Opinions Peter Hodson
Points International Ltd.PTS.TOTOP PICKOct 15, 2007
Allows trading reward and loyalty points for others. As more customers and merchants sign on, they can become very powerful. No competition at the moment so they have a great lead. Probably won't break even on a cash flow basis until 3rd quarter 08. Well-managed and financed.
Peter HodsonOwned
$2.02
Stock price when the opinion was issued
$32.16
As of Jun 30, 2022. Market Open.
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PAST TOP PICK
(A Top Pick Dec 17/19, Down 35%) They are exposed to the aviation industry. The business has recovered nicely from the April lows and they are doing much better. He thinks it's not a time to sell the company. He trust the management team to navigate the environment. Once the aviation and hotel industry recover, they should see gains.
Andrey OmelchakOwned
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TOP PICK
They run loyalty programs (flyer points) for airlines and hotels. Solid organic growth rate that'll continue for years, and generates high free cash flow. A good takeout candidate. They can monetize non-core parts of their operation which will boost profits and free cash flow. (Analysts’ price target is $25.54)
Andrey OmelchakOwned
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BUY
Allows you to trade and buy loyalty points. The stock got ahead of itself and it collapsed. Now it is a bigger company and they have good partnerships with airlines and hotels. There are risks. They have a higher multiple, but looks pretty good on fundamentals. It is not as well known now as it was before it collapsed.
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HOLD
He is short this stock but thinks he might be wrong. He is thinking it is more of a hold. He would wait until the market was at a bottom and then would cover his short. Earnings are starting to back fill. It is not a screaming buy, but doesn’t know if there is much downside.
Jason DonvilleOwned
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DON'T BUY
PAST TOP PICK
(A Top Pick Jan 31/08. Down 83.8%.) Exchange points with airline systems. Had been growing exceptionally fast, great balance sheet, well run with great partners but had a poorly run secondary deal through their parent. Still have a great balance sheet and they are signing partners. Still a Partial Buy.
Peter HodsonOwned
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PAST TOP PICK
(A Top Pick Oct 15/07. Down 68%.) Secondary financing was done so badly it took all the wind out of the stock. New numbers have revenues up 200%. Half the market cap is cash and they don't need money.
Peter HodsonOwned
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HOLD
Underwriting created some problems and there is still some overhang. No one is going to buy this stock until that is cleared up. Difficult to see an end to the problem. Expects a 40%-50% bounce once it is cleared up.
Peter HodsonOwned
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BUY
Huge amount of shares dumped on market. Revenues up over 100%. Close to profitability.
Jean-Francois TardifOwned
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HOLD
Business is strong but stock is decimated. When AIC re-structured it, a bunch of stock hit the market at $1.65. Horrible transaction. A slowdown in their accelerating growth rate would cause him to sell.
Peter HodsonOwned
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BUY
Allows you to trade points of one firm for another. Last quarter was not profitable but the growth is there.
Jean-Francois TardifOwned
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COMMENT
Chart shows that it became very active around October. Had a big breakout. Starting to consolidate in a triangle formation. Thinks it will trade between $2.20 and $2.80 for the next little while. If you are going to buy, wait for it to break out to $2.90 along with good volume, which will give you more certainty.
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BUY
Pioneering their sector in which they allow people to exchange points (air miles). The service will grow. Bought it on the pullback in January. Like it a lot.
Hugh Cleland, CFAOwned
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