RISKY

It's losing money, but generating $364 million in revenue the past year. They plan to launch a reusable rocket next year.

RISKY

Has contracts with NASA for 6 satellites, had $203 million in revenue over the past year, and 359% revenue growth in Q3.

BUY

Has nuclear exposure, but little. It's expensive, but GEV has natural gas turbines connected to data centres, so it's solid.

DON'T BUY

It's made promising advances in small-form reactors, but loses money on weaker sales.

DON'T BUY

Very profitable, but growth is too slow.

DON'T BUY

It's a big data centre play, but is losing a lot of money.

DON'T BUY

Profitable, but has little growth.

DON'T BUY

It operates one of the few commercial uranium mines in the US, but has trouble making a profit.

DON'T BUY

Too expensive.

DON'T BUY

Is losing money, has little revenue.

DON'T BUY

Small revenue base, losing a lot of money.

DON'T BUY

Low revenues, losing a lot of money.

HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Following the stock's pullback amid the CEO's departure, several analysts have increased their price targets on the company today, and we view this pullback as a good long-term buying opportunity. We continue to view the company as a high-quality name, and while there is increased uncertainty around its future given the CEO's departure, it has had four CEOs since 1984, all while its shares have generally traded up and to the right.
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PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

National Bank has made ECN a Top 2025 pick. The company has a high degree of leverage to interest rates and the economy. If rates decline and the economy holds up, it certainly could do well. Consensus calls for 75% growth in 2025. We think it can be owned, but it is a small company and higher risk. 
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HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Insider selling is never a 'great' sign but there can be lots of reasons for it. Insiders still own more than $200M in stock. We can also live with a bit of insider selling on a stock that has risen 41% in the past year. The future will likely still be dictated more by copper prices than any trading activity. EPS is expected to more than triple in 2025. If CS can achieve this growth, the stock should do well. 
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