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

Have some hits against them including the price of gold, the US$, and it is located in Turkey. Have about $385 million in the bank. Had no debt, but have taken some on so that they can expand their copper play in Turkey. Their “all in” cost is less than $700, so they are profitable.…

Has been fantastic, all-time highs. Lots of gold stocks will do well, as people look for safety. Rates well fundamentally. Could see it coming down and finding support at $30. He'd be taking some profits. If markets rally, this could be a dangerous stock. Has potential to be sold off, as part of a sector…

Looking at this right now. An absolutely tremendous payout. He doesn’t know the company well enough to Buy into it, but he loves dividends. This company is giving money back all the time. 9% dividend yield.

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

Silvercrest Metals (SIL-T) or Silvercorp Metals (SVM-T)? This one is a fairly small deposit, but with high quality people.

Large, low grade deposit in the Yukon. He would go elsewhere for exposure to gold.

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

(A Top Pick Jan 25/12. Down 30.77%.) Ran into a short-term production problem and some legal suits, both of which are out of the way now. Just reported fourth-quarter shipments of 10,000 ounces, implying 40,000+. Looking at probably 60,000 ounces which is a corporate objective. Price target of $1.50.

This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in Bulgaria and hope to produce as much as 500,000 ounces in 3 years. Also have exposure in several other junior stocks. Cheap.

(A Top Pick Dec 05/17, Down 7%) It's up 6% in the last month. Investors are waiting for gold to break out of its range, held back by a hawkish Fed and strong US dollar, and FNV would benefit. He could add to his position now. The US dollar remains too strong, a headwind.

(A Top Pick Jan 10/06. Up 60%.) Has completed financing and will have 2 mines in production by the end of the summer.

Not in their database. Expected they will earn about six cents. Pretty good growth, but not cheap.

(A Top Pick July 18/17 - Up 26%) Garbage. As the economy improves more garbage being produce. Optically not cheap. Trading at 30 times earnings. But they continuously beat expectations. There are profit to be made here.

It had an attack from the shorts but they failed to convince the market. 2/3ds of their business is in the US where they are just discovering hydrovacing. They generate great free cash flow and are very well managed. Buy it and sock it away. (Analysts’ target: $37.00).

Airline industry is roaring ahead. New airlines are being created. Pilot age is creeping up, so more pilots will need to be trained. Will do well for next several years. Such a specialized area, so until airline industry itself runs into trouble, CAE has lots of wind behind it.

OK in a TFSA? Yes, that is fine. He really likes this one. The biggest risk is the Sobeys family, which has been an underperforming grocer. That doesn’t affect this REIT unless something major goes wrong. The discount it has been trading at, relevant to its peers is too wide, and there is still a…

You don’t get this one on sale very often. It has really come off. It is an opportunity to get into it. They have developments coming on line and good retail properties. This is a nice opportunity. They are continuing to diversify geographically.

A 9% yield is high so pay attention to why it is so high. Lots of Alberta exposure. They want to reduce leverage. There are a number of issues that cause him to look elsewhere.

This fund is being taken out. Recommends putting your money into a tax deferral and high yield fund.

A very well-managed REIT. Has a portfolio of basically Walmart anchored tenants for its plazas. Has a good development team in place, so he expects they will continue to see growth. Very reasonable dividend at just over 5%. A name that you could buy over the next several years.

Has done a little bit of work on this but is not an expert on it as yet. Really likes what they are doing in terms of third-party pension administration. Companies are outsourcing all sorts of administrative issues. They don’t need a whole lot of capital, because it is a service business. Stock has done…

Closely tied with MG-T. 80% of revenues come from those properties. They have been trying to bring this down. The dividend is good and in fact it is probably the best performing REIT there is.

Likes the apartment sector in Canada. Shorter leases and about 40% turnover so with inflation you can capture higher rates. Rock solid balance sheet and they just made a major accretive acquisition – a redevelopment play. You are buying at a discount and you will get dividend growth. They make improvements and get above guideline…

Owns a little. Canadian REITs have bounced off the bottom during the last couple of months, in part because of higher oil prices and higher commodity prices. That has benefited the entire sector. This operates in an area where rents are not regulated.

Proposing to take over True North Apartment REITs. A very controversial deal, and usually this company doesn’t do things that are deemed controversial. The market was not positive on this because basically you usually don’t do dilutive deals when you’re stock price is at a lower level and trading significantly below NAV. The view is…

This would not be his favourite. This is a multi-family REIT. Some of the ones he likes a little bit better have internal management and better balance sheets. If you are buying this, you are really buying it for the yield. You can get better risk/reward with similar yield with something like a Pure Multi-Family…

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on…

If looking to play small to mid-cap property-casualty, this would be a way to play it. Have a lot of specialty lines.

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

In a good area Too speculative Watch for new clients

This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%.…

This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go recreational, you need a marijuana seed that produces a high quality product. They just doubled their 15,000 ft.² facility and will have a big expansion on their property. He likes this company.

This has rebounded quite nicely off the low, and are showing signs that the turnaround is working. Whether to buy it today is a very tricky decision. He doesn’t think you can understate the impact of the on-line threat. They are dealing with razor thin margins, so what happens when they start shipping out their…

This typically does really well from April to July, but once you get into July, it tends to move lower. We are now past the period of seasonal strength. Stay away from this for now. There are other opportunities.

(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but…

They have about 40% of the market. They disclosed there are up to 31k subscribers. They just went public in June. They are full of cash and now increasing their distribution facility in Montreal 10 fold. They will open a facility out west next year. It would make sense for a large grocer to acquire…

It started to roll over and get soft. $25.22 would be the support. We are at a 16 week low.

This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.

It's more expensive than Rogers, but he prefers it. They have more wireline and more media. Well-managed. The 5% yield is very attractive. It won't rise much beyond $60. It's a safe place to park money and collect the yield. If it comes off, he'd add more, but not at current levels.

In the Athabascan Basin, which has the highest uranium deposits in the world. Drill-ready targets. High risk and very speculative. Good management.

ENB has cleaned up its act, getting rid of some assets, cancelled their DRIP and their valuation is still compelling. Various things have lined up now to propel ENB forward. You can hold this for 25 years and do well. ENB is the best in this sector.

His third-largest holding in his personal portfolio. Has a product that goes into the USB port on your computer and allows you to reach into any computer, where you have authorization, around the world. Has been trading in a band of 3.5 cents to 5 cents. Currently at break even on earnings and cash flow.…

(A Top Pick Sept 28/11. Up 22.45%.) Getting close to being fully valued and he is starting to Sell it. Has had phenomenal growth and is very conservatively managed. Doesn’t see much upside so is basically holding it for its yield.

A summer play from May-August, but it's still trending higher. Investors are risk-averse with this. Pays a 4.2% dividend.

It is a short for him. It has a good yield but struggles in a rising rate interest environment.

A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical…

Chart shows a long downward channel from mid-2016. The fact that we don’t have a move higher, like we’ve seen in some of the other energy names, is a little concerning. All indicators are pointing down, and he can see nothing that will change this.

(A Top Pick Sep 21/18, Up 32%) This is a cash flow play. They have positive cash flow. They have strong management and is clearly oversold. They are profitable. He did not expect oil to drop to $59. It is more volatile than the index. It is a safe, risky play.

(Market Call Minute.) Just acquired one of her junior companies and she intends to take the shares and hold.

An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly than lower net worth households. Also, client relationships tend to be longer-term and stickier, due to the nature of the services offered. The stock is discounted because of long-term litigation with the founders, which…

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 spell. There were finance issues. The rough market for diamonds is up a little right now. He prefers to go in at a little earlier stage. He believes…

Have a joint venture with Hawkshield down in Argentina. A good project. They are in production which is good. Good management. These types of stocks will have the best bounce in a higher gold price environment.

He wanted a little more copper exposure. Located in the state of Veracruz in south east Mexico. Management has been in Mexico for about 25-30 years. Thinks there is a lot of downside protection in their current working capital position. One thing you should watch is the permitting in Veracruz. It has to be done…

Doesn't know the stock that well but based on what he does know, it's in a favourable place. Undervalued. If the mining cycle continues, you should see good performance out of this one.

Continues to add to the position today. $105 Million in cash. Very rich deposit in Columbia. Has very high grade gold showings and PGM credits. Will continue to drill this year and deliver this year. Deposit could grow a heck of a lot bigger over the next couple of years.

They discovered dramatic interest in 3D printing in education. These guys specialize in education.

So far he hasn't seen anything to make him buy the stock.

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.

Have properties in Peru and Newfoundland. Extended their Newfoundland properties from one to 3 km. Some risks involved. If you like the people that promoted Ivanhoe, it might be worth the risk, but put a stop under it at $.50.

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 permitted. Access to power. Could go into production in 2 years.

The primary long way to get exposure in the Canadian frac market of larger companies. He likes management. They are a transportation advantage within Canada, and are roughly 40% of the Canadian frac sand market. Some of the big, big wells going on in the Permian literally use 100-200 railcars for a single well. The…

The only other publicly traded company other than ADW.A-T in wine. Legislation in Ontario allows wine to be sold in grocery stores. This is going to grow significantly. But DWS-X also sells most of their production to a Chinese exporter. It has higher growth potential than Brick Brewing (BRB-T). (Analysts’ target: $0.40).

A fairly new start-up company. Management has worked for different apparel companies in the past. Doesn’t follow this closely. They are billing themselves as kind of an upstart between Under Armour (UA-N) and Lululemon Athletica (LULU-Q) in that they have athletic wear for both women and men. Hasn’t done a lot of work on this,…

A developer brand in organic food space. Recently broke into Loblaw’s (L-T) and some other food chains. An acquisition driven story. They have quite strong organic growth of 20%+ a year, but will continue to acquire brands, develop them, and expand them from within. It is everything from baby food to pet food to drinks.…

System integrating company. A 10% dividend shows a lot of confidence. He owns some of this stock. He was buying today even.

New drug delivery for more testosterone. Got a lot of attention because they are working on the female Viagra. It is a concept stock because they are in trials. If it works out it could be a huge win. But there are no revenue or earnings at this point so there is a lot of…

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.

If you like gold... Getting 2 times leverage as gold price decreases. Gold is a play on the U.S dollar. Makes money if the price of gold stock goes down.