Most Anticipated Earnings: MRE-T, PSI-T and more Canadian Companies Reporting Earnings this Week (Aug 05-09).
Here are the Canadian companies listed on Stockchase who are reporting earnings this week:
🚚 Industrials
Opinion about GTII-CSE: The rare American cannabis stock, mostly in medical marijuana. They report Wednesday and he expects positive results. Be…
Opinion about PKT.V: Took part in a private placement a few months ago, and the stock has done very well since then. They will be acquiring parking…
Opinion about FTT.TO: She'd rather own CAT, which she's been looking at. Go to the company that makes the machinery, rather than to the distributor.
Opinion about MRE.TO: Stockchase Research Editor: Michael O'Reilly We reiterate this diversified supplier of automotive motor blocks and…
Opinion about CFF.TO: Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have…
Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Opinion about AC.TO: Stockchase Research Editor: Michael O'Reilly If you can wrap your head around buying at the time of a potential labour strike -…
Opinion about SJ.TO: Large utility pole business. Strong performance resulting from increased power demand. Unsure of demand for products - would…
Opinion about LNR.TO: Investor believes tariffs will hit. Sell? Would be vulnerable because it's a manufacturer that exports to the US. Global sales…
Opinion about CURA.TO: (A Top Pick May 04/21, Down 59%) Derating of secular growth stocks due to rising interest rates. Doing all the right things.…
Opinion about BDT.TO: Industrial stocks have come off on tariff, and other, fears. Very good ROE profile. Excellent earnings growth, with analysts…
Opinion about AFN.TO: (A Top Pick Mar 29/22, Up 38%) It has stopped making acquisitions, is paying down debt quickly and has great free cash flow. It…
Opinion about SOY.TO: He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently…
Opinion about GDI.TO: Good price. Oversold. 16.5% yield. Expert opinions on GDI Integrated Facility Services Inc. (GDI.TO) — buy, sell, or hold…
Opinion about MAL.TO: Not his favourite in this space, though he follows it. because it's a Canadian company selling into U.S. aerospace, it could…
Opinion about SWP.TO: SWP is one of the few companies in the world to decaf coffee using a chemical process. A few competitors have shut down.…
Opinion about FLY.V: Their recent acquisition was a huge benefit to the company. China has said by the end of 2019 all planes must have satellite…
Opinion about PPL.TO: Likes Canada and likes energy. On the 5-year chart, you can see the consolidation phase in 2022-2023. We're seeing another…
Opinion about CCL.B.TO: (A Top Pick Jun 02/23, Up 1%) Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher…
Opinion about EIF.TO: Really likes the name, good business. Making all-time highs, expensive here. Doing all the right things, growing its dividend.…
Opinion about CAS.TO: (A Top Pick Apr 24/20, Up 4%) It was doing well until its recent report. Its costs are rising, so CAS is getting squeezed. He…
Opinion about EFX.TO: He is not a big fan of the energy sector. Chart shows the stock had a big down and a trading bounce, but it is down again. This…
Opinion about IFP.TO: Demand for lumber will continue to increase.Short term weakness in housing (recession) not a concern for long term…
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.…
Opinion about CKI.TO: Buying out of favour businesses that they feel have an intrinsic value. An interesting portfolio play that has broadened them…
Opinion about LCFS.TO: Newly listed. Renewables and ESG. One of the best ways to play the renewable diesel and hydrogen theme in Canada. Tremendous…
Opinion about IFOS.V: Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few…
Opinion about EXRO.V: The technology is interesting, using an electric motor to increase torque. The new CEO is moving the company from an experiment…
Opinion about SXP.TO: Manufactures highly specialized envelopes. 55% market share in Canada. Just made an acquisition. Very focused on reducing costs.
Opinion about CWEB.TO: A leader in the cannabis sector. They're extractors of CBD oil for medical purposes. All these players want to come in, but…
Opinion about KLS.TO: Had a correction, which is hardly serious. Your timing with the railcar topic is lucky. They should have completed their 40,000…
Opinion about HRX.TO: Lately has not been very liquid. The breakout was very strong and it was a gap on Jul 17th. Stop is 12.25 but upside is…
Opinion about WEED.TO: They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news…
Opinion about DBM.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent reported EPS and revenues missed estimates. A…
Opinion about WJX.TO: It'll be flat this year. It's very illiquid, so likely way cheaper than it ought to be. Good balance sheet. Cheap at 8x…
Opinion about TBL.TO: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock.…
Opinion about DII.A.TO: Have manufacturing outside of Canada. Have expanded their product line really well. Have "the hot" bicycle product. Expanding…
Opinion about DII.B.TO: (Top Pick Dec 13/13, Up 3.10%) He is now worried about the company’s fundamentals.
⚡ Energy
Opinion about EFR.TO: He owned this and covered his investment. EFR will benefit from Pres. Biden subsidizing the uranium business. EFR benefits from…
Opinion about SU.TO: Up 134%. Hold? Sell? Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having…
Opinion about STEP.TO: One of his major holdings. He's very bullish on pressure pumping. Deal closed today where they bought a U.S. pressure pumper,…
Opinion about PSI.TO: You generally see energy stocks leading a little in anticipation of higher oil prices. Then you see higher oil prices followed…
Opinion about CR.TO: A natural gas producer that will benefit from LNG. It is trading at less than 1 times cash flow. Management are significant…
Opinion about FEC.TO: Stockchase Research Editor: Michael O'Reilly FEC produces over 40 mboed, looking to grow to 50 mboed. The company recorded…
Opinion about IPO.TO: The $1.66 level is quite interesting. Once it gets by that, the next level would be the high $1.90 area. It has just got above…
Opinion about TNZ.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TNZ reported Q3 EPS at $0.71 which beat analysts’…
Opinion about ALV.V: This was a spin out from a deal that Petrorubiales did about 6 months ago. Often these spin outs get dumped because people want…
Opinion about BNE.TO: It is a conservative producer. They did a good job over the long term. All dividends are at risk, but this one should…
Opinion about PRQ.TO: He believes we are seeing a very firm bottom for nat. gas prices. This is a premier deep basin player. Has owned for a couple…
Opinion about JOY.TO: At this point in time, with everything going on in the oil patch, this would not be one of his favourites. Have a fair bit of…
Opinion about QEC.TO: Gas weighted. Good name but thinks ultimately development is going to be slow. Expert opinions on Questerre Energy (QEC.TO) —…
Opinion about OYL.V: Just raised some money and will be undertaking a 6 well program. Expert opinions on CGX Energy Inc. (OYL.V) — buy, sell, or hold…
Opinion about KEY.TO: Betwixt and between, which makes it hard to call. Right up against quite strong technical resistance, and right at FMV. Good…
Opinion about NVA.TO: He may be early on dry gas producers. Here, you get the gas but also condensate. Condensate's needed for pipeline transport as…
Opinion about CEU.TO: Really likes management and the company. With the commodity price coming off this much, it is probably down 60% or so. They…
Opinion about KEL.TO: It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were…
Opinion about CNE.TO: (A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of…
Opinion about RBY.TO: Doesn't believe in quality of assets. Company too new to determine whether a good investment. Good management, but not buying…
Opinion about E.TO: This company was having issues, where they had so much business, they were renting a lot of equipment which put pressure on their…
Opinion about TOT.TO: Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting.
Opinion about TXP.TO: It is in Trinidad. They are drilling deeper wells for the first time and are 100% oil, presently. Their first target from here…
Opinion about HWO.TO: He likes it. They made an acquisition a couple of weeks ago. They bought assets at 15-20 cents on the dollar. He has been…
Opinion about SFD.TO: This company has what is potentially disruptive technology in that they have a system of flying over oil/gas fields and being…
🛢 Basic Materials
Opinion about ORA.TO: After a july 4 vote, there is expected to be a big re-organiztion of the company. and a 1 for 7 share consolidation. The…
Opinion about VNP.TO: Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate…
Opinion about NCP.TO: 12 million oz of gold and platinum. 17 km long deposit. Potential to double in size of larger. Was formerly a mine and has been…
Opinion about OR.TO: A gold royalty company. He has a $17 price target. Not being a producer, they have more stable cash flow.
Opinion about ETG.TO: Up 297% on a year-to-date basis. Some good samples out of nearby Ivanhoe mines in Mongolia. A private placement was announced…
Opinion about ORE.V: Gold in Burkina Faso. Good management. His probabilities of success are very good based on management's previous success in…
Opinion about ODV.V: They plan to drill 200,000 meters for the next two years, backstopped by the Osisko teams (4 companies in total under Osisko).…
Opinion about FF.TO: (Market Call Minute.) Great execution with a $500 million market cap. Thinks it is ahead of itself. It is expensive.
Opinion about GBU.V: It has been slow getting permitting by the Rumanians. Could see the first gold being produced by around 2009. You'll have to be…
Opinion about AME.V: They were abutting New Gold’s (NGD-T) Ashton project. They have an interesting exploration play and have sold some rights to New…
Opinion about WPM.TO: Gold is almost like an insurance policy. Good diversifier. Should be a good, long-term hedge. Deposits have become harder to…
Opinion about NXE.TO: Very strong demand for Uranium. Nuclear energy appears to be solution to long term power demands. Eastern European Uranium…
Opinion about STLC.TO: He bought it after he met management, of whom he was really impressed. The company is a huge beneficiary of the shortage of…
Opinion about FVI.TO: (A Top Pick Jan 11/21, Down 56%) Market did not like their acquisition in Africa because of political risk. He's very bullish…
Opinion about TXG.TO: The biggest influence on gold is going to be the US$. Gold rolled over to about the $1290 range. You should get a bit of a…
Opinion about OSK.TO: (Market Call Minute.) Has come through their ramp-up stage, they are executing, getting their production on and bring down…
Opinion about GGD.TO: It gets consistently good exploration results so is exploration predictive. Market pays a premium for this. It is silver rich…
Opinion about MND.TO: Hasn’t seen management for a year or two. Likes their Australian silver operations, which has very thick veins. The mine…
Opinion about LUC.TO: Operated by the Lundine family. This has been a truly outstanding Canadian success story. It mines and markets some of the…
Opinion about ITH.TO: Primary asset is an Alaskan property Livengood. Have been in the process over the last 3-4 years of proving it reserves.…
Opinion about MPVD.TO: This is not the first bear market he has seen. This is the next new big mine. Diamonds have been going thought a bit of a dry…
Opinion about ASND.TO: It's been stuck at these levels for a long time, but likes recent volumes. No problem buying this one.
Opinion about PAAS.TO: Has recommended it before. Even though it's doubled, it still holds value because of a new discovery in a Mexican silver mine.…
Opinion about LUG.TO: Ecuador is becoming more mining friendly, but he is suspicious and it seems the government is reactionary and he does not trust…
Opinion about BTO.TO: Weakness in share price not a reflection of rising gold prices. Stock trading a multi-decade low. Cost issues, and inflation a…
Opinion about IMG.TO: He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why…
Opinion about DML.TO: The outlook for players in this area is quite positive. Now that we are living with shortages in power, people are realizing…
Opinion about ALS.TO: (Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It…
Opinion about MUX.TO: Have a joint venture with Hawkshield down in Argentina. A good project. They are in production which is good. Good management.…
Opinion about III.TO: (Market Call Minute) Huge property in central BC but they need some financing. Expert opinions on Imperial Metals Corp (III.TO)…
Opinion about LGO.TO: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap…
Opinion about LGD.TO: Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over…
Opinion about GENM.TO: A palladium-copper developer in northwestern Ontario. Rates of return are just below 30%. This will be hard to finance, though…
Opinion about VGCX.TO: In Northern Canada. Fallen victim to the typical mining curse: takes longer, costs more, ramps up slower. Last quarter wasn't…
Opinion about DIAM.TO: Diamonds. Had a pretty robust project looking forward but they needed to raise money to expand the project. Everything hit the…
Opinion about TI.TO: They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc…
Opinion about MGM.V: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The…
Opinion about AMM.TO: Have a really outstanding group of exploration properties. They find and let partners do the work and put up the money, much…
Opinion about ASTL.TO: (A Top Pick Feb 09/23, Down 13.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ASTL has triggered its…
Opinion about SKE.TO: The strip ratio is a moderate-high 7.5:1. Metallurgy is an issue. Brent Cook: The issue here is that the higher-grade ore is…
Opinion about FCU.TO: The merger with Denison (DML-T) is somewhat controversial. For people that were in Fission, they would prefer it to be a clean…
Opinion about MTA.V: He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early…
Opinion about NEO.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cannacord reduced their price target for the company…
Opinion about SMT.TO: An excellent company. The right time to own a company like this. Expert opinions on Sierra Metals Inc (SMT.TO) — buy, sell, or…
Opinion about FSY.TO: Uranium play in Namibia. They will have high costs, but as the price of uranium goes up, it could grow. It will take years and…
Opinion about NCU.TO: Quite a nice chart. Found a bottom in 09 followed by a nice rise. Looking pretty good but definitely into a consolidation…
Opinion about ELR.TO: Likes the space. There are very few ways to play it. Production profile is very strong. Always has been quite a liquid stock.…
Opinion about TVI.V: Operating in jurisdictions where there are political and/or terrorist risks. Trading on fairly good volume. Small market cap.…
Opinion about KRN.TO: Had a good run and then pulled back with the market. The market is waiting for a price settlement for the Potash with the…
🏛 Financials
Opinion about BTB.UN.TO: An investment in this is an investment in Québec, so you have to be favourable to the Québec marketplace,…
Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…
Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…
Opinion about DIR.UN.TO: (A Top Pick Sep 27/23, Up 10%) Attractive valuation, about 25-30% undervalued. Last-mile distribution. Europe is seeing…
Opinion about LIF.TO: Unsure on direction share price (short term).Good company for the long term investor.At current price is a bit…
Opinion about IIP.UN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Positive Same-Property Net Operating Income(SPNOI).…
Opinion about HOM.UN.TO: Trades in USD and CAD. US apartments, mainly in the US sunbelt, in high-growth markets. Best way to get exposure to those…
Opinion about DHT.UN.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting.…
Opinion about MKP.TO: Loan to values are quite conservative because of Canadian laws. There is headline risk. Stick with it but don't add to it. Prefers HCG-T
Opinion about ERE.UN.TO: Allan Tong’s Discover Picks This translates into steady, though unspectacular growth. If you’re looking for Tesla gains, buy…
Opinion about FC.TO: Small “mortgage” REIT. Mezzanine financing for residential for multi-residential and commercial development. Involves loans for…
Opinion about KBL.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Hospitality segment most impacted by COVID. New…
Opinion about MRD.TO: A cheap stock, which should go up. Expert opinions on Melcor Developments Ltd (MRD.TO) — buy, sell, or hold ratings from…
Opinion about HOT.UN.TO: He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff,…
Opinion about FDI.V: They have finally inked some very significant deals in the last 3 months, which is why the stock has doubled since then. Thinks…
Opinion about MFC.TO: Doesn't own any of the lifecos. This name struggled for quite a while, but then broke out on strategic repositioning by…
Opinion about IGM.TO: Stockchase Research Editor: Michael O'Reilly IGM is one of Canada's largest diversified wealth management companies with over…
Opinion about CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased…
Opinion about GRT.UN.TO: Has done well in the past. It trades at a premium vs. peers. Instead, she owns Chartwell and CAP REIT.
Opinion about CRR.UN.TO: Grocery-anchored retail, defensive. Benefits from inflation. Occupancy up last quarter, higher leasing spreads. 14.7x, 10%…
Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…
Opinion about SII.TO: (A Top Pick Dec 19/12. Down 27.52%.) Had been intended as a tax loss selling example. He was able to buy this through some…
Opinion about FSZ.TO: (A Top Pick Sep 27/19, Up 13%) They bought one of the world's largest fund managers. Pays a sustainable 7% dividend yield. In…
Opinion about ECN.TO: It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They…
Opinion about ISC.TO: Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA.…
Opinion about PAY.TO: They own high yield securities which is an area that has been under pressure with interest rates going up. The best time is now past.
Opinion about MHC.U.TO: Great, stable, recession-proof business. Unique management team. Based in the US. Great consolidation opportunities. Nice…
Opinion about DRR.UN.TO: Newer REIT. Apartment buildings in the US. Rents are lower, assets are older. Small. Trades at a nice discount. Pretty…
Opinion about DC.A.TO: He has been involved in it in the past. They recycled the cash from the Dundee sale into resources. There is concern about the…
Opinion about POW.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is hard to ignore the strong momentum shares of POW…
Opinion about ONEX.TO: Very strong management team.Hard stock to value. Private equity firm.Trading at discount to net asset value.High interest…
Opinion about REI.UN.TO: Distribution very safe due to proactive cutting during pandemic. Achievable net operating growth of 3%, last quarter was…
Opinion about ELF.TO: Solid company. Reasonable yield. Expert opinions on E-L Financial (ELF.TO) — buy, sell, or hold ratings from Canadian and US…
Opinion about CSH.UN.TO: (A Top Pick Nov 30/23, Up 53%) Sees more upside from here. Occupancy levels have crept back up to over 90%. Fantastic demand…
Opinion about SRU.UN.TO: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building…
Opinion about GSY.TO: Spin out from Accrete Energy (GZ-T). Quite small so conflicts with his view of sticking with good liquid stocks and strong…
Opinion about AIF.TO: He has been lightening up. The big decline in energy services impacts this one. He does not see a lot of positive change for…
Opinion about CIX.TO: Stockchase Research Editor: Michael O'Reilly CIX just announced a $1.3b sale for 20% of its US wealth management business. This…
Opinion about GCG.A.TO: (A Top Pick April 16/14. Down 0.87%.) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). The whole…
Opinion about CF.TO: Banks are doing well, but unfortunately it is at the expense of the independent brokers in Canada. This is certainly cheap, but…
Opinion about AX.UN.TO: Based in Winnipeg, this REIT owns property in Manitoba, BC, Arizona, Colorado, Minnesota and Wisconsin, broken down into 47%…
Opinion about AI.TO: It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8%…
Opinion about DIV.TO: They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store…
Opinion about OLY.TO: Provincially regulated trust Company. Just reported Q2 earnings and the results were fantastic. 6% dividend is very safe. Very…
Opinion about SOT.UN.TO: He used to own this, got tired of them constantly raising money whenever the stock price went up. The balance sheet is…
💻 Technology
Opinion about NVEI.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. NVEI trades at 4X sales; 17X 2023 earnings. It has…
Opinion about KSI.V: A company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is…
Opinion about SHOP.TO: Tech is struggling and SHOP trades at a high PE. Would be interesting in the $80s. He sees more downside from here.
Opinion about CMG.TO: Basically an international computer software and consulting company that is able to simulate the reservoirs for oil/gas…
Opinion about CPLF.TO: Large infrastructure & utilities technology.Optimization software that replaces spreadsheets.Large organizations that create…
Opinion about CVO.TO: Coveo wend public last Thursday on the TSX. Initially priced at $15, the shares quickly rose to $18. Coveo raised $215 million…
Opinion about PTK.V: Really interesting company in the solar space. Have a concentrator system that concentrates sun rays onto a small chip. Could be…
Opinion about DRT.TO: (A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in…
Opinion about DCBO.TO: Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional…
Opinion about CTS.TO: Recent breakout good for momentum investors. Not at all time highs yes. Watching closely. Fairly stable up trend. Now a good time to buy.
Opinion about TC.TO: Just IPO'd a couple of months ago. Analysts have not yet put out reports. An interesting business model and feels they are going…
Opinion about SYZ.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has good growth potential from here. Has good cash…
Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…
Opinion about CSU.TO: Never owned it due to high PE and they grow by acquisition, whereas she wants to see some organic growth in a company. Are…
Opinion about MDA.TO: A great play on higher defence spending. Canadian defence stocks are rare. But the chart is rocky. Likes it. An obvious choice in defence.
Opinion about QTRH.TO: It has gone through tremendous changes in the past 6 months. He teamed up with others to buy 10% of the company and forced the…
👨⚕️ Healthcare
Opinion about TRUL.CN: It's a vertically integrated medical marijuana company that is dominant in Florida with a growing presence in the US…
Opinion about DR.TO: They have a strong balance. The dividend is fine. But the issues revolve around their clinics. A new public hospital has stolen…
Opinion about DNTL.TO: AND does drug distribution in western Canada. Incredibly stable business with good runway for growth. Nice compliment to a…
Opinion about JWEL.TO: A nice company that seems to dominate the vitamin business, which offers long-term growth. Buy this at a decent PE. People buy…
Opinion about CRON.TO: This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go…
Opinion about SIA.TO: High yield + price appreciation over 5 years? Squarely within definition of growth for next 5 years. 42 LTC (97% occupied), 40…
Opinion about MMED.CN: This is the next Cannabis area. It is the psychedelic area. Compounds can be pulled out and used for medical purposes. They…
Opinion about GUD.TO: The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on…
Opinion about VHI.TO: (A Top Pick Mar 12/24, Up 20%)*Note the short timeframe. He has big expectations. Sitting on a pile of cash to make…
Opinion about CPH.TO: Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very…
Opinion about CRRX.TO: Billy Kawasaki’s Insights - Picks from 5i Research. The company continues to transform and has done well. The market cap has…
Opinion about MBX.TO: Been around for a long time. Has a broad range of technologies. Have recently signed licensed for Virusmax, which can double…
Opinion about NLH.V: 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…
Opinion about AEZS.TO: Would like to get in at the $6 level. Cash flow positive. Expert opinions on AEterna Zentaris Inc. (AEZS.TO) — buy, sell, or…
Opinion about TMD.TO: Robotic surgery. Intuitive Surgical (ISRG-Q) has a monopoly. This company thinks they have a better system. Have to go through…
Opinion about EDT.TO: A really neat little company. Good funding of their R&D. They have revenue and operating profits. Agreement with Cardinal will…
🛍 Consumer
Opinion about PET.TO: Shares are basically flat over the past year do some quarterly misses, but its PE has fallen to 22.34x, below its 24.06x,…
Opinion about RAY.A.TO: Music on your cable box. They put up a good quarter recently and raised their dividend. There is insider trading. It is going…
Opinion about GH.TO: Calgary real estate market and Alberta in general as gas moves towards $6.50-$7. Good little niche market. Hotel business is…
Opinion about DCM.TO: When people think the world is coming to the end, people bring these stocks down. If global economy goes down, you will see an…
Opinion about STN.TO: A true compounder in Canada. Respects management, but it's fallen from its summer peak due to profit-taking. It's a buying…
Opinion about SIS.TO: Fell on Tuesday's tariff news, bouncing today. Benefits from the aging population that has financial flexibility. Very strong…
Opinion about PBL.TO: A major core holding of his. Sports betting doesn't impact instant lottery tickets which is in fact booming. PBL leads in…
Opinion about CGY.TO: (A Past Top Pick Jul 14/16, Up 69%) A variety of aerospace businesses. There has been a big secular move as more and more…
Opinion about PZA.TO: Allan Tong’s Discover Picks Pizza chains are not the same, and we’re not talking taste. Pizza Pizza suffers from being a…
Opinion about HLF.TO: He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in…
Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…
Opinion about TGO.TO: Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s…
Opinion about BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of…
Opinion about QSR.TO: Not buying it now. For options, you could go out to the May $94 put and sell it for close to $4. If it pulls back, you're force…
Opinion about SAP.TO: He's staying away from consumer staples stocks, unless they have some real edge. With dairy products, hard to get a margin and…
Opinion about CTC.A.TO: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not…
Opinion about CTC.TO: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards…
Opinion about QBR.A.TO: Shares fell on Q4 over a concern that their wireless growth may be slowing with lower net additions. They only have 15%…
Opinion about QBR.B.TO: Telus and QBR.B are the 2 best stocks to own in the space. Telus will gush free cashflow, as it's beyond big capex cycle, low…
Opinion about PRMW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has very strong growth and the sector is…
Opinion about PBH.TO: His firm likes to hold stocks forever, or at least for 5 years. Really likes management -- focused on sustainably growing…
Opinion about MFI.TO: Meat segment has been doing well. Plant segment is a new and emerging area, and is #2 in NA. Trades at a significant discount…
Opinion about LNF.TO: Has owned this since 2004. Tremendous upside. They really expanded their e-commerce and now makes up 10% of sales. When people…
Opinion about ZZZ.TO: Combination of valuation, same store sales and growth. Ticks on all boxes. Trading at 15 times earnings. Leader in their field.…
Opinion about LAS.A.TO: (A Top Pick May 14/08. Down 17.4%.) Fruit juice manufacturer and packager. Well run. Dominant in Quebec. Long history of…
Opinion about RSI.TO: An income stock. There is not a lot of growth and high tariff issues. He would not strongly endorse it but it pays a nice dividend.
Opinion about GVC.TO: One of the leading western Canadian media companies. Have about 50% of their revenues in newspapers in western Canada, which…
Opinion about CGX.TO: Covid hammered them, while a British company tried to buy them but aborted that deal (now in a lawsuit). It's not cheap seeing…
Opinion about TSAT.TO: Stockchase Research Editor: Michael O'Reilly This Canadian based satellite operator provides services to direct-to-home…
Opinion about ICE.TO: This hardly trades at all. Insiders own a very big chunk of it, about 75%. They own ice rinks and an adult hockey league.…
Opinion about DBO.TO: He is a fan of this. They have a lot of contracts with companies like Cineplex (CGX-T). They are slowly adding their motion…
💡 Utilities
Opinion about INE.TO: A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if…
Opinion about GRN.TO: Allan Tong’s Discover Picks Greenlane it’s another small-cap Canadian biogas play in the same business as XBX, but it boasts a…
Opinion about EMA.TO: (A Top Pick Nov 07/23, Up 17.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with EMA has achieved its target…
Opinion about AQN.TO: In multi-year turnaround after its struggles from higher interest rates and slower execution. Most earnings come from stable…
Opinion about MXG.TO: Well run company. Long term hold. Expert opinions on Maxim Power (MXG.TO) — buy, sell, or hold ratings from Canadian and US…
Use this list wisely to identify buying opportunities.
Happy trading !!!
