Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
August 7, 2014

They have changed their strategy over the last couple of years. Now they are making large acquisitions of portfolios and you get the good, the bad and the ugly.

They have changed their strategy over the last couple of years. Now they are making large acquisitions of portfolios and you get the good, the bad and the ugly.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$4.630
Owned
Unknown
WEAK BUY
WEAK BUY
August 7, 2014

Believes dividend is sustainable. Likes that it is an ag-related name.

Believes dividend is sustainable. Likes that it is an ag-related name.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$47.390
Owned
No
DON'T BUY
DON'T BUY
August 7, 2014

He has shorted it many times and made a fair amount of money.

He has shorted it many times and made a fair amount of money.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$1.530
Owned
No
TOP PICK
TOP PICK
August 7, 2014

Short. Just came out with Q2 earnings. It reinforced his thesis on the stock. They are in the process of repairing the balance sheet and sold the most stable part of their business. Cut their dividend 40% in the last 18 months. 8.5% yield and 112% payout ratio even after the cut.

Short. Just came out with Q2 earnings. It reinforced his thesis on the stock. They are in the process of repairing the balance sheet and sold the most stable part of their business. Cut their dividend 40% in the last 18 months. 8.5% yield and 112% payout ratio even after the cut.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$5.940
Owned
Yes
TOP PICK
TOP PICK
August 7, 2014

Long FRU-T and Short PSK-T. Thinks PSK is overvalued. Likes both businesses. They are efficient, just collecting a royalty. When FRU gets closer to PSK in terms of PE, cover the short.

Long FRU-T and Short PSK-T. Thinks PSK is overvalued. Likes both businesses. They are efficient, just collecting a royalty. When FRU gets closer to PSK in terms of PE, cover the short.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$25.270
Owned
Yes
TOP PICK
TOP PICK
August 7, 2014

Great long term hold. Indirect play on pipelines. Doesn’t know who builds the next one, but SCL will be in the middle of it. At the end of the day, someone will take this one out. Stock came down this year because it had such a great year last year.

Great long term hold. Indirect play on pipelines. Doesn’t know who builds the next one, but SCL will be in the middle of it. At the end of the day, someone will take this one out. Stock came down this year because it had such a great year last year.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$53.650
Owned
Yes
COMMENT
COMMENT
August 7, 2014

The ``prospect generator`` business model to him is the only part of the exploration sector that makes any mathematical sense. He is a very large shareholder of this company, and has an extremely high regard for management.

The ``prospect generator`` business model to him is the only part of the exploration sector that makes any mathematical sense. He is a very large shareholder of this company, and has an extremely high regard for management.

Rick Rule
Pres. & CEO, Sprott USA
Price
$0.430
Owned
Yes