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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COMMENT
General Market Comment 

February 20, 2019

Market Outlook He is generally bullish. We have had a great year in just six weeks -- TSX up 10% already. The market is awaiting a resolution between the US and China on the trade front. This should bring back investor confidence. There is slowing earnings growth, so we need to proceed with cautious optimism. We might expect to see more M&A activity as confidence returns -- KWH.UN-T and SUM-T, for example today.
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Market Outlook He is generally bullish. We have had a great year in just six weeks -- TSX up 10% already. The market is awaiting a resolution between the US and China on the trade front. This should bring back investor confidence. There is slowing earnings growth, so we need to proceed with cautious optimism. We might expect to see more M&A activity as confidence returns -- KWH.UN-T and SUM-T, for example today.
Unknown
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
_N/A

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WAIT
The Stars Group Inc(TSGI-T) 

February 20, 2019

They are moving into sports gambling now. It is cheap at 7 times earnings, but the stock is doing nothing. He would like to see some excitement in trading momentum and improved guidance before entering in.
Business Services
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They are moving into sports gambling now. It is cheap at 7 times earnings, but the stock is doing nothing. He would like to see some excitement in trading momentum and improved guidance before entering in.
Business Services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$22.250
Owned Owned
No

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HOLD
TheScore Inc.(SCR-X) 

February 20, 2019

They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
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They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
Unknown
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.355
Owned Owned
Unknown

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SPECULATIVE BUY
They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2%
other services
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They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2%
other services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$3.100
Owned Owned
Unknown

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HOLD
Airboss of America(BOS-T) 

February 20, 2019

He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
transportation equip & components
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He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
transportation equip & components
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$8.370
Owned Owned
Yes

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SPECULATIVE BUY
Covalon Technologies(COV-X) 

February 20, 2019

He likes their potential, especially with a $100 million project in the Middle East (although Canada's relation with Saudi Arabia is strained). They make wound bandages and compete against companies like Johnson&Johnson. This should be a good year. They are debt free and are expanding their business in the US. He would endorse the management team. It is a speculative buy until they can bring forward more contracts to monetize their cash flow.
medical services
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He likes their potential, especially with a $100 million project in the Middle East (although Canada's relation with Saudi Arabia is strained). They make wound bandages and compete against companies like Johnson&Johnson. This should be a good year. They are debt free and are expanding their business in the US. He would endorse the management team. It is a speculative buy until they can bring forward more contracts to monetize their cash flow.
medical services
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$5.020
Owned Owned
Yes

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HOLD
Tricon Capital Group(TCN-T) 

February 20, 2019

A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
REAL ESTATE
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A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
REAL ESTATE
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$10.730
Owned Owned
Unknown

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HOLD
DHX Media(DHX.B-T) 

February 20, 2019

The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
other services
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The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
other services
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0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
Yes

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BUY
TFI International Inc(TFII-T) 

February 20, 2019

One of the largest trucking companies in Canada. Is the Canadian economy going to continue to grow? It acquired a small company to add more clients. They are doing all the right things. With a truck driver shortage emerging, they are well positioned as they have their drivers already. He thinks it is buyable right now.
Transportation
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One of the largest trucking companies in Canada. Is the Canadian economy going to continue to grow? It acquired a small company to add more clients. They are doing all the right things. With a truck driver shortage emerging, they are well positioned as they have their drivers already. He thinks it is buyable right now.
Transportation
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$39.630
Owned Owned
Yes

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DON'T BUY
He is neutral to them right now. Their organic decaffeinated process for coffee is interesting. However, they have not converted sales as aggressively as hoped. He does not think you need to own it here now.
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He is neutral to them right now. Their organic decaffeinated process for coffee is interesting. However, they have not converted sales as aggressively as hoped. He does not think you need to own it here now.
0
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
No

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HOLD
Parex Resources Inc.(PXT-T) 

February 20, 2019

They produce oil in Colombia. He likes the balance sheet and the production growth. Management is educated in the region. He thinks this is a good holding for the energy space. They may be a good take out target in the future.
oil/gas
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They produce oil in Colombia. He likes the balance sheet and the production growth. Management is educated in the region. He thinks this is a good holding for the energy space. They may be a good take out target in the future.
oil/gas
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0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$20.180
Owned Owned
Unknown

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PAST TOP PICK
Kinaxis Inc(KXS-T) 

February 20, 2019

(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.
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(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.
0
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0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$81.250
Owned Owned
Yes

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PAST TOP PICK
ECN Capital(ECN-T) 

February 20, 2019

(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.
Financial Services
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(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.
Financial Services
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0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$4.040
Owned Owned
Yes

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PAST TOP PICK
Shopify Inc.(SHOP-T) 

February 20, 2019

(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.
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(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.
0
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0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$236.350
Owned Owned
Yes

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HOLD
Chesswood Group(CHW-T) 

February 20, 2019

It is a leasing company. It pays a good dividend and he respects management. It could be a good takeover target in the future. It has a good valuation today. Yield 7.3%
merchandising/lodging
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It is a leasing company. It pays a good dividend and he respects management. It could be a good takeover target in the future. It has a good valuation today. Yield 7.3%
merchandising/lodging
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$11.590
Owned Owned
Unknown

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