Stock Opinions by Peter Hodson - Stockchase Experts
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Peter Hodson @

On Stockchase since : Feb 2003

CEO & Head of Research at 5i Research Inc.

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Stock Opinions by Peter Hodson - Stockchase Experts

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General Market Comment 

November 15, 2018

Market. It is like 2008 as we slide to a crisis according to people's fear. People sell a solid company for missing a quarter. Investors are looking over the cliff, but he looks at the company and finds it is a buy at that value. Be a long term investor, not a three month investor. If we get a recession or slowdown of, say 9 months, what does it matter if you have a 10 year time horizon? The scenarios and economic fundamentals are quite different now than in 2008.
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Market. It is like 2008 as we slide to a crisis according to people's fear. People sell a solid company for missing a quarter. Investors are looking over the cliff, but he looks at the company and finds it is a buy at that value. Be a long term investor, not a three month investor. If we get a recession or slowdown of, say 9 months, what does it matter if you have a 10 year time horizon? The scenarios and economic fundamentals are quite different now than in 2008.
Unknown
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
Freshii Inc(FRII-T) 

November 15, 2018

He likes the restaurant but not the stock. It was a broken IPO. They are going to get rid of the bottom 10% of the stores. They missed expectations. We are getting into tax loss selling. He thinks they might privatize them down the road because the market will not appreciate them down the road.
food services
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He likes the restaurant but not the stock. It was a broken IPO. They are going to get rid of the bottom 10% of the stores. They missed expectations. We are getting into tax loss selling. He thinks they might privatize them down the road because the market will not appreciate them down the road.
food services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$2.580
Owned Owned
Unknown

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BUY
Evertz Technologies Ltd.(ET-T) 

November 15, 2018

A broadcast products company. They have a great cash position and made a recent acquisition. They grew the dividend over time. Every other company in the space got acquired in the past so they probably will. He likes it. It is for a steady income.
electrical/electronic
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A broadcast products company. They have a great cash position and made a recent acquisition. They grew the dividend over time. Every other company in the space got acquired in the past so they probably will. He likes it. It is for a steady income.
electrical/electronic
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$16.030
Owned Owned
Unknown

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WEAK BUY
Alaris Royalty(AD-T) 

November 15, 2018

They ran into portfolio problems a couple of years ago and people were worried about write downs and yield cuts. Good dividend. They did a good job since. This is not a one quarter fix. He would be a cautious buyer. Problems are slowly getting resolved.
Financial Services
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They ran into portfolio problems a couple of years ago and people were worried about write downs and yield cuts. Good dividend. They did a good job since. This is not a one quarter fix. He would be a cautious buyer. Problems are slowly getting resolved.
Financial Services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$17.410
Owned Owned
Unknown

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WAIT
They came out of nowhere and won some big contracts. After a slump in orders some just came in. There is a much larger company in the space that has recently disappointed investors in terms of share price. It will weight down this one. Don’t step in now. Wait till the new year and take another look.
Transportation
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They came out of nowhere and won some big contracts. After a slump in orders some just came in. There is a much larger company in the space that has recently disappointed investors in terms of share price. It will weight down this one. Don’t step in now. Wait till the new year and take another look.
Transportation
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$1.070
Owned Owned
Unknown

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BUY
goeasy(GSY-T) 

November 15, 2018

They beat their numbers and came out with 2019-20 forecasts. Their consecutive growth rate should slow down. He thinks their share price is cheap. They are well financed. They have 5 solid years of history. At nine times earnings and 20% growth with a dividend that has been raised over time, he would be a contrarian and would step in now.
merchandising/lodging
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They beat their numbers and came out with 2019-20 forecasts. Their consecutive growth rate should slow down. He thinks their share price is cheap. They are well financed. They have 5 solid years of history. At nine times earnings and 20% growth with a dividend that has been raised over time, he would be a contrarian and would step in now.
merchandising/lodging
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$39.470
Owned Owned
Unknown

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SELL
He has been disappointed in the company but in clinical trials and the FDA process, things don't go as well as you want. They ran into a cash crush so they extended the terms of their debt. It is way down and the time-frame is extended. You should move on. There is tax loss selling.
biotechnology/pharmaceutical
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He has been disappointed in the company but in clinical trials and the FDA process, things don't go as well as you want. They ran into a cash crush so they extended the terms of their debt. It is way down and the time-frame is extended. You should move on. There is tax loss selling.
biotechnology/pharmaceutical
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.400
Owned Owned
No

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BUY
Covalon Technologies(COV-X) 

November 15, 2018

He considers it a quality company and worth owning. He likes the balance sheet and the product. The management company has sold companies before. Put it away and don’t look at it on a daily basis.
medical services
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He considers it a quality company and worth owning. He likes the balance sheet and the product. The management company has sold companies before. Put it away and don’t look at it on a daily basis.
medical services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$5.790
Owned Owned
Unknown

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BUY
It is back down to 19 times PE. They were experiencing cost inflation and toned down market spending. They got punished for thinking long term. They are a stable food business. Their guidance was not that bad. They have done nothing but create shareholder value for 5 years. They are now getting punished. It makes no sense to a long term investor.
food processing
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It is back down to 19 times PE. They were experiencing cost inflation and toned down market spending. They got punished for thinking long term. They are a stable food business. Their guidance was not that bad. They have done nothing but create shareholder value for 5 years. They are now getting punished. It makes no sense to a long term investor.
food processing
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$68.430
Owned Owned
Unknown

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SPECULATIVE BUY
It is a pretty high risk hold. He has a hard time with the valuation. If they had a solid revenue contract he would feel better.
Technology
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It is a pretty high risk hold. He has a hard time with the valuation. If they had a solid revenue contract he would feel better.
Technology
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$2.360
Owned Owned
Unknown

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HOLD
Dollarama Inc.(DOL-T) 

November 15, 2018

He is fine continuing to hold it. They have a ten year history of creating value for shareholders. The short report was criticizing the company for being successful and having high margins. They are not at the limit to which they can grow and after that they will be a pretty attractive takeover target.
Consumer Products
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He is fine continuing to hold it. They have a ten year history of creating value for shareholders. The short report was criticizing the company for being successful and having high margins. They are not at the limit to which they can grow and after that they will be a pretty attractive takeover target.
Consumer Products
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$34.420
Owned Owned
Unknown

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PAST TOP PICK
Celestica Inc(CLS-T) 

November 15, 2018

(A Top Pick Oct 18/17, Down 14%) They lost a couple of contracts. Since then they spent money on new acquisitions and set up future growth. The balance sheet is not that bad and they should recover. He would hold on.
electrical/electronic
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(A Top Pick Oct 18/17, Down 14%) They lost a couple of contracts. Since then they spent money on new acquisitions and set up future growth. The balance sheet is not that bad and they should recover. He would hold on.
electrical/electronic
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$13.060
Owned Owned
Yes

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PAST TOP PICK
Absolute Software Corp.(ABT-T) 

November 15, 2018

(A Top Pick Oct 18/19, Up 4%) Investors are appreciating the steady cash flow. Some day they will be an acquisition target. They have a great niche in the market. They have the ability to grow, although it is not a giant market.
computer software/processing
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(A Top Pick Oct 18/19, Up 4%) Investors are appreciating the steady cash flow. Some day they will be an acquisition target. They have a great niche in the market. They have the ability to grow, although it is not a giant market.
computer software/processing
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$8.370
Owned Owned
Yes

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PAST TOP PICK
Photon Control(PHO-X) 

November 15, 2018

(A Top Pick Oct 19/17, Down 37%) They are debt free and have a ton of cash. They will be here for the next uptick in the economic cycle. They were still profitable last quarter. Don't throw in the towel.
electrical/electronic
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(A Top Pick Oct 19/17, Down 37%) They are debt free and have a ton of cash. They will be here for the next uptick in the economic cycle. They were still profitable last quarter. Don't throw in the towel.
electrical/electronic
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
Yes

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DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

November 15, 2018

It does not have the direct oil price exposure that an airline has. They are ramping up for new contracts and are spending money they don't have. It is one of his least favourite stocks in the Canadian universe. There is not a huge growth potential.
transportation equip & components
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It does not have the direct oil price exposure that an airline has. They are ramping up for new contracts and are spending money they don't have. It is one of his least favourite stocks in the Canadian universe. There is not a huge growth potential.
transportation equip & components
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$2.090
Owned Owned
Unknown

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