![\"Celestica](\"https:\/\/data.wealthica.com\/api\/securities\/CLS-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about CLS-T: Large portion of an investor's portfolio. Take profits? Not trading cheap. A triple in the last year. He's a value investor. He can't explain or understand the multiple. It's for momentum-type traders. He wouldn't be involved here.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
![\"stockchase.com\"](\"https:\/\/stockchase.com\/assets\/favicon.png\")
\t\tstockchase.com\t<\/div>\n<\/div>Jul 27<\/p>\n\n\n![\"CGI](\"https:\/\/data.wealthica.com\/api\/securities\/GIB.A-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about GIB.A-T: Suspects it's just a lull in the business. Results were fine, very nice balance sheet. Great capital allocation. Always going to need consultants.\u00a0Good time to look at it with its reasonable multiple. Sector's been hate-sold. Great acquirers. If AI implementation picks up, could be a good entry point.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"](\"https:\/\/data.wealthica.com\/api\/securities\/LSPD-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about LSPD-T: Long-term base of support around $16-17, and seems stuck there. Just bounced off resistance. At this point, it's only a trend if there are higher highs and higher lows (or lower highs and lower lows). Until it starts one of those 2 patterns, it's in consolidation. Not showing any signs of a…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Coveo](\"https:\/\/data.wealthica.com\/api\/securities\/CVO-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about CVO-T: Good job overall, well run. Exposed to some of the AI trends. Sizable competition for what they do. He's conservative on whether it can differentiate itself in the coming years. Must show it can get the big, multi-year contracts.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Telus](\"https:\/\/data.wealthica.com\/api\/securities\/T-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about T-T: Dividend will probably be cut, but it'll still be a nice dividend. Liked it at the start of the year, but some assumptions don't come to fruition. Uptick in wireless and less competitive landscape haven't happened.\u00a0You have to ask yourself if you still like the stock? And he does. Look at the…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n![\"Lumine](\"https:\/\/data.wealthica.com\/api\/securities\/LMN-X\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\tOpinion about LMN-X: Falls into the same software as CSU and TOI. Pendulum swings between hardware and software, and obviously right now it's over at hardware. Software will take a while to get back, and upcoming earnings from a couple of companies could lift all boats.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n\n🚚 Industrials<\/strong><\/p>\n\n\n Opinion about TFII-T: (A Top Pick Sep 16\/25, Up 42%) (Note the short timeframe.)\u00a0 Organic improvements plus coming out of freight recession. He just sold his position to deploy proceeds elsewhere. (Industry's still improving, so perhaps he sold too early.)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about TIH-T: The market cycle model is essentially the business cycle with its 5 different phases. Phases 4 and 5 are the contraction phases, when you typically see the stock market coming under pressure. Phases 1, 2, and 3 are the expansion phases and they typically last a year.\u00a0His team believes that last year…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about ECO-T: He is one of the largest shareholders in this. They now have 2 commercial mills up and running with their DuraBind products. They make the binding that goes into IKEA-like furniture. Not into IKEA yet, but there is a good chance they will be. IKEA has announced that they want all their…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about WRG-T: The company is very cheap in terms of price to book. Their book value was $4 at the end of June. However, they have a debt problem: $211 million of debt compared to an equity value of $369 million. He sees this as a takeover candidate especially now because he is seeing…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about GFL-T: It picks up garbage, municipal and business. Has a good long term business model with good cash flow. Its core business is doing well and it recently bought Secure which fits well, is accretive, and generates lots of cash. They own 70% of the market and have great management. There is lots…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about WFG-T: This one plays again into the market-cycle model. The 10-year chart is helpful -- we're in the \"boring middle\" of the market-cycle model. That's actually where the economy starts to strengthen. He believes rates will essentially be sideways, which should remove a headwind for homebuilders. Should make it more likely that we…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 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…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about AFN-T: Delays in reporting from Brazilian business, and it's significant enough that Q3 numbers can't be released. That's always a red flag. He stopped investing, as it's so dependent on the unpredictable agriculture cycle.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about XTC-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research For its fourth fiscal quarter, XTC matched EPS estimates of 20c. Revenue missed estimates of $160M coming in at $155.4M, declining 3% year-over-year. The company's outlook for next year calls for $750M in\u00a0 revenue, $120M in EBITDA, and EPS of approximately $1.50.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about DE.V: He was in on the IPO a few years ago. Wood-burning stoves is a large business for them, plus agriculture and some industrial.\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about DRT-T: Customized, prefabricated environmental office interior solutions. High net cash position. Significant upside because of their flexible business model. Surge in office reconfiguration taking place across North America. Top management. No dividend. (Analysts\u2019 price target is $3.46)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about PPL-T: APO's 40% stake in the gas division. APO has pretty smart people, and they're seeing an opportunity here. Purchase was from KKR, so nothing much changes.As for PPL itself, trading a bit expensive with growth catalysts of 5-7%. Nice, visible project backlog. Nice dividend. Wouldn't add here, but you'll do OK if…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about BBD.B-T: Problem is it's so capital intensive with limited cash flow, but there is massive demand for airplanes. Keep watching it. Is doing well and are refocusing the company well.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about ARE-T: Reported last night, fantastic numbers. Doubled backlog to over $10B. Successfully brought down number of riskier fixed-price contracts. Variable-price contracts has led to more sustainable cashflow, earnings, and revenue.\u00a0Multiple's really come up, but its predictable cashflow warrants it. He's adding. Yield is 1.61%. (Analysts\u2019 price target is $47.68)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about BDGI.TO: Exceptional demand across NA, as infrastructure super-cycle starts to play out. Margins are expanding, and they should keep\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about HPS.A-T: Chart looks excellent, momentum is up and to the right. New highs today. Lots of volatility, especially around quarterly earnings. Recent earnings beat on EPS and revenue. Backlog grew 122% YOY.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about WTE-T: Lots of uncertainty in the space with proposed rail merger in US. May be hurt if volumes start to be diverted to other ports. Guesses it will probably be fine, but wait and see. Stock's been bouncing in a range. Decent dividend.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about MG-T: In 2021, they invested heavily in EV, but the demand didn't materialize. Since then, they've suffered that overhang, plus the impact of tariffs. But they fixed these problems with Chinese OEMs and have gained market share in smart door handles and driverless systems. Are gaining market share. Doing a great job.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about BLDP-T: Renewables at lower cost rates don't work; you need the subsidies. But what does work are large-scale hydrogren projected. Not sure about small-scale like Ballard.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about FAR-T: The drillers haven't participated as much during this mining boom. FAR is diversifying out of high-risk areas and junior miners. Shares have been cheap a long time. Is a take-out candidate.\u00a0<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about SXP-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research EPS of 9c missed estimates of 17.5c; revenue of $72M missed estimates by 2%. EBITDA missed by 11%. SXP is down significantly over the last twelve months by ~42% and recent earnings pointed towards declining profits and revenues. Revenue fell $6M. Earnings…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n\n\n Opinion about GEI-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research Payout on earnings is 124%. On cash flow 57%. Debt is still very high, which adds risks, but we would not view the dividend as in jeopardy. The dividend was last raised in February. While we consider it OK for income, we…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Opinion about TPZ-T: Calgary-based energy infrastructure. Royalty assets plus gas infrastructure. Great management team, great assets, good capital allocation. Smaller, so it flies under the radar. Infrastructure spending in Canada is a tailwind for its business. Good long-term name. Yield is 4.35%.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t![\"TFI](\"https:\/\/data.wealthica.com\/api\/securities\/TFII-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 27<\/p>\n\n\n![\"Toromont](\"https:\/\/data.wealthica.com\/api\/securities\/TIH-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 28<\/p>\n\n\n![\"EcoSynthetix](\"https:\/\/data.wealthica.com\/api\/securities\/ECO-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 28<\/p>\n\n\n![\"Western](\"https:\/\/data.wealthica.com\/api\/securities\/WRG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 28<\/p>\n\n\n![\"GFL](\"https:\/\/data.wealthica.com\/api\/securities\/GFL-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"West](\"https:\/\/data.wealthica.com\/api\/securities\/WFG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"Canfor](\"https:\/\/data.wealthica.com\/api\/securities\/CFP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"Ag](\"https:\/\/data.wealthica.com\/api\/securities\/AFN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"Exco](\"https:\/\/data.wealthica.com\/api\/securities\/XTC-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"Decisive](\"https:\/\/data.wealthica.com\/api\/securities\/DE-X\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"DIRTT](\"https:\/\/data.wealthica.com\/api\/securities\/DRT-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 29<\/p>\n\n\n![\"Pembina](\"https:\/\/data.wealthica.com\/api\/securities\/PPL-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Bombardier](\"https:\/\/data.wealthica.com\/api\/securities\/BBD.B-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Aecon](\"https:\/\/data.wealthica.com\/api\/securities\/ARE-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Badger](\"https:\/\/data.wealthica.com\/api\/securities\/BDGI-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Hammond](\"https:\/\/data.wealthica.com\/api\/securities\/HPS.A-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Westshore](\"https:\/\/data.wealthica.com\/api\/securities\/WTE-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 30<\/p>\n\n\n![\"Magna](\"https:\/\/data.wealthica.com\/api\/securities\/MG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n![\"Ballard](\"https:\/\/data.wealthica.com\/api\/securities\/BLDP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n![\"Foraco](\"https:\/\/data.wealthica.com\/api\/securities\/FAR-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n![\"Supremex](\"https:\/\/data.wealthica.com\/api\/securities\/SXP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 31<\/p>\n\n\n\n![\"Gibson](\"https:\/\/data.wealthica.com\/api\/securities\/GEI-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 27<\/p>\n\n\n![\"Topaz](\"https:\/\/data.wealthica.com\/api\/securities\/TPZ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Jul 27<\/p>\n\n\n![\"Tamarack](\"https:\/\/data.wealthica.com\/api\/securities\/TVE-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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![\"Cardinal](\"https:\/\/data.wealthica.com\/api\/securities\/CJ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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