Earning Reports to Watch (Jan 28-Feb 01)

Opinion about AVL-T: He shorted the name a couple of years ago, but has almost no position now. It is highly speculative. There is a lot of resource and it will take a lot of money to take it into production.

Opinion about ER-T: They haven't indicated a discovery in the St. James Bay area, though he likes the management and this part of the world for exploration.

Opinion about FCC-X: Cobalt is attractive but this is not a cheap producer, because they're in Canada and not Russia or Congo.

Opinion about SIR-X: Where it goes from here will depend on what they get from more drill results. Initial indications were very positive.

Opinion about VIT-X: They just partnered with a private equity group. The company is now 45% owned by private equity. They completed their first pour in the Yukon and are moving towards commercial production. The problem is the private equity partner will have a lot of say in the operations. This will keep him out…

Opinion about EAS-X: (Market call minute.) A microcap stock and will be a bet on much higher gold prices and their ability to navigate through the problems in Indonesia.

Opinion about FMM-X: Has one of the better geologists in the Pacific Northwest. Focus on Lucky Shot is a mistake. Could find a joint venture partner who would come in and develop without them having to do it. Doesn't think they have the experience/capacity to develop it themselves.

Opinion about GOLD-T: Well-run. When the gold price moves, this will too. Own it if you believe this will happen and are patient. Long-term.

Opinion about MX-T: 8/10 on value. EPS down 32% YOY, revenue forecast to be down 5%. Moderate buy on the street, with significant upside target of 38%. Well below 50-day MA and below 200-day MA. Wait for a solid turnaround to see conviction that it's trending upward. Decent dividend yield.Reports July 30, hinting at potential…

Opinion about RFP-T: It has not done anything special except to be in the right place at the right time. There was a huge demand pick up for lumber. Lumber has a strong seasonal period. Lumber companies and home builders tend to under-perform starting now. Given the run in this one he would put a…

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 OSB-T: Doesn't follow the name super closely. Positives in the industry. Good growth trajectory. Still a good name but volatile, as it's tied to the price of the commodity. Low interest rates should benefit it.

Opinion about MBA-T: (A Past Top Pick on April 26, 2017, Down 5%) They build student housing very well and there's currently a shortage in the west. They make a 10% EBITDA margin on these schools. In addition to revenues, they benefit from the asset value is rising in those projects. They have several the…

Opinion about CNR-T: Attractive today. Makes sense in the narrow sandbox of Canada. Assets are pretty robust. Prince Rupert expansion should help volumes.However, take a closer look at UNP.

Opinion about XTC-T: Trevor Rose’s Insights - Trevor’s 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  revenue, $120M in EBITDA, and EPS of approximately $1.50.…

Opinion about PEO-X: (A Top Pick Apr 24/18, Up 21%) Organic growth is 9-11% annually for the least few years, excluding acquisitions. Impressive. They just had a great quarter. They're doing the right things and setting themselves up to be the premiere benefits company.

Opinion about MRU-T: Consumer staples have not kept up with the market, perhaps over inflation concerns. Politicians scream about the price of groceries, where margins are so thin.  He would continue to look at this. Are well-position in discount grocers through Food Basics where there is more and more business.

Opinion about LXX-CN: He's watching it and will visit them in July. Everyone is looking into THC beverages with a shelf life. They've signed deals in the U.S.

Opinion about RSI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Stagflation, or simply inflation, would likely hurt the stock quite a lot as investors would seek higher-paying alternatives. The lack of dividend increases would hurt its appeal in such a scenario as well. The company has not had an annual loss since…

Opinion about GIB.A-T: Investor parents in late 80s, this name is down this year. Price target ~$155. Adviser pushing to sell and move into silver. Son is worried. Every client situation is different. For example, do these investors have their income needs taken care of or are they close to the edge? So he'll just…

Opinion about CLS-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Analyst estimates continue to trend higher, sales and earnings growth are strong, and margins are expanding. It trades at a forward earnings multiple of 44X, which is not cheap, but this is a company that is benefiting from the AI revolution and…

Opinion about OTEX-T: If you own it, hold on, but look for places to add at better levels -- $33 and, if you're really lucky ~$29. Embraced AI in a big way, which is expanding its own business as well as its clients. Able to maintain double-digit recurring growth rate.His caveat is that, from the…

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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…

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 OGI-X: Flies under the radar, not top tier because of its size. Tremendous respect for management team. Very efficient, and that's probably why BATS invested. Will be one of the fastest growing sectors in next decade.

Opinion about VGW-CN: (A Top Pick Mar 15/19, Down 24%) He still holds it in the portfolio, but had taken some out at $4 per share. He is looking to add to the cannabis sector again following the consolidation. He holds an $8.25 target. They are producing a CBD and THC beverage.

Opinion about QIC-X: A really interesting little company. Pretty small, but reminds him a lot of Nobilis Health (NHC-T), which was a Top Pick in the past. Have bought some ambulatory surgical centres in the New York State area, and they are going to continue to roll those up. These are typically started by doctor’s…

Opinion about FDI-X: They have finally inked some very significant deals in the last 3 months, which is why the stock has doubled since then. Thinks there is pretty good opportunity. One of the challenges is that there is only one analyst covering it.

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…