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Activist investors are circling: uncover dividend-paying companies with resilient payouts and strong fundamentals from TSI’s latest Globe and Mail feature.
Nutrien Ltd. offers exposure to potash and nitrogen prices, a stable retail base and strong profitability.
Groupe Dynamite Inc. is a high‑quality specialty retailer with gains ahead.
Teck Resources Ltd. is a solid bet on higher copper prices with its big merger winning approvals
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When investing in rare earth metals, you need to look at the unique geographical and political environment the mining company produces in.
There will always be stocks you’ll wish you bought, especially after you see their growth. Here’s what to look for so you won’t miss out.
SolarWindow Technologies, $3.18, symbol WNDW on the U.S. over-the-counter bulletin board (Shares outstanding: 26.9 million; Market cap: $84.9 million; www.solarwindow.com), believes it has developed a commercially viable method for spraying see-through electricity-generating solar cell coatings onto glass surfaces.
The company says it has successfully scaled up its technology from a single solar cell—only one-quarter the size of a grain of rice—to a working array of solar cells that form a one-foot-by-one-foot working prototype.
To date, SolarWindow has reported no revenue, and it used up $595,189 of cash in the three months ended November 30, 2015. Of that, it spent $441,694 on promotion and administration and $148,922 on research. As of November 30, 2015, the company held cash of just $169,057 and had $3.4 million of long-term debt (owed to shareholders in the company and mostly convertible into common shares).
SolarWindow faces many major challenges. For one, it’s far from certain whether it will be able to develop a commercial version of its spray-on technology; thin-film solar technology, and its variations, have eluded major solar power companies around the world.
As well, SolarWindow has just five employees right now, and it must find either a way to raise the funds it needs to keep operating or a major partner to buy the technology it has produced so far. Above all, it needs a great deal of growth to justify its current market capitalization of $84.9 million or anything higher.
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The company says it has successfully scaled up its technology from a single solar cell—only one-quarter the size of a grain of rice—to a working array of solar cells that form a one-foot-by-one-foot working prototype.
To date, SolarWindow has reported no revenue, and it used up $595,189 of cash in the three months ended November 30, 2015. Of that, it spent $441,694 on promotion and administration and $148,922 on research. As of November 30, 2015, the company held cash of just $169,057 and had $3.4 million of long-term debt (owed to shareholders in the company and mostly convertible into common shares).
SolarWindow faces many major challenges. For one, it’s far from certain whether it will be able to develop a commercial version of its spray-on technology; thin-film solar technology, and its variations, have eluded major solar power companies around the world.
As well, SolarWindow has just five employees right now, and it must find either a way to raise the funds it needs to keep operating or a major partner to buy the technology it has produced so far. Above all, it needs a great deal of growth to justify its current market capitalization of $84.9 million or anything higher.
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Fission Uranium, $0.66, symbol FCU on Toronto (Shares outstanding: 483.9 million; Market cap: $338.8 million; www.fissionuranium.net), is focused on its Patterson Lake South uranium discovery just south of Saskatchewan’s Athabasca basin.
Fission aims to build a profitable mine on the property, which it believes holds one of the world’s largest uranium deposits. It is now investing $7 million in a winter drilling program at Patterson to prepare a prefeasibility study on the economics of building the mine.
Last year, Fission rejected a $483-million merger with Denison Mines, symbol DML on Toronto. However, in December 2015, China’s state-owned CGN Mining bought 97 million Fission shares at $0.85 per share, giving it a 19.99% stake. CGN and Fission also plan to finalize an agreement for CGN Mining to buy all uranium production from Patterson if a mine is built.
The arrangement stays within Canadian foreign investment restrictions on strategic resources; Foreign companies are only barred from owning more than a 49% share in any producing uranium mine.
Anti-nuclear sentiment remains high following the March 2011 earthquake and tsunami that released radiation at the nuclear plant in Fukushima, Japan. This sentiment has curtailed plans for some new nuclear plants, especially in the U.S. However, regulators in that country are moving toward loosening regulations on nuclear plants. That could eventually revive nuclear plant construction in the U.S.—and uranium demand. But this nuclear revival, if it comes at all, will be a slow process.
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Fission aims to build a profitable mine on the property, which it believes holds one of the world’s largest uranium deposits. It is now investing $7 million in a winter drilling program at Patterson to prepare a prefeasibility study on the economics of building the mine.
Last year, Fission rejected a $483-million merger with Denison Mines, symbol DML on Toronto. However, in December 2015, China’s state-owned CGN Mining bought 97 million Fission shares at $0.85 per share, giving it a 19.99% stake. CGN and Fission also plan to finalize an agreement for CGN Mining to buy all uranium production from Patterson if a mine is built.
The arrangement stays within Canadian foreign investment restrictions on strategic resources; Foreign companies are only barred from owning more than a 49% share in any producing uranium mine.
Anti-nuclear sentiment remains high following the March 2011 earthquake and tsunami that released radiation at the nuclear plant in Fukushima, Japan. This sentiment has curtailed plans for some new nuclear plants, especially in the U.S. However, regulators in that country are moving toward loosening regulations on nuclear plants. That could eventually revive nuclear plant construction in the U.S.—and uranium demand. But this nuclear revival, if it comes at all, will be a slow process.
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KP Tissue Inc., $10.90, symbol KPT on Toronto (Shares outstanding: 9.0 million; Market cap: $98.2 million; www.kptissueinc.com), owns 16.3% of Kruger Products L.P., Canada’s leading maker of tissue products for home and business use.
Kruger is a leader in the Canadian consumer market, with well-known brands like Scotties, Cashmere, Purex, SpongeTowels and White Swan. In the U.S., Kruger owns the White Cloud brand and makes many private label products. The company’s Away-From-Home division produces and distributes products for restaurants, hotels and other businesses.
In the three months ended September 30, 2015, KP Tissue lost $0.22 a share, compared to an $0.08-a-share profit a year earlier. That’s mainly because Kruger took a charge on early debt repayment. KP Tissue has no revenue, as its minority stake in Kruger is its sole asset.
The company pays quarterly dividends of $0.18 a share, for a high 7.4% annualized yield.
KP Tissue hasn’t released year-end financials yet, but it likely earned $0.37 a share for 2015. Profits could rise to $0.97 a share in 2016, and the stock trades at just 11.2 times that estimate. However, the company must deal with rising pulp prices, plus increasing competition from rivals in Canada and the U.S., many of which are expanding. That means it will likely have to spend more on marketing to compete.
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Kruger is a leader in the Canadian consumer market, with well-known brands like Scotties, Cashmere, Purex, SpongeTowels and White Swan. In the U.S., Kruger owns the White Cloud brand and makes many private label products. The company’s Away-From-Home division produces and distributes products for restaurants, hotels and other businesses.
In the three months ended September 30, 2015, KP Tissue lost $0.22 a share, compared to an $0.08-a-share profit a year earlier. That’s mainly because Kruger took a charge on early debt repayment. KP Tissue has no revenue, as its minority stake in Kruger is its sole asset.
The company pays quarterly dividends of $0.18 a share, for a high 7.4% annualized yield.
KP Tissue hasn’t released year-end financials yet, but it likely earned $0.37 a share for 2015. Profits could rise to $0.97 a share in 2016, and the stock trades at just 11.2 times that estimate. However, the company must deal with rising pulp prices, plus increasing competition from rivals in Canada and the U.S., many of which are expanding. That means it will likely have to spend more on marketing to compete.
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NISSAN MOTOR CO. ADR $19.90 (Nasdaq symbol NSANY; TSINetwork Rating: Above Average) (310-771-3111; www.nissanmotors.com; Shares outstanding: 2.3 billion; Market cap: $45.8 billion; No dividends paid) reported that its earnings rose 3.2% in the three months ended December 31, 2011, to 82.7 billion yen ($1.07 billion U.S.) from 80.1 billion yen ($1.04 billion U.S.) a year earlier.
That’s a particularly strong performance in light of the fact that flooding in Thailand cut Nissan’s production by 33,000 vehicles in the quarter. The strong yen also hurt the company’s profits from overseas sales. Even so, the latest earnings beat the consensus estimate of 71.7 billion yen.
Nissan’s sales are rising in all of its markets outside Japan, including Europe and the U.S., as well as China and emerging markets like India, Russia and Brazil. Overall, the car-maker sold 1.2 million vehicles during the quarter, up 19.5% from a year earlier.
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That’s a particularly strong performance in light of the fact that flooding in Thailand cut Nissan’s production by 33,000 vehicles in the quarter. The strong yen also hurt the company’s profits from overseas sales. Even so, the latest earnings beat the consensus estimate of 71.7 billion yen.
Nissan’s sales are rising in all of its markets outside Japan, including Europe and the U.S., as well as China and emerging markets like India, Russia and Brazil. Overall, the car-maker sold 1.2 million vehicles during the quarter, up 19.5% from a year earlier.
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