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

Opinion about XSB-T: Capital preservation via fixed income. Likely that interest rates are coming down. BOC overnight lending rate is 2.75% right now and headed lower. Short-duration bonds are just going to yield less and less, and you can't enhance that yield without taking on more risk. More risk involves either extending bond duration or…

Opinion about XSH-T: 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.

Opinion about CSM-T: (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…

Opinion about NSU-T: (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…

Opinion about DPM-T: 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…

Opinion about KL-T: (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%.

Opinion about SSRM-T: 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.

Opinion about WDO-T: (A Top Pick Apr 29/25, Up 19.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WDO has achieved its target at $20.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $16.

Opinion about MKR-X: 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.

Opinion about OGC-T: Doesn't own, but it's the kind of gold company that likely does well in next 2 years. He suspects that over the next 1-2 years, mid-cap names such as this will either do well or will be taken over. Scale matters in equity markets today; mere inclusion in indexes is good for…

Opinion about ACR.UN-T: 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…

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

Opinion about NWC-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research NWC reported earnings, and sales missed estimates. EPS was 53c vs 53c last year and estimates of 57c; revenue of $641.4M rose 3.9% year over year but missed estimates of $650.7M. Comparable sales were +3.5% vs 3.8%. EBITDA rose 10% to $78M…

Opinion about ATD.B-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 68c matched estimates; sales of $20.90B missed estimates of $21.21B. EBITDA of $1.64B beat estimates by 3%. Supply-chain optimization could let Couche-Tard maintain fuel profitability across its key markets for the rest of the fiscal year. US fuel margins declined…

Opinion about CBX-X: 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.

Opinion about DR-T: 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.