Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 22, 2017

Move on to a faster growing company to do much better. They have had a lot of issues with production, finance and so on.

Move on to a faster growing company to do much better. They have had a lot of issues with production, finance and so on.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.600
Owned
Unknown
BUY
BUY
August 22, 2017

He likes the company. It gets a lower valuation because a lot of them have been taken out. OTEX-T is one of the last ones left in the space. Their acquisition record has been phenomenal. They have a good balance sheet and a good risk profile. As they grow the market multiple should grow. Their track record of earnings had problems in the past.

Open Text (OTEX-T)
August 22, 2017

He likes the company. It gets a lower valuation because a lot of them have been taken out. OTEX-T is one of the last ones left in the space. Their acquisition record has been phenomenal. They have a good balance sheet and a good risk profile. As they grow the market multiple should grow. Their track record of earnings had problems in the past.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$40.700
Owned
Unknown
BUY
BUY
August 22, 2017

The stock is quite viable after the decline. The US comparable names are not doing too well. They have a near monopoly in Canada and they are diversifying. A really good movie slate could really change things for the company. It has a nice dividend and is more of an income stock than a growth stock at present. There is no rush here. Movies themselves are a social event. They are all about 15 teenagers going to the movies. Investors see it as a dying industry so the multiple doesn’t get pushed up.

Cineplex Inc (CGX-T)
August 22, 2017

The stock is quite viable after the decline. The US comparable names are not doing too well. They have a near monopoly in Canada and they are diversifying. A really good movie slate could really change things for the company. It has a nice dividend and is more of an income stock than a growth stock at present. There is no rush here. Movies themselves are a social event. They are all about 15 teenagers going to the movies. Investors see it as a dying industry so the multiple doesn’t get pushed up.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$37.720
Owned
Unknown
BUY
BUY
August 22, 2017

He likes the company, more this week than the week before. This quarter they came out with their first profit ever. Now they can move their backlog through the revenue stream. The execution risk is [almost] over. Municipalities have money to refresh their fleets.

He likes the company, more this week than the week before. This quarter they came out with their first profit ever. Now they can move their backlog through the revenue stream. The execution risk is [almost] over. Municipalities have money to refresh their fleets.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.720
Owned
Unknown
DON'T BUY
DON'T BUY
August 22, 2017

He does not follow the banks too closely. This one has always been the cheap bank on the street. He prefers TD-T and BNS-T much better for international operations. CM-T has almost blown it a couple of times in history.

He does not follow the banks too closely. This one has always been the cheap bank on the street. He prefers TD-T and BNS-T much better for international operations. CM-T has almost blown it a couple of times in history.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$106.480
Owned
Unknown
WEAK BUY
WEAK BUY
August 22, 2017

It fell apart and is now working itself back. It got destroyed by credibility, short sellers came along and the stock has readjusted. He thinks the worst is over. It has earnings potential.

It fell apart and is now working itself back. It got destroyed by credibility, short sellers came along and the stock has readjusted. He thinks the worst is over. It has earnings potential.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$3.120
Owned
Yes
BUY
BUY
August 22, 2017

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

Cott Corp (BCB-T)
August 22, 2017

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$19.330
Owned
Unknown