Latest Expert Opinions

Signal
Opinion
Expert
SHORT
SHORT
September 18, 2013

A volatile industry. Shies away from the sector. He is long Mosaic and Short POT-T, making it a risk mitigation tool.

A volatile industry. Shies away from the sector. He is long Mosaic and Short POT-T, making it a risk mitigation tool.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$33.160
Owned
Yes
TOP PICK
TOP PICK
September 18, 2013

Short. Brutal operating results and it goes on from there. They were one of the later reporters in retail and it was a bad quarter for the sector. Same store sales down 7%. May be kicked out of an index. ETFs account for 10% of the float and will unwind the positions. Thinks a dividend cut is inevitable.

Short. Brutal operating results and it goes on from there. They were one of the later reporters in retail and it was a bad quarter for the sector. Same store sales down 7%. May be kicked out of an index. ETFs account for 10% of the float and will unwind the positions. Thinks a dividend cut is inevitable.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$7.910
Owned
Unknown
TOP PICK
TOP PICK
September 18, 2013

400,000 patients. Have a device that allows blood work and testing in their own homes. They are tapping into 10% of the patients that qualify for this. Sees cross selling of other products going forward.

400,000 patients. Have a device that allows blood work and testing in their own homes. They are tapping into 10% of the patients that qualify for this. Sees cross selling of other products going forward.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$0.260
Owned
Yes
TOP PICK
TOP PICK
September 18, 2013

Pairs Trade. Long Enercare and Short Just Energy. ECI-T has high dividend yield, sustainable and growth potential. JE-T has opaque accounting. Their product was fixed cost natural gas, but with prices low, they can’t make sales.

EnerCare Inc (ECI-T)
September 18, 2013

Pairs Trade. Long Enercare and Short Just Energy. ECI-T has high dividend yield, sustainable and growth potential. JE-T has opaque accounting. Their product was fixed cost natural gas, but with prices low, they can’t make sales.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$9.570
Owned
Yes
HOLD
HOLD
September 18, 2013

Own the royalty rights to the oil and gas. They put up no capital if someone wants to drill.

Freehold Royalties (FRU-T)
September 18, 2013

Own the royalty rights to the oil and gas. They put up no capital if someone wants to drill.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$23.330
Owned
Yes