Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 7, 2014

(Top Pick Jul 16/13, Up 103.69%) It is only now starting to get on the radar screen of smaller institutions. Still thinks it is inexpensive and growth prospects are good going forward. Sees significant earnings growth.

goeasy (GSY-T)
August 7, 2014

(Top Pick Jul 16/13, Up 103.69%) It is only now starting to get on the radar screen of smaller institutions. Still thinks it is inexpensive and growth prospects are good going forward. Sees significant earnings growth.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$23.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 7, 2014

(Top Pick Jul 16/13, Down 0.99%) In this business if you get it right 2 or 3 times you are doing well. He got out. It was the most leveraged play on the US housing. No one covers it. It didn’t pan out.

Deltic Timber (DEL-N)
August 7, 2014

(Top Pick Jul 16/13, Down 0.99%) In this business if you get it right 2 or 3 times you are doing well. He got out. It was the most leveraged play on the US housing. No one covers it. It didn’t pan out.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$63.570
Owned
No
BUY
BUY
August 7, 2014

Likes it. A play on pipeline construction. Pipeline related tunneling. Another business of theirs competes with BAD-T. Have been a consolidator for the last couple of years and now he is hoping they will deliver. E-T is extremely cheap in terms of next year’s earnings.

Enterprise Group (E-T)
August 7, 2014

Likes it. A play on pipeline construction. Pipeline related tunneling. Another business of theirs competes with BAD-T. Have been a consolidator for the last couple of years and now he is hoping they will deliver. E-T is extremely cheap in terms of next year’s earnings.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$0.880
Owned
Yes
BUY
BUY
August 7, 2014

9.5% dividend is not a red flag. He knows the company well. They have the potential to up the dividend, but realize it would be a red flag over 10%. They keep acquiring hotels. Adjusted funds from operations suggest it is very cheap. He wishes they would slow down their rate of acquisitions.

Temple Hotels (TPH-T)
August 7, 2014

9.5% dividend is not a red flag. He knows the company well. They have the potential to up the dividend, but realize it would be a red flag over 10%. They keep acquiring hotels. Adjusted funds from operations suggest it is very cheap. He wishes they would slow down their rate of acquisitions.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$5.720
Owned
Yes
BUY
BUY
August 7, 2014

Rents out water heaters. There is an open offer to buy the shares and take them private. They just bought Direct Energy. Thinks it will be accretive. Thinks they will start to get attention.

EnerCare Inc (ECI-T)
August 7, 2014

Rents out water heaters. There is an open offer to buy the shares and take them private. They just bought Direct Energy. Thinks it will be accretive. Thinks they will start to get attention.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$13.730
Owned
Unknown
BUY
BUY
August 7, 2014

Consolidator within the health care space. Can cross sell within their space. An interesting play.

Consolidator within the health care space. Can cross sell within their space. An interesting play.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$0.365
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
August 7, 2014

Tough to find an attractive entry point. Organic growth as well as tuck in acquisitions. Thinks eventually it could get taken out.

Descartes (DSG-T)
August 7, 2014

Tough to find an attractive entry point. Organic growth as well as tuck in acquisitions. Thinks eventually it could get taken out.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$14.800
Owned
Yes