Opinions by James Hodgins | StockChase
880
James Hodgins

Chief Investment Officer

ON STOCKCHASE SINCE Oct 2010

Curvature Hedge Strategies


Opinions by James Hodgins


Signal Opinion Expert Chart

2014-02-25

WEAK BUY
Denison Mines Corp (DML-T)

After 5 years of bad happenings in the space you are seeing things starting to turn around.  Probably not his favourite.  Balance sheet is not the greatest.  There are positive things coming into the sector.  Looks at Paladin, and Cameco. 

non-base metal mining
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $1.670
Owned: Unknown

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2012-12-28

WEAK BUY
Rocky Mountain Liquor (RUM-X)

Likes the sector. Too illiquid so he could never take a large position in it. Seems to be a lot of room for expansion. You could treat this with “fun” money but not something he can be into himself. (See Top Picks.)

merchandising/lodging
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $0.210
Owned: No

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2016-10-20

WEAK BUY
TSO3 Inc (TOS-T)

It has been a 10 year overnight success.  Sterilizing against super bugs is becoming a bigger and bigger issue.  The demand could be quite significant be the catalyst it needs.  It could be a takeover candidate as they become more native in hospitals.

medical services
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $3.330
Owned: Unknown

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2014-04-21

WATCH
Carfinco Financial Group (CFN-T (Dead))

On the last conference call mention that they were seeing some increased competition. They lend to a subprime market in terms of auto lending. Have always executed very well. He would wait and see what the next quarter looks like before stepping back in. They do a good job of executing in their market space. It is back on his radar screen.

Financial Services
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $9.200
Owned: No

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2016-03-29

WATCH
Cipher Pharmeuticals (CPH-T)

A little bit early. They have built up their sales force pretty significantly over the last 6 months, so costs are higher and margins have come down quite a bit. That will continue over the next 2-3 quarters until the drugs start to gain traction. He would look to Buy once the new drug starts to gain traction.

Healthcare
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $6.100
Owned: No

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2011-08-05

WATCH
CORRE (CVR-X)
Very interesting company. Insiders have been buying. They are in the middle of bidding on cleanup and soil remediation of the Kuwait oil fields. The outcome should be known sometime in November so you have some time. Should they win one of these contracts, the stock would go materially higher. A “wait and see” situation.
oil/gas
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $0.375
Owned: Yes

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2014-04-21

WATCH
CORRE (CVR-X)

Highly speculative. Have a project in the Middle East where they are bidding on cleaning up the Kuwait oil fields that had been in the 1st Gulf war. However, there is lots of competition for this business. If they can get some of this business, it has some potential, but he would wait and see how much of those contracts they get.

oil/gas
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $0.080
Owned: No

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2014-02-25

WATCH
DragonWave Inc. (DRWI-T Dead))

No longer has a material position.  He was wrong to buy it.  Expected some contracts out of the newly formed Sprint/Softbank/Clear Wire contingent.  Maybe it will still happen.  The company will probably run out of gas over the next couple of quarters if they don’t do any financing. 

electrical/electronic
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $1.510
Owned: No

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2012-04-09

WATCH
Innovative Composites (IC-X (Dead))
Announced a contract to provide some shelters to Haiti but the contract has been delayed. At this point, he feels it is a bit of a “show me“ story. Still likes. Has huge potential.
Consumer Products
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $0.620
Owned: Yes

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2015-03-25

WATCH
Input Capital Corp (INP-X)

They purchase revenue streams from farmers of Canola seed.  He likes it.  They are supposed to come out with numbers in early April.  He thinks there is a chance for it to become quite large and if they get enough size they can start charging premiums and have better pricing power in the marketplace than an individual farmer could have.

James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $2.950
Owned: Yes

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2016-10-20

WATCH
Melcor Developments Ltd (MRD-T)

He has been short.  It is getting to a valuation where he is thinking about covering.  Their problem was they were based in Calgary.  It is starting to look interesting on a price to book basis.  He is not quite sold on it yet.  Their earnings are not going to turn around any time yet.  He would not buy it, but he is covering shorts. 

Developers (Real Estate)
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $12.800
Owned: Yes

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2013-07-25

WATCH
Martinrea (MRE-T)

It is going to trade with the auto parts sector.  Had a good run.  Not the cheapest stock and is probably trading at fair value. He might buy if it pulled back to $8.

metal fabricators
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $11.810
Owned: No

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2013-01-29

WATCH
Northern Graphite Corp. (NGC-X)

Classic case of when tax loss selling ends in December and you get a nice bounce in some of the really oversold names. Graphite is an interesting space in that it is heavily used in lithium ion batteries, which is a growing field. He is waiting to see where production guidance actually goes to and when they actually start cash flowing before buying.

Mining
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $1.330
Owned: No

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2012-06-15

WATCH
Quarterhill Inc (QTRH-T)
Likes the company at this price, but hasn't pulled the trigger yet. He wants to see the stock acting better to news. Since they had the failed takeover of Mosaid, the stock has been under pressure.
electrical/electronic
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $5.030
Owned: No

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2013-05-27

WATCH
Quarterhill Inc (QTRH-T)

Reached a licensing deal with Dell for some of their patents after suing them.  He is watching it.  This is the type of news that could start a trend of new settlements that would interest him.

electrical/electronic
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $4.650
Owned: No

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Showing 1 to 15 of 880 entries
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