Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 18, 2013

One of his largest positions. Had some operational issues. But the bar was set incredibly low by the street. He has confidence in the management. They need to deliver on their promised production levels of 3000 barrels per day. The dividend at 12.4% has raised alarm bells in the street, but he believes it is sustainable. They have some debt. They have the drip program but the payout ratio is close to 100%.

Eagle Energy Inc (EGL-T)
September 18, 2013

One of his largest positions. Had some operational issues. But the bar was set incredibly low by the street. He has confidence in the management. They need to deliver on their promised production levels of 3000 barrels per day. The dividend at 12.4% has raised alarm bells in the street, but he believes it is sustainable. They have some debt. They have the drip program but the payout ratio is close to 100%.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$8.350
Owned
Unknown
BUY
BUY
September 18, 2013

Likes it. They are a supplier to the pipeline industry with a product that heats up pipelines. Likes the management team. They will do good things going forward. Is a consolidation story.

Enterprise Group (E-T)
September 18, 2013

Likes it. They are a supplier to the pipeline industry with a product that heats up pipelines. Likes the management team. They will do good things going forward. Is a consolidation story.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$0.850
Owned
Unknown
BUY
BUY
September 18, 2013

Likes it and has owned it. It is a consolidation in an industry that is very fragmented. Is a consolidation story.

KGIC Inc (LRN-X)
September 18, 2013

Likes it and has owned it. It is a consolidation in an industry that is very fragmented. Is a consolidation story.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$0.610
Owned
Yes
BUY
BUY
September 18, 2013

Loves the business. They have a nice niche in the auto market.

Loves the business. They have a nice niche in the auto market.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$10.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 18, 2013

(Top Pick Jul 16/13, Up 7.14%) They are applying for a bank license and hope to get it either this month or next. Thinks this will surprise the market.

(Top Pick Jul 16/13, Up 7.14%) They are applying for a bank license and hope to get it either this month or next. Thinks this will surprise the market.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$8.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 18, 2013

(Top Pick Jul 16/13, Down 0.54%) Now is the time to own them. They earned as much in Q2 as they did in all of last year and that is generally their weakest quarter. It is a play on the US housing market. They sit on a large real estate portfolio.

Deltic Timber (DEL-N)
September 18, 2013

(Top Pick Jul 16/13, Down 0.54%) Now is the time to own them. They earned as much in Q2 as they did in all of last year and that is generally their weakest quarter. It is a play on the US housing market. They sit on a large real estate portfolio.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$64.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 18, 2013

(Top Pick Jul 16/13, Up 15.02%) A play on consumer lending. It is still undervalued.

goeasy (GSY-T)
September 18, 2013

(Top Pick Jul 16/13, Up 15.02%) A play on consumer lending. It is still undervalued.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$13.860
Owned
Yes