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Home » Weekly Earning Reports

Most Anticipated Earnings: MRE-T, PSI-T and more Canadian Companies Reporting Earnings this Week (Aug 05-09).

Melisa R. H. Posted On August 5, 2024
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Here are the Canadian companies listed on Stockchase who are reporting earnings this week:

🚚 Industrials

Green Thumb Industries (GTII-CSE) — Stockchase
Green Thumb Industries (GTII-CSE) — Stockchase

Opinion about GTII-CSE: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research With continued negative stock momentum, some debt, and not a lot of growth expected (estimated EPS this year less than 2021) it is hard to get too excited about GTII. There has been some insider buying which is a good sign, but…

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Aug 05

Parkit Enterprises (PKT-X) — Stockchase
Parkit Enterprises (PKT-X) — Stockchase

Opinion about PKT-X: Bullish on the macro for industrial warehousing. Likes the focus in Toronto. Likes management. A show-me story, small. An opportunity. He's confident in their ability to grow. A bit expensive, so it's a bet on management and growth. On his radar for attractive entry points.

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Aug 05

Finning Int (FTT-T) — Stockchase
Finning Int (FTT-T) — Stockchase

Opinion about FTT-T: Repeatedly compares this to TIH, and TIH always comes out on top in terms of ROIC and dividend growth.

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Aug 06

Martinrea (MRE-T) — Stockchase
Martinrea (MRE-T) — Stockchase

Opinion about MRE-T: Auto stocks are really struggling, both Canada and US, and they're right at the epicentre of this whole tariff battle. Beware the value trap -- something's gone down, looks cheap, but hasn't started going up yet. Chart doesn't look as though it's bottomed out yet.Though cheap, it could still go lower. Whole…

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Aug 06

Conifex Timber Inc (CFF-T) — Stockchase
Conifex Timber Inc (CFF-T) — Stockchase

Opinion about CFF-T: Forestry space He owns no names. The stocks are okay but face trade disputes and an economic slowdown that will hit housing stocks. The stocks have been beaten up.

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Aug 06

Nutrien Ltd. (NTR-T) — Stockchase
Nutrien Ltd. (NTR-T) — Stockchase

Opinion about NTR-T: Added to his portfolio in January. Has a long way to climb back, though not necessarily to the peaks of 2022. Prices of its component commodities are rising, amidst the backdrop of slowly improving prices for major agricultural cash crops. Margins are improving in South America. Likes the chart, turned a corner last…

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Aug 07

Air Canada (AC-T) — Stockchase
Air Canada (AC-T) — Stockchase

Opinion about AC-T: (A Top Pick Apr 17/25, Up 28.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AC has achieved its target at $18.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $9) to $13.

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Aug 07

Stella-Jones Inc. (SJ-T) — Stockchase
Stella-Jones Inc. (SJ-T) — Stockchase

Opinion about SJ-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 93c beat estimates of 71c; revenue of $730M beat estimates of $693M. EBITDA of $115M beat estimates by 6%. Sales rose 6.1% but EBITDA fell 4.2%. Railway ties showed strength, up 17%. Guidance was affirmed. Commentary was much more positive…

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Aug 07

Linamar Corp (LNR-T) — Stockchase
Linamar Corp (LNR-T) — Stockchase

Opinion about LNR-T: (A Top Pick May 13/24, Down 13%) It announced it will not be affected by tariffs and is well managed. However he has sold - it has had a hard time getting respect from the market in spite of their successes. Has a dedicated fan base but this is not enough to…

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Aug 07

Curaleaf Holdings Inc (CURA-CSE) — Stockchase
Curaleaf Holdings Inc (CURA-CSE) — Stockchase

Opinion about CURA-CSE: Large issue with the company is legalizing the products(marijuana). Another worry is the over supply of products in the market. Federal laws against marijuana in USA make it hard to deal with expenses that are not deductible (100% tax rate). Could be a good investment if US legislation changes. In the meantime,…

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Aug 07

Bird Construction Income Fund (BDT-T) — Stockchase
Bird Construction Income Fund (BDT-T) — Stockchase

Opinion about BDT-T: Really likes. Numbers are fantastic. Within the engineering/construction space, this is the one to own. He hasn't bought more as his method is to buy stocks as they're working higher, and this one wasn't. Trades at 6-7x PE, with ROIC north of 20% every year. Excellent management. Consistent, large contract wins.

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Aug 07

Ag Growth International Inc (AFN-T) — Stockchase
Ag Growth International Inc (AFN-T) — Stockchase

Opinion about AFN-T: Frustrating, he sold. Numbers good, but continues to have lots of problems in its farm business. Commercial side's been pretty strong. Some of its geographies have been weak. Guided down. Not worth it, look elsewhere.

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Aug 07

Sunopta Inc. (SOY-T) — Stockchase
Sunopta Inc. (SOY-T) — Stockchase

Opinion about SOY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think investors can wait. With a highly leveraged balance sheet, very weak momentum, economic concerns and a history of mixed results and losses, we do not think it is the type of stock to own in the current market environment, especially…

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Aug 07

GDI Integrated Facility Services Inc. (GDI-T) — Stockchase
GDI Integrated Facility Services Inc. (GDI-T) — Stockchase

Opinion about GDI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Industry leader in out- sourced facility service. Non-cyclical market with tremendous pricing power. Continues to be acquisitive. Unlock Premium - Try 5i Free

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Aug 07

Magellan Aerospa (MAL-T) — Stockchase
Magellan Aerospa (MAL-T) — Stockchase

Opinion about MAL-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The stock is cheap, and acting better. The sector (in the US, mostly) has been seeing some good numbers recently. It hit a 52-week high this week. We think it can be held, and >$10 is possible, even $12 under good conditions.…

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Aug 07

Swiss Water Decaffeinated Coffee Inc (SWP-T) — Stockchase
Swiss Water Decaffeinated Coffee Inc (SWP-T) — Stockchase

Opinion about SWP-T: He sold his shares a few years ago, because SWP would need a lot of capital to move their plant (to meet higher demand). The results have been pretty good, but the prices have also risen. Also, they face competition and need more capital to complete further expansion. So, they have taken…

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Aug 07

Flyht Aerospace Solutions (FLY-X) — Stockchase
Flyht Aerospace Solutions (FLY-X) — Stockchase

Opinion about FLY-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Profit of 1c per share beat estimates of -1c. Revenue of $7.2M beat estimates by 11.4%. EBITDA was positive $1.17M vs an expected loss of $305,000. Sales rose 186% so certainly a nice improvement. Margin was 67% up from 49.5%. Profit was the highest…

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Aug 07

Pembina Pipeline Corp (PPL-T) — Stockchase
Pembina Pipeline Corp (PPL-T) — Stockchase

Opinion about PPL-T: Integrated across the entire value chain, from well head to end user. Earns revenue every step of the way for gas and oil molecules. 80-90% of earnings are contracted, and that's what the dividend is based on. Working on really big (for them) LNG export facility off coast of BC. Likes growth. Good…

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Aug 08

CCL Industries (B) (CCL.B-T) — Stockchase
CCL Industries (B) (CCL.B-T) — Stockchase

Opinion about CCL.B-T: Its businesses depend on consumers, so some growth might be capped. Pullback could be a time to look at it, but has already done pretty well over the medium term. Steady-eddy with potentially high valuation. Keep an eye on.

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Aug 08

Exchange Income (EIF-T) — Stockchase
Exchange Income (EIF-T) — Stockchase

Opinion about EIF-T: Extremely well managed. Trying to buy a company in Australia that does search & rescue there. Likes it, in his income fund. Profitable businesses that are protected, with opportunities to grow.

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Aug 08

Cascades Inc (CAS-T) — Stockchase
Cascades Inc (CAS-T) — Stockchase

Opinion about CAS-T: Huge new facility is coming onstream, and fundamentals in containerboard are more solid than in the very competitive tissue market. Facility over budget, so will take a while to get a return. Focused on debt reduction.

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Aug 08

Enerflex Ltd (EFX-T) — Stockchase
Enerflex Ltd (EFX-T) — Stockchase

Opinion about EFX-T: Great-looking chart. Had a long base of 2-3 years, which was ripe for swing trading. But now it's broken out, and that's good news. Parabolic move in a very short time, from $7.50 to $12.50, and it will take a break. When it does, that would be another great entry point as…

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Aug 08

Interfor Corp (IFP-T) — Stockchase
Interfor Corp (IFP-T) — Stockchase

Opinion about IFP-T: It has a higher level of production in the U.S. so would be less affected by tariffs than other Canadian lumber companies. The U.S. needs Canadian lumber and one quarter of production from B.C. goes to the U.S., -  but lumber is still needed for B.C.

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Aug 08

Cresco Labs (CL-CN) — Stockchase
Cresco Labs (CL-CN) — Stockchase

Opinion about CL-CN: CURELF-N vs. CL-X. He really made a focus on the US for cannabis. He thinks the US MSOs have a tremendous amount of room to go. CURELF-N is one of the leaders. CL-X just did a deal in California, which is one of the biggest markets out there. He likes both of…

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Aug 08

Clarke Inc. (CKI-T) — Stockchase
Clarke Inc. (CKI-T) — Stockchase

Opinion about CKI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The stock has really jumped over the last month and the most recent news we see is relating to CKI renewing its NCIB (share buyback plan). CKI plans to buyback 5% of outstanding shares over the next year. Results vary significantly period-to-period…

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Aug 08

Tidewater Renewables (LCFS-T) — Stockchase
Tidewater Renewables (LCFS-T) — Stockchase

Opinion about LCFS-T: Flagship renewable diesel project coming online next year.

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Aug 08

Itafos (IFOS-X) — Stockchase
Itafos (IFOS-X) — Stockchase

Opinion about IFOS-X: 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…

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Aug 08

Exro Technologies Inc. (EXRO-X) — Stockchase
Exro Technologies Inc. (EXRO-X) — Stockchase

Opinion about EXRO-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company saw a big pop in 2021 on EV hype for the Coil Drivers it sells. It has never really had significant revenues or positive free cash flows. If EV demand booms the stock could do better, but overall we are…

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Aug 08

Supremex Inc (SXP-T) — Stockchase
Supremex Inc (SXP-T) — Stockchase

Opinion about SXP-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 9c missed estimates of 17.5c; revenue of $72M missed estimates by 2%. EBITDA missed by 11%. SXP is down significantly over the last twelve months by ~42% and recent earnings pointed towards declining profits and revenues. Revenue fell $6M. Earnings…

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Aug 08

Charlotte's Web Holdings Inc (CWEB-T) — Stockchase
Charlotte's Web Holdings Inc (CWEB-T) — Stockchase

Opinion about CWEB-T: 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.

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Aug 08

Kelso Technologies Inc (KLS-T) — Stockchase
Kelso Technologies Inc (KLS-T) — Stockchase

Opinion about KLS-T: He's look at this many times, but never bought it. Pipelines still need to be approved, despite more talk about them. Co, crude-by-oil will endure, and everyone wants to make this safer. KLS has the technology to do this though their tech hasn't been mass-adopted. He'd like to see accelerated growth and…

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Aug 08

Heroux-Devtek Inc. (HRX-T) — Stockchase
Heroux-Devtek Inc. (HRX-T) — Stockchase

Opinion about HRX-T: Very strong Canadian company that doesn't get enough attention from the markets. Last quarter starting to prove business prospects. Landing gear in very high demand within airline sector. Trading at discount to other names in the sector. Very high barriers to entry within the business. Margins continue to expand - will be…

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Aug 09

Canopy Growth Corp. (WEED-T) — Stockchase
Canopy Growth Corp. (WEED-T) — Stockchase

Opinion about WEED-T: Good for marijuana exposure. Speculative, but quality. 

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Aug 09

Doman Building Materials Group Ltd. (DBM-T) — Stockchase
Doman Building Materials Group Ltd. (DBM-T) — Stockchase

Opinion about DBM-T: Supplier to HD. Has gone down on recessionary fears. One of the big holdings in his income fund. Canada and US need to build more houses. Well run. Not a risky business. Big fat dividend yield of almost 9%.

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Aug 09

Wajax Corp (WJX-T) — Stockchase
Wajax Corp (WJX-T) — Stockchase

Opinion about WJX-T: Medium-quality, in the competitive industrial space. Not a long-term compounder. Exposed to all kinds of risks including tariffs. Capital intensive; real FCF not as high as it appears. 

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Aug 09

Taiga Building Products Ltd. (TBL-T) — Stockchase
Taiga Building Products Ltd. (TBL-T) — Stockchase

Opinion about TBL-T: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock. Most of their exposure is in B.C. and Alberta where housing is still very strong. Thinks we're at the peak of a cycle so don't have it as a long…

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Aug 09

Dorel Industries (A) (DII.A-T) — Stockchase
Dorel Industries (A) (DII.A-T) — Stockchase

Opinion about DII.A-T: They had huge writeoffs in 2018 and more could be coming. They got hit by the 25% tariffs. They have diversified into car seats, bicycles and furniture. The dividend has been eliminated. He is watching it, but too early to buy.

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Aug 09

Dorel Industries (DII.B-T) — Stockchase
Dorel Industries (DII.B-T) — Stockchase

Opinion about DII.B-T: It's never done anything and has disappointed shareholders. He owned shares 10 years and sold it because he got fed up with its lack of progress.

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Aug 09

⚡ Energy

Energy Fuels Inc. (EFR-T) — Stockchase
Energy Fuels Inc. (EFR-T) — Stockchase

Opinion about EFR-T: Not that familiar with the company, but knows the uranium industry really well. Issue with uranium is building the mines. In Saskatchewan, CCO owns all the infrastructure and decides what mines are going to be developed. Focus on a quality uranium play instead.

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Aug 05

Suncor Energy Inc (SU-T) — Stockchase
Suncor Energy Inc (SU-T) — Stockchase

Opinion about SU-T: He likes the big integrated names, but doesn't own any oil producers now. His team deemed that group as having first-derivative vulnerability to tariffs on volumes and profitability. Premium brand in the space. He's waiting out some of the volatility on the price of oil before getting back in. Nice dividend.

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Aug 06

STEP Energy Services (STEP-T) — Stockchase
STEP Energy Services (STEP-T) — Stockchase

Opinion about STEP-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. STEP is down 35% this year, but up 59% in 52-weeks. Profit taking is probably part of the issue here. It did beat estimates in the 4Q, but the sector has been quite weak, and the company has recently seen two downgrades by…

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Aug 06

Pason Systems Inc. (PSI-T) — Stockchase
Pason Systems Inc. (PSI-T) — Stockchase

Opinion about PSI-T: (A Top Pick Jul 30/24, Down 10.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PSI has triggered its stop at $15.  To remain disciplined, we recommend covering the position at this time.  

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Aug 07

Crew Energy Inc. (CR-T) — Stockchase
Crew Energy Inc. (CR-T) — Stockchase

Opinion about CR-T: Some people own it for M&A takeover potential. He doesn't like to do that. It's a market where interest in small caps remains very low. Not hitting enough radar screens currently. Pursuing growth, so more modest cashflow. 

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Aug 07

Frontera Energy Corporation (FEC-T) — Stockchase
Frontera Energy Corporation (FEC-T) — Stockchase

Opinion about FEC-T: (A Top Pick Jun 15/23, Down 16.7%)Michael O’Reilly Our PAST TOP PICK with FEC has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18%, when combined with previous recommendations. 

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Aug 07

InPlay Oil Corp (IPO-T) — Stockchase
InPlay Oil Corp (IPO-T) — Stockchase

Opinion about IPO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research IPO is a small cap oil and gas company. It is down about 10% over the last year, but has been trending up year-to-date. IPO also pays out a high yield at 7.7% and is cheap on a forward price-to-earnings basis at…

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Aug 07

Tenaz Energy  (TNZ-T) — Stockchase
Tenaz Energy (TNZ-T) — Stockchase

Opinion about TNZ-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TNZ reported Q3 EPS at $0.71 which beat analysts’ estimates of $0.007. Revenue came in below forecasts of $16.6M at $15.05M, nearly doubling year-over-year. Fund flow from operations (FFO) was $4.8M or $0.16 per diluted share versus the same period a year…

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Aug 07

Alvopetro Energy (ALV-X) — Stockchase
Alvopetro Energy (ALV-X) — Stockchase

Opinion about ALV-X: 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.

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Aug 07

Bonterra Energy Corp (BNE-T) — Stockchase
Bonterra Energy Corp (BNE-T) — Stockchase

Opinion about BNE-T: Their debt has always been an issue. Trading at in-line levels for their multiple. Does not check his boxes in his fund.

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Aug 07

Petrus Resources Ltd (PRQ-T) — Stockchase
Petrus Resources Ltd (PRQ-T) — Stockchase

Opinion about PRQ-T: They have two plays. It is pressured because of debt load. Production came down in the third quarter and should now increase. They should knock debt down with the sale of two non-core assets next year. It needs a catalyst before the market will revisit this story.

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Aug 07

Journey Energy (JOY-T) — Stockchase
Journey Energy (JOY-T) — Stockchase

Opinion about JOY-T: They brought in a partner this summer to help develop the East Duvernay. They still have too much debt. She is watching it but not recommending it. Not everything is cheap in this sector, still have to selective.

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Aug 07

Questerre Energy (QEC-T) — Stockchase
Questerre Energy (QEC-T) — Stockchase

Opinion about QEC-T: 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…

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Aug 07

CGX Energy Inc. (OYL-X) — Stockchase
CGX Energy Inc. (OYL-X) — Stockchase

Opinion about OYL-X: Did a shareholder vote and Pacific Rubiales (PRE-T) will be assuming the management of the company. Drilling off the coast of Guyana. Got to about 1000 feet of the target. Because of gas creating a lot of pressure, they couldn’t finish the drilling. Potential is still there and could be a world-class…

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Aug 07

Keyera Corp (KEY-T) — Stockchase
Keyera Corp (KEY-T) — Stockchase

Opinion about KEY-T: Last quarter was a nice beat. Asset sales. Sizeable projects seem to be making progress. Low leverage, low payout ratio with nice dividend, lots of volume growth on existing assets. Lots of upside from new project announcements. Natural gas plus getting it offshore are real tailwinds for Canada. Trading ~16.3x 2027, not cheap,…

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Aug 07

Nuvista Energy Ltd (NVA-T) — Stockchase
Nuvista Energy Ltd (NVA-T) — Stockchase

Opinion about NVA-T: You get exposure to natural gas and condensates. NVA is growing production by 33% the next few years, then will plateau production which they can do for 28 years. Wait for their share buybacks to happen over time. At $4 nat gas and $60-70 oil, NVA can buy back 33-52% of their…

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Aug 08

Canadian Energy Services & Technology (CEU-T) — Stockchase
Canadian Energy Services & Technology (CEU-T) — Stockchase

Opinion about CEU-T: He's tempted, but difficult to see a near-term catalyst. Extremely strong balance sheet, very competent management. Gaining market share. Niche player. Closest competitor is not as good. Spending environment not good for service companies. Stock will struggle. He'd prefer pure-play oil yielding 9-10% or natural gas.

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Aug 08

Kelt Exploration (KEL-T) — Stockchase
Kelt Exploration (KEL-T) — Stockchase

Opinion about KEL-T: Has deep assets, which they won't sell for 9-12 months, as they add others. He can't own every midcap, though this is good.

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Aug 08

Canacol Energy Ltd. (CNE-T) — Stockchase
Canacol Energy Ltd. (CNE-T) — Stockchase

Opinion about CNE-T: 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…

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Aug 08

Rubellite Energy (RBY-T) — Stockchase
Rubellite Energy (RBY-T) — Stockchase

Opinion about RBY-T: Doesn't believe in quality of assets. Company too new to determine whether a good investment. Good management, but not buying shares. Exploration oriented company.

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Aug 08

Enterprise Group (E-T) — Stockchase
Enterprise Group (E-T) — Stockchase

Opinion about E-T: Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.

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Aug 08

Total Energy Services Inc (TOT-T) — Stockchase
Total Energy Services Inc (TOT-T) — Stockchase

Opinion about TOT-T: Well-run company. Always trades at a bit of a discount to the sector because of the nature of the business. Not a bad one to get into.

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Aug 09

Touchstone Exploration Inc. (TXP-T) — Stockchase
Touchstone Exploration Inc. (TXP-T) — Stockchase

Opinion about TXP-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Q1 production was 7,015 b/d (80% gas), up 80% from the prior year period. Production fell 18% largely due to natural depletion. Cash flow was $6.1M vs $10.5M on the production decline but also due to lower prices. Debt fell, but is…

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Aug 09

High Arctic Energy Services Inc (HWO-T) — Stockchase
High Arctic Energy Services Inc (HWO-T) — Stockchase

Opinion about HWO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Splitting the company into two to separate the PNG business makes sense to us. The return of capital could be as much as 76c per share. This all sounds attractive...BUT....it is already a very small company. With less capital, and a split,…

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Aug 09

NXT Energy Solutions (SFD-T) — Stockchase
NXT Energy Solutions (SFD-T) — Stockchase

Opinion about SFD-T: This provides aeronautic technology that allows oil/gas companies to pinpoint where they should use seismic technology. It is about a 30th of what the cost of seismic is. They just had a conference call and indicated they are still waiting for some contracts to come in. They reiterated that some of their…

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Aug 09

🛢 Basic Materials

Aura Gold Inc. (ORA-T) — Stockchase
Aura Gold Inc. (ORA-T) — Stockchase

Opinion about ORA-T: Had some execution problems in a number of their mines. Also recently lost their CEO. Since then, he has dramatically reduced his position. At some time he will increase his holdings but there is no rush at this time.

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Aug 05

5N Plus (VNP-T) — Stockchase
5N Plus (VNP-T) — Stockchase

Opinion about VNP-T: Based in Montreal. Supply specialty semiconductors and performance materials. Customers such as a manufacturer of solar panels. FSLR in the US, one of VNP's biggest customer, guided down. Stock dipped. Need to get a handle on tariff impact. Not growthy enough for him.

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Aug 05

Nickel Creek Platinum Corp. (NCP-T) — Stockchase
Nickel Creek Platinum Corp. (NCP-T) — Stockchase

Opinion about NCP-T: A small, very speculative land holder in Canada. Higher nickel prices may push this stock higher

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Aug 05

Osisko Gold Royalties Ltd. (OR-T) — Stockchase
Osisko Gold Royalties Ltd. (OR-T) — Stockchase

Opinion about OR-T: Not to be confused with Osisko Mining, OR-T is a pure-play royalies streamer in precious metals, and minerals have been hot on the TSX so far this year. OR-T is up nearly 19% or three-fold the Toronto index's performance. As gold makes new highs almost every day, OR continues to shine. It…

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Aug 06

Entree Gold (ETG-T) — Stockchase
Entree Gold (ETG-T) — Stockchase

Opinion about ETG-T: In Mongolia. Fairly illiquid. He's a fairly large shareholder. Time is on your side. Development is drifting their way. He anticipates a takeover transaction at some point.

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Aug 06

Orezone Gold Corp (ORE-X) — Stockchase
Orezone Gold Corp (ORE-X) — Stockchase

Opinion about ORE-X: 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.

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Aug 06

Osisko Development (ODV-X) — Stockchase
Osisko Development (ODV-X) — Stockchase

Opinion about ODV-X: It's time will likely come, but he has a hard time understanding the geology of the project. He doesn't own stocks where he doesn't understand the geology. He holds OR instead. 

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Aug 06

First Mining Finance Corp (FF-T) — Stockchase
First Mining Finance Corp (FF-T) — Stockchase

Opinion about FF-T: (Market Call Minute.) Great execution with a $500 million market cap. Thinks it is ahead of itself. It is expensive.

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Aug 06

Gabriel Resources (GBU-X) — Stockchase
Gabriel Resources (GBU-X) — Stockchase

Opinion about GBU-X: They own the Rosia Montana gold mine in Transylvania. Have been trying to get permitted for approximately the last 10 years. This is going to continue to be an uphill battle. The resource is tremendous but he feels this is stuck in the jurisdiction where they don’t want the mine to go…

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Aug 06

Abacus Mining & Exploration Corp. (AME-X) — Stockchase
Abacus Mining & Exploration Corp. (AME-X) — Stockchase

Opinion about AME-X: They were abutting New Gold’s (NGD-T) Ashton project. They have an interesting exploration play and have sold some rights to New Gold. A speculative situation.

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Aug 06

Wheaton Precious Metals (WPM-T) — Stockchase
Wheaton Precious Metals (WPM-T) — Stockchase

Opinion about WPM-T: This pick is for the person who doesn't currently own anything in the space, or who is a more conservative long-term investor. By far the strongest theme in the market. He believes we're the first year into a multi-year bull market in gold, with pullbacks. In safe jurisdictions, collecting royalty fees. Great dividend…

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Aug 07

NexGen Energy (NXE-T) — Stockchase
NexGen Energy (NXE-T) — Stockchase

Opinion about NXE-T: Uranium stocks have been pulling back since November, before the market started to correct. Technically in the near term, they're all broken. Long-term picture is excellent. Don't add here, until you see something change for the better.

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Aug 07

Stelco Holdings Inc. (STLC-T) — Stockchase
Stelco Holdings Inc. (STLC-T) — Stockchase

Opinion about STLC-T: In the middle of a long-term range. Yesterday's news looked very positive. Good, solid support around $38. Potential to get to $50 before it stalls out, in a 3-6 month timeframe. Get out if drops below $40.

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Aug 07

Fortuna Silver Mines (FVI-T) — Stockchase
Fortuna Silver Mines (FVI-T) — Stockchase

Opinion about FVI-T: Oversold. Expanding an operation, and it's having teething problems. Appears that West African operations are firing on all cylinders, but concern with global investors about political instability. 

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Aug 07

Torex Gold Resources (TXG-T) — Stockchase
Torex Gold Resources (TXG-T) — Stockchase

Opinion about TXG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TXG is a small-cap gold producer with assets located in Mexico. TXG has generated decent cash flow over the last few years with strong organic growth. The company has been reinvesting heavily back into the business through capital investment. Therefore, TXG does…

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Aug 07

Osisko Mining Inc (OSK-T) — Stockchase
Osisko Mining Inc (OSK-T) — Stockchase

Opinion about OSK-T: (A Top Pick Mar 03/20, Down 6%) Operate a Quebec mine which coming along, and produces 6 million high-grade ounces underground. They're targeting September for their resource update, and the feasibility study in 2022. The right people are in place. He thinks there's more exploration to come in this mine. He used…

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Aug 07

GoGold Resources Inc. (GGD-T) — Stockchase
GoGold Resources Inc. (GGD-T) — Stockchase

Opinion about GGD-T: Current share price presenting buying opportunity. Waiting on results for size of gold mine. Political risk in Mexico is concern. Very good management team. Risky stock, but good for risk tolerant investors.

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Aug 07

Mandalay Resources Corp. (MND-T) — Stockchase
Mandalay Resources Corp. (MND-T) — Stockchase

Opinion about MND-T: They had three working mines, now two. When you have a major catastrophe in a mine, people often jump out. This company has been around for years and years. That shows a certain staying power. He likes to invest in companies that have been around for at least 10 years. He doesn’t…

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Aug 07

Lucara Diamond Corp (LUC-T) — Stockchase
Lucara Diamond Corp (LUC-T) — Stockchase

Opinion about LUC-T: The company has suspended its dividend. They operate diamond mines in South Africa. They are looking into underground, from open pit. The cost is more expensive than thought. The price of diamonds has been reduced, though retail prices won’t change.

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Aug 07

International Tower Hill Mines Ltd (ITH-T) — Stockchase
International Tower Hill Mines Ltd (ITH-T) — Stockchase

Opinion about ITH-T: Primary asset is an Alaskan property Livengood. Have been in the process over the last 3-4 years of proving it reserves. Interesting way to play gold because of volatility of a junior so be careful what you allocate to it. High potential development and pretty well developed infrastructure setting. Obvious takeover target…

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Aug 07

Mountain Province Diamonds Inc. (MPVD-T) — Stockchase
Mountain Province Diamonds Inc. (MPVD-T) — Stockchase

Opinion about MPVD-T: 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”.

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Aug 07

Ascendant Resources Inc (ASND-T) — Stockchase
Ascendant Resources Inc (ASND-T) — Stockchase

Opinion about ASND-T: It's been stuck at these levels for a long time, but likes recent volumes. No problem buying this one.

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Aug 07

Pan American Silver (PAAS-T) — Stockchase
Pan American Silver (PAAS-T) — Stockchase

Opinion about PAAS-T: Sold off aggressively after acquisition. Reasonably good job paying down debt. Guatemalan assets will probably restart in 2024. He notes that he's a close personal friend of the CEO.

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Aug 07

Lundin Gold Inc. (LUG-T) — Stockchase
Lundin Gold Inc. (LUG-T) — Stockchase

Opinion about LUG-T: Highly ranked stock acting extremely well. RSI doing well. Stock's currently in an uptrend, and gold is trending upward. Gold is consolidating around $3000. 

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Aug 08

B2Gold Corp. (BTO-T) — Stockchase
B2Gold Corp. (BTO-T) — Stockchase

Opinion about BTO-T: Longtime shareholder and friend of founder/CEO. Behind schedule and over budget on mine in northern Canada. Very remote location, logistically challenged. If that can get resolved, expects stock to be much higher. Stock's extremely cheap from a sum-of-the-parts point of view, but there is completion risk (which, ironically, you can't quantify until…

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Aug 08

Iamgold Corp (IMG-T) — Stockchase
Iamgold Corp (IMG-T) — Stockchase

Opinion about IMG-T: The question was on Iamgold and Teck Resources. IMG has declared some good news from its Quebec mine and Teck has more copper production with gold as an add-on. However both operate in some places that are less politically agreeable. He likes the gold sector but prefers bigger and more diversified companies…

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Aug 08

Denison Mines Corp (DML-T) — Stockchase
Denison Mines Corp (DML-T) — Stockchase

Opinion about DML-T: Focused on uranium, where seasonality is strong from September-January. Lots of volatility. Performed well, then pulled back, did well. Doing better than others in the space. Favourable in medium- and long-term.Lots of positive announcements in the sector, but the stocks have not responded because all the focus is still on tech, not…

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Aug 08

AltiusMinerals Corp (ALS-T) — Stockchase
AltiusMinerals Corp (ALS-T) — Stockchase

Opinion about ALS-T: Ranked as a 4 in his system, which is high praise. Holds management team in high regard. Wonderful asset allocators and patient investors. Recently entered into royalties for renewable energy.

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Aug 08

McEwen Mining (MUX-T) — Stockchase
McEwen Mining (MUX-T) — Stockchase

Opinion about MUX-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research MUX is a 'love it or hate it' stock. Mr. McEwen has his fans, and his not fans. He is an aggressive CEO, and has grown via acquisition. He had good success decades ago, not so much since. He owns 15% of…

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Aug 08

Imperial Metals Corp (III-T) — Stockchase
Imperial Metals Corp (III-T) — Stockchase

Opinion about III-T: Will respond to copper prices if those prices move up. Tier 2 assets. Impressed with financial backing of the company. Not considering buying.

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Aug 08

Largo Resources Ltd. (LGO-T) — Stockchase
Largo Resources Ltd. (LGO-T) — Stockchase

Opinion about LGO-T: 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.

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Aug 08

Liberty Gold (LGD-T) — Stockchase
Liberty Gold (LGD-T) — Stockchase

Opinion about LGD-T: Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very…

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Aug 08

Generation Mining (GENM-T) — Stockchase
Generation Mining (GENM-T) — Stockchase

Opinion about GENM-T: A palladium-copper developer in northwestern Ontario. Rates of return are just below 30%. This will be hard to finance, though they scored funding from Export Development Canada. Can they get equity financing. That's the key question.

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Aug 08

Victoria Gold  (VGCX-T) — Stockchase
Victoria Gold (VGCX-T) — Stockchase

Opinion about VGCX-T: Expecting bankruptcy. Not a good place to invest. Company quiet on litigation problems. Too many unknowns. No cash flow, and tough debt requirements. 

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Aug 08

Star Diamond Corporation (DIAM-T) — Stockchase
Star Diamond Corporation (DIAM-T) — Stockchase

Opinion about DIAM-T: They have option agreements with major partner Rio Tinto, but these have been under dispute for the past year. It's worth tens of millions of dollars. The stock has fallen because of this battle; investors have lost patience. He owned this before the legal battle and didn't want to wait for it…

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Aug 08

Titan Mining Corp. (TI-T) — Stockchase
Titan Mining Corp. (TI-T) — Stockchase

Opinion about TI-T: 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.

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Aug 08

Maple Gold Mines (MGM-X) — Stockchase
Maple Gold Mines (MGM-X) — Stockchase

Opinion about MGM-X: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The terrain is legendary gold ground. he can not make the data work for hi to buy it.

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Aug 08

Almaden Minerals Ltd. (AMM-T) — Stockchase
Almaden Minerals Ltd. (AMM-T) — Stockchase

Opinion about AMM-T: (Market Call Minute.) In a big gold system and he likes it.

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Aug 08

Algoma Steel Group Inc (ASTL-T) — Stockchase
Algoma Steel Group Inc (ASTL-T) — Stockchase

Opinion about ASTL-T: XME was among the strongest performers this morning, up almost 7%. Some view that protectionism would be good for the NA steel producer. Cyclical, fits the inflation theme. Hasn't done a lot of work on this one, but technical setup is good.

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Aug 09

Skeena Resources Limited (SKE-T) — Stockchase
Skeena Resources Limited (SKE-T) — Stockchase

Opinion about SKE-T: 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…

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Aug 09

Fission Uranium Corp. (FCU-T) — Stockchase
Fission Uranium Corp. (FCU-T) — Stockchase

Opinion about FCU-T: Expecting merger with NextGen. Will continue to own shares. Large deposits of Uranium. Very bullish on upside for company. 

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Aug 09

Metalla Royalty & Streaming Ltd.  (MTA-X) — Stockchase
Metalla Royalty & Streaming Ltd. (MTA-X) — Stockchase

Opinion about MTA-X: To manage risk, he sets up his portfolios starting with the biggest, which is FNV. More diversified than OR. He also owns OSK proper.

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Aug 09

Neo Performance Materials Inc.  (NEO-T) — Stockchase
Neo Performance Materials Inc. (NEO-T) — Stockchase

Opinion about NEO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 8c beat estimates of 6.8c; revenue of $121.6M beat estimates of $120.3M. EBITDA of $17M beat estimates by 19%. Revenue slightly decreased year over year but EPS soared from 1c last year. Production is ramping in Europe and the chemicals…

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Aug 09

Sierra Metals Inc (SMT-T) — Stockchase
Sierra Metals Inc (SMT-T) — Stockchase

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

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Aug 09

Forsys Metals (FSY-T) — Stockchase
Forsys Metals (FSY-T) — Stockchase

Opinion about FSY-T: Being acquired at $7 but because of the lower stock price, market indicates the deal is not going to close. Doesn't see this as a good way of making a quick buck. You are trying to beat the pros at a game that they are very, very good at.

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Aug 09

Nevada Copper (NCU-T) — Stockchase
Nevada Copper (NCU-T) — Stockchase

Opinion about NCU-T: Recently had a permit on Pumpkin Hollow. Likes the story and the management team. The probable next step for the company would be to arrange funding for development of the underground resource. CapX is not stretched. Long-term, this is a great story.

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Aug 09

Eastern Platinum Ltd. (ELR-T) — Stockchase
Eastern Platinum Ltd. (ELR-T) — Stockchase

Opinion about ELR-T: Shut down production recently. This type of situation is what usually happens at the bottom of a cycle, although this one may not be around to enjoy the upside of the cycle.

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Aug 09

TVI Pacific Inc (TVI-X) — Stockchase
TVI Pacific Inc (TVI-X) — Stockchase

Opinion about TVI-X: 10 years ago he owned it and did very well. He got interested again, but he can’t reach the company over the last two weeks. Lost $2.2 Million this last quarter. He is watching it closely. 450 Million shares fully diluted. He wants confirmation they will not do a concentration.

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Aug 09

Karnalyte Resources (KRN-T) — Stockchase
Karnalyte Resources (KRN-T) — Stockchase

Opinion about KRN-T: (Market Call Minute.) Feels the potash market is oversupplied.

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Aug 09

🏛 Financials

BTB Real Estate Investment Trust (BTB.UN-T) — Stockchase
BTB Real Estate Investment Trust (BTB.UN-T) — Stockchase

Opinion about BTB.UN-T: Most exposure is in Quebec. Lots of office space exposure. But could see a business turnaround. Would recommend buying and holding. 

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Aug 05

Great West Lifeco (GWO-T) — Stockchase
Great West Lifeco (GWO-T) — Stockchase

Opinion about GWO-T: Growing very decisively. Done extremely well. A good way to get exposure to this is via POW.

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Aug 06

Industrial-Alliance Life Ins (IAG-T) — Stockchase
Industrial-Alliance Life Ins (IAG-T) — Stockchase

Opinion about IAG-T: (A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

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Aug 06

Dream Industrial REIT (DIR.UN-T) — Stockchase
Dream Industrial REIT (DIR.UN-T) — Stockchase

Opinion about DIR.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Cash flow per unit was 26c, matching estimates. Revenue $121.4M, slightly better than estimates. EBITDA of $91.5M, 7% ahead of estimates. Cash flow per unit increased 5.8% year over year. NOI rose 3.1%. Net rental income increased 6.8%. Total assets were stable…

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Aug 06

Labrador Iron Ore Royalty (LIF-T) — Stockchase
Labrador Iron Ore Royalty (LIF-T) — Stockchase

Opinion about LIF-T: He'd consider owning. People are on the sidelines because iron ore is used to make steel, and tariffs have been slapped on. Tremendous compounder over 2 decades; high teens total shareholder return, mostly from dividends. Dividend is highly variable, though reliable, current yield is ~6.7%. To get a sense of the actual…

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Aug 06

InterRent REIT (IIP.UN-T) — Stockchase
InterRent REIT (IIP.UN-T) — Stockchase

Opinion about IIP.UN-T: Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

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Aug 06

BSR REIT (HOM.UN-T) — Stockchase
BSR REIT (HOM.UN-T) — Stockchase

Opinion about HOM.UN-T: Performed well, but up against a lot of new construction in their markets. Difficult to raise rents in 2024. Trades at discount to NAV. If you like a stock levered to the US economy and US dollar, not a bad name. If you own it, hold. Earnings won't necessarily inflect materially this…

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Aug 06

DRI Healthcare Trust (DHT.UN-T) — Stockchase
DRI Healthcare Trust (DHT.UN-T) — Stockchase

Opinion about DHT.UN-T: Applied similar royalty approach from mining sector to pharmaceutical business. Allows for new development in pharmaceutical business. Capital light business. Second listing in the world of this nature. Very cheap valuation, trading ~1.3x book value. Excellent long term prospects. 

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Aug 06

MCAN Mortgage Corp (MKP-T) — Stockchase
MCAN Mortgage Corp (MKP-T) — Stockchase

Opinion about MKP-T: Lending in real estate finance. Very interest-rate sensitive. If you think interest rates are going to rise, as in 2022, then it will underperform significantly. Will do better if rates fall. Thinks the BOC has a bit more to go on that, so there could be a bit more upside.But the stock's…

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Aug 06

European Residential REIT (ERE.UN-T) — Stockchase
European Residential REIT (ERE.UN-T) — Stockchase

Opinion about ERE.UN-T: Doing the right things, but public market is not rewarding it. Selling assets piecemeal until the REIT is liquidated, now about 50%, and distributed income to investors. Hold on, still lots of value. Could buy comfortably here as it's trading below $2.50 per share, but assets arguably are worth $3.

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Aug 06

Firm Capital Mortgage Investment (FC-T) — Stockchase
Firm Capital Mortgage Investment (FC-T) — Stockchase

Opinion about FC-T: 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…

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Aug 06

K-Bro Linen Inc (KBL-T) — Stockchase
K-Bro Linen Inc (KBL-T) — Stockchase

Opinion about KBL-T: Boring laundry business, but stable long-term contracts. Hotels, hospitality, healthcare. Used to be predominantly in Canada, but a series of small acquisitions in UK. Big, transformational acquisition in UK yesterday, making them a regional player. Immediately accretive, synergies to be gained. Revenue split between Canada and UK now 50/50. Issued equity, stock…

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Aug 06

Melcor Developments Ltd (MRD-T) — Stockchase
Melcor Developments Ltd (MRD-T) — Stockchase

Opinion about MRD-T: (A Top Pick Nov 23/23, Up 2.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MRD has triggered its stop at $12.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss 4%, when combined with our previous guidance.   

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Aug 06

American Hotel Income (HOT.UN-T) — Stockchase
American Hotel Income (HOT.UN-T) — Stockchase

Opinion about HOT.UN-T: They own U.S. hotels, a high-risk, high-reward stock. He's bearish on hotels, which is struggling with labour costs and keeping labour. HOT.UN has done a good job restoring vacancies, in the low-70s, though their peak was in the 80s. However, they've made up the balance on their hotel rates. Their balance sheet…

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Aug 06

Findev (FDI-X) — Stockchase
Findev (FDI-X) — Stockchase

Opinion about FDI-X: They have finally inked some very significant deals in the last 3 months, which is why the stock has doubled since then. Thinks there is pretty good opportunity. One of the challenges is that there is only one analyst covering it.

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Aug 06

Manulife Financial (MFC-T) — Stockchase
Manulife Financial (MFC-T) — Stockchase

Opinion about MFC-T: Pays a good yield and all the insurers are doing well.

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Aug 07

IGM Financial Inc. (IGM-T) — Stockchase
IGM Financial Inc. (IGM-T) — Stockchase

Opinion about IGM-T: Stockchase Research Editor: Michael O’Reilly With $144 billion in assets under management, we reiterate IGM as a TOP PICK.  Cash reserves are growing while shares are bought back.  It trades at 11x earnings, under 2x book and supports a respectable 12% ROE.  The robust dividend is backed by a payout ratio under…

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Aug 07

Canadian Apartment Properties (CAR.UN-T) — Stockchase
Canadian Apartment Properties (CAR.UN-T) — Stockchase

Opinion about CAR.UN-T: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased immigration and international student numbers. Lots of condos coming onto the market, condo market's been very weak, and this is causing rental rates to soften. But CAR.UN tends to be outside urban areas and have…

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Aug 07

Granite REIT (GRT.UN-T) — Stockchase
Granite REIT (GRT.UN-T) — Stockchase

Opinion about GRT.UN-T: (A Top Pick Apr 16/24, Down 6%) 26% of net operating income is from MG, so being impacted by tariffs. He calls this a second-derivative target of tariffs. Shares are trading as though MG is going to move its operations to the US, but he doesn't think it's equipped to do so.

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Aug 07

Crombie Real Estate Investment Trust (CRR.UN-T) — Stockchase
Crombie Real Estate Investment Trust (CRR.UN-T) — Stockchase

Opinion about CRR.UN-T: Looks quite good. Probably a good place to step in. The $13.50 level has had a lot of touches and a lot of support. Buy part now, see what happens. If it starts to accelerate from $13.50, buy more -- it's acceptable to pay more for something.

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Aug 07

Killam Properties Inc (KMP.UN-T) — Stockchase
Killam Properties Inc (KMP.UN-T) — Stockchase

Opinion about KMP.UN-T: Reports on November 5. Now trading at an interesting level, over 15% discount to NAV. Fallen perhaps because of announcement on immigration being curtailed. 60% of portfolio in Atlantic Canada, actively diversifying in Ontario and BC. Likes that 44% of assets are not subject to rent control. Expecting results to be good.…

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Aug 07

Sprott Inc. (SII-T) — Stockchase
Sprott Inc. (SII-T) — Stockchase

Opinion about SII-T: Most investors need some help investing in natural resources. Sprott is a brand name for natural resources, in physical trusts and in equities management. You get the same diversification as a mutual fund, except they pay you a dividend instead of you paying them a fee. That's pretty good math 😉  Yield…

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Aug 07

Fiera Capital Corp (FSZ-T) — Stockchase
Fiera Capital Corp (FSZ-T) — Stockchase

Opinion about FSZ-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The $4B withdrawal is fairly serious, though FSZ does have $166B, and it continues a trend of some assets leaving the company (including money that earlier flowed out to Pinestone following Nadim Risk's departure in 2021). On the plus side, it is…

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Aug 07

 ECN Capital (ECN-T) — Stockchase
ECN Capital (ECN-T) — Stockchase

Opinion about ECN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research ECN is, at least, up 58% in the past year (down 16% YTD). Considering its economic exposure and small size, its decline is not really out of line with others. That being said, it is hard to be too bullish here. Consumers…

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Aug 07

Information Services (ISC-T) — Stockchase
Information Services (ISC-T) — Stockchase

Opinion about ISC-T: 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)

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Aug 07

Payfare (PAY-T) — Stockchase
Payfare (PAY-T) — Stockchase

Opinion about PAY-T: (A Top Pick Jan 15/24, Down 41%) Probably his worst pick ever on the show 🙁  Big disappointment. Lost biggest customer, which made up ~60% of revenue, and he'd underestimated the likelihood of that happening. Company sold at a good price to FISV.

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Aug 07

Flagship Communities REIT (MHC.U-T) — Stockchase
Flagship Communities REIT (MHC.U-T) — Stockchase

Opinion about MHC.U-T: Top income pick, newest holding. Provides mobile and manufactured housing parks in US. Growth through acquisition, improves services and trappings of those acquisitions. Low monthly rental fee, increased a bit every year. Strong balance sheet. Yield is 4%, payout ratio only 40%.Provides affordable home ownership when real estate is still expensive.

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Aug 07

Dream Residential REIT (DRR.UN-T) — Stockchase
Dream Residential REIT (DRR.UN-T) — Stockchase

Opinion about DRR.UN-T: Focused on assets in US. Has never traded above its IPO price. Pursuing strategic alternatives; if you own it, see how those go.

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Aug 07

Dundee Corp. (A) (DC.A-T) — Stockchase
Dundee Corp. (A) (DC.A-T) — Stockchase

Opinion about DC.A-T: (A Top Pick May 31/24, Up 42%) A better choice for those investors who like to be in the juniors, but who do insufficient due diligence. Buying this lets you participate in the process of merchant banking for natural resources. It's like owning a mutual fund that pays you a dividend, instead…

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Aug 07

Power Corp (POW-T) — Stockchase
Power Corp (POW-T) — Stockchase

Opinion about POW-T: Sleep easy at night, tends to move up over time. Safe and steady rather than the kind of growth you'd get from a BN or one of the banks. Used to be dead money, but that's changed. Attractive dividend. A good name to fund your retirement.

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Aug 08

Onex Corp (ONEX-T) — Stockchase
Onex Corp (ONEX-T) — Stockchase

Opinion about ONEX-T: (A Top Pick Dec 31/24, Down 4.4%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with ONEX has triggered its stop at $108.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 6%.

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Aug 08

RioCan Real Estate Investment (REI.UN-T) — Stockchase
RioCan Real Estate Investment (REI.UN-T) — Stockchase

Opinion about REI.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Cash flow per unit of 49c beat estimates of 45c; leasing spreads improved and same property net operating income rose. But it did take a $209M writedown on Hudson Bay and trimmed its guidance because of it (by 4c per unit). This…

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Aug 08

E-L Financial (ELF-T) — Stockchase
E-L Financial (ELF-T) — Stockchase

Opinion about ELF-T: Good company, but institutional coverage not picking it up. Very good business with strong dividend. Thinly traded shares, but good for retail investors. Revenues continue to rise with excellent profits. 

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Aug 08

Chartwell Retirement Residences (CSH.UN-T) — Stockchase
Chartwell Retirement Residences (CSH.UN-T) — Stockchase

Opinion about CSH.UN-T: They're the best Canadian operator in this space, but there are many sophisticated private ones as well. The competition is fierce. Also, it will get harder to staff these places. Thirdly, there's the uncertainty over interest rates. He looked at during the pandemic and knew it would do well after the pandemic,…

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Aug 08

Smart REIT (SRU.UN-T) — Stockchase
Smart REIT (SRU.UN-T) — Stockchase

Opinion about SRU.UN-T: Very defensive income profile. Main anchor is WMT, and the flipside of that stability means internal rent growth is quite low. Not a lot of earnings growth. Attractive yield in low 7% range, but high payout ratio. Better retail opportunities elsewhere.

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Aug 08

goeasy (GSY-T) — Stockchase
goeasy (GSY-T) — Stockchase

Opinion about GSY-T: (A Top Pick Apr 08/24, Down 2%) Still likes it. Now expanding into credit cards. Over last 10 years, EPS has gone from $2 to $20. Returned 25% annually to investors over time, including dividends. One of the best-performing stocks in Canada. Volatile name, and you have to have the stomach to…

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Aug 08

Altus Group (AIF-T) — Stockchase
Altus Group (AIF-T) — Stockchase

Opinion about AIF-T: Are now a pure-play tech company after selling non-tech businesses. With that cash, are buying back shares. They globally lead in software for data analytics valuing and monitoring commercial real estate assets (banks, insurance companies and property managers are clients). 75% of revenues are recurring and high margin. Trades at a huge…

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Aug 08

CI Financial Corp (CIX-T) — Stockchase
CI Financial Corp (CIX-T) — Stockchase

Opinion about CIX-T: (A Top Pick Sep 11/24, Up 81%) Taken out at $32.

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Aug 08

Guardian Capital Group (GCG.A-T) — Stockchase
Guardian Capital Group (GCG.A-T) — Stockchase

Opinion about GCG.A-T: (A Top Pick Jul 14/22, Up 43%) Sold off one division for lots of money. Significantly undervalued, worth $60. One of the big banks could come calling. Amazing management. Share buybacks. Huge, regular dividend increases.

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Aug 08

Canaccord Financial Inc (CF-T) — Stockchase
Canaccord Financial Inc (CF-T) — Stockchase

Opinion about CF-T: Management wants to buy it out but there are two conflicting groups of shareholders. The employee shareholders want the lowest price possible while the outsider shareholders want the highest price possible. This type of conflict is not good. Value it as a whole, not on the split-up of parts.

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Aug 08

Artis Real Estate Investment Trust (AX.UN-T) — Stockchase
Artis Real Estate Investment Trust (AX.UN-T) — Stockchase

Opinion about AX.UN-T: In transition, difficult to analyze. Not really covering its distribution. Investors hoping dividend won't be cut.

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Aug 08

Atrium Mortgages (AI-T) — Stockchase
Atrium Mortgages (AI-T) — Stockchase

Opinion about AI-T: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8% yield. It is not widely followed.         Buy 2  Hold 0  Sell 0 (Analysts’ price target is $12.96)

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Aug 08

Diversified Royalty Corp (DIV-T) — Stockchase
Diversified Royalty Corp (DIV-T) — Stockchase

Opinion about DIV-T: Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

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Aug 08

Olympia Financial Group (OLY-T) — Stockchase
Olympia Financial Group (OLY-T) — Stockchase

Opinion about OLY-T: (A Top Pick Mar 21/24, Down 3.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with OLY has triggered its stop at $98.  To remain disciplined, we recommend covering the position at this time.  

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Aug 09

Slate Office REIT (SOT.UN-T) — Stockchase
Slate Office REIT (SOT.UN-T) — Stockchase

Opinion about SOT.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is not looking good, considering more than $900M in debt and cash flow of only $37M in the last 12 months. Interest expenses were $73M, nearly twice cash flow. It does of course have assets, but it is not a seller's…

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Aug 09

💻 Technology

Nuvei Corp (NVEI-T) — Stockchase
Nuvei Corp (NVEI-T) — Stockchase

Opinion about NVEI-T: Has lagged the Canadian tech sector. Used to own, wouldn't be back in soon. On its recent partnership with ADBE, he tends to own the big payment systems like MA and Visa, big beneficiaries of the resurgence in the economy. 

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Aug 06

Kneat.com Inc (KSI-X) — Stockchase
Kneat.com Inc (KSI-X) — Stockchase

Opinion about KSI-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We like KSI, and we even covered the name in one of our latest podcast episodes (link to our discussion on KSI can be found here). KSI is a $630M healthcare SaaS company that provides solutions for data and document management. Good sales…

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Aug 06

Shopify Inc. (SHOP-T) — Stockchase
Shopify Inc. (SHOP-T) — Stockchase

Opinion about SHOP-T: Look at the 5-year chart. The peak in 2021 concerns him on valuation. Not surprising that it came into resistance when it entered a similar window earlier this year. Likes buying dips, don't chase here.

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Aug 07

Computer Modelling Group Ltd (CMG-T) — Stockchase
Computer Modelling Group Ltd (CMG-T) — Stockchase

Opinion about CMG-T: Spiked up on the close last week. Everything looks really good about this for the long term, everything says you should own some. RSI against S&P since 2022 has been really good, up and to the right. Buy some today with a partial position, then add a second component on a further breakout,…

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Aug 07

Copperleaf Technologies (CPLF-T) — Stockchase
Copperleaf Technologies (CPLF-T) — Stockchase

Opinion about CPLF-T: Large infrastructure & utilities technology.Optimization software that replaces spreadsheets.Large organizations that create recurring revenues.SAP partnership helps create new opportunities. Under the radar - not widely followed in the markets. 

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Aug 07

Coveo Solutions Inc. (CVO-T) — Stockchase
Coveo Solutions Inc. (CVO-T) — Stockchase

Opinion about CVO-T: Good job overall, well run. Exposed to some of the AI trends. Sizable competition for what they do. He's conservative on whether it can differentiate itself in the coming years. Must show it can get the big, multi-year contracts.

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Aug 07

Poet Technologies (PTK-X) — Stockchase
Poet Technologies (PTK-X) — Stockchase

Opinion about PTK-X: It trades only 39,000 shares per day, so it isn't very liquid. (The beta is 0.23.) It still has negative earnings. POET reported on April 26 a fourth-quarter net loss of $3.7 million, or $0.10 per share, vs. a loss of $5 million, or $0.17 per share, a year ago. POET didn't…

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Aug 07

DIRTT Environmental Solutions (DRT-T) — Stockchase
DIRTT Environmental Solutions (DRT-T) — Stockchase

Opinion about DRT-T: Customized, prefabricated environmental office interior solutions. High net cash position. Significant upside because of their flexible business model. Surge in office reconfiguration taking place across North America. Top management. No dividend. (Analysts’ price target is $3.46)

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Aug 07

Docebo (DCBO-T) — Stockchase
Docebo (DCBO-T) — Stockchase

Opinion about DCBO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 28c beat estimates of 24c; revenue of $57M beat estimates of $56.1M. EBITDA of $9.5M beat estimates by 3%. But guidance came in light at $57M, vs estimates of $58.7M. Expected F/x headwinds really hurt guidance. Sales rose 16%. EPS…

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Aug 08

Converge Technology Solutions (CTS-T) — Stockchase
Converge Technology Solutions (CTS-T) — Stockchase

Opinion about CTS-T: It is not getting it done with a lot of execution not happening now. It is cheap but needs a private equity group to take it out and have new management. There is already anticipation of a takeout so it is risky.

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Aug 08

Tucows Inc. (TC-T) — Stockchase
Tucows Inc. (TC-T) — Stockchase

Opinion about TC-T: Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3…

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Aug 08

Sylogist Ltd. (SYZ-T) — Stockchase
Sylogist Ltd. (SYZ-T) — Stockchase

Opinion about SYZ-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Revenue was up 3% to $16.3 mln for the quarter. SaaS ARR was up 15% and total ARR was up 6%. Net revenue retention was 108%. Bookings looks positive as well. Overall it looked like a solid quarter as the company begins…

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Aug 08

Yellow Pages Limited (Y-T) — Stockchase
Yellow Pages Limited (Y-T) — Stockchase

Opinion about Y-T: (A Top Pick Nov 22/18, Up 12%)Convertible 8% 2022 bonds He owned the Yellow senior bonds, but then moved into these convertibles. Most of their revenues are in digital, but that has struggled. New management has cut costs a lot until free cash flow now stands around $100 million this year. Their…

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Aug 08

Constellation Software Inc. (CSU-T) — Stockchase
Constellation Software Inc. (CSU-T) — Stockchase

Opinion about CSU-T: A rather mysterious and opaque company. Well held, well owned, and people hold onto it for dear life. Massive compounder of 36,000% since the IPO in 2006. Acquires mission-critical, vertical market (narrow of scope -- such as an operating management system for a vet clinic or daycare or golf course) software companies. Tuck-in…

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Aug 09

MDA Ltd. (MDA-T) — Stockchase
MDA Ltd. (MDA-T) — Stockchase

Opinion about MDA-T: Friday saw NASA cut funding for a lot of space programs, significant impact on MDA. On his radar. Really impressive contract wins, revenue growing pretty quickly, sector's been hot. He's invested in companies that depend on government and has been burned before. Be careful.

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Aug 09

Quarterhill Inc (QTRH-T) — Stockchase
Quarterhill Inc (QTRH-T) — Stockchase

Opinion about QTRH-T: They dominate US market share in electronic toll roads, and lead in weight-in-motion in trucks. This space is getting more technology driven. They had low-margin contracts a few years ago, but those are turning around, so we will see wider margins. Recent quarters are guiding towards that under new management. They have…

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Aug 09

👨‍⚕️ Healthcare

Trulieve Cannabis (TRUL-CN) — Stockchase
Trulieve Cannabis (TRUL-CN) — Stockchase

Opinion about TRUL-CN: It's a vertically integrated medical marijuana company that is dominant in Florida with a growing presence in the US northeast. They grow, process and sell at their own stores. They just opened their 73rd this week. They've been turning a profit since 2017 and keep posting good numbers. Too bad it trades…

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Aug 06

Medical Facilities Corp. (DR-T) — Stockchase
Medical Facilities Corp. (DR-T) — Stockchase

Opinion about DR-T: Has pulled back a lot. It holds US medical property. It has suffered inflationary pressures, but will diminish in 2023 and the stock will recover. Don't sell it in the current Dutch auction.

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Aug 06

dentalcorp Holdings (DNTL-T) — Stockchase
dentalcorp Holdings (DNTL-T) — Stockchase

Opinion about DNTL-T: 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.

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Aug 08

Jamieson Wellness (JWEL-T) — Stockchase
Jamieson Wellness (JWEL-T) — Stockchase

Opinion about JWEL-T: Good business, decent ROIC. Multiple's not inexpensive. Lots of retailers are available under 13x with great ROIC. He continues to meet with management.

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Aug 08

Cronos Group Inc (CRON-T) — Stockchase
Cronos Group Inc (CRON-T) — Stockchase

Opinion about CRON-T: It got stuck above $30 and is now building a nice base. He likes this.

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Aug 08

Sienna Senior Living Inc (SIA-T) — Stockchase
Sienna Senior Living Inc (SIA-T) — Stockchase

Opinion about SIA-T: Demographics is a huge tailwind. LTC component is a steady business and government-controlled; transitioning a bit away from this. Canada-only. The 85+ demographic is expected to triple in the next 25 years. Yield is 5.6%. (Analysts’ price target is $18.58)

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Aug 08

Mind Medicine MindMed Inc. (MMED-CN) — Stockchase
Mind Medicine MindMed Inc. (MMED-CN) — Stockchase

Opinion about MMED-CN: The psychedelic space is coming to the forefront for investors who ses this as Cannabis 3.0, but these are not recreational products. Rather, the breakthroughs are coming in medicine to treat PTSD, addictions and anxiety, areas showing promise through psychs. Such companies are building a pharmaceutical platform (drugs to sell to patients).…

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Aug 08

Knight Therapeutics (GUD-T) — Stockchase
Knight Therapeutics (GUD-T) — Stockchase

Opinion about GUD-T: Numbers are OK, but not fantastic. Better names in the sector. Lot of respect for management. May not be able to recapture the glory days of buying rights to distribute older drugs.

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Aug 08

VitalHub Corp. (VHI-T) — Stockchase
VitalHub Corp. (VHI-T) — Stockchase

Opinion about VHI-T: Great name. Valuation is a premium multiple, and well deserved. Management's done well. Wouldn't step in now, but only because of valuation. If you buy now, you'll do well over time. Favourite among investors. No trouble raising capital.

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Aug 08

Cipher Pharmeuticals (CPH-T) — Stockchase
Cipher Pharmeuticals (CPH-T) — Stockchase

Opinion about CPH-T: 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.

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Aug 08

CareRx (CRRX-T) — Stockchase
CareRx (CRRX-T) — Stockchase

Opinion about CRRX-T: (A Top Pick Nov 09/21, Down 51%) The largest provider of pharmaceutical services in Canada. Growing organically and by acquisition. Has higher labour costs - margins should be compressed short term but not longer term. Good management.

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Aug 08

Microbix Biosystems (MBX-T) — Stockchase
Microbix Biosystems (MBX-T) — Stockchase

Opinion about MBX-T: Very positive on the stock price, the company, and the partnerships they're announcing. Technicals indicate the stock may head toward 90 cents, but he says higher. Just won a contract from the Ontario government. Covid testing isn't going away. Sales should triple in the next 12 months.

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Aug 08

Nova Leap Health Corp. (NLH-X) — Stockchase
Nova Leap Health Corp. (NLH-X) — Stockchase

Opinion about NLH-X: 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 small-cap healthcare company, an area that he likes.

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Aug 08

AEterna Zentaris Inc. (AEZS-T) — Stockchase
AEterna Zentaris Inc. (AEZS-T) — Stockchase

Opinion about AEZS-T: Rather bad couple of days. Was down substantially, outside of a range. Consolidated. It broke down and is more likely to go down. $1.50 on the downside.

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Aug 08

Titan Medical Inc. (TMD-T) — Stockchase
Titan Medical Inc. (TMD-T) — Stockchase

Opinion about TMD-T: Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

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Aug 08

Spectral Med Inc (EDT-T) — Stockchase
Spectral Med Inc (EDT-T) — Stockchase

Opinion about EDT-T: There is nothing more powerful than a base breakout, and this had one in February of this year. This one is on a trend line right now and there is absolutely nothing wrong with the chart.

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Aug 09

🛍 Consumer

Pet Valu Holdings (PET-T) — Stockchase
Pet Valu Holdings (PET-T) — Stockchase

Opinion about PET-T: (A Top Pick Nov 12/24, Up 17.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $23) to $26 at this time.  

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Aug 06

Stingray Digital Group Inc. (RAY.A-T) — Stockchase
Stingray Digital Group Inc. (RAY.A-T) — Stockchase

Opinion about RAY.A-T: Is fairly illiquid, but profitable and pays a 6.6% dividend. Price targets are high, so there's a runway ahead. But two-thirds of the business is concentrated in Canada, and a big risk is if song royalties rise. It's profitable though. He's watching it.

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Aug 06

Gamehost Inc (GH-T) — Stockchase
Gamehost Inc (GH-T) — Stockchase

Opinion about GH-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research GH has been steadily climbing over the past few years, and it has a dividend yield of 4.6%. Analyst estimates have mostly been rising for the name, and its valuation has mostly contracted over the past few years while its price has…

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Aug 06

Data Communications Management (DCM-T) — Stockchase
Data Communications Management (DCM-T) — Stockchase

Opinion about DCM-T: Small player in packaging, did large acquisition last year. Growing quickly. Very cheap. If you need to own something in the space, look at this name.

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Aug 06

Stantec Inc (STN-T) — Stockchase
Stantec Inc (STN-T) — Stockchase

Opinion about STN-T: Attractive name. Global. Pure design, before projects are even built.

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Aug 07

Savaria Corp (SIS-T) — Stockchase
Savaria Corp (SIS-T) — Stockchase

Opinion about SIS-T: (A Top Pick May 24/24, Up 5%) It was much better last October before US tariffs happened. He doesn't expect SIS will suffer much or any tariff impact, because they are covered under USMCA and are considered medical products for the elderly. He likes the demographic trend of aging at home, especially…

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Aug 07

Pollard Banknote Ltd (PBL-T) — Stockchase
Pollard Banknote Ltd (PBL-T) — Stockchase

Opinion about PBL-T: Global tri-opoloy. High barriers to entry. Stable industry that's grown ~6% a year for 30 years, never a down year. New growth avenue of iLottery, which is very high margin with a different demographic base. Well managed, insider ownership strong, margins improving. Low valuation for high-quality company. Yield is 0.8%. (Analysts’ price…

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Aug 07

Calian Group Ltd (CGY-T) — Stockchase
Calian Group Ltd (CGY-T) — Stockchase

Opinion about CGY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research In Q4 – 2024, CGY reported a revenue growth rate of 3%, with revenues reaching $181M compared to last year’s $175.9M. Adjusted EBITDA margin improved in the quarter to 12.5% from 11.6% last year. Overall, these were acceptable numbers but not that…

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Aug 07

Pizza Pizza Royalty (PZA-T) — Stockchase
Pizza Pizza Royalty (PZA-T) — Stockchase

Opinion about PZA-T: Monthly dividend of 7.75 cents. Pretty range-bound, between $12-15, for a couple of years. Looks as though it's pulled back into the middle. Steady stock, steady and mature business. More of a yield play. Yield is 7%.

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Aug 07

High Liner Foods (HLF-T) — Stockchase
High Liner Foods (HLF-T) — Stockchase

Opinion about HLF-T: Value. Leaders in frozen seafood in Canadian retail and US institutional. PE of 7x. Buying back stock, paying down debt. Increased dividend by 30% last year. Yield is 4.51%. (Analysts’ price target is $15.42)

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Aug 07

Andrew Peller (ADW.A-T) — Stockchase
Andrew Peller (ADW.A-T) — Stockchase

Opinion about ADW.A-T: Stores may or may not be impacted by Ontario government rolling out more retail locations. The Pellers stepped down from the board, possibly planning a bid to privatize the company but he's not really sure.

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Aug 07

TeraGo Inc. (TGO-T) — Stockchase
TeraGo Inc. (TGO-T) — Stockchase

Opinion about TGO-T: (A Top Pick Mar 26/18, Up 97%) They smartly bought some spectrum rights a few years ago, and now they're on the fringe of the 5G spectrum. So the value of their spectrum rights will be realized later this year. He took profits, and would be lightening up on this now as…

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Aug 07

Baylin Technologies (BYL-T) — Stockchase
Baylin Technologies (BYL-T) — Stockchase

Opinion about BYL-T: Notoriously volatile. BYL has had a rough ride in recent years, but has fixed their balance sheet after selling their money-losing mobile business based in Korea. Are now focused on embedded antennas, infrastructure and satcom. They just announced a big stadium deal in South American for their wireless antennas, in which they…

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Aug 07

Restaurant Brands International (QSR-T) — Stockchase
Restaurant Brands International (QSR-T) — Stockchase

Opinion about QSR-T: (A Top Pick May 02/24, Down 4%)Reports tomorrow. Trades at 20x EBIT over EBITDA, about normal. Shares are below a declining 200-day MA, but still above 200-week MA. Rising input costs of labour and commodities, as well as competition, have really held shares back. Question of saturation in Canada. Challenge to scale…

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Aug 08

Saputo Inc. (SAP-T) — Stockchase
Saputo Inc. (SAP-T) — Stockchase

Opinion about SAP-T: A month ago, SAP reported its full-year earnings, and EPS of €2.68 beat expectations, but was down from €3.24 in FY 2023. Revenues of €34.2b were 9.5% higher from FY 2023. The main driver was the cloud. In 2024, its cloud backlog leapt 43% year-over-year to €63.3 billion while cloud revenues jumped…

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Aug 08

Canadian Tire Corporation Ltd. (A) (CTC.A-T) — Stockchase
Canadian Tire Corporation Ltd. (A) (CTC.A-T) — Stockchase

Opinion about CTC.A-T: Can't tell what the impact of a trade war will be; they receive a lot of Asian goods. Also, this is consumer-dependent which is a risk. They are selling Helly Hanson at a profit and will reinvest funds in tech. They're buying back shares. Not a bad business and are profitable, but…

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Aug 08

Canadian Tire Corporation Ltd (CTC-T) — Stockchase
Canadian Tire Corporation Ltd (CTC-T) — Stockchase

Opinion about CTC-T: Traditional bricks and mortar business that will face competition from eCommerce. Undifferentiated shopping experience that is not enjoyable. Discretionary product offering makes it difficult to retain customers. Would not recommend investing at this time. Housing slowdown in Canada will also be hard on the business. 

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Aug 08

Quebecor Inc (QBR.A-T) — Stockchase
Quebecor Inc (QBR.A-T) — Stockchase

Opinion about QBR.A-T: It's cheap, and surprised shares haven't moved higher. They will buy wireless assets from Shaw to become the #4 player in Canadian telcos. Valuation is lower than its peers.

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Aug 08

Quebecor Inc (B) (QBR.B-T) — Stockchase
Quebecor Inc (B) (QBR.B-T) — Stockchase

Opinion about QBR.B-T: (A Top Pick Jan 23/24, Up 3%) Benefiting from the Freedom Mobile purchase. Able to expand in Ontario and Western Canada without deploying too much capex. Very high ROE and free cashflow, allowing them to lower debt and obtain investment-grade rating on bonds. Aggressively buying back shares. Best-performing telecom stock this year.

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Aug 08

Primo Water Corporation (PRMW-T) — Stockchase
Primo Water Corporation (PRMW-T) — Stockchase

Opinion about PRMW-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Pure-play water exposure; sustainability trend. Strong position globally; renewed water focus. Attractive valuation; good dividend. Debt recently lowered but still high. Unlock Premium - Try 5i Free

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Aug 08

Premium Brands Holdings Corp (PBH-T) — Stockchase
Premium Brands Holdings Corp (PBH-T) — Stockchase

Opinion about PBH-T: A new position for clients this year. Consumer staple. Specialty foods (main segment) + food distribution to schools, hospitals, and restaurants. Operates under 60 different banners, so there's little brand risk. On a huge growth trajectory right now that's being discounted by the market. Yield is 4.42%.Last few years spending big to…

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Aug 08

Maple Leaf Foods (MFI-T) — Stockchase
Maple Leaf Foods (MFI-T) — Stockchase

Opinion about MFI-T: She's anticipating economic weakness, hesitant even on the consumer staples space. Consumers in Canada have seen a lot of price increases in the last 24 months; spending same $$, but taking home less. Questions ability to continue to pass on those price increases. 

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Aug 08

Leon's Furniture (LNF-T) — Stockchase
Leon's Furniture (LNF-T) — Stockchase

Opinion about LNF-T: How do you feel about the consumer? This name is based on sentiment and consumer's comfort with buying big-ticket items. Dominant player in Canada. He wants companies that can grow 20+% a year, and he struggles with being able to sell 20% more couches, etc. Conservative choice. Don't buy right now.Just because…

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Aug 08

Sleep Country Canada (ZZZ-T) — Stockchase
Sleep Country Canada (ZZZ-T) — Stockchase

Opinion about ZZZ-T: A great one to buy at the height of Covid. This has come back with a vengeance. Amazing Q4 report and the housing market is on fire. Factors lined up for ZZZ. They've managed debt well. It's a one-product business, though, so keep that in mind and don't pay a big PE.…

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Aug 08

Lassonde Industries Inc. (LAS.A-T) — Stockchase
Lassonde Industries Inc. (LAS.A-T) — Stockchase

Opinion about LAS.A-T: (A Top Pick Oct 26/21, Up 15%) Stock fell soon after recommending, he sold, now it's recovered. Good company. Supply issues and inflationary pressures have normalized. Pretty good value at 11-11.5x PE. Watches it; could potentially add on a pullback.

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Aug 08

Rogers Sugar Inc (RSI-T) — Stockchase
Rogers Sugar Inc (RSI-T) — Stockchase

Opinion about RSI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research RSI beat EPS estimates of 13c coming in at 14c. Revenue also beat estimates of $304.7M coming in at $333.03M increasing 10% year-over-year. Adjusted EBITDA was $141.6M up 28% year-over-year. The quarterly and full-year results look solid, with increasing sales driven by…

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Aug 08

Glacier Ventures International Corp. (GVC-T) — Stockchase
Glacier Ventures International Corp. (GVC-T) — Stockchase

Opinion about GVC-T: (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.

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Aug 08

Cineplex Inc (CGX-T) — Stockchase
Cineplex Inc (CGX-T) — Stockchase

Opinion about CGX-T: It was a darling, a great business years ago that generated tons of free cash flow. He once owned it. Then, it was supposed to be bought, but bad luck saw Covid hit and the deal died. Great management and still a good business that generates cash, but times have changed--there are…

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Aug 09

Telesat (TSAT-T) — Stockchase
Telesat (TSAT-T) — Stockchase

Opinion about TSAT-T: (A Top Pick Dec 14/23, Down 21.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSAT has triggered its stop at $11.  To remain disciplined, we recommend covering the position at this time.  

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Aug 09

Canlan Ice Sports Corp (ICE-T) — Stockchase
Canlan Ice Sports Corp (ICE-T) — Stockchase

Opinion about ICE-T: This hardly trades at all. Insiders own a very big chunk of it, about 75%. They own ice rinks and an adult hockey league. Revenue has been mostly flat for the past 5 years. There is about $45 million in net debt on a $50-$60 million market cap company. Pays a 2%…

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Aug 09

D-Box Technologies (DBO-T) — Stockchase
D-Box Technologies (DBO-T) — Stockchase

Opinion about DBO-T: A disappointment. Pandemic has been the nail in the coffin for movie theatres and DBO's motion systems. Simulation and industrial segments have been profitable. Treading water right now. Long road ahead. Wait and see before stepping in.

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Aug 09

💡 Utilities

Innergex Renewable Energy (INE-T) — Stockchase
Innergex Renewable Energy (INE-T) — Stockchase

Opinion about INE-T: This is how he'd play the renewable energy trade. Thinks rates will go higher next year, which makes him cautious. If that's the case for rates, a lot of the bond proxies like utilities and REITs are going to come under pressure. A bit more upside potential, but for a trade.

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Aug 07

Greenlane Renewables Inc. (GRN-T) — Stockchase
Greenlane Renewables Inc. (GRN-T) — Stockchase

Opinion about GRN-T: 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.

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Aug 07

Emera Inc (EMA-T) — Stockchase
Emera Inc (EMA-T) — Stockchase

Opinion about EMA-T: (A Top Pick Feb 05/24, Up 34%) Largest distribution utility is in Florida, where population growth has soared since pandemic. Regulator in Florida is easy to deal with. Diversified. Benefits from a risk-off mentality in the market.

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Aug 09

Algonquin Power & Utilities Corp (AQN-T) — Stockchase
Algonquin Power & Utilities Corp (AQN-T) — Stockchase

Opinion about AQN-T: Working to transition to a pure-play utility, still holding onto small (3%) renewable hydro assets. New CEO and management team doing good job so far. Most utilities are in the US, with staggered and ongoing rate reset price increases. Likes it.

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Aug 09

Maxim Power (MXG-T) — Stockchase
Maxim Power (MXG-T) — Stockchase

Opinion about MXG-T: 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…

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Aug 09

Use this list wisely to identify buying opportunities.
Happy trading !!!

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