Opinions by Peter Hodson | StockChase
2086
Peter Hodson

CEO & Head of Research

ON STOCKCHASE SINCE Feb 2003

5i Research Inc.
279 Weber St NUnit 119Waterloo, ONN2J 3H8 phodson@5iresearch.c​a
https://research-5iresearch.lpages.co/free-trial-5i-research-stockchase/


Opinions by Peter Hodson


Signal Opinion Expert Chart

2017-10-19

N/A
A Comment -- General Comments From an Expert 

Market.  The average investor has a 30 year time frame.  We have not had a correction in a very long time but if you are worried about it and you have a long timeframe, you don’t have to worry about it.

Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $0.020
Owned: _N/A

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2017-10-19

TOP PICK
Absolute Software Corp. (ABT-T)

With the Equifax breach, everyone is back on the band wagon.  They have a good solution for security.  They have a lot of cash and no debt.  Active investors have started to pick away.  They own a third and management owns a third.  It will get harder and harder to buy the stock.  He thinks it will eventually get taken over.  (Analysts’ target: $8.50).

computer software/processing
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $8.450
Owned: No

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2017-10-19

DON'T BUY
AGT Food & Ingredients (AGT-T)

It has been getting hit hard.  They were going to cut back on international sales.  It has been on a big downhill slide ever since. 

agriculture
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $20.870
Owned: Unknown

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2017-10-19

TOP PICK
Celestica Inc (CLS-T)

$300 million in cash and less than 9 times earnings.  They just can’t get any love.  It had a bit better execution in terms of earnings and they could get recognized.  They buy back stocks.  Leverage on their operations is quite high and it has not performed yet.  (Analysts’ target: $14.87).

electrical/electronic
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $15.150
Owned: No

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2017-10-19

DON'T BUY
CRH Medical Corp. (CRH-T)

It has not done anything at all for him and is on a short leash.  It is drifting back now.  He would be concerned about tax loss selling soon.  There is value there but don’t start a position.

biotechnology/pharmaceutical
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $2.940
Owned: Yes

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2017-10-19

WATCH
Medical Facilities Corp. (DR-T)

He is looking into it right now.  It is for income as there is not much growth.  He is cautious on US health care business because of the Medicaid situation.  It is not a dividend in jeopardy but he is cautious because of the sector.  The value proposition on this one is attractive at present.  It is a steady business.  It is for income and not for growth.

other services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $14.280
Owned: Unknown

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2017-10-19

PAST TOP PICK
goeasy (GSY-T)

(A Past Top Pick Jan 18/17, Up 16%)  The stock is very, very cheap.  It is trading at 9 times earnings.  Their growth rate is beyond that and they offer a good dividend.  It does not get the attention it deserves.  He likes it on valuation.

merchandising/lodging
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $30.440
Owned: No

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2017-10-19

PAST TOP PICK
High Arctic Energy Services Inc (HWO-T)

(A Past Top Pick Jan 18/17, Down 24%)  They have a big drill program in New Guinea.  They look very good from a financial point of view.  You can’t fight the tape in the energy sector.  They have no debt.

oil/gas
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $4.110
Owned: No

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2017-10-19

HOLD
K-Bro Linen Inc (KBL-T)

This is a boring stock.  They wash linins for hospitals and industrial.  They have long term contracts and definitely are a safety company.  It will not get killed to badly with interest rates. 

other services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $38.550
Owned: Unknown

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2017-10-19

BUY
Crius Energy Trust (KWH.UN-T)

He likes it and it is a great income generator.  It went down 10% on a downgrade in terms of customer acquisitions.  The distribution is nice.  They increased the dividend recently and have done so on a regular basis.  Investors are nervous on this company.

Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $8.880
Owned: Unknown

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2017-10-19

BUY
New Flyer Industries Inc. (NFI-T)

They came out with a production update a couple of days ago and their backlog continues to grow.  The stock is looking quite good.  He likes it.  You don’t have to worry about it in the short term but watch the back log to roll over.

income trust
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $53.240
Owned: Unknown

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2017-10-19

DON'T BUY
Precision Drilling (PD-T)

High debt, almost awash and the sector is in decline.  They are big enough to muddle through this but he does not want to get involved. 

oil/gas field services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $3.110
Owned: No

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2017-10-19

TOP PICK
Photon Control (PHO-X)

All the semi conductor companies in the US are going crazy.  This is the only Canadian player.  Earnings are 100% next year and 30 times earning PE.  It broke out to a new high a few days ago.  It is doing very well and the sector is very hot.  It is not as well known as it should be.  (Analysts’ target: $2.00).

electrical/electronic
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $1.710
Owned: No

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2017-10-19

HOLD
Parkland Fuel Corp (PKI-T)

It has been quite weak.  There has been sector rotation and concern about refinery margins.  They have done nothing wrong.  They made a good acquisition. 

merchandising/lodging
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $24.360
Owned: Unknown

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2017-10-19

COMMENT
Questor Technology (QST-X)

We are seeing it start to turn up.  It is still pretty small but the trend is there and the orders are there.

oil/gas field services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $1.600
Owned: Unknown

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