Weekly 52-Week Low (or 52-Week High): PNG-X, AQN-T, SYZ-T, WFG-T and More 52-Week Highs and Lows (Oct 15-21)

Opinion about AAPL-Q: Kicked the new Siri down the road until Q2 or Q3 of 2026, which is only 8-9 months away. Dead money around $200. Then iPhone 17 came out, with a long line of upgrades behind it. Now close to target price, which is when people will be lining up to take profit. Write…

Opinion about PNG-X: (A Top Pick Jul 09/25, Up 99%) (Note the short timeframe.)  The area of underwater drones is really ramping up. Interest by US investors has really pushed this up. Both the multiple and the revenue have grown.

Opinion about QNC-X: Main play on the quantum side is security. Really complicated company, and no longer that small. Beginning to catch the eye of people around the world. Volatility coming from partnership announcements.If you're hell-bent on buying this name, do it in quarters. Chart's volatile, but has also gone up a heck of a…

Opinion about AMD-Q:  It reports Tuesday. Is a long-term outperformer. Not for the squeamish, though.

Opinion about GOOG-Q: They were lagging in AI, then put out a new AI product and shares soared. Google has its own data centres, whereas openAI must find data centres. So, Alphabet is well-positioned. And Google search is not dead. (Analysts’ price target is $327.82)

Opinion about ACO.X-T: Is famous for making module houses, so they will likely go for Ottawa's new building incentives, which make this a buying opportunity. Will benefit from rising demand for utilities.

Opinion about AQN-T: He owns no utilities. A dividend stock should provide predictability, which AQN cannot. They've changed CEOs three times in the past 5 years, issued a lot of debt to get into renewables and now there's an activist on the board trying to unlock value by selling pieces of the business.

Opinion about CU-T: Likes the regulated utilities. 

Opinion about BEP.UN-T: Whole sector underperformed for a while, but now seeing renewed interest because of demand for electricity. Chart's technical profile is quite good. Broke out, surpassing highs of 2023. 

Opinion about EMA-T: Likes it. Up 21% YTD. They do what they say they're going to do. Nova Scotia now coming out of its rate freeze, should see earnings increase in 2026. Asset sales mean that debt level is OK. Dividend can still be increased, though at lower levels than historically. Has trouble trimming a…

Opinion about FTS-T: Bought on the April dip, but stock hasn't done much. Sell? If you bought in April around $55 and today it's trading ~$72, that's about 10+%. Plus you get a 3-4% dividend yield, with 3-4% dividend growth. Pretty good for a regulated utility, and he's happy to own a company that puts…

Opinion about ATZ-T: US revenue jumped 41%. Up 10% today is quite positive, as would crossing the recent high of ~$90. If it has trouble getting through that level, some of today's gain may be pared off.

Opinion about CRT.UN-T: 92% of rent comes from Canadian Tire, which in turn owns about 70% of the REIT. Very stable, so not a tremendous amount of growth. About 2% topline growth translates into ~3% on the bottom line, and that's all you can expect. Interesting transactions. Thinks highly of management. Safe distribution, just south…

Opinion about CSH.UN-T: Follows quite closely. Has owned in the past, but not currently. Being a REIT, it's going to grow aggressively by developing projects and buying other companies. So in a downturn in the economy, such as the pandemic, it won't have retained any capital. Instead, they'll have to raise equity, and that's really…

Opinion about DFN-T: These split shares company give you some leverage. The total return over 20 years has been 8% vs. the TSX which has done no better. Has some good dividends here, but is volatile--when the market goes bad, this really goes bad. 

Opinion about GLXY-T: Jittery stock. Toying with the old high from 2021, with a lot of stress, or excitement, in between. Pulling back into the zone from 2021-2022. Testing old resistance, really don't want to see it fail. Needs to find legs pretty soon, and then you'd be fine. If not, he'd run. Not for…

Opinion about LBS-T: Has a degree of leverage in it. You're buying exposure to a basket of great Canadian stocks with dividends. Leverage can be in the range of 150-200%. When it's going up, it's great. But when it's going down, not so much. He wouldn't add leverage to a portfolio now with anybody's money. We're…

Opinion about PHYS-T: (A Top Pick Sep 09/25, Up 41.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PHYS has achieved its target at $46.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $35) to $39.  

Opinion about RY-T: His firm owns RY, BMO, and TD as cornerstone holdings in its dividend-growers mandate. Canadian banking is a stable, well-regulated oligopoly. Structurally profitable, heavy barriers to entry. Diversified by line of business and by geography. Its fee-based businesses should be very profitable this quarter.One fly in ointment:  tepid loan growth demand, especially…

Opinion about SBC-T: Has a degree of leverage in it. You're buying exposure to a basket of great Canadian stocks with dividends. Leverage can be in the range of 150-200%. When it's going up, it's great. But when it's going down, not so much. He wouldn't add leverage to a portfolio now with anybody's money. We're…

Opinion about SGR.UN-T: Dividend is quite high, which is typically a red flag that it can't sustain dividend from cashflow. And that's the case here. AFFO (payout ratio) is above 100%, not good. Seeing vacancies, so cashflow's gone negative. Elevated debt.

Opinion about BDGI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research BDGI has seen strong momentum recently, up 70% year-to-date, and 60% over the past year. Forward sales growth is decent, in the high single-digit range, but earnings growth is expected to be low double digits, highlighting solid margin expansion. Its growth rates…

Opinion about FTT-T: (A Top Pick Apr 12/24, Up 22%) Correlated with copper, and it set up nicely with where we were in the business cycle. Big breakout over the last 2 months. Good-looking chart with higher highs and lows. Sees further upside into August.

Opinion about ALS-T: She likes the royalty models which don't have the risks of operating mines. Its copper, potash, etc. covers the structural growth sectors. She sees 24% upside from here. It has steady cash flow, low net debt and a weaker U..S. dollar is good for it. It scores 9 out of 10 for…

Opinion about FDY-T: Looks like an interesting exploration/development company.Will watch company to see how results pan out.Financial certainty a concern.Might buy shares down the road.

Opinion about GTWO-X: (A Top Pick Jul 19/24, Up 79%) Hopes for a merger with another company, but enmity between the management teams means no merger is imminent. He still believes that it's ultimately a consolidation play.

Opinion about LUG-T: Highly ranked stock acting extremely well. RSI doing well. Stock's currently in an uptrend, and gold is trending upward. Gold is consolidating around $3000. 

Opinion about ARTG-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The valuation looks fine here and the company is going from no revenues to high revenues this coming year. There are some execution risks because of this but things appear to largely be on track. Add in a strong backdrop for metals…

Opinion about CUU-X: Extremely risky.

Opinion about MGM-X: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The terrain is legendary gold ground. he can not make the data work for hi to buy it.

Opinion about BDI-T: Traditional workcamp business on oil & gas projects, which might do better going forward with increased infrastructure spend in Canada. Real attraction is modular space business -- portable spaces that they rent out, mainly for construction projects. Portables for schools in NA and Australia. Low valuation. Very high insider ownership of ~24-25%.…

Opinion about PKI-T: The deal with Suncor is expected to close October 31. Being taken out is a good story for them. He has a price target of $41.50.

Opinion about EXE-T: Doesn't follow it closely. Does, however, follow CSH.UN.Very reasonably valued at 13x when you look at price to FFO. Similar market to CSH.UN, but EXE is a corporation and that makes it unique. (REITs have to pay out more, or there's a punitive tax.) Pays out roughly half of its FFO. Likes…

Opinion about SIA-T: (A Top Pick Apr 30/25, Up 14%) (Note the short timeframe.)  Likes it long term. Trades more cheaply than CSH.UN.

Opinion about DND-T: Cut losses? No, keep holding. Superstar that collapsed. Latent value that current management is not accessing. If you're patient, someone will find a way to surface some value. Intrinsic value higher than current share price. 

Opinion about GIB.A-T: (A Top Pick Oct 21/24, Down 24%) Still likes it. Whole sector's had the overhang of whether AI will impact demand. Company doesn't think so, though may be a temporary lull while companies reassess. Expertise implementing AI to make processes more efficient. Backlog is up. Will still grow through M&A. Very strong…

Opinion about CMG-T: Spiked up on the close last week. Everything looks really good about this for the long term, everything says you should own some. RSI against S&P since 2022 has been really good, up and to the right. Buy some today with a partial position, then add a second component on a further breakout,…

Opinion about ENGH-T: He sold a while back. It wasn't delivering. Hit his downward loss trigger, and he exited. Lack of shareholder friendliness tipped the balance. Company was sitting on massive cash, but not using it in (what he thought) was the best interests of shareholders.Looks very undervalued compared to peers. Business is declining more…

Opinion about SYZ-T: It is Calgary based but the management team is in the U.S. It is involved in government education and charity software. It has had some difficulties in the past but is back to being undervalued and growing with the management team change. He is looking for revenue growth of 20 to 30%.…

Opinion about HOT.UN-T: They own U.S. hotels, a high-risk, high-reward stock. He's bearish on hotels, which is struggling with labour costs and keeping labour. HOT.UN has done a good job restoring vacancies, in the low-70s, though their peak was in the 80s. However, they've made up the balance on their hotel rates. Their balance sheet…

Opinion about IFP-T: This downturn presents great, longer-term opportunities. The post-Covid era saw a building boom and these stocks ramped up. Now, the news is negative, so this looks interesting. Can't say if this is bottoming, though. It's on his radar and will nibble on it.

Opinion about CFP-T: Homebuilding stocks in the US have been going straight up, but Canadian forestry stocks have been going the other way. WFG has done the best in holding its share price.IFP and CFP have really started to bottom on the charts. He hasn't done enough digging to know who has a better earnings…

Opinion about GCL-T: They own a series of food distribution businesses. It appears they are not making any money from them. It appears to be a scale problem.

Opinion about WFG-T: Hasn't owned any lumber in recent years, very cyclical. Weak demand for lumber, plants are closing. Hit by tariffs. Can make a lot of $$ when things go the right way, but then there's over-capacity and prices tumble.Could be a candidate for tax-loss selling. If it's in a non-registered account, consider selling…

Opinion about TXP-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Q1 production was 7,015 b/d (80% gas), up 80% from the prior year period. Production fell 18% largely due to natural depletion. Cash flow was $6.1M vs $10.5M on the production decline but also due to lower prices. Debt fell, but is…

Opinion about FSY-T: Being acquired at $7 but because of the lower stock price, market indicates the deal is not going to close. Doesn't see this as a good way of making a quick buck. You are trying to beat the pros at a game that they are very, very good at.

Opinion about LUC-T: The company has suspended its dividend. They operate diamond mines in South Africa. They are looking into underground, from open pit. The cost is more expensive than thought. The price of diamonds has been reduced, though retail prices won’t change.