Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 5, 2017

Thinks this will be going down, because management has lost credibility. They don’t seem to have a very good grip on what they are doing.

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Freshii Inc (FRII-T)
October 5, 2017

Thinks this will be going down, because management has lost credibility. They don’t seem to have a very good grip on what they are doing.

HOLD
HOLD
October 5, 2017

This is a bet on Jonathan Goodman, who is probably the smartest guy when it comes to doing what he is doing. This is not a trade, it is a long-term play and you are betting on his ability to get things done.

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This is a bet on Jonathan Goodman, who is probably the smartest guy when it comes to doing what he is doing. This is not a trade, it is a long-term play and you are betting on his ability to get things done.

COMMENT
COMMENT
October 5, 2017

You are going to hear a lot about Bitcoin and blockchain, particularly blockchain, which has a ton of deals coming to market with lots of promotion. What is interesting about this company is that they have been in this space for years. Blockchain is decentralized storage, making hacking data extremely difficult. Yesterday, they signed a deal with a company that specializes in blockchain programming and technology. He likes this one. The stock seems to be very cheap.

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Leonovus Inc (LTV-X)
October 5, 2017

You are going to hear a lot about Bitcoin and blockchain, particularly blockchain, which has a ton of deals coming to market with lots of promotion. What is interesting about this company is that they have been in this space for years. Blockchain is decentralized storage, making hacking data extremely difficult. Yesterday, they signed a deal with a company that specializes in blockchain programming and technology. He likes this one. The stock seems to be very cheap.

WAIT
WAIT
October 5, 2017

Finances input costs for farmers. In return, they don’t get paid money, but get paid a piece of the crop. The company has had trouble making this work as there is a lot of volatility. He likes the people who run this. You should wait until they work this out and iron out the kinks in the model.

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Finances input costs for farmers. In return, they don’t get paid money, but get paid a piece of the crop. The company has had trouble making this work as there is a lot of volatility. He likes the people who run this. You should wait until they work this out and iron out the kinks in the model.

COMMENT
COMMENT
October 5, 2017

This whole industry needs consolidation. They are going through the strong and painful process of consolidation, and it is going to take time. Eventually this should work. He wouldn’t be in a rush to buy this.

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This whole industry needs consolidation. They are going through the strong and painful process of consolidation, and it is going to take time. Eventually this should work. He wouldn’t be in a rush to buy this.

COMMENT
COMMENT
October 5, 2017

The CEO is very impressive and knows the business quite well. If you want exposure to cobalt and are prepared to take risks, it may be of interest. Clearly cobalt demand is going to rise with the electrification of cars. Very speculative.

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US Cobalt Inc. (USCO-X)
October 5, 2017

The CEO is very impressive and knows the business quite well. If you want exposure to cobalt and are prepared to take risks, it may be of interest. Clearly cobalt demand is going to rise with the electrification of cars. Very speculative.

COMMENT
COMMENT
October 5, 2017

Kind of a rollup story. These stories always work well at first and then almost always fall apart, because it is hard to acquire businesses. They did a bunch of acquisitions, which worked out great until inevitably the wheels fell off. The question is, what are they going to do with this dog’s breakfast of assets. They are in the media space, and those assets tend to have long life, so they might get lucky, but he would be cautious.

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DHX Media (DHX.B-T)
October 5, 2017

Kind of a rollup story. These stories always work well at first and then almost always fall apart, because it is hard to acquire businesses. They did a bunch of acquisitions, which worked out great until inevitably the wheels fell off. The question is, what are they going to do with this dog’s breakfast of assets. They are in the media space, and those assets tend to have long life, so they might get lucky, but he would be cautious.