Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 20, 2018
It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)
Nutrien Ltd. (NTR-T)
December 20, 2018
It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$60.740
Owned
Yes
TOP PICK
TOP PICK
December 20, 2018
Previous management lied to shareholders about how well they were doing and was thrown out. The September quarter was a good quarter. They are in the businesses of Canadian aftermarket auto parts, US paint finishing and UK aftermarket auto parts. He thinks they will sell their US paint finishing business. (Analysts’ price target is $25.83)
Uni-Select Inc (UNS-T)
December 20, 2018
Previous management lied to shareholders about how well they were doing and was thrown out. The September quarter was a good quarter. They are in the businesses of Canadian aftermarket auto parts, US paint finishing and UK aftermarket auto parts. He thinks they will sell their US paint finishing business. (Analysts’ price target is $25.83)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$18.810
Owned
Yes
BUY
BUY
December 20, 2018
Loves it. Defensive in a down market and recession-proof. Alcohol is a high-cash flow generating business. There's a potential for privatization and for getting into cannabis. CSW has great expertise in getting shelf space in the LCBO, which could benefit the latter
Loves it. Defensive in a down market and recession-proof. Alcohol is a high-cash flow generating business. There's a potential for privatization and for getting into cannabis. CSW has great expertise in getting shelf space in the LCBO, which could benefit the latter
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$18.250
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2018
Today hit an all-time low. Some believe they will turn around, but their debt is too challenging. He won't buy until they have solved their financial problems--waiting for the upside.
Maxar Technologies (MAXR-T)
December 20, 2018
Today hit an all-time low. Some believe they will turn around, but their debt is too challenging. He won't buy until they have solved their financial problems--waiting for the upside.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$15.440
Owned
No
WATCH
WATCH
December 20, 2018
7.7% dividend yield. He owns a small position. It's worth looking at. Their balance sheet is fine. A stable business. They did a great job exiting their US business and distributing capital to shareholders. Worth looking at it, definitely.
Extendicare Inc (EXE-T)
December 20, 2018
7.7% dividend yield. He owns a small position. It's worth looking at. Their balance sheet is fine. A stable business. They did a great job exiting their US business and distributing capital to shareholders. Worth looking at it, definitely.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$6.250
Owned
Yes
WATCH
WATCH
December 20, 2018
He's watching it. It's likely that money will flow into precious metals. But names like this are highly spectulative. If he'd buy it, it'd be a small position.
Royal Nickel Corp (RNX-T)
December 20, 2018
He's watching it. It's likely that money will flow into precious metals. But names like this are highly spectulative. If he'd buy it, it'd be a small position.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.460
Owned
No
SELL
SELL
December 20, 2018
Timber has been a very volatile sector this year. A highly cyclicaly business. Avoid this sector, even though it's been oversold. Sell when this rallies.
West Fraser Timber (WFT-T)
December 20, 2018
Timber has been a very volatile sector this year. A highly cyclicaly business. Avoid this sector, even though it's been oversold. Sell when this rallies.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$64.560
Owned
No