Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 14, 2019
The leading way way to play phosphates and potash in North America. He likes NTR, but because he's a mid-cap manager (and NTR is large cap) he prefers IFOS-X in this space within this cycle.
Nutrien Ltd.(NTR-T)
January 14, 2019
The leading way way to play phosphates and potash in North America. He likes NTR, but because he's a mid-cap manager (and NTR is large cap) he prefers IFOS-X in this space within this cycle.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$65.920
Owned
No
BUY
BUY
January 14, 2019
It looks cheap and the balance sheet is not distressed. He likes it here. The risk/reward is good. They have quality crude and get better pricing than its Alberta peers.
It looks cheap and the balance sheet is not distressed. He likes it here. The risk/reward is good. They have quality crude and get better pricing than its Alberta peers.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$4.500
Owned
Unknown
BUY
BUY
January 14, 2019
Loves it. One of his biggest holdings. It got hammered, but actually holds net cash and generates $4+/share. Incredibly cheap. They get Brent Oil pricing, another upside. It'll go back to mid-$20's.
Parex Resources Inc.(PXT-T)
January 14, 2019
Loves it. One of his biggest holdings. It got hammered, but actually holds net cash and generates $4+/share. Incredibly cheap. They get Brent Oil pricing, another upside. It'll go back to mid-$20's.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$18.730
Owned
Yes
SHORT
SHORT
January 14, 2019
Not his favourite cannabis stock. They've diluted shares and are buying another company, which tells him that they're buying with stocks, not cash, which tells him that management believes their company is overvalued. ACB is very high compared to its peers. He's shorting it.
Aurora Cannabis(ACB-T)
January 14, 2019
Not his favourite cannabis stock. They've diluted shares and are buying another company, which tells him that they're buying with stocks, not cash, which tells him that management believes their company is overvalued. ACB is very high compared to its peers. He's shorting it.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$9.000
Owned
No
PAST TOP PICK
PAST TOP PICK
January 14, 2019
(A Top Pick Mar 26/18, Up 97%) They smartly bought some spectrum rights a few years ago, and now they're on the fringe of the 5G spectrum. So the value of their spectrum rights will be realized later this year. He took profits, and would be lightening up on this now as the stock does well.
TeraGo Inc.(TGO-T)
January 14, 2019
(A Top Pick Mar 26/18, Up 97%) They smartly bought some spectrum rights a few years ago, and now they're on the fringe of the 5G spectrum. So the value of their spectrum rights will be realized later this year. He took profits, and would be lightening up on this now as the stock does well.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$11.010
Owned
No
PAST TOP PICK
PAST TOP PICK
January 14, 2019
(A Top Pick Mar 26/18, Down 30%) Also a top pick, so he'll comment there.
(A Top Pick Mar 26/18, Down 30%) Also a top pick, so he'll comment there.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.120
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 14, 2019
(A Top Pick Mar 26/18, Down 54%) He slightly reduced his position, but still holds it. They got into a business agreement with Sun Pharma, a bigger company, that was distributing one of the biggest drugs. They did a big promotion last year and the stock did very well, but they stopped promoting it. The inventory built up and their orders to Cipher dwindled to almost nothing. CPH stock got punished. They've since solved it with a long-term supply agreement. Also, they have two new drugs approved in 2018 with at least three more in 2019. The founder just bought a bunch of shares, which is a good sign.
Cipher Pharmeuticals(CPH-T)
January 14, 2019
(A Top Pick Mar 26/18, Down 54%) He slightly reduced his position, but still holds it. They got into a business agreement with Sun Pharma, a bigger company, that was distributing one of the biggest drugs. They did a big promotion last year and the stock did very well, but they stopped promoting it. The inventory built up and their orders to Cipher dwindled to almost nothing. CPH stock got punished. They've since solved it with a long-term supply agreement. Also, they have two new drugs approved in 2018 with at least three more in 2019. The founder just bought a bunch of shares, which is a good sign.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.890
Owned
Yes