This week’s new 52-week highs and lows … (Jan 23-29)

(A Top Pick Nov. 3/17, Up 11%)  They came in on time and under budget with the expansion.  It has a lot of potential.  They have debt that they had to take on to expand. (Benj Gallander)

This has been the best performer in the portfolio. He has taken some money off the table. He expects it to continue to move. Good reserves and good production. A solid name. Yield = 0.35% (Analysts’ price target is $51.22) (Jaime Carrasco)

There is no dividend. Sales are up but earnings are less negative rather than positive. Earnings growth forecast for this year is zero. (Robert McWhirter)

Doesn’t particularly like the deposit. Very speculative. It’s all over the map. There are safer names out there. (Peter Hodson)

Precious metals will be a safe sector in the coming cycle (economic weakness). SIL has one of highest-grade silver developments in the world, and a prime takeover candidate. (James Hodgins)

They're financed to build their Eagle project in the Yukon, but it's low-grade. His exit strategy is for someone to take them out, but doubts it'll happen at current low gold prices. Brent Cook: Doesn't see anyone buying a modest-grade project like this. (Joe Mazumdar)

Good management team. A little expensive at this price, relative to the state of the project. Would nibble away on any weakness. Be patient. (Lawrence Roulston)

He would advise viewers to go to this company’s website and looking at the management discussion, which you might find interesting. (Peter Brieger)

It is Canadian domiciled and European focused and does not attract a lot of investors from either continent.  He likes it. (Rick Rule)

The best of the best. High quality company. Sells at a premium but it is worth it. Best capital allocator in the space. The Administrative expense ratio to Cash flow is 0.12%. Very lean company ran for the benefit of shareholders. (Rick Rule)

They are turning themselves into a mid-tier producer of gold. They have invested into exploration of another significant mine that could result in a very positive reserve assessment. They found some interesting high-grade zones in the new mine. Their long term Eagle mine is also able to expand. Yield 0%. (Analysts’ price target is $5.28)…

(A Top Pick July 3/15. Down 43.04%.) Sold his holdings at around $5.50, and lost money. Their business continues to grow, and this is one that he continues to watch. There is lots of promise here. (Bruce Campbell (2))

(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers. (Robert McWhirter)

It's had an incredible run off lows. They've done a fine job of growing. Beware that short-sellers have been challening BAD. He is impressed with BAD. (James Telfser)

They can maintain the dividend as well as do acquisitions. They have a 17% ROE. Near term earnings are expected to go up 10% by May. It broke out of a near term accumulation zone. He sees a 16% potential upside. (Analysts’ price target is $30.10) (Robert McWhirter)

He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral. (Jason Mann)

Always liked it. It's the best in class, dealing in the industrial space in Canadian cities. They have executed very well. They beat their last quarter and outperform the market. But it trades at a pricey 26x AFFO which gives him pause. It rents small office space that's attracting tech companies. This is in the…

Dream Industrial REIT vs. BPY Dream is a good asset in a good space with a decent valuation. He likes it, but he prefers BYP for its global focus and better long-term growth. BPY trades at a good valuation. He prefers BPY, but you can buy both. (Greg Newman)

Wish he had owned this much earlier. Beautiful chart and dividend over 5%. They flattened then shares started lifting when interest rates looked less hawkish. It's been doing quite well. He just bought it after the new year. (Analysts’ price target is $10.14) (Mike S. Newton, CIM FCSI)

Loves it. Has long owned it. The typical Canadian has been in 3 of 4 of the stores they own in the last month. Very well-diversified. The death of retail (malls) has passed them well, and Smart has performed well. (Mike S. Newton, CIM FCSI)

If you buy it today, it is getting acquired and you get some cash. It serves stock option plans. (Bruce Murray)

This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value. (Joshua Varghese)

Apartments in Southern Ontario and Montreal. They had a good 2018. The fundamentals for apartments are quite good. There is a lot of immigration into Southern Ontario. 67% payout ratio. Expect dividend increases in coming years. They will not do as well in 2019 as 2018. (Michael Simpson, CFA)

This is benefiting from the trend towards renting by the residential space. Canadians have not had good rental options provided by landlords offering real services to their tenants. (Joshua Varghese)

Doesn’t own this, primarily because the balance sheet is a little too highly leveraged for his liking. He worries about the sheer amount of debt they are carrying, which is being coupled with some soft fundamentals in the market they are in. He would prefer others. (Andy Nasr)

A very small REIT that has a very interesting business model. They were working with companies that go into industries, especially Alberta focused, to see if they needed financing. They would buy the buildings in exchange for a long-term lease. Considering what has happened to the Alberta economy, this is really not the place to…

Riocan vs. Choice Properties REITs Riocan is trying to change their mix and their development properties are doing well. You're fine with either REIT, both quality. Choice is stable, because of Loblaw. Both are good for income in the long run. (Christine Poole)

Involved in nonstandard automobile/motorcycle insurance as well as home insurance. BV of around $14.37 but Tangible Book is $13.50. No debt. Overly capitalized by over $35 million. Stable management. Basically Canadian, but their big driver is Europe. 25%-30% growth. Will probably earn about $1.30 next year. Have an option of putting in a dividend, free…

2020 looks promising with success in U.S> multi. (Greg Newman)

There was a real disconnect between two entities within the company they decided to merge and that allowed them to trade closer to NAV.  They increased their distribution recently.  He still likes it. (Paul Gardner, CFA)

He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump. (James Telfser)

It got stuck above $30 and is now building a nice base. He likes this. (Elliott Fishman)

They expanded into western Canada and didn't do well, though earnings projections for this year and next promise increases. They're converting some stores to Freshco, a good move. This is a growth stock in a safe industry. Wishes the dividend were higher. It's a tough industry to be in. If you're worried about Alberta, then…

It is the best run of the grocery stores. They made an acquisition to get into delivery in the downtown core. Nice dividend yield and you can sleep at night. (Bruce Murray)

There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43) (Chris Stuchberry)

Third largest holding. They have a 45% market share. They deliver proportioned meals to your door. There is zero wastage. It reduces your carbon footprint. All the packaging is recyclable. Margins are much healthier. They are growing quickly and the stocks is reasonably priced. (Stephen Takacsy, B. Eng, MBA)

He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec. (Stephen Takacsy, B. Eng, MBA)

He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless. (Kash Pashootan)

If you believe that interest rate won't go up you can do well with this name. It has higher leverage but it was always like that. Stable business. (Chris Stuchberry)

Junior company that is basically raising money to explore for uranium. Sometimes takes years to find a deposit. Have to be patient. Some interesting prospects in the Athabascan basin. Pretty strong drill program for the first half of 2008. On negative days, you could pick some up for a short-term trade.(Buy uranium stocks when uranium…

The recent pipeline delay will delay the project by 6-12 months. Crude by rail will offset this. This will hurt their furture earnings. ENB has paid down their debt through asset sales, so they're in good shape. They've been growing their dividend. His firm has owned this since the 1950s. (Douglas Kee)

The business allows a USB device to reach into a database. Many of the clients were US military and security agencies. A recent acquisition gives them good forward prospects. (Robert McWhirter)

It isn't moving with the markets. It bottomed at $12 in October and has broken out nicely since then. Interesting. Will meet resistance at current levels. But it has the potential to reach $16-17. People are buying it for the decent yield. Looks good now, but dangerous if it falls below $13.25. Take a break…

The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play. (Tim Nash)

Yes. It's taken a backseat to Fortis, but they go back and forth. The problem is EMA makes acquisitions, then pays down debt as they are currently. They have a major construction business in Tampa, so they're investing back in the business. He owns both companies, both good dividend-payers, both good buyers in the States.…

Their debt is too high and lack the financial flexibility that others have. He sees other opportunities that do not have this balance sheet issue. (Eric Nuttall)

Book value is $9.99. Volumes came down because they shut in some dry gas. The stock has been decimated. He prefers other names to this one. (Josef Schachter)

This is a light medium oil producer. Given the market cap and leverage, he prefers others with a better balance sheet. Would recommend Torque Oil & Gas instead. (Eric Nuttall)

This had been on his Short List of about 10 companies. There is absolutely nothing wrong with it. He thinks you could get an 8%-10% rate of return. It just didn’t seem to have that key catalyst driver that could make it exciting. (See Top Picks.) (Bill Harris, CFA)

Owned it a few years ago and cut his losses. Now, cut your losses. This business is struggling as an asset manager, specifically to retain and attract new clients. Also, their key managers, including the CEO, have been leaving. They won't generate much in performance fees, which has been an attraction for investors in the…

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”. (Michael Smedley)

He likes their long term potential. A lot of investors feel the stock has lost its mojo. He likes it, although he is not a gold bug. He would not see it as need to own gold stock. It is likely a hold at these levels. (Peter Hodson)

(Past top pick March 6, 2018, Down 57%) When he bought it, he was interested in their copper play in Mexico. Since then, they had a big investment from Newcrest Mining. AMX has split into two companies, including Azucar. AMX is now the prospect generator. He owns them both. That transaction took a long time…

Been a nice success story.  His opinion is that the commodity cycle has really played out here.  (James Hodgins)

Spectacular deposit. He is concern about their balance sheet. He thinks they will need capital and will have a financing. He prefers to participate in that capital raise. The main risk is potential social disruption in Colombia. (Rick Rule)

They discovered dramatic interest in 3D printing in education.  These guys specialize in education. (Michael Smedley)

So far he hasn't seen anything to make him buy the stock. (Brent Cook)

They had a lousy quarter. The stock is too cheap now. A small market cap company--caveat. There's a lot of exploration upside. Their earlier quarters beat expectations. They're in the penalty box, but they will recover. (Rick Rule)

Their deposit in Peru looks very attractive. It's large and has good grade. There is a significant amount of oxide material. A lot of upside potential. (Lawrence Roulston)

He looked at this project. It has good investors in it. They have a good CEO running it. It is a big project. The big thing is not only drilling out the resource which they are doing, but the metallurgy is very important in any one of these deposits, in terms of base metals or…

(A Top Pick Jan 05/18, Down 86%) He sold out of this when it became apparent oil prices were not going to finish above $70 per barrel by year end. He sold out around $6.50. Demand for frac-sand is down and their is greater competition in the US. Spending plans have declined in Canada as…

He owns just under 10% of the company. They are consolidating the industry. Last year was a transition year and they had a few hiccups. They regained all their shelf space at the LCBO. They are consolidating smaller players but could end up getting acquired down the road. (Stephen Takacsy, B. Eng, MBA)

He would like to see a couple of good quarters out from them.  It is thinly traded.  You have to be prepared to watch it quarter by quarter. (Bruce Campbell (2))

Owns a small position. Low margins. They've done a very good job with distribution and getting their revenues up, but he needs to see their margins rise. They're too low. He won't add to his position until then. They have some good products.  (Peter Imhof)

Provider of IT solutions to businesses and government. They are expected to start turning a profit during this year. He thinks there is still opportunity for it if they hit estimates for 2020. (Robert McWhirter)

Good company. In some interesting spaces in terms of hormonal stuff. They are on the search for a Viagra for women. The numbers into 2016 are looking pretty good. He wants to see one or 2 more quarters, but if they keep doing things the way they are, it is a name he would be…

The latest drop in the chart is political. You can buy say 500 shares now. Good assets and oversold. He expects a nice pop here. (Elliott Fishman)

Where you talk about a bear or bull ETF that is levered, they have no future.  You are supposed to trade them on a day to day basis or possible a weekly basis.  They are guaranteed to lose over the long term because of the way the gains are translated over night.  These are a…