November WWW - "What's Wolf Watching?"
Upcoming Earnings Previews - Buy Zones Opportunities and Danger Zone Pitfalls
Over 1500 companies will be reporting their quarterly or annual financials within the last couple of weeks in November - one of the busiest reporting periods of the year for microcaps.
As with all points in time, the vast majority of those will be Venture and CSE shitco’s not worthy of anyone’s time. But I’ve sifted through most of them and will discuss the ones I find most interesting.
After parsing out the ones we can safely ignore, a majority of the ones left will be reporting on their third quarter. I always find these to be the most impactful reports of the year, particularly for those who report on the junior exchanges. My rationale for that is the length of time between being able to evaluate their Q3 and Q4/YE results. For companies reporting over the next two weeks, it could be up to five months before we can evaluate their financial and fundamental performances again due to the extended schedule junior exchanges allow for year end reporting.
Therefore a poor performance in Q3 poses more risk than a Q1 report in May or a Q2 report in August. It also comes at a time when investors are pondering tax loss selling decisions and a shitty Q3 may just be the deciding factor for some.
I anticipate this will be one of my longer articles of the year. This will also be my last WWW article of 2025 as the feature article in December will be my 2026 Wolf Picks.
Before we get into the new stuff, let’s take a look back at what I had to say in last month’s earnings preview.
The Good:
DBO.TO - D-Box Technologies - up 58% from my Buy Zone call and up 357% from my February Seal of Approval pick.
DPRO - DraganFly Inc. - down 45% from my Danger Zone
XLY.TO - Auxly Cannabis - Buy Zone/Sell the news turned into a 41% swing opportunity.
TMG.V - Thermal Energy Group - Down 14% from the Danger Zone call
ZTE.V - Ztest Electronics - Down 10% from the Danger Zone call
NPTH.V - Neupath Health - 16% up from Buy Zone
IFA.V - iFabric popped 16% on earnings day from the Buy Zone
The Not So Good:
WELL.TO - Well Health - down 16% from my Buy Zone call
PSD.TO - Pulse Seismic - down 16% from my Buy Zone call (more to do with conference call commentary than results in fairness)
I’ll be discussing the following this month:
Glow Lifetech
ZoomD Technologies
Namesilo Technologies
NorthStar Clean Technologies
MTL Cannabis
Total Telcom
Emerge Commerce
Imaflex
Revolve Renewables
Hydreight Technologies
Hypercharge Networks
Build Direct Technologies
Intouch Insights
Kraken Robotics
Happy Belly Food Group
Simply Solventless Concentrates
Sabio Holdings
Trubar
Cannara Biotech