Viewing Expert Peter Hodson | StockChase
stockchase picture

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
2017-03-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We had a great big rally on anticipation of change.  The changes are going to take longer to implement than we thought.  It is time for the markets to sit back and pause a bit.  Going into first quarter earnings season, earnings and interest rates are the two drivers.  The US will continue to be the natural ‘go-to’ place.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
_N/A
2017-03-27 HOLD Must be logged in to use chart AD-T Alaris Royalty

The main issue is that they have some portfolio problems.  3 or 4 of their investments are underperforming.  The company is working on it.  The dividend was cut in 2009 so it is not completely safe.  You could see one of the investments being written off, or you could see them make new royalty investments to dilute the bad companies.


Price:
$22.260
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 BUY Must be logged in to use chart ALA-T Altagas Ltd

The deal has not closed yet, but the company has indicted the deal is accretive to cash flow.  It is not a dividend he is particularly concerned about.  It is a solid company with a solid history and dividend.


Price:
$30.980
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 WEAK BUY Must be logged in to use chart ARE-T Aecon Group Inc

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.


Price:
$17.090
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Top Pick May 6/16, Up 10%) They are still digesting their most recent acquisition.  It is a slow and steady on this one.


Price:
$59.570
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-27 BUY Must be logged in to use chart BUS-X Grande West Transportation Group

He likes the company and is impressed with the orders.  They have been getting a lot of investor attention.  There is an execution risk in that they have to fulfill all the orders.  Management has done a very good job here.


Price:
$3.190
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 HOLD Must be logged in to use chart CBL-T Callidus Capital Corp

A lot of people have been buying the stock on anticipation of privatization.  If it does not get bought there should be a sell off.  They had 17 companies interested so he doubts the deal would not go through.  He would see the company continuing to buy back stock.


Price:
$18.320
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 HOLD Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

It paused after a nice little run over the last year.  Earnings growth was solid.  Investors are concerned about the debt level.  It is a high quality company. Don’t expect a lot in the short term.


Price:
$10.490
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 HOLD Must be logged in to use chart CXI-T Currency Exchange Intl.

Apathy is the real problem.  Most of their business comes in the summer time.  There is no real news, takeovers, dividend, etc.  The stock is quite attractive at the $20 level.  It may get a kick start in the summer.


Price:
$21.250
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 DON'T BUY Must be logged in to use chart DML-T Denison Mines Corp

They have not made much money since 2003.  Don’t buy unless you are a really big uranium bull.


Price:
$0.840
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 COMMENT Must be logged in to use chart FSZ-T Fiera Sceptre Inc.

It is not his favourite industry with the regulatory changes coming in terms of fee disclosure.  Margins are going to get compressed.  They have a great dividend growth record.  It is a well managed company.


Price:
$13.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 WATCH Must be logged in to use chart GCL-T Colabor Group Inc.

A distributer to restaurants.  They ran into some debt trouble and cut their dividend.  Now we are back in recovery mode.  As they pay down their debt investors will become more interested.  He is still a little skeptical and would like to see a couple more quarters.  He is concerned about a lack of revenue growth.


Price:
$1.150
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 BUY Must be logged in to use chart GSY-T goeasy

In their last quarter they had a big dividend boost.  They are growing quickly but the PE is only 10-11 times.  He likes it a lot.


Price:
$28.520
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 BUY on WEAKNESS Must be logged in to use chart HWO-T High Arctic Energy Services Inc

You could nibble away at it.  He is not a real big fan of the sector as it is rolling over a bit.  He likes their dividend, balance sheet and management team. 


Price:
$5.270
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-27 BUY Must be logged in to use chart ITC-T Intrinsyc Software Inc

It is a big thing to a company when it gets its very first analyst coverage.  The stock is cheap.  They had a nice recovery and are sitting on a lot of cash.  Earnings and revenue are chunky here.  2017 looks to be exciting for the company.


Price:
$2.310
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,009 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.