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Expert
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goeasy (GSY-T)
November 17, 2020
It's unique in Canada without peers, really. They haven't issued much stock in recent years. Note that in Q3 in the middle of the pandemic, they had record charge-ups on their financed loans--they know how to finance loans and make money. They know what they're doing. The PE is cheap and the returns are through the roof. He expects a dividend hike next quarter. This is one of the best-run companies around. True, they charge really high interest rates to their customers, though it's legal.
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goeasy (GSY-T)
November 17, 2020
It's unique in Canada without peers, really. They haven't issued much stock in recent years. Note that in Q3 in the middle of the pandemic, they had record charge-ups on their financed loans--they know how to finance loans and make money. They know what they're doing. The PE is cheap and the returns are through the roof. He expects a dividend hike next quarter. This is one of the best-run companies around. True, they charge really high interest rates to their customers, though it's legal.
merchandising/lodging
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Peter Hodson

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Price
$86.150
Owned
Unknown
BUY
BUY
Magna Int'l. (A) (MG-T)
November 17, 2020
Are they positioned for the e-car sector vs. their peers? Magna is better-positioned vs. Canadian auto suppliers. They have a balance sheet advantage, which is clean, and they have global partners entrenched who are all moving to e-cars. Magna doesn't advertise their business in e-cars, but he firmly believes they are involved and will be further involved a decade from now. They have the balance sheet to buy e-car suppliers. It's a solid, well-run company that sets them up long term. It has growth potential as the world recovers.
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Magna Int'l. (A) (MG-T)
November 17, 2020
Are they positioned for the e-car sector vs. their peers? Magna is better-positioned vs. Canadian auto suppliers. They have a balance sheet advantage, which is clean, and they have global partners entrenched who are all moving to e-cars. Magna doesn't advertise their business in e-cars, but he firmly believes they are involved and will be further involved a decade from now. They have the balance sheet to buy e-car suppliers. It's a solid, well-run company that sets them up long term. It has growth potential as the world recovers.
Automotive
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Peter Hodson

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Price
$79.720
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
Kinaxis Inc (KXS-T)
November 17, 2020
(A Top Pick Jan 23/20, Up 46%) When China started to shut down from Covid earlier this year, Kinaxis benefitted from many companies suddenly stopped receiving shipments from China because Chinese factories closed; Kinaxis offered solutions to ensure this stoppage wouldn't happen again. Kinaxis picked up a lot of business. Tech, including this, has sold off lately, with the vaccine rally, but this remains a solid company.
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Kinaxis Inc (KXS-T)
November 17, 2020
(A Top Pick Jan 23/20, Up 46%) When China started to shut down from Covid earlier this year, Kinaxis benefitted from many companies suddenly stopped receiving shipments from China because Chinese factories closed; Kinaxis offered solutions to ensure this stoppage wouldn't happen again. Kinaxis picked up a lot of business. Tech, including this, has sold off lately, with the vaccine rally, but this remains a solid company.
0 Comments
Peter Hodson

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Price
$166.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Lightspeed POS (LSPD-T)
November 17, 2020

(A Top Pick Jan 23/20, Up 14%) It's been a crazy ride, bouncing up and down sharply since its IPO then during Covid. It delivered a stunning second quarter in the middle of the pandemic, growing 70% which stunned the markets. They shifted business online. They put in a U.S. IPO which investors gobbled up and are calling it the next Shopify. Sitting on a lot of cash, they just did a nice acquisition in the U.S. to bulk up their revenue. Management knows what they're doing.

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Lightspeed POS (LSPD-T)
November 17, 2020

(A Top Pick Jan 23/20, Up 14%) It's been a crazy ride, bouncing up and down sharply since its IPO then during Covid. It delivered a stunning second quarter in the middle of the pandemic, growing 70% which stunned the markets. They shifted business online. They put in a U.S. IPO which investors gobbled up and are calling it the next Shopify. Sitting on a lot of cash, they just did a nice acquisition in the U.S. to bulk up their revenue. Management knows what they're doing.

0 Comments
Peter Hodson

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Price
$52.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
CAE Inc (CAE-T)
November 17, 2020
(A Top Pick Jan 23/20, Down 23%) It got a good boost from the growth to value shift. He likes this for its duopoly position (training pilots). True, few pilots are getting trained now, but CAE will benefit when that demand returns. Wait long enough and this stock will come back. Today, CAE is buying a Dutch company; some investors are concerned about their debt levels. The benefit of this purchase is to expand in Europe. The purchase will take the bounce out of the stock, but he still believes in it.
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CAE Inc (CAE-T)
November 17, 2020
(A Top Pick Jan 23/20, Down 23%) It got a good boost from the growth to value shift. He likes this for its duopoly position (training pilots). True, few pilots are getting trained now, but CAE will benefit when that demand returns. Wait long enough and this stock will come back. Today, CAE is buying a Dutch company; some investors are concerned about their debt levels. The benefit of this purchase is to expand in Europe. The purchase will take the bounce out of the stock, but he still believes in it.
transportation equip & components
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Peter Hodson

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Price
$31.400
Owned
Yes
DON'T BUY
DON'T BUY
Diamond Estates Wines and Spirits Inc. (DWS-X)
November 17, 2020
Lassonde buying 19% of the company was recent good news. However, the market cap is only $26 million (too small for him), there remains some debt, and the growth rate hasn't been spectacular. There isn't much trading here, which doesn't help. As a rule, he doesn't invest in companies this small. This will likely bounce in January. This stock isn't for everybody. He likes it more than before.
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Diamond Estates Wines and Spirits Inc. (DWS-X)
November 17, 2020
Lassonde buying 19% of the company was recent good news. However, the market cap is only $26 million (too small for him), there remains some debt, and the growth rate hasn't been spectacular. There isn't much trading here, which doesn't help. As a rule, he doesn't invest in companies this small. This will likely bounce in January. This stock isn't for everybody. He likes it more than before.
0 Comments
Peter Hodson

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Price
$0.140
Owned
Unknown
DON'T BUY
DON'T BUY
Viemed Healthcare (VMD-T)
November 17, 2020

He didn't like it for a while, but now more than before. The telehealth space is getting crowded and they've had issues with CMS code. It's a good American company, though doesn't receive much attention here. VMS is merely okay. He prefers other names like Knight Therapeutics. It's a decent, second-tier company.

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Viemed Healthcare (VMD-T)
November 17, 2020

He didn't like it for a while, but now more than before. The telehealth space is getting crowded and they've had issues with CMS code. It's a good American company, though doesn't receive much attention here. VMS is merely okay. He prefers other names like Knight Therapeutics. It's a decent, second-tier company.

0 Comments
Peter Hodson

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Price
$11.320
Owned
Unknown
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