{"id":43661,"date":"2019-02-11T18:41:24","date_gmt":"2019-02-11T18:41:24","guid":{"rendered":"https:\/\/stockchase.com\/discover\/?p=43661"},"modified":"2019-02-13T13:27:57","modified_gmt":"2019-02-13T13:27:57","slug":"earning-reports-to-watch-feb-11-15","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/earning-reports-to-watch-feb-11-15\/","title":{"rendered":"Aurora Cannabis, Canopy and More Earnings this Week (Feb 11-15)"},"content":{"rendered":"

The markets have been doing well, and investors are keeping a close eye on this week\u2019s earning reports from a great number of Canadian large-cap stocks. Cannabis giants Aurora Cannabis (ACB-T)<\/a>, and Canopy (WEED-T)<\/a> are both reporting their earnings this week. Other big names this week include Canadian Tire (CTC.A-T)<\/a> , Shopify (SHOP-T)<\/a> and, Telus (T-T)<\/a> as well as Bombardier (BBD.B-T)<\/a>.<\/p>\n

Here are the companies on Stockchase that are reporting earnings this week:<\/p>\n

👨‍⚕️ Healthcare<\/strong><\/p>\n

Aurora Cannabis (ACB-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Aurora\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAurora Cannabis (ACB-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ACB-T: Avoid the sector. High risk, speculative. Doesn't see catalysts to drive the sector higher, especially if Republicans succeed in the US election.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Protech Home Medical Corp (PTQ-X)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Protech\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tProtech Home Medical Corp (PTQ-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PTQ-X: (A Top Pick May 29\/20, Up 55%) Oxygen delivery. Recurring revenue model. Very strong outlook.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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SQI Diagnostics Inc. (SQD-X)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"SQI\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSQI Diagnostics Inc. (SQD-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SQD-X: They make life easier for large diagnostic test companies. It automates the testing process. They did a final financing. They've been working on this technology for 5 years.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Inmed Pharmaceuticals (IN-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Inmed\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tInmed Pharmaceuticals (IN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about IN-T: This is another company in the cannabis space. This is not a cannabis producer, it is a company that adds value in that space. They are mapping cannabinoids, looking for different formulations to treat different diseases.It is highly speculative, but he thinks there is opportunity for this type of company. He likes…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Neptune Wellness Solutions Inc. (NEPT-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Neptune\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNeptune Wellness Solutions Inc. (NEPT-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about NEPT-T: Doesn't know this well. They're in the cannabis sector, more in the extraction market, an area that will continue to expand. He's watching their progress in earnings.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Canopy Growth Corp. (WEED-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Canopy\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanopy Growth Corp. (WEED-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about WEED-T: Cannabis has had weak returns on capital and he has seen too much capital invested and destroyed. He doesn't see it as a space to invest in. Wants to see major consolidation and improvement in regulation.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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🏛 Financials<\/strong><\/p>\n

CT Real Estate Invest Trust (CRT.UN-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"CT\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCT Real Estate Investment (CRT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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United Corps. (UNC-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"United\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tUnited Corporations (UNC-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about UNC-T: Making changes to be able to invest more in foreign stocks. Wait to see how they do.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Clarke Inc. (CKI-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Clarke\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tClarke Inc. (CKI-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CKI-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research The stock has really jumped over the last month and the most recent news we see is relating to CKI renewing its NCIB (share buyback plan). CKI plans to buyback 5% of outstanding shares over the next year. Results vary significantly period-to-period…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Killam Properties Inc (KMP.UN-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Killam\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tKillam Properties Inc (KMP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about KMP.UN-T: Very well managed. Company size is in the top 5. Originally focused on the Maritimes, which has seen a lot of population inflows. Expanding into other markets in Ontario such as Kitchener-Waterloo. Likes that they're experienced developers, always improving. Energy-efficient, new construction. Not facing high-rent pressures of others.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Mainstreet Equity Corp (MEQ-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Mainstreet\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMainstreet Equity Corp (MEQ-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MEQ-T: Unique business model as a corporation, retaining cashflow and hunting for acquisitions. One of the best compounders out there, and definitely the best real estate compounder. Targets mid-market, where there's little (or no) competition.\u00a0Trades ~15x PE. Be cautious on the entry and exit. Buy and sell with limit orders, as it's a…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Morguard North American REIT (MRG.UN-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Morguard\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMorguard North American REIT (MRG.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MRG.UN-T: Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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RioCan Real Estate Investment (REI.UN-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"RioCan\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tRioCan Real Estate Investment (REI.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about REI.UN-T: Yield is 6%. Open air, grocery-centred. Very good centres and management. Some investments outside that core business in multi-family (where rental rates are contracting) and enclosed malls (HBC investment is an overhang). Still, distribution quite safe. Growth picture is quite bright, as they have levers to pull.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Allied Properties REIT (AP.UN-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Allied\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAllied Properties REIT (AP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about AP.UN-T: Attracted by the dividend yield, over 10% when she looked at it a year ago. Likes the downtown locations of its unique assets. Not convinced the worst is over for office space. Back-to-the-office momentum doesn't really encompass Allied's tenants.\u00a0Expectations for the last quarter are really high; more than likely they won't be…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Atrium Mortgages (AI-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Atrium\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAtrium Mortgages (AI-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about AI-T: (A Top Pick Mar 11\/24, Up 14%) More conservative than TF, and he owns both. Core position. Nice dividend. Not trying to shoot the lights out, just want to collect the income and reinvest.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Choice Properties REIT (CHP.UN-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Choice\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tChoice Properties REIT (CHP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CHP.UN-T: Really good company. Main tenant is Loblaw. 70% of business is retail, 25% industrial, and some mixed-use residential. Typically trades at a premium because it's defensive, now getting much closer to NAV of ~$15.25. Great balance sheet, solid management. Nice growth. Safe. Yield is 5.3% or thereabouts.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Colliers International Group (CIGI-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Colliers\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tColliers International Group (CIGI-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CIGI-T: (A Top Pick Nov 06\/23, Up 63%) There's still upside. CIGI has benefited from rate cuts, since CIGI is in real estate. Peer CBRE announced strong results two weeks including double-digit revenue growth. There seems to be pent-up demand in the market. They use economic downturns not only to buy companies, but…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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First Capital Realty (FCR-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"First\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFirst Capital Realty (FCR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about FCR.UN-T: (A Top Pick Oct 31\/24, Up 14%) Recession- and tariff-resilient. Very defensive. Lots of growth. Record-high occupancy levels of 97.2%. Renewing leases at 16%, above historical averages. Still lots of good upside.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Manulife Financial (MFC-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Manulife\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tManulife Financial (MFC-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MFC-T: Took profits not too long ago. Range-bound over last 12+ months. In the right spot, and aging demographics will help its asset management. Likes it longer term. Nice dividend yield of ~3.9%, expected to grow over time. He still owns SLF.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Morguard Real Estate Inv Trust (MRT.UN-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Morguard\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMorguard Real Estate Inv Trust (MRT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MRT.UN-T: Trevor Rose\u2019s Insights - Trevor\u2019s 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.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Smart REIT (SRU.UN-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Smart\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSmart REIT (SRU.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SRU.UN-T: Dividend close to 7%. Very defensive, and so distribution is high. Flipside of being defensive and with high occupancy rates is that growth of 1-1.5% is below inflation. Higher leverage means income doesn't translate to earnings potential. Better opportunities, especially in necessity-based retail.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Sun Life Financial Inc (SLF-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Sun\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSun Life Financial Inc (SLF-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SLF-T: Holding onto this one, despite selling MFC due to range-bound performance right now.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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TMX Group (X-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"TMX\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTMX Group (X-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about X-T: Investor's down 11%. Within the sector, all of the exchanges have been backing off over the last 3 months. He came out of this name partway through July. Below 200-day MA, and all MAs are moving lower. 70% of S&P companies have performed better over last 12 months. Laggard. Better opportunities.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Brookfield Asset Management (A) (BAM.A-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Brookfield\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBrookfield Asset Management Inc (A) (BAM.A-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about BAM.A-T: They own it in the Canadian portfolio. There is a big push towards alternative assets and they generate fees on and grow the quality assets they manage. This includes de-carbonization, wind and solar. It also has partnerships with data centres. They have a pretty meaningful presence in any infrastructure project around the…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Fairfax Financial (FFH-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Fairfax\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFairfax Financial (FFH-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about FFH-T: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason why stock's been doing better. Opportunity to term out its fixed income portfolio. Not a screaming bargain today, but makes sense as part of a diversified portfolio especially as we pivot away from banks and get…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Fairfax India Holdings Corp (FIH.U-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Fairfax\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFairfax India Holdings Corp (FIH.U-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about FIH.U-T: One of his highest-conviction investment ideas. Trades at a discount to NAV. A stock to buy for the next decade. India is the largest democracy on the planet, very young demographic, fast-growing economy. Lots of pro-growth and pro-business reforms happening.\u00a0Portfolio of $3.5B worth of different investments, both public and private. Crown jewel…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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H&R Real Estate Inv Trust (HR.UN-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"H&R\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tH&R Real Estate Inv Trust (HR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HR.UN-T: Hostile takeover. Diversified REIT that doesn't work very well anymore, as it tends to trade at the multiple of the least-liked sector it owns, and it has a lot of office. If you own, hold on, as today's press release indicated interest from multiple parties (and so a higher bid may come…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Rifco Inc. (RFC-X)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Rifco\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tRifco Inc. (RFC-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about RFC-X: Most recent quarter was a great one. ROE was 28%. With all the stuff that is happening in the marketplace right now, there are a lot of concerns about Alberta specifically, and you also have a lot of concerns about financials. Thinks they put in a great quarter. To be a buyer…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

🛍 Consumer<\/strong><\/p>\n

Canada Goose Holdings (GOOS-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canada\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanada Goose Holdings (GOOS-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about GOOS-T: Good proxy for health of consumers in Canada. Luxury item that is discretionary. Hard to excited about this style of business. Not seeing major spending from average population. Better options for investors out there.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Corby Spirit and Wine (A) (CSW.A-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Corby\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCorby Spirit and Wine (A) (CSW.A-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CSW.A-T: Ace Beverage acquisition got him interested. Some really nice growth coming, but not all segments are growing. So it's not going to give him the consistent 10-15% growth rate of a great company. Last quarter showed 9%.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Corby Spirit and Wine (B) (CSW.B-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Corby\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCorby Spirit and Wine (B) (CSW.B-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CSW.B-T: He doesn\u2019t know the seasonality on this, but the technicals show that it has been in an upward trend for quite a period of time. During the last little while, it has been in a trading range between around $19 and $22. It is not unusual for a lot of stocks in…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Restaurant Brands International (QSR-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Restaurant\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tRestaurant Brands International (QSR-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about QSR-T: She's nervous about the consumer, particularly in Canada. Highly indebted consumer is being more cautious on discretionary spending. If it were just Tim's, she'd be OK with it because she likes the trade-down economics. Burger King is still closing stores, lots of competition and margin pressure.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Yellow Pages Ltd (Y-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Company\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCompany Index \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Browse a daily summary of experts opinions on stocks and stock investment information.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

A&W Revenue Royalties Income Fund (AW.UN-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"A\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tA W Food Services of Canada IncInstrument Symbol (AW-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AW-T: (A Top Pick Feb 13\/25, Up 11%) It is well capitalized and has an almost 6% yield. He is looking for double digit returns and for a stock price of $50. Collects royalties and has 1000 franchises in Canada. Only 2 analysts follow it.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Canadian Tire Corporation Ltd (CTC-T)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canadian\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanadian Tire Corporation Ltd (CTC-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CTC-T: Owns ATD instead. They just announced a strategic loyalty rewards with Tim Horton's, a big step. They beat estimates last earnings. Have a growing loyalty ecosystem, but is concerned with big ticket items and the effect of tariffs. Sees 6% upside.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Canadian Tire Corporation Ltd. (A) (CTC.A-T)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canadian\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanadian Tire Corporation Ltd. (A) (CTC.A-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CTC.A-T: Well diversified. 200-day MA continues to push higher, with stock price above that (but has fallen to meet the 200-day with the Q2 miss). Cautious tone on health of Canadian consumer and economy, with our unemployment up. E-commerce and discount competition.He prefers DOL.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

D-Box Technologies (DBO-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"D-Box\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tD-Box Technologies (DBO-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about DBO-T: A disappointment. Pandemic has been the nail in the coffin for movie theatres and DBO's motion systems. Simulation and industrial segments have been profitable. Treading water right now. Long road ahead. Wait and see before stepping in.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Greenspace Brands Inc (JTR-X)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Greenspace\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tGreenspace Brands Inc (JTR-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about JTR-X: Doesn't know this company. Loves the space. Names with a good name, like \"green\" move well. They produce organic foods, and people are looking to eat healthier. Fancy name. Fancy products.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Input Capital Corp (INP-X)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Input\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tInput Capital Corp (INP-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about INP-X: They do canola mainly. At these prices the stock is so cheap. He sold because he was not seeing enough capital being deployed in Canola streams.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

🛢 Basic Materials<\/strong><\/p>\n

Canfor Corp (CFP-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canfor\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanfor Corp (CFP-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\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<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Canfor Pulp Products (CFX-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canfor\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanfor Pulp Products (CFX-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CFX-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research CFX has been on a steady downtrend. Revenue has been in decline over the last two years, free cash flow has gone negative and it has been operating at a net loss since 2019. Debt has been increasing as well and net…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

First Cobalt (FCC-X)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"First\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFirst Cobalt (FCC-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about FCC-X: Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Orvana Minerals (ORV-T)<\/a> Feb 11<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Orvana\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tOrvana Minerals (ORV-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about ORV-T: He owns it around these levels. They have mines in Bolivia and Spain and looking to acquire in Argentina. The property they just bought has costs of $500-$650 per ounce of gold. He is concerned about the revolving door on management. He does not know where gold prices are going to go.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Belo Sun Mining (BSX-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Belo\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBelo Sun Mining (BSX-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about BSX-T: They have a large Brazilian gold deposit. The problem here are indigenous people challenges there and a government contract that pays out a crazy amount to the managers. This payout is not aligned to the shareholders' interests. Then again, it's a cheap stock vs. gold in the ground.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Lion One Metals Ltd. (LIO-X)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Lion\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tLion One Metals Ltd. (LIO-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about LIO-X: Fiji is an interesting place. They have raised $85 Million last year when it was tough. If they get this thing going it will build up confidence. They are putting a relatively small scale gold mine into production while doing exploration. They should eventually get bought out.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Noranda Income Fund (NIF.UN-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Noranda\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNoranda Income Fund (NIF.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about NIF.UN-T: There is no dividend. Sales are up but earnings are less negative rather than positive. Earnings growth forecast for this year is zero.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Taseko Mines Ltd. (TKO-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Taseko\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTaseko Mines Ltd. (TKO-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about TKO-T: Does not own shares. Prefers companies companies with lower costs and higher return on capital.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

West Fraser Timber (WFT-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"West\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWest Fraser Timber (WFG-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about WFG-T: (A Top Pick Oct 17\/24, Down 23%) (All the past picks today were from October, when he thought we were late cycle. His view is that we've started a new cycle, so tech and consumer discretionary risk-on names should do better.)Usually a really nice trade if you buy at Halloween, sell at…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Western Forest Products Inc. (WEF-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Western\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWestern Forest Products Inc. (WEF-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about WEF-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research WEF has rallied with interest rates, which help the sector, but is still down 26% for the year and 37% over 52 weeks. Note the dividend was cancelled in November 2023 and none is paid currently. This week WEF announced it would…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Acadian Timber Corp (ADN-T)<\/a> Feb 12<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Acadian\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAcadian Timber Corp (ADN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about ADN-T: Unique company in Canada that gives investors a way to own an uncorrelated infrastructure-type asset. No sawmills, just a pure play on timber land. Many institutions and pension funds would have a small part of their portfolio in it. Pays a dividend.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Barrick Gold (ABX-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Barrick\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBarrick Mining (ABX-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about ABX-T: Paid $41, now ~$43. This name ranks right at the top of his rankings along with the other gold stocks. Hard for him to give specific advice on an investor's holding without knowing how it fits into the whole portfolio. Increase in the price of gold is increasing the earnings potential of…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Chemtrade Logisitics Inc. (CHE.UN-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Chemtrade\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tChemtrade Logistics Income Fund (CHE.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CHE.UN-T: Fantastic little company, well run, in a good space. YOY return of ~20%, and 3 years of 82%, is pretty decent for a little Canadian stock. Technically, quite good. Hasn't clipped profits yet. Could come back to trendline. Buys more every chance he gets. Small cap, so make sure it's the right…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Kinross Gold (K-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Kinross\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tKinross Gold (K-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about K-T: Investment has doubled, sell? Trades at 10-15% discount to peers, so there's re-rating upside. High geopolitical risk until sold Russian assets in 2022. Now 80% North\/South America focus. Has become more consistent with operational beats over last 2 years, and eliminated almost $2B of debt. FCF yield is over 10%.\u00a0Great assets in…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Pure Gold Mining Inc. (PGM-X)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Pure\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPure Gold Mining Inc. (PGM-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about PGM-X: $2.25 price target. Growing pains starting up a mine. He'd be averaging down. Issues always signal a really good entry point at cheap valuations. Have to be patient. This wouldn't be his only holding; he'd own it amongst at least 5-10 companies.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Sherritt International Corp. (S-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Sherritt\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSherritt International Corp. (S-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about S-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research It is certainly not beyond possibility. Bloomberg default ratio is 7.36%, which is very high for that indicator. Cash flow was negative in the last quarter, yet 12-month interest expenses were $36.1M net. With its small size and Cuban and other issues,…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Taiga Building Products Ltd. (TBL-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Taiga\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTaiga Building Products Ltd. (TBL-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about TBL-T: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock. Most of their exposure is in B.C. and Alberta where housing is still very strong. Thinks we're at the peak of a cycle so don't have it as a long…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Teck Resources Ltd. (B) (TECK.B-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Teck\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTeck Resources Ltd. (B) (TECK.B-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about TECK.B-T: (A Top Pick Oct 02\/24, Down 12%)December 9 is voting day for the merger. Long-term outlook for TECK.B on its own is very strong. If merger gets done, it'll probably become a very important copper name for institutional investors around the world. Disappointment in QB2 mine over the last year, and that's…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Champion Iron Limited (CIA-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Champion\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tChampion Iron Limited (CIA-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CIA-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research EPS came in at $0.24 beating estimates of $0.20. Revenue came in at $506.89M beating forecasts of $486.08M and displayed growth of 31% year-over-year. Profit more than doubled on a year-over-year basis coming in at $126.46M. The board approved the company's $470.7-million…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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First Quantum Minerals (FM-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"First\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFirst Quantum Minerals (FM-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about FM-T: Huge leverage to copper via giant mines -- but that works both ways, depending on which way copper goes. Giant mine in Panama was suspended, with no insight as to how this will be resolved. He'd prefer LUN.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Goldcorp Inc (G-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Augusta\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAugusta Gold (G-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about G-T: (A Top Pick Oct 12\/18, Up 2%) He still likes gold, Newmont (which acquired G-T) and Goldcorp.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Lundin Mining Corp. (LUN-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Lundin\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tLundin Mining Corp. (LUN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about LUN-T: Recommendations in the copper space. Depends what you're looking for. Big copper producers will be big cashflow generators and generate dividend growth and special dividends. For one name with that thesis, you could look at TECK.B. It will be an important stock for a long time, and the proposed merger should give…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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New Gold Inc. (NGD-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"New\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNew Gold Inc. (NGD-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about NGD-T: Collection of Tier 2 assets. Never been fond of Ontario assets. He likes higher quality. Could do very well with a rising price for gold, which tends to favour the marginal over the lower-cost producer.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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North American Palladium (PDL-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"North\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNorth American Palladium (PDL-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PDL-T: (A Top Pick Mar 15\/19, Up 17%) It was bought back in October and so he does not hold this any longer.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Silvercorp Metals Inc. (SVM-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Silvercorp\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSilvercorp Metals Inc. (SVM-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SVM-T: Part of syndicate that brought company to markets. Financials in China a little opaque, but company has been generous to shareholders through dividends and buybacks. Would recommend buying.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Winpak Ltd. (WPK-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Winpak\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWinpak Ltd. (WPK-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about WPK-T: (A Top Pick May 30\/23, Down 11.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WPK has triggered its stop at $39.\u00a0 To remain disciplined, we recommend covering the position at this time.\u00a0 This will result in a net investment loss of 9%, when combined with the previous recommendations.\u00a0 \u00a0\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Yamana Gold Inc. (YRI-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Yamana\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tYamana Gold Inc. (YRI-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about YRI-T: Uptrend occurring right now.Smaller than larger players in sector.Company trying to breakout.Hesitant to buy.\u00a0Give stock a chance to prove it can breakout.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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💻 Technology<\/strong><\/p>\n

Goldmoney Inc (XAU-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Goldmoney\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tGoldmoney Inc (XAU-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about XAU-T: He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Sangoma Technologies Corp. (STC-X)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Sangoma\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSangoma Technologies Corp. (STC-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about STC-T: The chart shows a massive spike up, massive drop, and now recovery in the past year.\u00a0 They likely paid too much for a company in 2022 and were trading at a high PE. He had added shares in 2023-4 after a new CEO started bundling products, focus on margins and integrated companies.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Shopify Inc. (SHOP-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Shopify\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tShopify Inc. (SHOP-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SHOP-T: He made some nice $$ on it as it reached former peaks. But the stock blew by those and took out old resistance of 2021 highs. That's a breakout, and it's bullish, so nothing wrong with this stock.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Computer Modelling Group Ltd (CMG-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Computer\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tComputer Modelling Group Ltd (CMG-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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.\u00a0Buy some today with a partial position, then add a second component on a further breakout,…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Constellation Software Inc. (CSU-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Constellation\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tConstellation Software Inc. (CSU-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CSU-T: These guys buy SaaS as their general business model. Some concerns in Silicon Valley and other places that AI is going to replace a lot of what SaaS can do. That could be a problem for a company like this one. It's been a great play for the past decade.Going forward, there…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Mediagrif Interactive Techn (MDF-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"MDF\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMDF Commerce Inc. (MDF-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MDF-T: (A Top Pick Sep 25\/23, Up 63%) It was bought out, an undervalued Canadian tech company as leaders in e-procurement in both Canada and the U.S. This stock was too cheap for too long, then KKR bought it last May. He thought the buying price was way too late.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Sierra Wireless (SW-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Sierra\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSierra Wireless (SW-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SW-T: He follows this, but does not own it. They just reported an earnings miss. He does not see their business model panning out on the financial statements. Now trading under $12, he expects more downward pressure.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Tucows Inc. (TC-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Tucows\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTucows Inc. (TC-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about TC-T: Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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⚡ Energy<\/strong><\/p>\n

Hanwei Energy Services Corp. (HE-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Hanwei\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tHanwei Energy Services Corp. (HE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HE-T: Generally not a fan of the Chinese inter-listed companies. He has a Short position in this one. There are better places to be.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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PrairieSky Royalty (PSK-T)<\/a> Feb 11<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"PrairieSky\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPrairieSky Royalty (PSK-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PSK-T: Second in line behind TPZ for what he'd want to own in terms of O&G royalty companies and infrastructure.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Birchcliff Energy Ltd. (BIR-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Birchcliff\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBirchcliff Energy Ltd. (BIR-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about BIR-T: He lkes the size of the company but it has leverage issues. Could be a beneficiary of consolidation in the U.S. He wants to see long term past success of management.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Cenovus Energy (CVE-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Cenovus\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCenovus Energy (CVE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CVE-T: Going to be lots of consolidation in the space, which has really good tailwinds. For the first time in many years, federal government is really intent on getting resources offshore. LNG Canada, despite delays, is up and operating.Cheap relative to group. Higher debt profile, but company aims to get it in line…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Tag Oil Ltd. (TAO-T)<\/a> Feb 13<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Tag\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTag Oil Ltd. (TAO-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about TAO-T: (A Top Pick April 23\/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn\u2019t like. This is a New Zealand oil\/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Encana Corp (ECA-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Encana\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tEncana Corp (ECA-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ECA-T: Just beat earnings and have increased production. Cheap valuation compared to peers. But it's getting more expensive heading into 2021. There's no growth here, but that goes with the entire oil patch. The real issue is will they survive. Their balance sheet is getting better, but still high for a blue-chip name.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Inter Pipeline (IPL-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Inter\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tInter Pipeline (IPL-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about IPL-T: In the midst of a bidding war. More of a hold than a buy. Prospects for material upside are not very high. Better opportunities elsewhere. If you made profits, take some and invest in something like GEI or even TWM, if you have a higher risk tolerance.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Precision Drilling (PD-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Precision\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPrecision Drilling (PD-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PD-T: (A Top Pick May 23\/24, Down 37%) He sold this around $90. It's tied to the fall in oil prices as drilling activity slides. Shares are at a 28% free cash flow yield, but he isn't confident about that figure. Revisit this in maybe 6 months after the market absorbs OPEC oversupply.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Superior Plus Corp (SPB-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Superior\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSuperior Plus Corp (SPB-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SPB-T: Recent acquisition got them into compressed natural gas and renewable nat gas. Belief is that propane has matured, but alternative energy is emerging as a growth area. Erratic earnings. Plunged substantially.\u00a0Total compounded shareholder return for a decade is just over 1%; over 20 years, it's 0.5%. You're trading income for capital. Yield…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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TransCanada Corp (TRP-T)<\/a> Feb 14<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"TC\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTC Energy (TRP-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about TRP-T: (A Top Pick Sep 05\/24, Up 40%) This market will make anyone look good \ud83d\ude42\u00a0 One of the largest pipelines in NA, focused on natural gas. Strong future, as access to overseas markets will allow those markets to reduce reliance on coal, for example. We still need to source power when the…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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🚚 Industrials<\/strong><\/p>\n

Ceres Global Ag (CRP-T)<\/a> Feb 12<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Ceres\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCeres Global Ag (CRP-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CRP-T: (A Top Pick April 3\/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Boyuan Construction Group Inc (BOY-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Boyuan\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBoyuan Construction Group Inc (BOY-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about BOY-T: This is a funny one. The book value is $4.80. They started a few more projects in China. It is not for him, but he can see why somebody would like it.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Waste Connections (WCN-T)<\/a> Feb 13<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Waste\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWaste Connections (WCN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about WCN-T: This industry has its cycles. Will be more business as they expand. No comment on its valuation. Are well-positioned in the waste business, where they are a leader.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Bombardier Inc (B) (BBD.B-T)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Bombardier\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBombardier Inc (B) (BBD.B-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about BBD.B-T: Pleased with performance. Continues to like. Runup this month due to contract to deliver 50 aircraft. Pure play on private aviation. A generation or half a generation ahead of competitors in medium- and long-range aircraft. It's the best on a range of metrics, and its money-is-no-object customers don't comparison shop. After-market parts…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Toromont Industries (TIH-T)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Toromont\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tToromont Industries (TIH-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about TIH-T: Is a lot of excitement baked into this stock and its peers, given the big building projects that will happen. The PE is too high, so would wait for a pullback. The big projects won't happen until later that some expect, he thinks.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

📱 Telecommunications<\/strong><\/p>\n

Telus Corp (T-T)<\/a> Feb 14<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Telus\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTelus Corp (T-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about T-T: His firm buys market leaders in sectors that are being positively revalued. Multiple in this sector has been contracting for a long time. Big question is where does revenue come from? Very hard to turn around a stock in a weak sector that's underperforming.\u00a0If you can't rally in a bull market, what…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n

Use this list wisely to identify buying opportunities.
\nHappy trading !!!<\/p>\n","protected":false},"excerpt":{"rendered":"

The markets have been doing well, and investors are keeping a close eye on this week\u2019s earning reports from a great number of Canadian large-cap stocks. Cannabis giants Aurora Cannabis (ACB-T), and Canopy (WEED-T) are both reporting their earnings this […]<\/p>\n","protected":false},"author":9,"featured_media":22891,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cwp_meta_box_check":"","cwp_rev_product_name":"","cwp_rev_product_image":"","wppr_links":[],"cwp_rev_price":"","wppr_options":[],"wppr_pros":[],"wppr_cons":[],"footnotes":""},"categories":[36],"tags":[],"class_list":["post-43661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trending-stocks"],"wppr_data":[],"_links":{"self":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/43661","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/comments?post=43661"}],"version-history":[{"count":0,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/43661\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media\/22891"}],"wp:attachment":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media?parent=43661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/categories?post=43661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/tags?post=43661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}