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This week’s new 52-week lows… (Dec 12-18)

Melisa R. H.Melisa R. H. Posted On December 19, 2018
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52-Weeks Highs and Lows

There’s been quite a lot of stocks falling below their 52-week low which reflects the state of the market.

Here’s this week’s 52-week low stocks.

⚡ Energy

Advantage Oil & Gas Ltd (AAV-T) TSE

Advantage Oil & Gas Ltd (AAV-T) — Stockchase
Advantage Oil & Gas Ltd (AAV-T) — Stockchase

This has done an incredible job of production and getting their costs down. We have a real use of natural gas for electricity air conditioning generation across North America, so gas prices are up. This is not the day that you want to buy gas stocks.

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Bellatrix Exploration Ltd (BXE-T) TSE

Bellatrix Exploration Ltd. (BXE-T) — Stockchase
Bellatrix Exploration Ltd. (BXE-T) — Stockchase

LNG Canada is coming on in 2023 – a long time to protect the balance sheet. He does not like the level of debt as it handcuffs any financial gains. He would not own this.

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Delphi Energy Corp (DEE-T) TSE

Delphi Energy Corp. (DEE-T) — Stockchase
Delphi Energy Corp. (DEE-T) — Stockchase

(A Top Pick April 6/15. Down 32.4%.) Natural gas producer in the Montney. Very well-run. Likes the story longer-term. This could be a $3-$4 stock again, but the problem is low natural gas prices. They are managing themselves frugally for these tough times. A name that you want to buy on weakness. If they got…

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Husky Energy (HSE-T) TSE

Husky Energy (HSE-T) — Stockchase
Husky Energy (HSE-T) — Stockchase

HSE will move with the oil price. You can buy it here and trade it when oil spikes. HSE walked away from the Meg Energy deal, which surprised many. Maybe it will happen later.

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Mullen Group Ltd (MTL-T) TSE

Mullen Group Ltd (MTL-T) — Stockchase
Mullen Group Ltd (MTL-T) — Stockchase

(A Top Pick Sept 10/10. Up 53.37%.)

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Peyton Exploration & Develop. (PEY-T) TSE

Peyto Exploration & Develop. (PEY-T) — Stockchase
Peyto Exploration & Develop. (PEY-T) — Stockchase

Great driller and a low-cost producer of natural gas. However, the problem is the price of natural gas and how to get it out of Alberta and into a market that will pay more for it. That is a problem with a lot of natural gas stocks these days. Dividend yield of 8.96%, a warning…

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Perpetual Energy (PMT-T) TSE

Perpetual Energy (PMT-T) — Stockchase
Perpetual Energy (PMT-T) — Stockchase

This was heavily weighted towards natural gas. Management has been doing a great job of divesting non-core assets. Thinks there debt to cash flow is still around 6 or 7 times making them more sensitive to a decrease in the price of natural gas. Thinks there will be a wave of selling in some of…

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Questerre Energy (QEC-T) TSE

Questerre Energy (QEC-T) — Stockchase
Questerre Energy (QEC-T) — Stockchase

2nd horizontal well results were disappointing with a 750 MCF a day versus the 1st well of 5 million. Somewhat cautious on the economic viability of this play. Could be quite a bit more headwinds.

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Vermilion Energy Inc (VET-T) TSE

Vermilion Energy Inc (VET-T) — Stockchase
Vermilion Energy Inc (VET-T) — Stockchase

An internationally diversified company with operations in Europe. Pays a high 14% dividend. Well-managed. Likes it very much. Higher risk/reward. We need a better global energy environment that would certainly help VET.

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Western Energy Services (WRG-T) TSE

Western Energy Services (WRG-T) — Stockchase
Western Energy Services (WRG-T) — Stockchase

In the drilling business with one of the better management teams and a pretty new drill fleet. If you are going to own any drillers in the Canadian space, this is one of the top 3 that you want to own. However, with the drop in oil and gas prices, it is difficult for them…

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SDX Energy Inc (SDX-X) TSXV

SDX Energy Inc. (SDX-LN) — Stockchase
SDX Energy Inc. (SDX-LN) — Stockchase

(A Top Pick Nov. 9/17, Up 14%) It is also a Top Pick today.

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Arc Resources Ltd (ARX-T) TSE

Arc Resources Ltd (ARX-T) — Stockchase
Arc Resources Ltd (ARX-T) — Stockchase

The debt is 21%, but down from last December. He would recommend buying it on weakness. They have the gas for LNG approved projects in Canada. We could see takeovers in the next two to three years.

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Athabasca Oil Sands Corp (ATH-T) TSE

Athabasca Oil Sands Corp (ATH-T) — Stockchase
Athabasca Oil Sands Corp (ATH-T) — Stockchase

A heavy oil producer that has a lot of leverage on the balance sheet. It trades a relative cheap multiple, but he does not like the exposure to heavy oil. It is a speculative name in his mind that lacks the growth parameters they look for.

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Black Diamond Group (BDI-T) TSE

Black Diamond Group (BDI-T) — Stockchase
Black Diamond Group (BDI-T) — Stockchase

Trades at a higher valuation than Horizon North Logistics (HNL-T), but tends to be less volatile. The one major difference between these 2 companies is that Horizon North produces some of their accommodations, while this company doesn’t. Also, this company has exposure to Australia while Horizon North is limited to North America. Both are very…

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Birchcliff Energy Ltd. (BIR-T) TSE

Birchcliff Energy Ltd. (BIR-T) — Stockchase
Birchcliff Energy Ltd. (BIR-T) — Stockchase

It is a natural gas producer. He likes the setup for Canadian gas stocks. He bought in the fall. We are starting to get a cold winter. It set a record in Toronto last night. KEL-T was highlighted to him this week as one that gets a pretty good price for its gas and he…

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Baytex Energy Corp (BTE-T) TSE

Baytex Energy Corp (BTE-T) — Stockchase
Baytex Energy Corp (BTE-T) — Stockchase

It has been a while since he held it. He prefers owning the senior producers, when it comes to heavy oil. Their projects have not been well capitalized and they have taken time to get the Duvernay assets incorporated from the Raging River acquisition. Nothing wrong with it and they are paying down debt. There…

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Calfrac Well Services Ltd (CFW-T) TSE

Calfrac Well Services Ltd (CFW-T) — Stockchase
Calfrac Well Services Ltd (CFW-T) — Stockchase

There are 3 pressure pumpers in Canada and are involved in the hydraulic fracturing of reservoirs as part of the completion process after the well has been drilled. This company has struggled with the debt and has been selling their US business. At this point in the cycle, he wouldn’t be too constructive on this…

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Cardinal Energy Ltd (CJ-T) TSE

Cardinal Energy Ltd (CJ-T) — Stockchase
Cardinal Energy Ltd (CJ-T) — Stockchase

They right-sized the dividend, maybe a little too early as the heavy differentials have tightened recently. It is trading at a slight discount to a Torc (TOG-T). He would sell it to take a tax loss and take on TOG-T to get a good yield and higher quality management team.

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Chinook Energy Inc (CKE-T) TSE

Chinook Energy Inc (CKE-T) — Stockchase
Chinook Energy Inc (CKE-T) — Stockchase

Hoping to be acquired. Feels the assets are worth a lot more than where the stock is trading. Can't see who would want all of the company's assets. If it was sold in 2 or 3 different pieces, they could probably get more value.

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Cequence Energy Ltd. (CQE-T) TSE

Cequence Energy Ltd. (CQE-T) — Stockchase
Cequence Energy Ltd. (CQE-T) — Stockchase

This was criticized for having 2 great assets. Sold one of them because no one believed they had the capital to develop both. They paid down all their debt and are now sitting with a great play at Simonette. This has multizone opportunity and they have infrastructure in place. They have gas gathering systems, processing…

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Crew Energy Inc. (CR-T) TSE

Crew Energy Inc. (CR-T) — Stockchase
Crew Energy Inc. (CR-T) — Stockchase

He really likes it. They shut in some of their heavy oil in Q4. They have not reported yet. On Jan 9 they said they were working on cost recovery and liquids rich were going up. His target is a double or triple over twelve months.

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Encana Corp (ECA-T) TSE

Encana Corp (ECA-T) — Stockchase
Encana Corp (ECA-T) — Stockchase

This is so cheap and beat up, and it pays a dividend. The risk is up, not down.

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Eagle Energy Inc (EGL-T) TSE

Eagle Energy Inc (EGL-T) — Stockchase
Eagle Energy Inc (EGL-T) — Stockchase

Chart shows this has taken quite a dip in the last while. Changes in management because of production mishaps. Need to look at these from both a production standpoint and a commodity standpoint. Have a constrained balance sheet and not a lot of room to raise CapX for growth. More linked to oil than to…

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Enerplus Corp (ERF-T) TSE

Enerplus Corp (ERF-T) — Stockchase
Enerplus Corp (ERF-T) — Stockchase

A great energy company. Good managers with most of their oil in the Bakken, good. He owns enough oil elsewhere.

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Essential Energy Services Ltd. (ESN-T) TSE

Essential Energy Services Ltd. (ESN-T) — Stockchase
Essential Energy Services Ltd. (ESN-T) — Stockchase

An oilfield services company. Longer-term, he likes this. They are the Western Canadian leader in the coil tubing service business. Long-term, there is a good opportunity in this space. In the short term, he would be a little bit cautious on the entire services space. Profitability is pretty muted.

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Fission Uranium Corp. (FCU-T) TSE

Fission Uranium Corp. (FCU-T) — Stockchase
Fission Uranium Corp. (FCU-T) — Stockchase

Chart shows this consolidated at around $1.10 this spring. Support was broken in early June and it dropped down to below $1. Then it rose again to the support level at around $1.10. The story doesn’t look so great. He wouldn’t want to be in the stock.

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Freehold Royalties (FRU-T) TSE

Freehold Royalties (FRU-T) — Stockchase
Freehold Royalties (FRU-T) — Stockchase

(A Top Pick Jan 10/18, Down 31%) These should be safer than the producers. But as soon as a producer turns off the tap, the royalty does not have to be paid. This is really good value here. This is a play on oil returning to better times.

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Gear Energy (GXE-T) TSE

Gear Energy (GXE-T) — Stockchase
Gear Energy (GXE-T) — Stockchase

Didn’t raise capital in the process of going public. Very cost focused company. $17-19 range. 15% per share growth predicted. On his watch list.

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Granite Oil Corp (GXO-T) TSE

Granite Oil Corp (GXO-T) — Stockchase
Granite Oil Corp (GXO-T) — Stockchase

The 3-year chart shows a low that is under $4. Currently this is above that low so it is probably okay. If there is a bounce, you might want to reduce in the bounce, because he thinks there is more to come. On a relative basis, this is one of the better ones.

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InPlay Oil Corp (IPO-T) TSE

InPlay Oil Corp (IPO-T) — Stockchase
InPlay Oil Corp (IPO-T) — Stockchase

This is a smaller company. A Cardium player in Western Canada. They have a good team. It is currently doing 3600 BOE’s a day and will be north of 4000-4200 by the end of the year. His 12-month target is $3.60. BV is $3. How many times do you buy a good growing company with…

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Niko Resources (NKO-T) TSE

Niko Resources (NKO-T) — Stockchase
Niko Resources (NKO-T) — Stockchase

(Market Call Minute.)

stockchase.com stockchase.com

Obsidian Energy (OBE-T) TSE

Obsidian Energy (OBE-T) — Stockchase
Obsidian Energy (OBE-T) — Stockchase

(A Top Pick June 8, 2017. Down 13%). Activist investors have gained seats on the board and are having a significant influence on management decisions. He thinks it is likely that the company will sell itself by the Fall, at a significant premium, therefore it looks like a promising short-term play. If that doesn’t happen,…

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Precision Drilling (PD-T) TSE

Precision Drilling (PD-T) — Stockchase
Precision Drilling (PD-T) — Stockchase

All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the…

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Pine Cliff Energy (PNE-T) TSE

Pine Cliff Energy (PNE-T) — Stockchase
Pine Cliff Energy (PNE-T) — Stockchase

They executed the plan flawlessly. The declining gas price challenges them. Thinks it is pretty neat. Prefers TOU because it is a bigger company. If you are patient with PNE-X in a low gas market it seems they have a strategy for taking advantage of the low gas price.

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Storm Resources Ltd. (SRX-T) TSE

Storm Resources Ltd. (SRX-T) — Stockchase
Storm Resources Ltd. (SRX-T) — Stockchase

Still very early stage. A long lead cycle. They are trying to get over the hump. They are de-risking assets. They are trying to maintain a nice clean balance sheet. They have easy access to capital so the market is willing to finance the project. There are companies further along the process, though.

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STEP Energy Services (STEP-T) TSE

STEP Energy Services (STEP-T) — Stockchase
STEP Energy Services (STEP-T) — Stockchase

Coming out of Arc Financial (private equity). Clean balance sheet. Trading at 1.9 times next year EBITDA. Historical average in Canada of a pumper is 7. Liquidity vacuum in the stock market is creating this opportunity. (Analysts’ price target is $18.20)

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Suncor Energy Inc (SU-T) TSE

Suncor Energy Inc (SU-T) — Stockchase
Suncor Energy Inc (SU-T) — Stockchase

(A Top Pick Oct 24/18, Down 4%) He'd still buy it today. Not as much torque as in other oil names, but SU is widely held and pays a safe 4% yield. It's the top energy company in Canada, both upstream and downstream. Their refining profits will improve going forward.

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Trican Well Service Ltd. (TCW-T) TSE

Trican Well Service Ltd. (TCW-T) — Stockchase
Trican Well Service Ltd. (TCW-T) — Stockchase

(A Top Pick Feb 09/18, Down 57%) He sold them out at $3.50 back in April or May last year. Oil was at $60 and cash flow was growing. He liked this pressure pumper then. But now natural gas prices have gone to zero and condensate discounts have expanded. The whole service sector was decimated.

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Torc Oil & Gas Ltd (TOG-T) TSE

Torc Oil & Gas Ltd (TOG-T) — Stockchase
Torc Oil & Gas Ltd (TOG-T) — Stockchase

He thinks there is an opportunity with this one as the light oil differentials will compress again soon. The company sells into the Cromer market, where differentials are much tighter. This translates to high-quality valuations at a good discount. He expects steady eddy growth.

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Tourmaline Oil Corp (TOU-T) TSE

Tourmaline Oil Corp (TOU-T) — Stockchase
Tourmaline Oil Corp (TOU-T) — Stockchase

Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour.…

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Yangarra Resources (YGR-T) TSE

Yangarra Resources (YGR-T) — Stockchase
Yangarra Resources (YGR-T) — Stockchase

(Top Pick Dec 20/16, Up 101%) Their net backs are about the largest in the industry. They have beaten guidance and all the analysts have moved their numbers up. They are the fastest growing small cap company. If we get a lift in oil prices it will go up even higher.

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🛢 Basic Materials

Ascendant Resources Inc (ASND-T) TSE

Ascendant Resources Inc (ASND-T) — Stockchase
Ascendant Resources Inc (ASND-T) — Stockchase

It's been stuck at these levels for a long time, but likes recent volumes. No problem buying this one.

stockchase.com stockchase.com

Conifex Timber Inc (CFF-T) TSE

Conifex Timber Inc (CFF-T) — Stockchase
Conifex Timber Inc (CFF-T) — Stockchase

Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have been losing money. Have recapitalized a couple of the mills and are looking for better utilization. With better timber prices, she is expecting it to turn around and will probably…

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Canfor Corp (CFP-T) TSE

Canfor Corp (CFP-T) — Stockchase
Canfor Corp (CFP-T) — Stockchase

Despite a strong US housing market, overseas is not doing that well. There are a lot of people that have been caught holding the stock, and will start selling above $20 as soon as the price recovers. The stock is under pressure.

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Golden Queen Mining Co. Ltd (GQM-T) TSE

Golden Queen Mining Co. Ltd. (GQM-T) — Stockchase
Golden Queen Mining Co. Ltd. (GQM-T) — Stockchase

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.

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Lucara Diamond Corp (LUC-T) TSE

Lucara Diamond Corp (LUC-T) — Stockchase
Lucara Diamond Corp (LUC-T) — Stockchase

Operated by the Lundine family. This has been a truly outstanding Canadian success story. It mines and markets some of the highest quality diamonds globally. Earnings on a quarterly basis are lumpy, but over the course of a year they earn and distribute a lot of money. Return on cost employed in this mine is…

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Atac Resources Limited (ATC-X) TSXV

Atac Resources Limited (ATC-X) — Stockchase
Atac Resources Limited (ATC-X) — Stockchase

Yukon. Million oz discovered. Large potential to expand.

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Integra Resources Corp (ITR-X) TSXV

Integra Resources Corp (ITR-X) — Stockchase
Integra Resources Corp (ITR-X) — Stockchase

Management is first-class. The stock may be fully priced given where they are in the assets that they acquired. However, if you go back in time with this management, you don’t do poorly investing with them.

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Millrock Resources (MRO-X) TSXV

Millrock Resources (MRO-X) — Stockchase
Millrock Resources (MRO-X) — Stockchase

Mainly in Alaska and Arizona. Stock is generally not known. Project generation. Relationships and projects with several other companies. It spreads the risk.

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AltiusMinerals Corp (ALS-T) TSE

AltiusMinerals Corp (ALS-T) — Stockchase
AltiusMinerals Corp (ALS-T) — Stockchase

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

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Balmoral Resources (BAR-T) TSE

Balmoral Resources (BAR-T) — Stockchase
Balmoral Resources (BAR-T) — Stockchase

Picked up a large land package in Ontario and Québec. Conceptually picked up on trend large deposits of Detour (DGC-T) and looking to replicate the same success.

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Copper Mountain Mining (CMMC-T) TSE

Copper Mountain Mining (CMMC-T) — Stockchase
Copper Mountain Mining (CMMC-T) — Stockchase

A fantastic story. Have about 5 billion pounds of copper and gold. Cash costs in this environment should be about negative. Sees upside in this one.

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Erdene Resource Development (ERD-T) TSE

Erdene Resource Development (ERD-T) — Stockchase
Erdene Resource Development (ERD-T) — Stockchase

They are active in several concessions in Mongolia. Any one of their projects could be a major mine. Should do well over the long term.

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Hardwoods Distribution (HDI-T) TSE

Hardwoods Distribution (HDI-T) — Stockchase
Hardwoods Distribution (HDI-T) — Stockchase

A lot of people want to play the housing market in the US and their recovery, which hasn’t really recovered the way people thought it would. Last year there were 900,000 new homes sold, and somewhere between 1 and 1.5 million new homes is a reasonable expectation. This company sells all the stuff that goes…

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Interfor Corp (IFP-T) TSE

Interfor Corp (IFP-T) — Stockchase
Interfor Corp (IFP-T) — Stockchase

Compared to Canfor (CFP-T) and West Fraser (WFT-T), this has the least exposure to the softwood lumber issue. Only 15%-20% of their product is shipped across the US border. 60% of their production is already in the US. The housing market in the US is growing, but is still growing quite slowly because of the…

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Kerr Mines Inc (KER-T) TSE

Kerr Mines Inc (KER-T) — Stockchase
Kerr Mines Inc (KER-T) — Stockchase

A few days ago they acquired a historic mine and believe that there is more ore in the mine. It transforms the company and gives them a project they can sink their teeth into and gives them a new direction.

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Sherritt International Corp. (S-T) TSE

Sherritt International Corp. (S-T) — Stockchase
Sherritt International Corp. (S-T) — Stockchase

This has been on his watch list for years but he is not accumulating it. Years ago, he went to the AGM, he didn’t have confidence in the management. They have taken care of the debt load that he was concerned about but that is costing them revenues. The company is primed to commodities, so…

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Taseko Mines Ltd. (TKO-T) TSE

Taseko Mines Ltd. (TKO-T) — Stockchase
Taseko Mines Ltd. (TKO-T) — Stockchase

Just announced a 70% increase in their mineral reserves. 7.7 million ounces of gold and 3.6 billion of copper. Extended the Prosperity mine life from 20 years to 33 years. It will be the largest gold/copper reserve project in Canada. Expect they will get a partner.

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🏛 Financials

Artis Real Estate Investment Trust (AX.UN-T) TSE

Artis Real Estate Investment Trust (AX.UN-T) — Stockchase
Artis Real Estate Investment Trust (AX.UN-T) — Stockchase

Fine to hold for the dividend, though there are better REITs. Experienced management that will maintain the yield. They are improving their portfolio. You're fine to own this.

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Bird Construction Income Fund (BDT-T) TSE

Bird Construction Income Fund (BDT-T) — Stockchase
Bird Construction Income Fund (BDT-T) — Stockchase

Has held in remarkably well given the manufacturing slowdown in Canada. One of his largest holdings in one of his funds. One of the 2 cheapest stocks in the universe that he covers. A really strong ROE at 23%. Trading at 4.5X Price to Free Cash Flow, so is really cheap. Dividend yield of 6.5%.…

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Bank of Montreal (BMO-T) TSE

Bank of Montreal (BMO-T) — Stockchase
Bank of Montreal (BMO-T) — Stockchase

Rotation from small-cap banks into large ones? He doesn't see a correlation. BMO itself was the highest flyer in 2018 until it got hit hard in Q4, and now it's back in the middle of the big 5 Canadian banks. He's been gradually selling off BMO (he owns 4 of the 5 banks). BMO is…

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CI Financial Corp (CIX-T) TSE

CI Financial Corp (CIX-T) — Stockchase
CI Financial Corp (CIX-T) — Stockchase

Great company. They have been the quality act in the funds business. He has a soft spot for them as they were the very first client when he started in business in 1993. ETFs are putting them under pressure. Fees are coming down. It is not a growth business anymore. Their writing is a little…

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Dundee Corp (A)(DC.A-T) TSE

Dundee Corp. (A) (DC.A-T) — Stockchase
Dundee Corp. (A) (DC.A-T) — Stockchase

(A Top Pick March 20/13. Down 58%.)

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Great West Lifeco (GWO-T) TSE

Great West Lifeco (GWO-T) — Stockchase
Great West Lifeco (GWO-T) — Stockchase

GWO-T vs. MFC-T. MFC-T has the advantage of being a very diversified company, globally. They have done well from that diversification. He tends to prefer it to GWO-T, although he might use its weakness to buy.

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American Hotel Income Properties (HOT.UN-T) TSE

American Hotel Income Properties (HOT.UN-T) — Stockchase
American Hotel Income Properties (HOT.UN-T) — Stockchase

Tied to the railroad industry, mid-west US. They made some non-rail acquisitions. They had a mini-stumble. This is not a bad entry point below $10.

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Industrial-Alliance Life Ins (IAG-T) TSE

Industrial-Alliance Life Ins (IAG-T) — Stockchase
Industrial-Alliance Life Ins (IAG-T) — Stockchase

They are doing a good job. It has broken above its 50 day moving average. The trend is in a non-aggressive down trend. It is near the top of its channel.

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Power Financial Corp (PWF-T) TSE

Power Financial Corp (PWF-T) — Stockchase
Power Financial Corp (PWF-T) — Stockchase

They recently bought back 5-8% of shares outstanding. It's a good income stock at a 5.9% dividend. PWF's performance depends on its subsidiaries, though it trades at an historially wide 19% discount to those subs. Maybe the subs have better growth. It's a safe defensive stock.

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Slate Office REIT (SOT.UN-T) TSE

Slate Office REIT (SOT.UN-T) — Stockchase
Slate Office REIT (SOT.UN-T) — Stockchase

This is secondary (suburban) office. There is going to be a really interesting play in suburban office at some point. You’ll have to watch for GDP numbers for small business growth in Canada. There is quite a large spread in what people are willing to pay, for class A buildings versus suburban office. These guys…

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Hut 8 Mining Corp (HUT-X) TSXV

Hut 8 Mining Corp. (HUT-X) — Stockchase
Hut 8 Mining Corp. (HUT-X) — Stockchase

If you can't buy the coin directly this is a very interesting leveraged play. It is one of the biggest bit coin miners out there. Two years from now the net asset value of the company could double. (Analysts’ target: $7.85).

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Inspira Financial Inc (LND-X) TSXV

Inspira Financial Inc (LND-X) — Stockchase
Inspira Financial Inc (LND-X) — Stockchase

They issued a lot of shares to get the deal done. It is a great business. The press release today said the loan book is growing. This is incredibly fast. They will have to raise more debt financing soon. You have an overhang from PHM-X with the same management. They just need a few quarters…

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PRO Real Estate Investment Trust (PRV.UN-X) TSXV

PRO Real Estate Investment Trust (PRV.UN-X) — Stockchase
PRO Real Estate Investment Trust (PRV.UN-X) — Stockchase

This buys small grocery anchored centres. It is so small that it is hard to get some love. If you own it, it is going to move around and will be very volatile. You are going to lose and gain. The main part of your return is going to be your yield, currently over 11%,…

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AGF Management (B)(AGF.B-T) TSE

AGF Management (B) (AGF.B-T) — Stockchase
AGF Management (B) (AGF.B-T) — Stockchase

Market Call Minute. There is not a lot of earnings momentum on this, and they have to do a lot internally to get their business model going.

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Altus Group (AIF-T) TSE

Altus Group (AIF-T) — Stockchase
Altus Group (AIF-T) — Stockchase

Thinks there is a lot of disarray in the company right now. Cut their dividends earlier in the year.

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Canadian Imperial Bank of Commerce (CM-T) TSE

Canadian Imperial Bank of Commerce (CM-T) — Stockchase
Canadian Imperial Bank of Commerce (CM-T) — Stockchase

CIBC vs CN Rail for income? He would be getting out of all the Canadian rails at this point. The banks are also getting hurt. Negative interest rate curves are a warning that something ugly is going to happen. The GDP will fall and interest rates will begin to rise. He would therefore buy into…

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DREAM Unlimited Corp (DRM-T) TSE

DREAM Unlimited Corp (DRM-T) — Stockchase
DREAM Unlimited Corp (DRM-T) — Stockchase

Should one buy Dream, which pays no dividend and has dropped significantly in value or just buy its managed REITs and be happy with the 8% distribution? Really depends on your needs. If you need theincome or happy with the capital gains. This is the asset manager that manages the REITs. It also has a…

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Fairfax Financial (FFH-T) TSE

Fairfax Financial (FFH-T) — Stockchase
Fairfax Financial (FFH-T) — Stockchase

Their core P&C insurance business has improved in recent years. They now have a lot of cash. You're betting on Prem Watsa's investing acumen who will put that capital to work. Trading close to book value for the first time in six years. (Analysts’ price target is $748.46)

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IGM Financial Inc. (IGM-T) TSE

IGM Financial Inc. (IGM-T) — Stockchase
IGM Financial Inc. (IGM-T) — Stockchase

All asset management companies have been hurt in the last year, partly because the markets haven’t done very much, and they get their fees on how their assets do. Also, there are new regulations coming into the mutual fund business that is putting pressure on fees, which are way too high. A well-run company. Owns…

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Mogo Finance Technology Inc. (MOGO-T) TSE

Mogo Finance Technology Inc. (MOGO-T) — Stockchase
Mogo Finance Technology Inc. (MOGO-T) — Stockchase

A name where there was a lot of growth priced in on the IPO. The company is still growing, but not profitably yet. However, it is so oversold and we are starting to see the bounce. That is probably the end of tax loss selling and you could see a nice trade in it here.

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💹 ETF

Purpose Tactical Investment Grade Bond Fund ETF (BND-T) TSE

Purpose Tactical Investment Grade Bond Fund ETF (BND-T) — Stockchase
Purpose Tactical Investment Grade Bond Fund ETF (BND-T) — Stockchase

He normally has iShares DEX Short-Term Bond (XSB-T), but is looking for something that will give him a little bit of an edge. This is about 60% Canadian Corp., about 25% US, as well as some US high-yield. The distribution yield and their yield to maturity are close, which is unusual. They are also doing…

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BMO Equal Weight US Banks ETF (ZBK-T) TSE

BMO Equal Weight US Banks ETF (ZBK-T) — Stockchase
BMO Equal Weight US Banks ETF (ZBK-T) — Stockchase

An equal weight of US banks and includes some regional banks along with some of the big banks. He would prefer to own the larger market cap weighted ETF’s, such as XLF-N.

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HBP Energy Bull+ E.T.F. (HEU-T) TSE

HBP Energy Bull+ E.T.F. (HEU-T) — Stockchase
HBP Energy Bull+ E.T.F. (HEU-T) — Stockchase

Has been beaten up and you are getting double gearing to basket of producers. You are not taking single company risks.

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Harvest Energy Leaders Plus Income ETF (HPF-T) TSE

Harvest Energy Leaders Plus Income ETF (HPF-T) — Stockchase
Harvest Energy Leaders Plus Income ETF (HPF-T) — Stockchase

A good ETF. You're swapping a lot of income for growth. If you want that, then fine.

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Horizons BetaPro S&P 500 Bull + ETF (HSU-T) TSE

Horizons BetaPro S&P 500 Bull + ETF (HSU-T) — Stockchase
Horizons BetaPro S&P 500 Bull + ETF (HSU-T) — Stockchase

HBP S&P 500 Bull (HSU-T) or BMO Equal Weight US Banks Hedged To CDN$ (ZUB-T)? These are 2 completely different things. A lot of people are negative on Bull+ and Bear+ ETFs but he thinks there is a place for these things but he doesn’t think it is here. Thinks it is going to be…

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First Asset Energy Giants Cov Call ETF Hgd (NXF-T) TSE

First Asset Energy Giants Cov Call ETF Hgd (NXF-T) — Stockchase
First Asset Energy Giants Cov Call ETF Hgd (NXF-T) — Stockchase

Given that the energy space is volatile, but not overly sold, the covered call strategies have looked pretty attractive over the last couple of years. Generally speaking, he is not an energy fan or investor. However, when his arm gets twisted by a TSX that roars forward, and he is not playing that game, he…

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iUnits S&P/TSX Capped Energy ETF (XEG-T) TSE

iUnits S&P/TSX Capped Energy ETF (XEG-T) — Stockchase
iUnits S&P/TSX Capped Energy ETF (XEG-T) — Stockchase

Doesn’t think this is worth buying, as he doesn’t expect the price of oil is going to change much from its $50 range. Whenever the price gets high, the Americans turn on the taps and the price goes back down again.

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iShares MSCI EAFE (CAD-Hedged) ETF (XIN-T) TSE

iShares MSCI EAFE (CAD-Hedged) ETF (XIN-T) — Stockchase
iShares MSCI EAFE (CAD-Hedged) ETF (XIN-T) — Stockchase

MSCI EAFE (CAD-Hedged) ETF. International. Cap weighted. Broadly diversified. It tracks the MSCI EAFE index, so it is a whole wide variety of 1st world economy stocks.

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iUnits S&P/TSX Completion Index Fund (XMD-T) TSE

iUnits S&P/TSX Completion Index Fund (XMD-T) — Stockchase
iUnits S&P/TSX Completion Index Fund (XMD-T) — Stockchase

If you are looking for a growth story in Canada, not including energy, you'll have to look at midcaps. Avoids volatility.

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iShares Russell 2000(CAD-Hedged) (XSU-T) TSE

iShares Russell 2000(CAD-Hedged) (XSU-T) — Stockchase
iShares Russell 2000(CAD-Hedged) (XSU-T) — Stockchase

(A Top Pick Sept 1/11. Up 11.2%.)

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BMO Junior Oil Index ETF (ZJO-T) TSE

BMO Junior Oil Index ETF (ZJO-T) — Stockchase
BMO Junior Oil Index ETF (ZJO-T) — Stockchase

(A Top Pick March 23/11. Down 9.45%.) This one has done better than other oil products. Fairly expensive oil, combined with low interest rates is an environment for takeovers.

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BMO Equal Weight US Banks Hedged to CAD ETF (ZUB-T) TSE

BMO Equal Weight US Banks Hedged to CAD ETF (ZUB-T) — Stockchase
BMO Equal Weight US Banks Hedged to CAD ETF (ZUB-T) — Stockchase

He likes US banks. He prefers ZBK-T, because it's the unhedged version and he expects the Canadian dollar to soften up this year. But it's a little riskier. Otherwise, buy the safer, hedged ZUB.

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🛍 Consumer

Alcanna (CLIQ-T) TSE

Alcanna (CLIQ-T) — Stockchase
Alcanna (CLIQ-T) — Stockchase

Is this a buy over the next 1-2 years? He thinks the buy in by Aurora was interesting. Their existing business is going through transformation and they are working at trying to improve on or sell assets – especially in Alberta. He is on the fringe of wanting to own it.

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Dollarama Inc (DOL-T) TSE

Dollarama Inc. (DOL-T) — Stockchase
Dollarama Inc. (DOL-T) — Stockchase

It has done well and if the position is too large, trim it back. It has done a phenomenal job because they are one of the few that does not compete with AMZN-Q. The issue they are facing is that it is getting tougher to find more locations to open new stores. They made an…

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BRP INC (DOO-T) TSE

BRP INC. (DOO-T) — Stockchase
BRP INC. (DOO-T) — Stockchase

Ski-doos. Has a fairly mediocre track record at the moment. In hugely better shape than Bombardier (BBD.B-T).

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Linamar Corp (LNR-T) TSE

Linamar Corp (LNR-T) — Stockchase
Linamar Corp (LNR-T) — Stockchase

He has owned it in the past. He was hoping when the Canada-US-Mexico auto parts tariff issues worked out they would benefit. However, earnings growth continues to be challenged at the moment. Better opportunity elsewhere. Yield 1%

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TorstarCorp (B)(TS.B-T) TSE

TorstarCorp (B) (TS.B-T) — Stockchase
TorstarCorp (B) (TS.B-T) — Stockchase

The industry has been hammered in the last couple of years. It is hard to analyze. The results aren’t that transparent. It is hard to know how it is doing organically. He does not think the company was that well managed in the past. It is a wait and see approach.

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Andrew Peller (ADW.A-T) TSE

Andrew Peller (ADW.A-T) — Stockchase
Andrew Peller (ADW.A-T) — Stockchase

It is his biggest position, one of the best managed companies in Canada. They are growing organically. They recently did a 3 for 1 stock split. It is not the value it was. He would hold it.

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Brick Brewing Company Ltd. (BRB-T) TSE

Brick Brewing Company Ltd. (BRB-T) — Stockchase
Brick Brewing Company Ltd. (BRB-T) — Stockchase

What normally happens with the smaller brewers is that they get taken out. He likes the company, but doesn’t follow it closely. A good story with good earnings growth.

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Cineplex Inc (CGX-T) TSE

Cineplex Inc (CGX-T) — Stockchase
Cineplex Inc (CGX-T) — Stockchase

He owned in the past. He got stopped out. Yield is 7%. 1700 screens and 165 theaters. They don't have control over the film slate but they do have control on the 70 million people that come every year and diversifying the offering and they are doing that with the rec rooms and so forth.…

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Dorel Industries (DII.B-T) TSE

Dorel Industries (DII.B-T) — Stockchase
Dorel Industries (DII.B-T) — Stockchase

They make bikes, baby furniture, baby equipment, car seats, etc. The family that is involved in it owns a significant stake. He sees better days ahead. It is trading at a reasonable valuation. Dividend yield of about 4%.

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Stingray Digital Group Inc. (RAY.A-T) TSE

Stingray Digital Group Inc. (RAY.A-T) — Stockchase
Stingray Digital Group Inc. (RAY.A-T) — Stockchase

Music on your cable box. They put up a good quarter recently and raised their dividend. There is insider trading. It is going to become a street darling. It is somewhat illiquid. (Analysts’ target: $10.00).

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💻 Technology

Quarterhill Inc (QTRH-T) TSE

Quarterhill Inc (QTRH-T) — Stockchase
Quarterhill Inc (QTRH-T) — Stockchase

They still generate a lot of cash flow from their patents. New management has a new strategy. They made acquisitions last year to diversify. They seem to be implementing a software roll up strategy. Hang on if you own it, otherwise wait a few quarters to see exactly what the strategy will be.

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Ilookabout Corp (ILA-X) TSXV

Ilookabout Corp (ILA-X) — Stockchase
Ilookabout Corp (ILA-X) — Stockchase

Provides a service very similar to Alphabet (GOOGL-Q), which is provided for free. When your competitor is providing your services free, it is tough to be competitive.

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Celestica Inc (CLS-T) TSE

Celestica Inc (CLS-T) — Stockchase
Celestica Inc (CLS-T) — Stockchase

$300 million in cash and less than 9 times earnings. They just can’t get any love. It had a bit better execution in terms of earnings and they could get recognized. They buy back stocks. Leverage on their operations is quite high and it has not performed yet. (Analysts’ target: $14.87).

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Maxar Technologies (MAXR-T) TSE

Maxar Technologies (MAXR-T) — Stockchase
Maxar Technologies (MAXR-T) — Stockchase

It's been a tough performer the past year, compounded in the last month. They had a satellite crash and lost on those contracted revenues--to add to their woes. They carry a lot of debt. It'll be a long road for them. They face competitors, too.

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👨‍⚕️ Healthcare

Kalytera Therapeutics (KALY-X) TSXV

Kalytera Therapeutics (KLY-X) — Stockchase
Kalytera Therapeutics (KLY-X) — Stockchase

Gas play in Guatemala and Colombia. Have a lot of land blocks near where Petrominerales (PMG-T) hit. Just drilled a well with a fairly large target in Guatemala and found oil at a much higher area than expected. Cased the well and we'll hear more next week. Highly speculative.

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Akumin Inc (AKU.U-T) TSE

Akumin Inc. (AKU-T) — Stockchase
Akumin Inc. (AKU-T) — Stockchase

Akumin on the TSX will migrate to NASDAQ which will be a big catalyst. It trades in U.S. dollars. They're a medical imaging company, a space ripe for consolidation. AKU is also in artificial intelligence. (Analysts' price target: $6.00)

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Cipher Pharmeuticals (CPH-T) TSE

Cipher Pharmeuticals (CPH-T) — Stockchase
Cipher Pharmeuticals (CPH-T) — Stockchase

Has some zip to it. Long term it should do well.

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Extendicare Inc (EXE-T) TSE

Extendicare Inc (EXE-T) — Stockchase
Extendicare Inc (EXE-T) — Stockchase

It's been beaten up, but the technicals look really good. It's broken a downtrend. Everything is lined up from a fundamental and technical perspective. If it breaks $8, then it should have no resistence to reach $10. Nice dividend above 6%. (Analysts' price target: $8.83)

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Prometic Life Sciences Inc. (PLI-T) TSE

Prometic Life Sciences Inc. (PLI-T) — Stockchase
Prometic Life Sciences Inc. (PLI-T) — Stockchase

They are going to have a lot of catalysts between now and Q1 2018 on their drugs and some of their trials. He sold it higher up for technical reasons. He would hold onto it because of the catalysts.

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🚚 Industrials

Exchange Income (EIF-T) TSE

Exchange Income (EIF-T) — Stockchase
Exchange Income (EIF-T) — Stockchase

He likes this name. They are modeling 20% EPS growth, 10% FCF growth. Pays a nice dividend easy for them to pay. Payout ratio of 60%. The only negative is that their balance sheet is a little too levered. The name doesn't get the respect it deserves. he think it is going higher.

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Finning Int (FTT-T) TSE

Finning Int (FTT-T) — Stockchase
Finning Int (FTT-T) — Stockchase

Hold it for two years? It's a deeply cyclical stock that hasn't been doing well. He wouldn't hold it for two years, but rather buy it now as a trading opportunity.

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Transcontinental Inc. (A) (TCL.A-T) TSE

Transcontinental Inc. (A) (TCL.A-T) — Stockchase
Transcontinental Inc. (A) (TCL.A-T) — Stockchase

It is one he does not own. He has looked at it in detail. On a PE and multiple basis it trades cheap and always has done. Over the long term you will be able to see them pay a few extra pennies with dividend increases. The multiple looks attractive but don't catch the falling…

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💡 Utilities

Crius Energy Trust (KWH.UN-T) TSE

Crius Energy Trust (KWH.UN-T) — Stockchase
Crius Energy Trust (KWH.UN-T) — Stockchase

Fixed price energy contracts door to door. It has done fairly well. The turn in terms of their clients is so high, though. He does not feel that comfortable with them. 8% yield and do people really believe it?

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Maxim Power (MXG-T) TSE

Maxim Power (MXG-T) — Stockchase
Maxim Power (MXG-T) — Stockchase

Well run company. Long term hold.

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Use this list wisely to identify buying opportunities.
Happy trading !!!

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