Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
October 7, 2010
Just cut production guidance and shares are trading down significantly. Likely indicative of a trend change in their operations. If you own, take profits. (He is Short the stock.)
Just cut production guidance and shares are trading down significantly. Likely indicative of a trend change in their operations. If you own, take profits. (He is Short the stock.)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.100
Owned
Yes
BUY
BUY
October 7, 2010
Bakken is a growing resource and Crescent Point (CPG-T) has been a serial acquirer of juniors in this area and holds a large amount of Reliable shares. Very attractive land packages and will grow production significantly over the next 6-12 months so could be an acquisition target.
Reliable Energy (REL-X)
October 7, 2010
Bakken is a growing resource and Crescent Point (CPG-T) has been a serial acquirer of juniors in this area and holds a large amount of Reliable shares. Very attractive land packages and will grow production significantly over the next 6-12 months so could be an acquisition target.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.380
Owned
Yes
SELL
SELL
October 7, 2010
Not been a fan of junior oil sands plays because it is such a scale business but this one has emerged as one of the better companies. However he is not a fan of oil at these prices. (He is Short the stock.)
Not been a fan of junior oil sands plays because it is such a scale business but this one has emerged as one of the better companies. However he is not a fan of oil at these prices. (He is Short the stock.)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.200
Owned
Yes
DON'T BUY
DON'T BUY
October 7, 2010
Big resource in Africa where there is a lot of political risks. First Quantum (FM-T) has a stake in this company but doubt if they would be interested in taking it over right now as they have their own problems.
Big resource in Africa where there is a lot of political risks. First Quantum (FM-T) has a stake in this company but doubt if they would be interested in taking it over right now as they have their own problems.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$5.660
Owned
No
COMMENT
COMMENT
October 7, 2010
Many assets and a fantastic management team. Assets aren’t great but have significant leverage to gold prices. Issue in their Mexican operations that was inherited from a prior acquisition but thinks this is solvable.
New Gold Inc. (NGD-T)
October 7, 2010
Many assets and a fantastic management team. Assets aren’t great but have significant leverage to gold prices. Issue in their Mexican operations that was inherited from a prior acquisition but thinks this is solvable.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$6.940
Owned
No
DON'T BUY
DON'T BUY
October 7, 2010
Big resource in Utica Shale. Recent well results have not been positive. Talisman (TLM-T) says they are going to delay future testing and wells.
Questerre Energy (QEC-T)
October 7, 2010
Big resource in Utica Shale. Recent well results have not been positive. Talisman (TLM-T) says they are going to delay future testing and wells.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.820
Owned
No
HOLD
HOLD
October 7, 2010
Will be getting a nice chunk of change from their CTV stake, which essentially will clear up all their debt. Still a business that is in decline. Highly possible there could be a major increase in the dividend in the short run.
TorstarCorp (B) (TS.B-T)
October 7, 2010
Will be getting a nice chunk of change from their CTV stake, which essentially will clear up all their debt. Still a business that is in decline. Highly possible there could be a major increase in the dividend in the short run.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$12.820
Owned
No