

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 NPT.CN: Only 2 profitable quarters in years Expert opinions on Plaintree Systems Inc. (NPT.CN) — buy, sell, or hold ratings from…

Opinion about OEE.V: CISCO needs them to come into manufacturing facilities. They ensure all tools on a platform in a manufacturing floor integrate…