RE:RE:RE:RE:Peter HodsonGreat points paul0316. Peter Hodson is the founder and head of research at 5i Research Inc. Ryan Modesto is the CEO of 5i Research and commented on PyroGenesis on BNN some time ago (and didn’t really know what he was talking about during the clip on PYR, neither did the host of BNN either).
What is also worth noting is that 5i Research covers multiple stocks and have model portfolios, two of them being the Balanced Equity Model Portfolio and the Growth Model Portfolio. In the Balanced Equity Model Portfolio they included Shopify and in the Growth Model they included Lightspeed. Both Shopify and Lightspeed are also “expensive” based on valuation (like what was mentioned in the article on PyroGenesis over the weekend).
Now look at this question on Lightspeed that was posed by a 5i subscriber today:
Q. Hi. It seems that you like LSPD but at a glance it looks like they have an operating loss every month. Can you explain your thinking of why you like LSPD when they are not making money? Thanks in advance Asked by Dave on February 22, 2021 5I RESEARCH ANSWER: The company is not expected to be profitable for a while but continues to grow market share and revenue very quickly, even in a pandemic. It is very well managed and very well financed, and has solid shareholder support. As we come out of the pandemic it is quite possible that its growth rate will accelerate. It has made excellent acquisitions to build out its revenue base. Keep in mind that many growth companies such as Amazon went years without a profit. Note that both Peter Hodson and Ryan Modesto joined the i2i Long/Short US Equity Fund in November 2020 as Associate Portfolio Managers. This is a new hedge fund (Belco Private Capital is the Representative Dealer). i2i/Peter/Ryan could very well be building a position in PyroGenesis right now. All this to say is that exercise caution with what one reads from these analysts (not just 5i Research).
A couple of other notes: Cathie Wood/ARK Invest only chose 4 Canadian companies to be included in her funds/ETFs (so far): Shopify, Lightspeed, Magna, and PyroGenesis. To me, it doesn’t get much better than this (Cathie's "stamp of approval"). Coupled with PyroGenesis’ stellar leadership, 110 patents (and counting), multiple business lines/divisions, and industry changing technology.
Always do your due diligence and don’t take “analysts’” comments/thoughts at “face value”. (Although 5i cannot purchase shares in companies, the hedge fund i2i Long/Short does and one can only wonder if Peter/Ryan are now accumulating PYR on behalf of i2i).
Long and Strong in PyroGenesis and HPQ Silicon!
paul0316 wrote: No doubt in my mind PYR was mentioned by design. That's how these guys work. Lead the sheep one way so their buddies can do the opposite. This guy knows exactly what is going on at PYR and the potential involved. Don't be fooled by his ignorance. That's why there's this old saying "the rich get richer". So many people fall for these tactics it's sad. There are laws and regulations that protect everyone in the market, but there's so many ways around them. This is one of them...
pjecan wrote:
I read Hodso'ns pieci in the paper a couple of days ago. The title of his article was "Five things that could go horribly wrong in this high flying market". He likes to split things in to 5's. his 5 here were 1) Interest rates coild spike. 2) Inflation could rear its ugly head. 3) Bubbles could pop. 4)Bankrupcies could give investors pause. 5) Earnings growth could underwhelm. You decide whether you agree with any of them.
PYR was mentioned in the bubbles could pop section. Why of all the stocks he could have mentioned he mentioned PYR....who knows ? Unless it is an indication of how many radars PYR is on....I take that as being a good thing. He was talking about bubbles in general mentioning EV stocks, Batteries, energy storage etc.
He could of mentioned numerous other stocks.