Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 14, 2019
It'll do well in the market he forecasts--a difficult one, and investors will bid up stable companies like Fortis that don't depend on cyclicality. OPne of his biggest holdings.
Fortis Inc. (FTS-T)
January 14, 2019
It'll do well in the market he forecasts--a difficult one, and investors will bid up stable companies like Fortis that don't depend on cyclicality. OPne of his biggest holdings.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$45.190
Owned
Yes
DON'T BUY
DON'T BUY
January 14, 2019
The dividend isn't safe given company turmoil. They're converting Alberta liquor stores into cannabis retail, partnering with Aurora. This is a speculative play and a logistical challenge. It's difficult to run cannabis retail when you have no product to sell. The upside is that Aurora could just vertically integrate and own the entire channel.
Alcanna (CLIQ-T)
January 14, 2019
The dividend isn't safe given company turmoil. They're converting Alberta liquor stores into cannabis retail, partnering with Aurora. This is a speculative play and a logistical challenge. It's difficult to run cannabis retail when you have no product to sell. The upside is that Aurora could just vertically integrate and own the entire channel.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$4.700
Owned
No
BUY
BUY
January 14, 2019
Precious metals will be a safe sector in the coming cycle (economic weakness). SIL has one of highest-grade silver developments in the world, and a prime takeover candidate.
Precious metals will be a safe sector in the coming cycle (economic weakness). SIL has one of highest-grade silver developments in the world, and a prime takeover candidate.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$3.960
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
January 14, 2019
Not highly valued becasue they mine low-grade (mostly zinc) assets. That said, he recently picked up some of TV-T as bargain-basement shopping and expecting a bounce. There's upside here though with some risk. The balance sheet is good without net debt, but the assets are not the best. It's a trade. If the US-China trade deal happens, all base metals will pop 10-15% in a single day.
Trevali Mining Corp (TV-T)
January 14, 2019
Not highly valued becasue they mine low-grade (mostly zinc) assets. That said, he recently picked up some of TV-T as bargain-basement shopping and expecting a bounce. There's upside here though with some risk. The balance sheet is good without net debt, but the assets are not the best. It's a trade. If the US-China trade deal happens, all base metals will pop 10-15% in a single day.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.390
Owned
Yes
COMMENT
COMMENT
January 14, 2019
Taking a counter-cyclical view, Husky is investing upstream. His best guess is that the Husky closes. It's unlikely there'll be a white knight for MEG.
MEG Energy Corp (MEG-T)
January 14, 2019
Taking a counter-cyclical view, Husky is investing upstream. His best guess is that the Husky closes. It's unlikely there'll be a white knight for MEG.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$8.150
Owned
Unknown
COMMENT
COMMENT
January 14, 2019
A micro-cap. He holds debt securities and have been collecting those coupons. SPP is interesting, but highly speculative. They run little coffee shops. The coffee and food are really good. He wouldn't buy it for that reason, but it's okay in a portfolio.
Spot Coffee (SPP-X)
January 14, 2019
A micro-cap. He holds debt securities and have been collecting those coupons. SPP is interesting, but highly speculative. They run little coffee shops. The coffee and food are really good. He wouldn't buy it for that reason, but it's okay in a portfolio.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.120
Owned
Yes
COMMENT
COMMENT
January 14, 2019
Not his favourite in this space, though he follows it. because it's a Canadian company selling into U.S. aerospace, it could suffer American protectionism. He prefers HRX, though they're both good companies.
Magellan Aerospa (MAL-T)
January 14, 2019
Not his favourite in this space, though he follows it. because it's a Canadian company selling into U.S. aerospace, it could suffer American protectionism. He prefers HRX, though they're both good companies.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$15.460
Owned
Unknown