Viewing Expert Peter Hodson | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Peter Hodson , CEO & Head of Research

5i Research Inc.

Address
279 Weber St N
Unit 119
Waterloo, ON
N2J 3H8

Contact Info

Email:
Website: https://www.5iresearch.ca/?aff=Q19W1BBF3N


Date Signal Chart Symbol Company Opinion Price
2017-01-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
_N/A
2017-01-18 COMMENT Must be logged in to use chart AD-T Alaris Royalty

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.


Price:
$22.600
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Must be logged in to use chart ADN-T Acadian Timber Corp

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.


Price:
$17.480
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 PAST TOP PICK Must be logged in to use chart ADW.A-T Andrew Peller

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.


Price:
$11.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.


Price:
$11.340
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Must be logged in to use chart AT-X AcuityAds Inc

Digital targeted ads. Their forecasts went up 50%. Management owns a ton of this, somewhere in the 60% range. The stock has done very, very well in the short term, so it is one that needs to be watched. They had a financial release today, but he hasn’t had a chance to look at it.


Price:
$2.300
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.


Price:
$17.770
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

A “go to” stock when oil runs, but in terms of quality names, he just doesn’t put this in the “good quality” category. There are some headwinds against it. He would rather own a company that doesn’t issue stock all the time. Not a bad company, but just not anywhere close to his favourite. (See Top Picks.)


Price:
$16.000
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 PAST TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.


Price:
$599.690
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Sells to aircraft manufacturers to track planes and utilize information in a more productive way. Had a big run up when the 370 went missing in the Indian Ocean 3 years ago. The stock went way up and then came down because this is a long-term story. It has had a huge run recently. Came out with a couple of positive announcements on contracts and information, and it has kind of sparked a fire. However it is probably too early. This is a long sales process. He wouldn’t recommend this as he is more conservative, but it certainly has some good qualities.


Price:
$0.260
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Must be logged in to use chart FSZ-T Fiera Sceptre Inc.

A tough, tough business. ETF’s are taking away mutual fund business. There are new regulations showing how much clients are paying in fees. This company has gone into the US and started buying US money managers. The stock is quite cheap and pays a nice dividend. National Bank (NA-T) owns half the company. Their growth rate has been a little bit higher than the rest of the business, and he likes the acquisitions that they have done. In a tough, tough industry, he would consider this as the best stock right now in that sector.


Price:
$13.160
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 TOP PICK Must be logged in to use chart GSY-T goeasy

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)


Price:
$26.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 COMMENT Must be logged in to use chart HNL-T Horizon North Logistics

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.


Price:
$2.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 TOP PICK Must be logged in to use chart HWO-T High Arctic Energy Services Inc

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)


Price:
$5.590
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 HOLD Must be logged in to use chart IAE-T Ithaca Energy Inc.

This has a stellar project in the UK. They’ve had lots of delays in getting the platform, and basically there was a lot of expectations for them to have a massive increase in cash flow a long time ago. It does look like it is going to hit this year, even with another delay. They’ll probably get production going substantially above previous levels. The stock is very, very cheap. They’ll take the cash flow and bring down debt, and the stock should get re-rated. There is plenty of potential if things go right.


Price:
$1.670
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
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