This week’s new 52-week highs and lows… (Jan 9-15)

(A Top Pick Feb 01/22, Up 12%) Well-run and positioned to offer e-charging stations given all their stations and locations. Well-financed. Still has a little more upside.

Very expensive, trading up near maximums. Be patient, let things fall to something that will give you a better rate of return.

It is making lots of money since prices are up, even though margins have not increased. The concern is if food prices drop then they would have to increase their margins. Even though it is not cheap they are buying back stock. Too expensive to buy now but it is a defensive stock.

Allan Tong’s Discover Picks Average daily volumes are only 90,000 shares, but NWC pays a hefty dividend yield of 4.22% (huge among the grocers) and safe based on a 21.88% payout ratio. NWC also offers a super-low beta of 0.62. It is safe and defensive. Performance is also consistent. The company has beaten or met…

Very expensive, trading up near maximums. Be patient, let things fall to something that will give you a better rate of return.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Currently generating 80-90% of 2021 sales. Guided double US revenue over next 3 years. Helped favourably by US storms.

(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.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. DPM is now trading at 7.0x times' Forward P/E. In the 4Q, DPM’s revenue declined -8% to $152.9M, compared to last year of $166.4M and EPS wass $0.24, beating estimates of $0.20. The balance sheet is strong, with net cash of $419M. Trailing twelve-month cash flow…

Intrigued with company and people. Does not own stock in company. Good, but not a great company to own.

Has no current plans to own this. Has a high regard for management, but his suspicion is that their cost of capital is too low. He sees them having a very difficult time thriving in the next 18 months. There are much better names out there.

SIL vs. MAG Both world-class deposits. At current prices, he likes both. Complication around MAG is that there's only one obvious bidder. SIL seems to get better and better, as they get farther along the development curve. He owns both, and both are in Buy range today.

One of the most senior producers of silver. Silver is better than gold, as the bulk of silver production comes from copper mines. Silver just crossed $24, and there's lots of upside. SSRM has a $28 price target. He wants something that will benefit once inflation is realized.

They make frack sand; not a commonly covered stock. Trades at 15x earnings. The 2021 outlook is much better, supported by strong demand. A good opportunity.

(A Top Pick Nov 03/22, Up 22.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GRT.UN is progressing well.  To remain disciplined, we recommend trailing up the stop (from $63) to $69 at this time. 

Takeout offer of $23.50. Merger arbitrage, with stock trading at just below the takeout price. You have to decide if you want to take your money off the table right now, or hold out for another $1 a share. Likelihood of deal going through is quite high, already had a big boost in the share…

Stockchase Research Editor: Michael O’Reilly We reiterate, HR-UN, one of Canada's largest REITS holding $11.4 billion in assets in North America, as a TOP PICK. Its strategic plan is refocusing on growth orientated residential and industrial properties. It trades at 4x earnings and under book value.  The yield is good and backed by a payout…

A portfolio of US properties. It also has some interesting properties around the DVP area in Toronto. The CEO is one of the few people that not only knows how to buy, but also how to sell. Thinks that at some point, he will sell the entire company if he can, or bit by bit.

It operates across Canada with its principle tenant being Walmart. Has stable cash flow with little growth although it is increasing density in existing space. He feels there are other places to be in real estate.

Stock vs. Stock. FIE-T vs. CMR-T. CMR-T is a money market fund. FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility. When markets are up go into CMR-T and FIE-T when they are down.

Basically it's an ETF version of a mutual fund. All fixed-income and pays a yield over 3%. You can park money here until you figure what to invest in next.

It is backed by bank accounts or deposit accounts at chartered banks, in other words a quasi money market fund.It is pretty stable with only the credit risk of individual banks. It has similar yield to a previous caller's suggestion - HSAV.

1-5 year Laddered ETF. This will have a pretty short duration so will probably give you in the 2.5% range. It will suffer too much from rising interest rates. Not a bad place to park for a while.

Corporate bonds that are maturing in a year or less. Total returns including yield equates to a healthy return. Good defensive name for investors.

(A Top Pick Dec 04/18, Up 2%) Safety play. A place to park cash. Never touches a GIC, because they're not liquid.

Nothing wrong with this ETF at all. 5 to 6 year durations because they are mid-cap corps.

In a rising rate environment, you might want to stick to a shorter term. ZCS is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.

Expects Shaw takeover to be approved. May see pop in the stock, but what next? Lots of shakeup over the last 1.5 years. Board and management turmoil. Wouldn't invest now. He prefers other, more stable telcos. See his Top Picks.

(A Top Pick May 04/22, Up 13%) Waiting to buy Freedom Mobile, a good transaction that adds diversification. A value play. Deeply discounted compared to other telco names. Continues to buy here.

It comes down to the Rogers deal, which the street thinks will happen, but this is the fourth deadline extension. The deal has been priced into shares, so there isn't much upside. Better to buy Rogers or Telus than Shaw.

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.

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.

Good producer. He owns the preferred shares. His favourites in the space include AQN, FTS, and BIP.UN. Nothing wrong with INE. Focus is more wind-focused, so growth profile is not as diversified. Balance sheet is not as strong.

They generate electivity and sell it. As we move in this direction this company will have a foothold and niche. It is a capital intensive business and interest rates rising will be a problem.

(A Top Pick Mar 18/22, Down 4%) Facing extreme increases in cost of building out. Over 90% contracted revenues, so dividend is fairly safe. Yield close to 7% is extremely attractive, company anticipates growing it 5-7% per year. Inherent value going up all the time, because of replacement value of current assets. Continues to recommend…

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.

Prefers Melcor Developments (MRD-T). When there have been housing difficulty like there has been, it’s extremely difficult for stocks like these.

It has done well re-structuring their business. The economy is slowing down and this will have an effect on their earnings.

He covers the stock and owns it. The business is doing well. They are a leader in their space. There was a big investor out of China that fell on hard times and has had to sell shares. It may be poised for a turnaround.

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 so could see…

Listed in Canada but operations are in the far east. Is cautious because of high debt and accounting is weird. If you are betting gold will go a lot higher it is a pretty decent bet but if not it can decline a lot.

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.

They have a project in Alaska. The grade looks nice, but isn't completely sold.

Has an old mine outside of Los Angeles that was run in the 1930s. Closed down during the Second World War and they are doing open pit mining in the area. Has some issues, but at these gold prices, it will probably start to work again. Under followed. Highly speculative.

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

Its BC nickel play. Doesn't like GGI. Last year this was a darling stock, but their drill holes haven't impressed him.

A tricky one. Have a very small mine in Ireland that they are trying to put into production as well as a small jewellery division. There is no clear indication of what they are trying to be. Gold deposit is very small.

Cameras on satellites. Feels they’ve made a lot of progress in the right direction. Management is working hard and there is now more clarity. We may see some positive free cash flow one day. At this point, it is starting to become interesting, although clearly there are still a lot of unclear questions.

They haven't won many contracts lately. They had signed a deal with Rogers to make them look like Apple TV and more user-friendly, but lost that contract, then signed a few new contracts, but those revenues haven't come to fruition. He still holds it thought it's been going down. There's lot of cash on the…

He stayed away because they went to the states to make acquisitions. He did not know why the Americans would not already take these assets. He stays away from it.

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.