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

What a ride since last summer, but look at the fall. Lost 50% in a couple of months. Management is great, wonderful execution. Caught up in euphoria of AI and chips -- now it's the deflation of that craze, similar to 1999-2000.

(A Top Pick Oct 07/20, Down 7%) Not long after making the recommendation the stock benefited from a lot of ETF buying. They exited on the strong buying on a much higher gain. Since then, the ETF buying has evaporated and the stock price has come back down.

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.

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

They had a project where they had lent out some money to the big Urban Corp. real estate company, which defaulted on their loans. Fortunately, the loan was secured by some real estate. Terra Firma just announced getting full repayment of the principal plus interest for that property. Now it will be a function to…

Owns shares in business. Portfolio includes properties in Alberta which is not rent controlled. Recent share price sell-off not a concern. Overall is a high quality business. Concern around tariffs not a worry. Would recommend buying. Alberta is a great place to do business, and is expected to keep growing (good for business). 

Base metals ETF? Base metals are economically sensitive, but there is long-term demand for them. XBM holds larger-cap stocks like First Quantum, Rio Tinto and Freeport-McMoRan. 50% of this ETF are the biggest names.

You only want to use this as a short-term vehicle for a seasonal trade. Not a buy-and-hold.Disclosure:  He works for Global X (formerly Horizons).

Base metals ETF? Base metals are economically sensitive, but there is long-term demand for them. XBM holds larger-cap stocks like First Quantum, Rio Tinto and Freeport-McMoRan. 50% of this ETF are the biggest names.

First Trust has a good operation. Has looked at the Senior Loan ETF, more in the US, and has tended to stay away from them. There is not enough pick up in yields in past corporates. Worries about the underlying illiquidity of the asset class.

He doesn’t know this, but assumes it is an actively managed bond fund. If so, the question you are going to have is the duration of the bond fund at any given time. You can usually get that information from the people who market this ETF. If you have a duration of 10, then you…

Good replacement for a HISA? Idea was to extract tax-efficient income out of the market. Hasn't taken off in a big way. See ZPAY.

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

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.

A lot of people are down on this name including Rio Tinto who is the driver of this story with 50%. The Mongolian government is threatening higher royalties and taxes. These are some of the risks of foreign jurisdictions. But he thinks all of the bad news is in the name. Don’t sell. Wait for…

Lots of uncertainty with its Panama mine, and the issue is at an international tribunal. But that's the risk of the mining business. He prefers and owns HBM in his global equity growth fund.

It's range-trader. During flight-to-safety periods (as he expects in the next few years when market become unglued), gold will shine again with a good rally. He's added to his position. GDX is US-listed gold miners. Gold stocks vs. gold price are 35-year lows, and gold stock vs. the S&P 500 are as cheap pre-Recesssion (2005-6).…

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…

It's range-trader. During flight-to-safety periods (as he expects in the next few years when market become unglued), gold will shine again with a good rally. He's added to his position. GDX is US-listed gold miners. Gold stocks vs. gold price are 35-year lows, and gold stock vs. the S&P 500 are as cheap pre-Recesssion (2005-6).…

He is a geological advisor to them. Consulted on a project in Italy, but it was not what he thought it would be.

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.

Sector's had a rough ride, with the pandemic plus higher input costs. Wine consumption has flattened. Last results showed significant margin improvement. Growth is challenged, making small tuck-in acquisitions. Expects majority shareholder to eventually take it private.

Prefers Linamar to Magna for its much lower EV of 6x, and they have diverse businesses, like agricultural equipment.

A way to participate in Brookfield's excellent track record of private-equity investments. Owns companies like the largest residential mortgage insurer in Canada, and one producing low-voltage automotive batteries globally. Big discount of ~30% to NAV. Yield is 1%. (Analysts’ price target is $45.46)

They hit a financing crisis and needed cash. So, they issued 20 billion share at 1.5 cents per share. A massive dilution that destroyed the shareholder base. Avoid.