Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 6, 2017

He likes this company. Trades at about 12 or 13 times revenue, and is riding the Amazon (AMZN-Q) wave. You have to keep your exposure in perspective. This is a company that, if there is a market correction, will get whacked pretty hard. Just use caution.

He likes this company. Trades at about 12 or 13 times revenue, and is riding the Amazon (AMZN-Q) wave. You have to keep your exposure in perspective. This is a company that, if there is a market correction, will get whacked pretty hard. Just use caution.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$132.870
Owned
No
WATCH
WATCH
June 6, 2017

This is where you can deposit gold and have access to it at merchants, whoever will accept that as a form of payment. He likes the concept, but it is still a little too early. You are now competing with all kinds of other alternatives as well. This has a good management team and they’ve done some good acquisitions. Their customer acquisition costs are still kind of high, and the industry acceptance is still not quite there.

This is where you can deposit gold and have access to it at merchants, whoever will accept that as a form of payment. He likes the concept, but it is still a little too early. You are now competing with all kinds of other alternatives as well. This has a good management team and they’ve done some good acquisitions. Their customer acquisition costs are still kind of high, and the industry acceptance is still not quite there.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$3.090
Owned
No
COMMENT
COMMENT
June 6, 2017

Cut their dividend in 2009, but ever since then, they’ve raised it quite a bit. Now they have a couple of portfolio problems with their royalty stream. Doesn’t think the stock will do much until they accept the fact that some of their royalty payments are not being paid, and they have to somehow restructure to deal with the problem. Uncertainty is a killer of stock prices. The payout ratio is over 100%, so he would not say that the dividend is safe. Dividend yield of 8.1%.

Cut their dividend in 2009, but ever since then, they’ve raised it quite a bit. Now they have a couple of portfolio problems with their royalty stream. Doesn’t think the stock will do much until they accept the fact that some of their royalty payments are not being paid, and they have to somehow restructure to deal with the problem. Uncertainty is a killer of stock prices. The payout ratio is over 100%, so he would not say that the dividend is safe. Dividend yield of 8.1%.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$20.260
Owned
Unknown
COMMENT
COMMENT
June 6, 2017

This has been winning all sorts of contracts, and the stock has acted accordingly. They have all these contracts they are working on, and now have to execute on those orders and prove to investors they can make as much money as investors are expecting. Thinks this is viable, but there are higher risks right now because it has gone through the ramp up, and is now in the execution phase.

This has been winning all sorts of contracts, and the stock has acted accordingly. They have all these contracts they are working on, and now have to execute on those orders and prove to investors they can make as much money as investors are expecting. Thinks this is viable, but there are higher risks right now because it has gone through the ramp up, and is now in the execution phase.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.530
Owned
Unknown
COMMENT
COMMENT
June 6, 2017

Makes composite tanks for all sorts of industrial uses. Paid a special dividend this year and the stock ramped up until they reported their 1st earnings, which was not very exciting. They have no debt. He wouldn’t expect a whole lot of dividend hikes after their very big dividend increase. The outlook is better than their 1st quarter. The backlog is decent. He likes management. The stock is very viable. Dividend yield of 3.8%.

Makes composite tanks for all sorts of industrial uses. Paid a special dividend this year and the stock ramped up until they reported their 1st earnings, which was not very exciting. They have no debt. He wouldn’t expect a whole lot of dividend hikes after their very big dividend increase. The outlook is better than their 1st quarter. The backlog is decent. He likes management. The stock is very viable. Dividend yield of 3.8%.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$12.720
Owned
Unknown
COMMENT
COMMENT
June 6, 2017

This has a diamond project in Saskatchewan and have been working on it for more than a decade. It was a pretty decent company and had good potential for future development, but the diamond industry is extremely difficult. Cash needs to be raised and you have to perform up to expectations. A pretty high-risk play.

This has a diamond project in Saskatchewan and have been working on it for more than a decade. It was a pretty decent company and had good potential for future development, but the diamond industry is extremely difficult. Cash needs to be raised and you have to perform up to expectations. A pretty high-risk play.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.340
Owned
Unknown
BUY
BUY
June 6, 2017

A manufacturer for other manufacturers. When companies get busy, they give their excess runs to this company. Not a bad little company. However, this is a later cycle stock. They have been buying back stock aggressively and the balance sheet is very, very strong. As the market and the economy continues to advance, it becomes a later stage company as well. He likes the Tech sector overall. Earnings leverage is very, very good.

A manufacturer for other manufacturers. When companies get busy, they give their excess runs to this company. Not a bad little company. However, this is a later cycle stock. They have been buying back stock aggressively and the balance sheet is very, very strong. As the market and the economy continues to advance, it becomes a later stage company as well. He likes the Tech sector overall. Earnings leverage is very, very good.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$18.600
Owned
Unknown