Peter Hodson
Member since: Feb '03
CEO & Head of Research at
5i Research Inc.

Latest Top Picks

(A Top Pick Dec 15/17, Up 9%) They had a couple of clients who delayed rolling out their services, but the stock has still done well. He still likes the growth potential. They are sitting on $200 million in cash.
(A Top Pick Dec 15/17, Up 4%) They are buying back their shares -- $265 million. The company still trades below book value and now the stock is starting to move higher. Growth projections are still on track.
(A Top Pick Dec 15/17, Up 79%) It is one of the world leaders in the e-commerce space. It is well on to 1 million customers. It is always an expensive stock. It has $1.5 billion in cash.
A world leader that is executing well on its strategy. The standard for e-commerce if you are going to sell online. He expects their EPS to double by 2020. Yield 0% (Analysts’ price target is $246.89)
At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67)