Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 3, 2018

He would wait on this one -- with changes on the Board and it being a relatively new company.  There are other companies in the same space guaranteeing dividend increases going forward.  He would look to other utilities instead.  

Hydro One(H-T)
August 3, 2018

He would wait on this one -- with changes on the Board and it being a relatively new company.  There are other companies in the same space guaranteeing dividend increases going forward.  He would look to other utilities instead.  

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$19.210
Owned
No
DON'T BUY
DON'T BUY
August 3, 2018

He thinks it is fairly well run, but is concerned about the sustainability of the high dividend yield – especially in the cyclical sector of building products. He would like to see the debt reduced first. (Analysts’ price target is $7.90)

He thinks it is fairly well run, but is concerned about the sustainability of the high dividend yield – especially in the cyclical sector of building products. He would like to see the debt reduced first. (Analysts’ price target is $7.90)

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$6.550
Owned
No
WEAK BUY
WEAK BUY
August 3, 2018

The momentum may become positive soon.  He was previously worried about the massive amount of debt, but they have dramatically improved the balance sheet.  You might get a 10-15% appreciation in price over the next 6-12 months.  

The momentum may become positive soon.  He was previously worried about the massive amount of debt, but they have dramatically improved the balance sheet.  You might get a 10-15% appreciation in price over the next 6-12 months.  

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.830
Owned
No
DON'T BUY
DON'T BUY
August 3, 2018

He is pretty skeptical on the number of companies that claim to have an advantage in this space.  If the value of cryptocurrency goes down, these companies will be at risk.  It has a lot of cash and is well known.  It is not a real long term strategy in his mind yet.  

He is pretty skeptical on the number of companies that claim to have an advantage in this space.  If the value of cryptocurrency goes down, these companies will be at risk.  It has a lot of cash and is well known.  It is not a real long term strategy in his mind yet.  

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.840
Owned
No
HOLD
HOLD
August 3, 2018

Earnings recently were very positive.  Unfortunately lumber prices have recently collapsed.  It is a cyclical company, but is a very good one.  With the strength of the US and Canadian economies, he thinks this is one of the best in the sector, and would continue to hold it for the next year. 

Earnings recently were very positive.  Unfortunately lumber prices have recently collapsed.  It is a cyclical company, but is a very good one.  With the strength of the US and Canadian economies, he thinks this is one of the best in the sector, and would continue to hold it for the next year. 

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$81.640
Owned
No
WATCH
WATCH
August 3, 2018

It is developing technology to develop gun detection.  Until they get real traction and concrete revenues, it is still speculative.    He would prefer to pay more for the stock once it has proven things up.  

It is developing technology to develop gun detection.  Until they get real traction and concrete revenues, it is still speculative.    He would prefer to pay more for the stock once it has proven things up.  

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$1.730
Owned
No
BUY
BUY
August 3, 2018

Their recent earnings were mixed.  Now that the acquisition of WGL is now closed, things should become more transparent.  They were sold off with the concerns of rising interest rates.  It is looking much better and is a good investment now.  

Altagas Ltd(ALA-T)
August 3, 2018

Their recent earnings were mixed.  Now that the acquisition of WGL is now closed, things should become more transparent.  They were sold off with the concerns of rising interest rates.  It is looking much better and is a good investment now.  

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$26.180
Owned
No