Most Anticipated Earnings: PSK-T, FOOD-T and more Canadian Companies Reporting Earnings this Week (Jul 13-17)

Opinion about PSK-T: Strong performer over past several years, so trades at fairly high multiple (for example, twice that of FRU earlier this year). Extraordinarily good exposure to the Clearwater, good job with its business model. He struggles with what a fair multiple is. About 10% upside from here, and that doesn't do it for…

Opinion about CCA-T: Likes the chart here. The sector is underperforming. This and Quebecor are small caps compared to peers, which is tough for institutional investors to buy them. But the RSI shows momentum. He sees good upside. A leader in this space.

Opinion about CGO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research In Q4-2025, CGO’s revenue declined by 5.0% in constant currency, primarily due to lower revenue per customer in the Canadian market and a loss in its subscriber base in the U.S. market. The company reported an adjusted EPS of $2.12, down from…

Opinion about FOOD-T: (A Top Pick Apr 28/21, Down 67.4%) Are building online grocery sales now. When he recommended it, he expected another leg up--and shares rose last summer on good numbers. But he sold this around $10 because he was concerned the company was no longer focusing on meal kits and was spending a…

Opinion about GOLD-T: Well-run. When the gold price moves, this will too. Own it if you believe this will happen and are patient. Long-term.

Opinion about AVL.TO: 50% jump because 1) market seems to be more interested in rare earth metals and 2) was written up in a well-followed…

Opinion about CRE-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research As a developer, it comes down to the quality of CRE's assets. It has $40M cash, but no revenue, losses and negative cash flow. Insiders own 4.5% and management looks good (the CEO sold Rockwood for $6B). Its Rose Project (Quebec) is…