Buying the Hodson Portfolio

I have decided to go ahead and build a small portfolio of Peter Hodson’s top recommendations.  His recommendations are Canadian small cap stocks so they will be bought using the money set aside for speculation.  Rather than buying his most recent picks I have decided to buy his most highly rated picks (those rated “A” in his research).  They are:

  • Buy Stantec (STN.TO) @ $42.72
  • Buy Brookfield Renewable Energy Partners (BEP-UN.TO) @ $31.34
  • Buy Constellation Software (CSU.TO) @ $120.02

POSTMORTEM

Writing today, 30th March, this looks like a profitable set of trades: a good call.  The three holdings are up an average of 1.75% in a month.

One of the stocks, Brookfield Renewable Energy Partners (BEP-UN.TO) has not performed well and I have sold it.  The postmortem on that decision will be conducted in a later post.

Ticker Name Price Paid Today’s Price % Gain
STN.TO Stantec Inc. $42.72 $44.81 4.89%
CSU.TO Constellation Software Inc. $120.02 $125.11 4.24%
BEP.UN Brookfield Renewable Energy Partners LP $31.34 $29.92 -4.53%
Average Increase 1.75%
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2 thoughts on “Buying the Hodson Portfolio

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