Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 2, 2018

You can never go wrong with gaming – it is recession proof. It is a great BC company that has shifted into high growth mode. A well-run company who as bought back 22 million in shares that trades at 21 times earnings. It is looking to expand into Ontario in a big way. Yield 0%. (Analysts’ price target is $38.80 )

You can never go wrong with gaming – it is recession proof. It is a great BC company that has shifted into high growth mode. A well-run company who as bought back 22 million in shares that trades at 21 times earnings. It is looking to expand into Ontario in a big way. Yield 0%. (Analysts’ price target is $38.80 )

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$37.330
Owned
No
TOP PICK
TOP PICK
May 2, 2018

An international gaming company that only trades at 13 times earnings. They have sports gambling and has great growth potential. It has a cheap valuation at half the valuation level compared to its peers. Yield 0%. (Analysts’ price target is $43.47 )

An international gaming company that only trades at 13 times earnings. They have sports gambling and has great growth potential. It has a cheap valuation at half the valuation level compared to its peers. Yield 0%. (Analysts’ price target is $43.47 )

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$42.640
Owned
No
TOP PICK
TOP PICK
May 2, 2018

They have bought back over 80 million shares over the recent years. They just make a $130 million acquisition, it trades at 10 times earnings, and is debt free – it is great value. Yield 0%. (Analysts’ price target is $12.18 )

They have bought back over 80 million shares over the recent years. They just make a $130 million acquisition, it trades at 10 times earnings, and is debt free – it is great value. Yield 0%. (Analysts’ price target is $12.18 )

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$15.210
Owned
No
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Top Pick June 6/17 Up 26%). The balance sheet is good and growth is good. He actually expected a better return. They focus on one of the 40 processes to create semi-conductors.

(A Top Pick June 6/17 Up 26%). The balance sheet is good and growth is good. He actually expected a better return. They focus on one of the 40 processes to create semi-conductors.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$1.860
Owned
No
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Top Pick June 6/17 Up 9%). They continue to do acquisitions and the business is growing. Everytime there is bad weather this auto-body business does well. Over the next decade their business may be threatened by autonomous driving vehicles.

(A Top Pick June 6/17 Up 9%). They continue to do acquisitions and the business is growing. Everytime there is bad weather this auto-body business does well. Over the next decade their business may be threatened by autonomous driving vehicles.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$108.280
Owned
No
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Top Pick June 6/17 Down 20%). They are sitting on $700 million in cash. They just have not done anything to attract investor interest. They have a solid management team. You may need to wait five years to see great returns. He is not worried about them doing the right acquisition, it may just take time. Revenues are only about $9 million.

(A Top Pick June 6/17 Down 20%). They are sitting on $700 million in cash. They just have not done anything to attract investor interest. They have a solid management team. You may need to wait five years to see great returns. He is not worried about them doing the right acquisition, it may just take time. Revenues are only about $9 million.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$7.890
Owned
No
COMMENT
COMMENT
May 2, 2018

He's short FB even before the data scandal and he's worried about that short. He shorted, because he was worried about valuations. He thinks the Cambridge scandal will impact FB's growth, not so much by users opting out, but the cost of hiring more employees to police Facebook and privacy. He sees the bullish argument. They have a huge cash hoarde and 2 billion active users. Also, its valuation has sunk to 20x forward earnings. If you're a buyer, wait until the price drops a bit.

Facebook (FB-Q)
May 2, 2018

He's short FB even before the data scandal and he's worried about that short. He shorted, because he was worried about valuations. He thinks the Cambridge scandal will impact FB's growth, not so much by users opting out, but the cost of hiring more employees to police Facebook and privacy. He sees the bullish argument. They have a huge cash hoarde and 2 billion active users. Also, its valuation has sunk to 20x forward earnings. If you're a buyer, wait until the price drops a bit.

John Zechner
Chairman, J. Zechner & Assoc
Price
$176.070
Owned
Yes