Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
February 25, 2014

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.

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.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.510
Owned
No
BUY
BUY
February 25, 2014

Streaming media and advertising. Moving into other content areas for delivery. Upsized some of their NHL packages. He likes it. Competition is pretty fragmented. Growing at 40% a year.

Neulion (NLN-T)
February 25, 2014

Streaming media and advertising. Moving into other content areas for delivery. Upsized some of their NHL packages. He likes it. Competition is pretty fragmented. Growing at 40% a year.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.560
Owned
Yes
BUY
BUY
February 25, 2014

Long history based in Saskatchewan of providing technology products to cable/broadband through bigger companies like Cisco. Founder is stepping down and handing over the reins to son. Selling all non-core assets. Creating a lot of shareholder value. He likes it.

Long history based in Saskatchewan of providing technology products to cable/broadband through bigger companies like Cisco. Founder is stepping down and handing over the reins to son. Selling all non-core assets. Creating a lot of shareholder value. He likes it.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$5.700
Owned
Unknown
DON'T BUY
DON'T BUY
February 25, 2014

Pretty skeptical on wind, solar, and alternative energy. Typically dependent on government subsidies to operate. He has not bought it.

Alter Nrg Corp. (NRG-T)
February 25, 2014

Pretty skeptical on wind, solar, and alternative energy. Typically dependent on government subsidies to operate. He has not bought it.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.160
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
February 25, 2014

Cross pollination on the management team. Highly speculative, but you are not paying for the upside. A decent speculative play.

CORRE (CVR-X)
February 25, 2014

Cross pollination on the management team. Highly speculative, but you are not paying for the upside. A decent speculative play.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.095
Owned
Unknown
WATCH
WATCH
February 25, 2014

Opened a store where the neighborhood had only one condo building up so they closed and it cost them half a million. Other stores are doing well. They decided to do the franchise route and he is still waiting to see.

Spot Coffee (SPP-X)
February 25, 2014

Opened a store where the neighborhood had only one condo building up so they closed and it cost them half a million. Other stores are doing well. They decided to do the franchise route and he is still waiting to see.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.080
Owned
Unknown
WEAK BUY
WEAK BUY
February 25, 2014

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.

Denison Mines Corp (DML-T)
February 25, 2014

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.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.670
Owned
Unknown