Weekly 52-Week Low (or 52-Week High): BDT-T, BN-T, YES-X, SPB-T and More 52-Week Highs and Lows (Oct 09-15)

Opinion about ANRG-T: It took on a lot of debt after the IPO in 2021 and almost failed but are now re-capitalized and can turn around. The new chairman continues to buy stock. It is in the renewable natural gas sector where organic waste is turned into energy. Has $260 million in backlog and revenue…

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…

Opinion about BDT-T: One issue is that every once in a while they take a fixed-price contract and lose $$ on it. A risk that keeps the valuation low. Sector should have some growth with planned infrastructure spending. Needs a bit more consistency in execution and meeting estimates.It's just OK. He prefers the larger companies…

Opinion about DBM-T: Supplier to HD. Has gone down on recessionary fears. One of the big holdings in his income fund. Canada and US need to build more houses. Well run. Not a risky business. Big fat dividend yield of almost 9%.

Opinion about IMP-T: At the top of his watch list. A new CEO revamped sales and product strategy. On its way to high recurring revenues. A small company though.

Opinion about MCB-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research MCB provides services and equipment to the energy sector, such as drilling equipment and replacement parts. It also makes heavy-duty trailers. It is small at a $116M market cap, and cheap at 11.5X forward earnings. It has a decent dividend yield of…

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…

Opinion about WSP-T: Why the downturn today? Doesn't know why it's down 3.6% today. WSP is extremely well managed, therefore commands a premium valuation.

Opinion about AD.UN-T: (A Top Pick Oct 04/24, Up 8%) Has long been a fan. Gives exposure to private equity and pays a decent yield. Has done well over the years. Trades just under book value. Still strongly recommends it.

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about ARE-T: Lots going on in the construction and infrastructure space, and this name will benefit. Trades at significantly lower multiple to peers, but that multiple should slowly increase over time as they get rid of cost-overrun projects. It'll be just in time for large-scale infrastructure and nuclear (where Ontario's at the forefront globally)…

Opinion about AX.UN-T: Diversified across type and geography. Recent announcement would see it effectively sold at 44% discount to integral value. Distribution moving from monthly to quarterly, and much lower. Definitely avoid.

Opinion about BAM-T: Chart shows a bit of a basing pattern. Has gone sideways this year. Lets you stand on the shoulders of people who can see a bit further in this world and are good at picking up investments. Core holding, buy today. He also owns BN. See his Top Picks.

Opinion about BN-T: Big drop of ~$30. The stock hasn't actually dropped that much. Not a stock split, but there has been some corporate activity among the Brookfield names. You'll have to read the corporate information to get the details. Your platform will eventually adjust the numbers appropriately.The reasons you held BN yesterday are the…

Opinion about BTB.UN-T: Most exposure is in Quebec. Lots of office space exposure. But could see a business turnaround. Would recommend buying and holding. 

Opinion about CF-T: Management wants to buy it out but there are two conflicting groups of shareholders. The employee shareholders want the lowest price possible while the outsider shareholders want the highest price possible. This type of conflict is not good. Value it as a whole, not on the split-up of parts.

Opinion about CIX-T: (A Top Pick Sep 11/24, Up 86%) (Taken private 12 August 2025.)

Opinion about CWB-T: Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Opinion about DF-T: Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

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 DIV-T: Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

Opinion about EFN-T: They delivered another strong quarter: cash flow, steady earnings and managers buying back shares. Are moving into smaller fleets and a new platform involving AI to make fleet management more efficient. Is a steady compounder. Now is a good entry point. (Analysts’ price target is $41.80)

Opinion about ENS-T: In general, he doesn't like split shares or different structures. Usually these "splits" are made up of common and preferred shares, and he's not a fan of preferreds. If he wants income, he'll just own stocks that pay dividends or buy an income product.Keep it simple. If you like ENB, then buy…

Opinion about EIT.UN-T: It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Opinion about EQB-T: Is the bank most exposed to mortgages. Their most recent pullback is due to macroeconomics, the ability of mortgage holders to pay their mortgage holders to renew their loans at much higher rates. The valuation is too high for him.

Opinion about FFN-T: There is a capital portion and an income portion. You have to careful with a split share corp so check with your financial advisor, The capital share part can be extremely volatile. 

Opinion about FSV-T: Compounded its way to extremely high valuation. Well run. Great serial acquirer. Trying to get into renovation and disaster restoration. Lumpy segments. Thinks roofing will be a home run.

Opinion about FSZ-T: It has been weaker in recent months with some challenges with institutional profits. Fees are tied to the asset management business and there has been pressure on fees in the industry. It will have to grow its mandates and investments longer term. Pays a nice dividend.

Opinion about FTN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about IAG-T: (A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Opinion about IGM-T: (A Top Pick Mar 06/25, Up 32.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM has achieved its target at $51.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $40) to $47.  

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 LFE-T: This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having…

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.

Opinion about NA-T: Good performer. Nothing bad to say. He owns other names as longstanding positions.

Opinion about WED-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WED is a Canadian investment company, specializing in providing long-term capital to businesses operating primarily within the global financial services industry. WED has performed strongly this year, up 44.87% year-to-date and 50.6% over 52-weeks. Q3 results were solid with net profit at…

Opinion about ZDC-X: Really likes it, and so do his firm's fundamental analysts. Strong fundamental story. Technicals are awesome. Good run. Add on weakness. Expect a consolidation or correction in next month or two, and that's when he'd be looking to add.

Opinion about E-T: Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.

Opinion about ENB-T: He's been cautious on the pipes. The pipeline ETF in the US is hitting RSI new lows for the year, as are a lot of the pipes in Canada (including the best-performing one, ENB). Price chart looks fine, relative strength is weak. Fine for the yield.People looking at long-life, more-utility-type assets are…

Opinion about GEI-T: A higher-quality player that you could put $$ into today. 

Opinion about IMO-T: Stop-loss of $118? Difficult time, as a lot of people lost their jobs in Calgary. Others were told they can keep their jobs if they move to Edmonton. Tricky for those people.Oil prices have been weakening over last 2 weeks, and it's affecting everybody. Stock price has more to do with that…

Opinion about KEY-T: Bought at $25. Sees it going further. Likes it. Pays attention to its balance sheet and grows its cashflows. Some are concerned about % of revenues from marketing business. But with the Plains acquisition, marketing exposure is hedged. Very solid management, good growth opportunities. Hold, with no problem buying here.

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about SES-T: One business is transmission -- stable, secure, predictable, about 20% of total. Waste business is the other 80% -- cleaning up in oil & gas segment, stable and recurring. Trades at 12x PE, in line with the energy services business (except it's a waste management business, which trades at twice the multiple). The…

Opinion about TPZ-T: Very tied to TOU, in terms of royalties and infrastructure. TOU is reducing its stake over time, which should help trading liquidity. Well run. Likes gas processing and royalty assets. He owns similar companies in the space, but those don't have concentrated exposure to one company. Add on weakness, don't trim here.

Opinion about TRP-T: (A Top Pick Sep 05/24, Up 40%) This market will make anyone look good 🙂  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…

Opinion about ASM-T: Challenges with cartels in Mexico.Long history of development in Province.Socialist orientation of Mexican President a worry.Does not own shares at this time.Concerned about inventory & reserves.Drilling results have been fairly strong.Would prefer companies with larger reserves.

Opinion about ETG-T: In Mongolia. Fairly illiquid. He's a fairly large shareholder. Time is on your side. Development is drifting their way. He anticipates a takeover transaction at some point.

Opinion about GFG-X: Some of the people behind Gold Standard Ventures, are behind this one as well. If you follow success in this industry, you will do relatively well. They raised a lot of money for Gold Standard Ventures and it has done well. It is probably in the 8th-9th inning before it gets bought…

Opinion about KNT-T: It has done really well in developing the gold mine in Vancouver and increasing production.. Owned it in the past but not now. Likes it.

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 MAG-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think MAG fits the bill. Its Mexican (safe) mine only recently went into production, and 2024 will be the first year of material revenue/cash flow for the company. The stock is acting well this year as it gets re-rated as a…

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Opinion about OR-T: (A Top Pick Mar 11/24, Up 67%) Everybody loves gold now. Still only trades at 1.1x NAV. Cheaper on valuation than AEM, and still growing. Gossip that one of its downed mines might come back, so that's a catalyst. He'll always have an allocation to gold. See his Top Picks.

Opinion about STLC-T: In the middle of a long-term range. Yesterday's news looked very positive. Good, solid support around $38. Potential to get to $50 before it stalls out, in a 3-6 month timeframe. Get out if drops below $40.

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. 

Opinion about TXG-T: Has traded at a big discount to the group for a long time, then made a big move the past year. One Mexican mine is shutting down naturally, but will be replaced by another mine, so they aren't losing production levels. Have extended reserves overall to maintain production mid-2030s. Are generating free…

Opinion about USA-T: Junior speculative. Not profitable. At the price for gold and silver today, if a company's not profitable you have to ask why. He doesn't play penny stocks, and certainly not in the junior mining area. A very challenging asset class; he learned his lesson 35 years ago.

Opinion about ARU-X: (A Top Pick Aug 20/08. Up 22.3%.) Acquired by Kinross (K-T).

Opinion about BEW-X: Caught attention of market as numbers continued to ramp up. Very big move, now consolidating. Will probably eventually get taken out for its technology and customer base. Trades thinly. May itself be looking for a small acquisition.

Opinion about DOL-T: Will be affected if Trump doesn't do a deal with China, because that's where they get their stuff. That's as far as he's going to go on fundamentals; charts tell us everything we need to know. Chart shows the uptrend, and then the arc off trendline is a parabolic move. He'd bet that…

Opinion about GIL-T: A cheap, vertically integrated supply chain gives them an edge and moat. They grow by simplifying their products, optimizing factories and keeping prices sharp. This has expanded margins as peers struggle. Are a defensive play. Sees 16% upside. (Analysts’ price target is $92.10)

Opinion about PRMW-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Pure-play water exposure; sustainability trend. Strong position globally; renewed water focus. Attractive valuation; good dividend. Debt recently lowered but still high. Unlock Premium - Try 5i Free

Opinion about TCL.A-T: Printing is in decline. Trying to get into packaging. Stock's always been cheap, but it's not a growth market. Instead, look at DCM.

Opinion about DSG-T: Is a nichy Constellation Software, concentrating on software for supply chains. The stock has seen strong growth, but at a high multiple. Tariffs are hurting short term, but should be good long term. Too nichy for him.

Opinion about MDA-T: On his watchlist. Chart shows a cup formation with a handle. Perfect. Then it went parabolic. Stock's gapped down. He thinks it'll pull back to old support near $30.

Opinion about NVEI-T: Has lagged the Canadian tech sector. Used to own, wouldn't be back in soon. On its recent partnership with ADBE, he tends to own the big payment systems like MA and Visa, big beneficiaries of the resurgence in the economy. 

Opinion about PRL-T: Scores 7 for fundamentals. The street targets 44% upside. Revenues are up 42% and net income 67%. Continue to hold and ride it out. Has a strong tech platform that's expanding to the UK. Non-prime lending is a little risky. 

Opinion about QUIS-X: He follows it. Has $100 million market cap, small, based in Toronto. They re-sell Microsoft Solutions and PayiQ. They rallied during Covid, then fell back to Earth. The price target is 40 cents.

Opinion about SIS-T: Accessibility industry. Considered a discretionary name, but she sees it as needs-based. The aging population wants  to age at home gracefully, delaying moving into a retirement home as long as possible. Poster child for tariffs, but many products are FDA-regulated (and, so, tariff exempt).  Stock's now about where it was prior to April…

Opinion about VHI-T: They have a big M&A pipeline and can continue to deploy capital. It sold off, because they bought 2 large companies and they take a while to integrate, a few quarters. Will be fine after this integration.

Opinion about EXRO-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company saw a big pop in 2021 on EV hype for the Coil Drivers it sells. It has never really had significant revenues or positive free cash flows. If EV demand booms the stock could do better, but overall we are…

Opinion about YES-X: The company is into reducing carbon levels and removing sulphur from natural gas. He is a close friend to one of the company principals. An exceedingly illiquid stock.

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. Total compounded shareholder return for a decade is just over 1%; over 20 years, it's 0.5%. You're trading income for capital. Yield…

Opinion about NFG-X: When he looks at the charts and plans, he's unable to tie the drill holes together to make a coherent deposit. Note that his former partner and mentor, Eric Sprott, feels very differently about this one and is a very large shareholder, and he's made a lot of money being right.