BUY

Canadian stores, but worried about depreciating currency hard on the companies bottom line. Although company has done an amazing job opening stores - would wait to buy. Depends on currency risk. Would be a good long term hold of 5-10 years. 

BUY

Excellent company. One of the better operated companies in the Canadian basin. Would wait on Trump tariff announcement before buying. Overall, a very good company. 

BUY

Must own company. Company has done a fantastic job. Very good management team. Ability to generate cash flow incredible. Could see a correction in the stock price - but is excellent company for the long term. 

BUY

Fantastic company. Stock performance has been incredible the past 10 years. Mistake has only been to sell shares. Would recommend buying and/or holding. 

BUY

Anti-trust crackdown a risk, but overall an excellent company. Lowed valuation within Mag 7 cohort. Would recommend buying and holding. 

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

TWLO does not report until Feb 14, but it reported preliminary numbers. Revenue growth is expected at 11%, vs 8% estimates. 4Q income is expected to be above guidance. A $2B share buyback was approved. 2025 organic revenue growth is expected to be 7% to 8%. Free cash flow is expected to be at least $825M. These were solid prelim results and outlook. Things look good here for sure, but full details will be available next month. 
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RISKY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Its strong momentum is certainly continuing, now up 48% in 2025 already. It has signed more contracts, and expanded its georgraphic base. Its raised $8M late last year. Many of its contracts are still in the pilot phase, but certainly it is very busy. It has issued a lot of press releases, and we might prefer a more quiet approach. In its last report it had mimimal revenue still, about $2M cash, and reported an operating loss of $2.3M and a net loss of $4.8M in the first nine months of 2024. Operating cash flow was negative $2.2M. So, our earlier comments on revenue/cash flow still very much apply. There remains financial risk here. But, on the plus side there are the contracts, momentum, and a bit of insider buying. Market cap is now $134M, and typically above $100M more investors start to look. We think it could be bought as a 'basket' approach with several other small caps, but would still be a but reluctant to give it full endorsement while cash flow remains negative. 
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PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

DNG is a decent small cap ($225M) and the stock rose 59% over the past year. The last quarter was good and the sector outlook remains positive. The balance sheet is clean with $42M net cash. Insiders own 9.5% directly; Red Oak Partners owns 13.9%; Iolite Partners owns 10%. Considering the valuation of only 8.5X earnings, the 2.58% dividend (raised in December), the balance sheet and expected 10%+ growth this year, the strong financial position and outlook, we would consider it a solid small cap buy for investors interested in the mining sector.
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COMMENT
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Uncovering Investment Gems: No Analyst Coverage

Look for companies that have absolutely no analyst research coverage. At times, this can be a red flag: maybe there is something at the company that analysts don’t like, so do not bother covering the company at all. But no coverage can also create opportunities. Owning a stock with no brokerage talking about it can often work out very well when they do start talking and promoting the company. It is surprising sometimes how little attention some companies get from the Street. IES Holdings Inc., for example, is a US$5 billion company in the electrical contracting business. Despite its stock being up 200 per cent in the past year and more than 20 per cent this year already, it has not a single analyst covering the stock. Zoomd Technologies Ltd. in Canada is much smaller, with its market cap at publication at about $85 million, but you would think that its more than 1,000 per cent gain in the past year might attract at least some attention. But no, not a single analyst.
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BUY

It reports Monday. He's long liked it, but short-sellers keep it down for no reason. He expects good numbers. Likes the CEO.

BUY

It reports Monday. Since Verizon's report didn't stink, he expects AT&T to be fine.

DON'T BUY

It reports Tuesday. As usual, they will deliver great numbers, open well, then shares will drift down. It the end, it sells cars and the market cares only for Tesla (which has nothing to do with the car business).

WEAK BUY

It reports Tuesday. Maybe buy it after the conference call. The new CEO did a great job to turn around Chipotle.

BUY

It reports Wednesday. Shares have been weak, but is set up perfectly for a post-quarter rally.

BUY ON WEAKNESS

It reports Wednesday. They will report and shares will fall after hours--and buy it then. It will rally first thing the next morning. This happens over and over because short-sellers push it down. NOW doesn't miss reports.