Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
February 20, 2019
They are moving into sports gambling now. It is cheap at 7 times earnings, but the stock is doing nothing. He would like to see some excitement in trading momentum and improved guidance before entering in.
The Stars Group Inc(TSGI-T)
February 20, 2019
They are moving into sports gambling now. It is cheap at 7 times earnings, but the stock is doing nothing. He would like to see some excitement in trading momentum and improved guidance before entering in.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$22.250
Owned
No
HOLD
HOLD
February 20, 2019
They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
TheScore Inc.(SCR-X)
February 20, 2019
They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.355
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
February 20, 2019
They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2%
They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2%
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$3.100
Owned
Unknown
HOLD
HOLD
February 20, 2019
He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
Airboss of America(BOS-T)
February 20, 2019
He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$8.370
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
February 20, 2019
He likes their potential, especially with a $100 million project in the Middle East (although Canada's relation with Saudi Arabia is strained). They make wound bandages and compete against companies like Johnson&Johnson. This should be a good year. They are debt free and are expanding their business in the US. He would endorse the management team. It is a speculative buy until they can bring forward more contracts to monetize their cash flow.
Covalon Technologies(COV-X)
February 20, 2019
He likes their potential, especially with a $100 million project in the Middle East (although Canada's relation with Saudi Arabia is strained). They make wound bandages and compete against companies like Johnson&Johnson. This should be a good year. They are debt free and are expanding their business in the US. He would endorse the management team. It is a speculative buy until they can bring forward more contracts to monetize their cash flow.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.020
Owned
Yes
HOLD
HOLD
February 20, 2019
A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
Tricon Capital Group(TCN-T)
February 20, 2019
A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$10.730
Owned
Unknown
HOLD
HOLD
February 20, 2019
The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
DHX Media(DHX.B-T)
February 20, 2019
The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.000
Owned
Yes