Weekly 52-Week Low (or 52-Week High): BLN-T, BNS-T, NFLX-Q, LULU-Q and More 52-Week Highs and Lows (Jun 17-23)

Opinion about AC.TO: He does not really take an interest in airlines. There may be an opportunity now for Air Canada with all the rhetoric around the…

Opinion about AMAT: (A Top Pick Sep 20/23, Up 46%) Still a decent runway ahead. 12-month price target of $258. Has built a moat around the wafer and…

Opinion about BLN-T: Grows through sales. Wearable monitors assist in and around dangerous chemicals or at remote locations. Numbers tend to be lumpy. Inflection point 18 months ago, when profitability really started to increase. Suspects it's an eventual takeover target (but don't buy on that basis alone).

Opinion about BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of…

Opinion about DBM-T: His pick today for an income focus. An analogy would be the way the mid-streamer Pembina operates. It buys lumber from the forestry companies and delivers it to the end retailer, treats it, or cuts it down. So it doesn't take on a lot of the volatile price risk; more of a…

Opinion about EIF-T: Continues to work. In the sweet spot. The analyst covering it likes it, as does Javed. Technicals look good, though it's a bit extended. Does a lot of unique things, especially Arctic surveillance for Canada. More upside. Most compelling is that it's in the industrial wheelhouse, one of the leadership areas in…

Opinion about HPS.A-T: Stockchase Research Editor: Michael O'Reilly We reiterate this electric transformer manufacturer, involved in data centre and cloud projects, as a TOP PICK.  Recently reported earnings showed a 5% increase in year on year sales and a 17% increase in backlog of orders, which is great timing considering their new production factory is…

Opinion about TIH-T: Eastern Canada Caterpillar dealer.Very strong company.Used to own shares in company.Valuation full at the moment.Wait for shares to fall before buying. 

Opinion about XLY.TO: Former Cannabis Wheaton. At the end of the day, it comes down to management. They’ve had some missteps, hence the name…

Opinion about AD.UN-T: Excellent CEO. Lends $$ to, largely, private firms. Even when its investments don't work out, somehow manages a very high ROIC. More and more prospects to invest in, especially in US. Payout ratio down to around 40-45% of cashflows. Now investing in smaller-cap companies, and working out very well. Still trading around book…

Opinion about BK.TO: Only downside is the fee. Just like an ETF, there are more holdings in the wrapper. For a small account, it makes sense. For a…

Opinion about BMO.TO: Strategy: Sell a call in the money for a stock that's going ex-dividend. After that date, share price will go down. So the call…

Opinion about BNS-T: All banks are expected to report good numbers this week. BNS has jumped from $65 to $96. Is the turnarounds story in Canadian banks. Trades at 13x PE. The plans by the new CEO are starting to work. Likes it here. Pays a 4.5% dividend, higher than peers.

Opinion about CF-T: Management wants to buy it out but there are two conflicting groups of shareholders. The employee shareholders want the lowest price possible while the outsider shareholders want the highest price possible. This type of conflict is not good. Value it as a whole, not on the split-up of parts.

Opinion about DF-T: Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

Opinion about DFN.TO: They take bank stocks, or insurance and in some case energy companies, and then they split it internally into preferred shares…

Opinion about DIV.TO: They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store…

Opinion about DGS-T: A vehicle where they split out appreciating assets from the dividend. They pay the dividend stream of income to another holder, and you get a leveraged play on the dividend stocks without the dividend. Not a very good idea to own one of these in a down market. When you think markets…

Opinion about EQB-T: They struggled through loan-loss provisions, their CEO died suddenly, but they bought PC Financial (14 million hold PC Optimum cards) so they could break into the Canadian bank oligopoly. (Analysts’ price target is $105.11)

Opinion about FFN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about FTN.TO: With 14% yield it must be returning some capital. It is a closed-end fund so be careful. Split share companies give the…

Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…

Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about IGM-T: (A Top Pick Mar 06/25, Up 43.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM has triggered its stop at $63.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 63%.  

Opinion about LBS.TO: Very focused. Have positions in 4 life insurers and they are running a covered call program against the existing long…

Opinion about LFE-T: This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having…

Opinion about MFC-T: His preference is to own SLF and MFC in the sector. Likes their growth in Asian asset management.

Opinion about NA-T: Likes it in general. Great platform and franchise. If economy is heading for a contraction (for whatever reason), this name doesn't have the geographic exposure of the other 5 banks. Mainly in Quebec; very small US and international footprint. Extremely good job of growing, so he wouldn't bet against management. It's a…

Opinion about PIC.A-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research PIC.A is a split share corp that invests in stocks of companies operating in the banking sector, primarily the six Canadian banks. The fund also uses financial derivatives, such as a covered call writing strategy, to enhance income generated by the portfolio…

Opinion about PMZ.UN-T: His pick in the space. Challenging sector due to trade plus interest rates. Attractive valuation. Monetizing its real estate portfolio. Gets to put old Hudson's Bay square footage on the market.

Opinion about POW.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is hard to ignore the strong momentum shares of POW…

Opinion about RY.TO: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But…

Opinion about SBC-T: He prefers to own the individual banks. If you are in it for diversification, there is no issue with that. He likes the sector.

Opinion about SLF-T: Their last quarter was penalized due to some stop-loss insurance on their books and a small impairment from an investment in Vietnam and softer flows at MSF, their US investment arm. Is now in a range worth buying. This and MFC remain core holdings of his. It yields a safe 4.13% (Analysts’…

Opinion about TD.TO: Kudos to management. Financials did very well last year, and TD recovered along with them. Trading at high end of valuation…

Opinion about CPX.TO: (A Top Pick Jun 28/24, Up 69%) Alberta data centres' growth is fantastic, tapping into CPX nat gas power generation. Massive…

Opinion about AMD-Q: Challenging couple of years, recently took off (mostly because of the OpenAI deal). Before that, the 200-day MA was falling. 46x forward PE for ~30% growth (which has really taken off). Many analysts have raised estimates.He owns NVDA instead. It's cheaper, and he likes it more.

Opinion about INTC-Q: It's too late to enter this. The money has been made during that gigantic move. Their problems aren't over yet, given their balance sheet.

Opinion about MU-Q: In the last quarter, the company reported 4.78 USD per share, beating the 3.96 USD estimate by 20.67%. Revenue for the same period reached 13.64 B USD, despite the estimate of 12.91 B USD. For the next quarter, analysts expect 8.67 USD in earnings per share and 19.01 B USD in revenue.…

Opinion about ALS-T: The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

Opinion about NEO-T: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cannacord reduced their price target for the company today, which could be the reason for recent weakness. The company is cash rich on the balance sheet. Currently trading at 8x earnings. Oversold and could buy today. Unlock Premium - Try 5i Free

Opinion about ARK.TO: Exploring for copper/gold in Kazakhstan. Likes that region, and likes management. Released absolutely spectacular report on a…

Opinion about EXE-T: This space is now all the rage. A tough business. We are underbuilt, and the demographic wave is coming through. But all that's already in the share price. Be careful, especially with stocks that go parabolic on the chart. There are some very-well-financed private equity players that are hiding supply.He owns SIS…

Opinion about FEC-T: (A Top Pick Jun 15/23, Down 16.7%)Michael O’Reilly Our PAST TOP PICK with FEC has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18%, when combined with previous recommendations. 

Opinion about ADBE-Q: Is -30.5% in Q1 and one of the worst performers on the S&P. The street expects AI to displace their software. Trades at only 10x PE, very low.

Opinion about CRM: SAAS faces the fear that AI will replace these companies' services and make them obsolete. In most, not all, cases good businesses…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about ILLM-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Acuity Ads Holdings Inc (AT) stock was up 25.49% in the month but down 46.22% YTD. Its stock price rose precipitously to more than $32 in February 2021 and had fallen to over $4 at the beginning of 2022 and by November 4th…

Opinion about NFLX-Q: Always look to where the fires and disasters are. Street kept selling and selling, and his firm kept buying to a 5% position. Great company, fantastic library, great position. Not the end of the world to not get WBD, and Paramount needs NFLX for distribution. Profits are growing.

Opinion about PLTR: Though up 148% this year, it still has room to run. It just entered a terrific contract with the US Navy to build better…

Opinion about BHC.TO: He likes it because nobody likes it. It is former Valiant Pharmaceuticals and trades at 6 times cash-flow. He encourages…

Opinion about OGI.TO: Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings…

Opinion about BYD.TO: 90+% revenue comes from the US. Cashflow attributes are very strong. Continues to acquire. There are only so many rollups he's…

Opinion about LULU: Great business and products. Hot new competition in the space, so they no longer control it. And that's a reason not to buy. For…

Opinion about MCDS-NE: Bought this in the summer as a value play. It was trading well below its fundamental value. Less economically sensitive.…

Opinion about GRA-T: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving along with profitability. Debt relative to cash is also improving. Market cap has reached $520M with insiders owning 10%. Not profitable yet although revenue is ramping up. Expensive but revenue growth looks good. Unlock Premium - Try 5i…

Opinion about STN.TO: A true compounder in Canada. Respects management, but it's fallen from its summer peak due to profit-taking. It's a buying…

Opinion about WSP.TO: Tremendous job over the years, good organic growth. Big fan of the CEO. More room to keep growing and keep making accretive…

Opinion about ERD.TO: 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.

Opinion about LGO.TO: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap…

Opinion about LUC.TO: Operated by the Lundine family. This has been a truly outstanding Canadian success story. It mines and markets some of the…

Opinion about CVV.V: His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage. Have a lot of…

Opinion about TRO.V: 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…