Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 20, 2018
He owns a bit of this, but prefers Corbys because it has a better cash generation ratio and pays a better dividend. He doesn't dislike ADW, though.
Andrew Peller (ADW.A-T)
December 20, 2018
He owns a bit of this, but prefers Corbys because it has a better cash generation ratio and pays a better dividend. He doesn't dislike ADW, though.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$12.590
Owned
Yes
BUY
BUY
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.
Fortis Inc. (FTS-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
$45.630
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2018
It's fallen on hard times. It bought a big mine in west Africa and has trouble getting it to run at a profit. They took on a lot of debt to buy that mine, and not the credit cycle is turning. Their bonds are trading as if is S is going bankrupt.
It's fallen on hard times. It bought a big mine in west Africa and has trouble getting it to run at a profit. They took on a lot of debt to buy that mine, and not the credit cycle is turning. Their bonds are trading as if is S is going bankrupt.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.365
Owned
No
BUY
BUY
December 20, 2018
A big holding for him. Management has histoorically found big mining projects and done great job adding value by selling them or harvesting the cash flow. With the China-US trade war, base metals are out of favour, though. But he still sees value in base metals and commodities, so ALS is a reasonable buy here.
AltiusMinerals Corp (ALS-T)
December 20, 2018
A big holding for him. Management has histoorically found big mining projects and done great job adding value by selling them or harvesting the cash flow. With the China-US trade war, base metals are out of favour, though. But he still sees value in base metals and commodities, so ALS is a reasonable buy here.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$11.140
Owned
Yes
WATCH
WATCH
December 20, 2018
Interesting. If we see a better regulatory environment in oil, then a services company like this will be a good buy.
Interesting. If we see a better regulatory environment in oil, then a services company like this will be a good buy.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.540
Owned
Unknown
SHORT
SHORT
December 20, 2018
He's very negative about the housing sector. He's short TMC. Credit spreads are rising and the credit markets are turning over. Canadian real estate is vulnerable.
He's very negative about the housing sector. He's short TMC. Credit spreads are rising and the credit markets are turning over. Canadian real estate is vulnerable.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
December 20, 2018
Any Canadian junior has been crushed, so he's looking for a very oversold name in an oversold sector, yet a company with a good balance sheet with some growth likely. LXE fulfills that and has no debt. Pristine balance sheet with $20 million cash. No debt. Their cash flow is break even with current oil prices. It'll likely bounce sharply in January. Also, Canadian oil is really really cheap. Over 3-5 years, you could see a 5-10-bagger. (Analysts’ price target is $2.27)
Any Canadian junior has been crushed, so he's looking for a very oversold name in an oversold sector, yet a company with a good balance sheet with some growth likely. LXE fulfills that and has no debt. Pristine balance sheet with $20 million cash. No debt. Their cash flow is break even with current oil prices. It'll likely bounce sharply in January. Also, Canadian oil is really really cheap. Over 3-5 years, you could see a 5-10-bagger. (Analysts’ price target is $2.27)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.880
Owned
Yes