Weekly 52-Week Low (or 52-Week High): CHP.UN-T, FTT-T, FOM-X, XTRA-T and More 52-Week Highs and Lows (May 14-20)

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about CHP.UN-T: CHP.UN vs. CAR.UN CHP.UN is far more defensive. Great portfolio, with about 20% in industrial warehouse space (a sector he's quite bullish on). If you want defense, this is your better bet.With CAR.UN, you have to think about affordability and how defensive is the tenant base and the cashflow from that base.…

Opinion about CM-T: We've already recommended National Bank, so let's look at the second-cheapest bank, CIBC, with its 11.2.x PE and EPS growth over five years of 5.39%, better than RY's 5.16%. Commerce has beaten its last four quarters with room to spare, and pays a safe dividend of 4.49%. Its EPS growth is beating…

Opinion about CRT.UN-T: Over 90% of rents come from Canadian Tire, secure cashflow. Over 99% occupancy. Internal growth has contracted, but this is short-term. Perhaps only 2% capital growth, but a safe distribution. Yield is 6.5%.

Opinion about DGS-T: Very concentrated stock portfolio, leverage of 2:1. Pays out a lot in income. A bit of smoke and mirrors here, but not in a nefarious way. Twice as volatile in general as underlying markets. When things are good, they're really really good. And when things are bad, they're really really bad.If you're…

Opinion about DIV-T: Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

Opinion about EFN-T: Company based on effective management of auto fleets for corporate accounts. New apps and technology is allowing for better management of business. Recent share price strength good for long term investors - but would wait to buy on weakness. Overall a strong business. 

Opinion about EIT.UN-T: It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Opinion about FFH-T: What explains its tremendous performance? Good operational management long term. Stock's more than doubled in the last year and a half, and he'd have to dig to find out why. Value, instead of growth, has been in favour for the last 6 months or so. Its counterpart, BRK.B, has also done well…

Opinion about GLXY-T: (A Top Pick Jul 30/24, Up 58.4%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with GLXY has triggered its stop at $25.  To remain disciplined, we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 42%.

Opinion about IAG-T: (A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Opinion about MRT.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trading at high discount to NAV. Significant cash retention compared to peers. Diversified cash flow streams. Bid competition to slow acquisition growth.

Opinion about PLZ.UN-T: CEO retired, but Andrew still thinks highly of management team. Primarily in Eastern and Atlantic Canada. Fits his grocery-anchored profile. Attractive 7+% distribution, and high implied cap rate. Discount to NAV, though not the greatest, and decent upside.

Opinion about SGR.UN-T: Canadian company that is focused on USA properties. Could be a good option if tariffs hit Canada. Grocery style tenets are very safe. Balance sheet is getting stronger, and dividend looks safe. Would recommend holding for income purposes. 

Opinion about SII-T: Most investors need some help investing in natural resources. Sprott is a brand name for natural resources, in physical trusts and in equities management. You get the same diversification as a mutual fund, except they pay you a dividend instead of you paying them a fee. That's pretty good math 😉  Yield…

Opinion about SLF-T: Chart looks great. Above 200-day and 200-week MAs, which are both moving higher. Not explosive growth, but steady eddy instead. 11-12x forward PE. Pretty decent dividend of 4%.

Opinion about TD-T: Reports next week. Was a screaming buy back at $78. Likes its Canadian banking business. Sold Schwab, redeployed proceeds back into Canada. Now at $90, she'd be hesitant to go into any bank right now before earnings. Suspects all banks will need to increase credit provisions. Wait to see plan for growing…

Opinion about TVK-T: Has followed it a long time and should have bought it. They compound their capital extremely well. Management executes. A great business.

Opinion about ATRL-T: Very strong portfolio of engineering and design and consulting. Plays into infrastructure, energy, and environment. Focus on nuclear will be important, with 15% of revenue coming from there. If Hwy 407 were sold at a good price, would be a catalyst to create value (but he wouldn't buy something just because there…

Opinion about BDGI-T: In an excellent position. Most operations are in US. Business is really booming. US election gave management clarity on how to allocate capital. Despite tariff concerns, what they're making is long-term, critical investments. If it stays cheap, possible takeout by private equity or a strategic acquisition.

Opinion about EIF-T: Extremely well managed. Trying to buy a company in Australia that does search & rescue there. Likes it, in his income fund. Profitable businesses that are protected, with opportunities to grow.

Opinion about FTT-T: Repeatedly compares this to TIH, and TIH always comes out on top in terms of ROIC and dividend growth.

Opinion about NTR-T: Added to his portfolio in January. Has a long way to climb back, though not necessarily to the peaks of 2022. Prices of its component commodities are rising, amidst the backdrop of slowly improving prices for major agricultural cash crops. Margins are improving in South America. Likes the chart, turned a corner last…

Opinion about WSP-T: High-quality company in a high-quality part of the value chain. Valuation is the only sticking point. Expect them to buy more of their competitors and integrate them well. Good core, long-term holding. Pick your spots.

Opinion about DE-X: He was in on the IPO a few years ago. Wood-burning stoves is a large business for them, plus agriculture and some industrial. They acquire and integrate small businesses in order to lead the market. It pays a high dividend. During Covid, business in some parts spiked, but after Covid, their YOY…

Opinion about AMM-T: (Market Call Minute.) In a big gold system and he likes it.

Opinion about ARIS-T: Recently bought shares - fond of management team. Hoping for repeat success in Colombia. Trading at 50% of NAV. Geopolitical risk, but prospects look bright. Assets have a lot of opportunity, but local politics can be difficult. 

Opinion about ASM-T: Challenges with cartels in Mexico.Long history of development in Province.Socialist orientation of Mexican President a worry.Does not own shares at this time.Concerned about inventory & reserves.Drilling results have been fairly strong.Would prefer companies with larger reserves.

Opinion about III-T: Will respond to copper prices if those prices move up. Tier 2 assets. Impressed with financial backing of the company. Not considering buying.

Opinion about RUP-X: Started drilling in Red Lake, Ontario. It's sometimes best for a junior not to drill as the stock can do better on the potential rather than the actual drill results. Wait for the drill results before buying.

Opinion about TI-T: They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.

Opinion about VZLA-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research VZLA is a relatively small company, operating as a developer of precious and base metal assets largely focused in the Panuco district in Mexico. The Panuco silver-gold project is considered one of the highest-grade silver primary discoveries in the world, with a…

Opinion about WTE-T: Canada has some of the best high-grade coal for steelmaking, and this company exports it. Permits to build new mines are being held up by environmental concerns. Safe name, good dividend. Even if coal falls off, export capability is still intact. Yield is 6.8%.

Opinion about FWZ-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company claims to have the highest grade deposit of tungsten in the world, in Canada (Yukon and NWT), so in a safe jurisdiction. But as a developer it has no revenue, losses and negative cash flow. It does have $37M cash,…

Opinion about MAU-X: Not so sure it's still undervalued. Believes in management's vision to use this company as a West African consolidator. 

Opinion about RRI-X: The ``prospect generator`` business model to him is the only part of the exploration sector that makes any mathematical sense. He is a very large shareholder of this company, and has an extremely high regard for management.

Opinion about SCZ-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Silver tends to follow gold, with the caveat that it also has industrial usages, so in a recession it may lag. But we think the outlook is good, with rates likely to decline (eventually) and the US dollar possible weaker (especially if…

Opinion about CTC.A-T: Can't tell what the impact of a trade war will be; they receive a lot of Asian goods. Also, this is consumer-dependent which is a risk. They are selling Helly Hanson at a profit and will reinvest funds in tech. They're buying back shares. Not a bad business and are profitable, but…

Opinion about KEG.UN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The Keg Royalties Income Fund (KEG.UN) is a $240M fund that invests in the Keg Rights Limited Partnership in connection with the operation and franchising of Keg steakhouse restaurants. It has a distribution yield of around 8%. Sales growth has mostly been…

Opinion about PZA-T: Monthly dividend of 7.75 cents. Pretty range-bound, between $12-15, for a couple of years. Looks as though it's pulled back into the middle. Steady stock, steady and mature business. More of a yield play. Yield is 7%.

Opinion about STN-T: Attractive name. Global. Pure design, before projects are even built.

Opinion about TCL.A-T: Printing is in decline. Trying to get into packaging. Stock's always been cheap, but it's not a growth market. Instead, look at DCM.

Opinion about TRI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRI remains one of our favourite conservative-growth companies. It has held up very well in the market meltdown. It does have a premium valuation, but we would still be comfortable buying in the $245 range. Unlock Premium - Try 5i Free

Opinion about NCI-X: IT services. Like a "baby" GIB.A. Based in Toronto, but provides services mainly in the Middle East and mostly in Saudi Arabia. Diversified customer base. Sub-$100M market cap. Growing topline extremely fast, profitable, nice balance sheet. No dividend.He likes to come on the show and sometimes present a name that investors haven't…

Opinion about TGH-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TGH now has a market cap of $189M, with the stock up 25% YTD. P/E is 15X. EPS was 2.4c, beating estimates of 2.0c. Revenue of $38.1M beat estimates of $35M. EBITDA of $5.59M beat estimates by 27%. Profit did decline year…

Opinion about PKI-T: Will deal go through? Not doing as well as ATD on gas stations and growth, so there was pressure to change things up. PKI's credit rating is BB, while Sunoco's is BB High; so if you own, you should probably sell, rather than waiting to see what happens down the road. If…

Opinion about POU-T: Sold assets, which crystallized massive value. This is their forte. Some of that windfall will make its way back to shareholders. You have to believe in their vision. He sold too early.

Opinion about SFD-T: This provides aeronautic technology that allows oil/gas companies to pinpoint where they should use seismic technology. It is about a 30th of what the cost of seismic is. They just had a conference call and indicated they are still waiting for some contracts to come in. They reiterated that some of their…

Opinion about SIA-T: Demographics is a huge tailwind. LTC component is a steady business and government-controlled; transitioning a bit away from this. Canada-only. The 85+ demographic is expected to triple in the next 25 years. Yield is 5.6%. (Analysts’ price target is $18.58)

Opinion about LMN-X: Always start with the big picture chart (3 years at least), and then move down. This 3-year chart is in an uptrend, so now we can go back to the YTD chart. Broke out of its base, but has pulled back from the uptrend. Don't want to see it break the previous…

Opinion about AOT-X: He owns this. It went through a major acquisition last year to consolidate their holdings in Northern BC. This mine will become productive in the next couple of years. The issues they have had are being resolved. He will continue to hold it.

Opinion about FOM-X: (Top Pick Jan 10/12, Down 5.00%) In general resource stocks have been difficult. It is with the crowd. Massive VMS deposit adjacent to Hudbay. At some point it will be developed and patience is required. Hudbay could expand by buying this one.

Opinion about ETL-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is tough to forecast for a company that is pre-production. ETL recently stated that it may need to issue more shares and also that, "The company's ability to continue as a going concern is dependent upon its ability to fund its…

Opinion about PTU-X: Junior company that is basically raising money to explore for uranium. Sometimes takes years to find a deposit. Have to be patient. Some interesting prospects in the Athabascan basin. Pretty strong drill program for the first half of 2008. On negative days, you could pick some up for a short-term trade.(Buy uranium…

Opinion about SME-X: With if they drill a high-grade hole in the Ivory Coast? The market would do very well. SME is backed by the most successful exploration financier in this era. It's an interesting project with mixed results. If they hit a deep hole, they will do very well. He's attracted to it.

Opinion about FORA-T: (A Top Pick Jun 05/24, Up 10%) It is an interesting business at the right time. It should be up more and is one of the cheapest stocks in their coverage so be patient. It is part of the AI theme and manages 300 good quality forums. He feels it should be…

Opinion about XTRA-T: They use AI to detect weapons on attendees at a large event; it's faster than metal detectors. Could be used as stadiums and schools. Is watching them to see if they sign more contracts and raise profits. Could be a hockey stick of a stock if this tech catches on.

Opinion about NBVA-X: It is a small player in the cyber securities market related to Ransom Ware. It had decent revenue in the last year and is finally making money. However it doesn't have much of a runway left. It is a volatile stock in a crowded market.

Opinion about ONC-T: The technicals do not look good at all – with a decline lasting over the past two months. He would not touch this one at all. A 50 day moving average would be a buy signal if it can trade back above it.