If this is your first time reading my monthly WWW articles, it is one where I look ahead to companies earnings which are expected to be released to investors over the next thirty or so days.
April and May are typically very busy reporting periods as those involve companies with a traditional December 31 year end. June and July are certainly much lighter in terms of stocks to choose from, but I will speak to the following ten companies with market caps ranging from $6M to $6B.
Avant Brands AVNT.TO, Firan Technologies FTG.TO, Aritzia ATZ.TO, Telescope Innovations TELI.C, California Nanotechnologies CNO.V, NameSilo Technologies URL.C, ESE Entertainment ESE.V, Canaf Investments CAF.V, CanadaBis CANB.V and Velan Inc VLN.TO.
Since this will be a shorter version and to give my free subscribers some insight into what this monthly piece is all about, here is some of what I said last month and what worked and what didn’t.
ZoomD Technologies (ZOMD.V), also a 2025 Wolf Pick was called out as a Buy Zone in the article. At the day of writing the stock traded at 74 cents. It moved to 81 cents before earnings and closed yesterday at $1.25 for a 69% win.
Happy Belly Food Group (HBFG.C), a 10 bagger from my 2023 Wolf Pick, also identified a Buy Zone opportunity from $1 - $1.06. It currently trades at $1.15 but I believe that buy zone could again come into play prior to their next earnings.
Biorem Inc. (BRM.V) was another buy zone selection. While their earnings were on the disappointing side, the stock is up about 11% but that is more due to post financials news (buybacks) than the earnings themselves.
Northstar Gaming (BET.V). I referred to this one not as a Buy or Danger Zone, but as a Twilight Zone. It was trading at 6 cents and as of close yesterday is down 25% at 4.5 cents.
I faded, or passed on the following stocks leading into earnings:
BluMetric Environmental (BLM.V) - $1.70 at earnings and closed at 1.38 yesterday, down 19%
Hydreight Technologies (NURS.V) - $1.84 at earnings and closed at $1.63 yesterday, down 11%
Sabio Holdings (SBIO.V) - $0.57 at earnings and closed at $0.46 yesterday, down 19%.
Buildirect.com (BILD.V) - $1.41 at earnings and closed at $1.32 yesterday, down 6%
Tornado Infrastructure (TGH.V) $1.78 at earnings and down 5%
On the not so good side, I also called out Now Vertical (NOW.V) as a potential Buy Zone opportunity. It traded at 61 cents on earnings day, now sits at 59, but dropped to as low as 49 cents post earnings. This may be the last that I speak about them, but I have made that declaration before.
I also had ADF Group as a likely Danger Zone selection. While the earnings were indeed disappointing dropping 50% on the revenue line, profitability and a bullish second half sentiment surpassed expectations, and the stock is up 16%. As a 2025 Wolf Pick, I wasn’t disappointed to be wrong on that one.
Let’s get into the June version.
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