Earning Reports to Watch (Jan 21-25)

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 CP-T: CP vs. CNR CP is the better value on price to growth, though CNR still does work. Don't be in any hurry to buy the rails. You can hit nice singles with them if bought at the right time.All the transports have had a tough time -- JBHT just guided lower the…

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 NG-T: Leveraged call on gold. Very large, undeveloped deposit with very high upfront capital costs. If gold price continues to do well, will ultimately find a partner to put its asset into production. If gold price doesn't do well, value trap.

Opinion about TK-X: They have quality zinc deposits in Peru, but the zinc price is the issue, so is it a good time to sell it now? They will drill another 10,000 meters so find more high-grade. He escapes a scoping study by end-June. Has a flat chart though, reflecting the low zinc price. Zinc…

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 SCR-T: It is not a bad name with a long reserve life index. Assets are dispersed and he prefers MEG with a better asset profile and one major asset.

Opinion about RCH-T: Spike on the chart is quite interesting. 1-year chart shows 2 lows, the most recent one higher than the previous. So this is a place to hang your hat. Down almost 12% YOY. Today is a bad market tape, yet this stock's up. That tells you something -- either investors have nowhere…

Opinion about RCI.B-T: Whole sector struggles on its growth outlook. He chose this one because, at 10x PE, it has the lowest valuation of the peer group. Massive hidden value with sports assets. Pretty robust dividend.