This week’s new 52-week highs… (Jan 2-8)

(A Top Pick Nov 15/22, Up 4%) Look at your portfolio and make sure you're balanced appropriately. Do you have enough fixed income? If a 20% decline in the TSX or S&P, how does that make you feel? Still likes it as first line of defense in portfolio diversification.

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

(A Top Pick Nov 6/14. Down 75%.) One of their key assets is an oil/gas services business, so it has come under a lot of pressure. This is a high risk/high reward situation. Still very much a binary outcome. It is either going to come under a lot of pressure with bankruptcy risks, or the…

(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.

Dundee is nowhere as large as Barrick, Franco Nevada or Agnico Eagle, which comprise a third of the Canadian materials sector, but it has outperformed it so far in 2024. Dundee shares have rallied 8.5% in this time period while Barrick is down over 16%. Also, Dundee holds more potential upside. Consensus sales estimates are…

(A Top Pick Feb 25/21, Up 15.3%)Stockchase Research Editor: Michael O’Reilly With the recent completed acquisition by AEM now official, we now consider this position closed. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 22%.

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.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WDO has a 'bouncy' history but certainly momentum is quite strong right now. The balance sheet is solid and it is growing nicely. For mid-cap sector exposure, we would be OK buying today. Unlock Premium - Try 5i Free

Quebec area. They have new management. New geophysics has been done. They realize there is a lot more going on in this area. He prefers other operating in the same area. He thinks there is nothing going on on the property MKR-X operates in.

Junior producer. One of the better growth stories. Held up by political risk as to where the mines are located. Market doesn't seem to want to take the extra risk of exotic parts of the world. It could make a ton of money a year from now. For those who look through the risks.

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.

(A Top Pick Sep 28/22, Up 45%) Got taken out. Traded at a 25% discount in a sector that was in high demand.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research NWC slightly missed EPS forecasts of 60c coming in at 57c. Revenue marginally beat estimates of $617.16M coming in at $617.5M displaying growth of 4% year-over-year. Same-store-sales growth was 3.8%. Adjusted profit increased 13% to $29.4M, from $26.1M last year due to due to gross…

Very strong business - founder led & owned. Exception creator of wealth the past ~20 years. Has owned shares since 2014. Very good consolidator of convenience stores. High quality capital allocation skills. Recent 7-Eleven M&A is interesting, but depends on the final price that is settled on. Would recommend holding and/or buying. 

It is a greener form of cement. They use a lighter form of concrete to be a base, instead of Styrofoam. The product is fairly new but well received so far. They will probably look at making acquisitions.

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.