Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
November 27, 2018

Some states are considering legalizing sports gambling. Stars have been in online poker, then built up their casinos and are now entering sports. This is definitely on his watch list.

The Stars Group Inc(TSGI-T)
November 27, 2018

Some states are considering legalizing sports gambling. Stars have been in online poker, then built up their casinos and are now entering sports. This is definitely on his watch list.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$25.430
Owned
Yes
DON'T BUY
DON'T BUY
November 27, 2018
Likes it. Excellent managers. But they've run into problems, including a big acquisition a few years ago that's fallen short of revenue expectations. Another one, they took on a lot of debt, which still worries him.
Likes it. Excellent managers. But they've run into problems, including a big acquisition a few years ago that's fallen short of revenue expectations. Another one, they took on a lot of debt, which still worries him.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$5.900
Owned
No
BUY
BUY
November 27, 2018
It popped big in May when sports gambling was legalized in the U.S. Score has 11 million subscribers in its app, which is great for live-event sports gambling. The Score will benefit from more people using the app.
TheScore Inc.(SCR-X)
November 27, 2018
It popped big in May when sports gambling was legalized in the U.S. Score has 11 million subscribers in its app, which is great for live-event sports gambling. The Score will benefit from more people using the app.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.250
Owned
Yes
WATCH
WATCH
November 27, 2018
It screens very high in his metrics. Nothing wrong fundementally here. A potential buy.
It screens very high in his metrics. Nothing wrong fundementally here. A potential buy.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$2.660
Owned
No
DON'T BUY
DON'T BUY
November 27, 2018
This is too big for him, since he invests in small/mid-caps. Canadian consumers are levered up, so he doesn't buy Canadian banks. He prefers TD.
Bank of Montreal(BMO-T)
November 27, 2018
This is too big for him, since he invests in small/mid-caps. Canadian consumers are levered up, so he doesn't buy Canadian banks. He prefers TD.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$98.080
Owned
No
SHORT
SHORT
November 27, 2018
He's short this. Mixed reports about the launch of cannabis in Canada since mid-October. Aurora at its peak had a $15-billion market cap, typical of investors betting on the future earnings of this sector. Auroura is highly acquisitive. Medical cannabis will be a great business. Aurora has bought in medical and recreational weed. Cannabis companies face tough slogging going forward. He needs to see the U.S. and European markets uptick in receational weed demand.
Aurora Cannabis(ACB-T)
November 27, 2018
He's short this. Mixed reports about the launch of cannabis in Canada since mid-October. Aurora at its peak had a $15-billion market cap, typical of investors betting on the future earnings of this sector. Auroura is highly acquisitive. Medical cannabis will be a great business. Aurora has bought in medical and recreational weed. Cannabis companies face tough slogging going forward. He needs to see the U.S. and European markets uptick in receational weed demand.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.290
Owned
Yes
SELL
SELL
November 27, 2018
He doesn't like their debt which is 6x EBITDA. He fears this could go bankrupt. Problems were they bought up TV stations from Bell, and lost Disney as core client and in turn will launch their own streaming service and compete with DHX. He's short DHX, which could go to 0.
DHX Media(DHX.B-T)
November 27, 2018
He doesn't like their debt which is 6x EBITDA. He fears this could go bankrupt. Problems were they bought up TV stations from Bell, and lost Disney as core client and in turn will launch their own streaming service and compete with DHX. He's short DHX, which could go to 0.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.000
Owned
Yes