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

(A Top Pick May 16/23, Up 107.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CLS is progressing well.  To be disciplined, we recommend trailing up the stop (from $20) to $26 at this time.  

(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…

Alberta benefits from population growth, international migration, and inter-provincial migration. Not rent regulated. Quality housing. Large discount of about 20% to NAV. Outlook continues to be bright. Yield is 1.78%.Good landlords. A very important characteristic. Could increase rents by 20%, but seldom goes above 9%.  (Analysts’ price target is $74.82)

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.

More of a short-term trading instrument. Definitely don't just park money in it, money gets lost in it every time there's a move. Instead, play via a TOU or even some of the US pure-play nat gas producers.

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…

Would not suggest Put Write strategy (ZPH). Would prefer ZPAY for the US market. ZPH never owns the stocks whereas ZPAY wants to own the stock at better prices.

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…

Really likes copper stocks for this year, poised to perform. Took out November-December highs. Next target is June 2022 highs, around $40-41. Based, took a leg higher, consolidated, broke out.

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.

Lingering issues from pandemic should improve. Expects largest shareholding family to buy out minority shareholders at some point. Should see nice jump in sales and profitability over next 12 months.

(A Top Pick Aug 10/23, Down 9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LNR has triggered its stop at $65.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 6%, when combined with our previous recommendations.  

Chart is breaking into new lows. Avoid. You could take a position if it crosses above the 50-day MA, but not before.

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.