Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 20, 2018
His kids enjoy their toys, TOY's brands have fallen off quite a bit in the market and the new ones likely won't excite.
Spin Master Corp(TOY-T)
December 20, 2018
His kids enjoy their toys, TOY's brands have fallen off quite a bit in the market and the new ones likely won't excite.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$36.660
Owned
No
DON'T BUY
DON'T BUY
December 20, 2018
They've borrowed huge amounts of capital to buy back stock, which hasn't paid off at all. They have a ton of debt maturities coming in the next two years. He feels very negative about the credit market in general, so avoid GE.
General Electric(GE-N)
December 20, 2018
They've borrowed huge amounts of capital to buy back stock, which hasn't paid off at all. They have a ton of debt maturities coming in the next two years. He feels very negative about the credit market in general, so avoid GE.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.440
Owned
No
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick May 15/18, Down 61%) A small-cap. They did some interesting deals that he liked, including a big phosphate mine off Agrium before their merger--the stock did well for a while. But their Brazil plant ran into trouble. If it is fixed, then it'll be fine.. It's a small-cap with a good balance sheet, really oversold with decent growth prospects. He expects a rebound in January.
Itafos(IFOS-X)
December 20, 2018
(A Top Pick May 15/18, Down 61%) A small-cap. They did some interesting deals that he liked, including a big phosphate mine off Agrium before their merger--the stock did well for a while. But their Brazil plant ran into trouble. If it is fixed, then it'll be fine.. It's a small-cap with a good balance sheet, really oversold with decent growth prospects. He expects a rebound in January.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.980
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick May 15/18, Down 25%) It's been up-down and done well this. The recent upside is about the online gaming space in the U.S. getting the green light. They will launch their own mobile gaming app--keep an eye on thhis. He likes management which owns a lot of stock--a good sign. He's long this stock.
TheScore Inc.(SCR-X)
December 20, 2018
(A Top Pick May 15/18, Down 25%) It's been up-down and done well this. The recent upside is about the online gaming space in the U.S. getting the green light. They will launch their own mobile gaming app--keep an eye on thhis. He likes management which owns a lot of stock--a good sign. He's long this stock.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.290
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick May 15/18, Down 54%) He's still long this. It's a top pick tonight, so he'll discuss it then.
(A Top Pick May 15/18, Down 54%) He's still long this. It's a top pick tonight, so he'll discuss it then.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.880
Owned
Yes
COMMENT
COMMENT
December 20, 2018
KEY vs. FTS He owns Fortis only, though likes Keyera. KEY is more exposed to the midstream oil/gas side while FTS is exposed to power generation and so will be more stable over time. KEY had to recently do an equity issue because they had too much debt.
Keyera Corp(KEY-T)
December 20, 2018
KEY vs. FTS He owns Fortis only, though likes Keyera. KEY is more exposed to the midstream oil/gas side while FTS is exposed to power generation and so will be more stable over time. KEY had to recently do an equity issue because they had too much debt.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$26.620
Owned
No
DON'T BUY
DON'T BUY
December 20, 2018
He's owned it in the past. DML has traditionally issued a lot of shares, which he doesn't like. Also, ever since the Japanese nuclear reaction meltdown, this sector has been troubled. He avoids the sector.
Denison Mines Corp(DML-T)
December 20, 2018
He's owned it in the past. DML has traditionally issued a lot of shares, which he doesn't like. Also, ever since the Japanese nuclear reaction meltdown, this sector has been troubled. He avoids the sector.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.630
Owned
No