Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 14, 2019
Too speculative and carries huge debt. It had a good run, but launching satellites is really expensive with credit spreads wider now. This is in the penalty box, though they could fix the business.
Maxar Technologies(MAXR-T)
January 14, 2019
Too speculative and carries huge debt. It had a good run, but launching satellites is really expensive with credit spreads wider now. This is in the penalty box, though they could fix the business.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$8.290
Owned
No
SHORT
SHORT
January 14, 2019
Given the 10 years of low interest rates, why would companies go to Alaris for financing. He has a small short position. He does not dislike the company or management, but he questions the business model.
Alaris Royalty(AD-T)
January 14, 2019
Given the 10 years of low interest rates, why would companies go to Alaris for financing. He has a small short position. He does not dislike the company or management, but he questions the business model.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$17.990
Owned
Yes
SHORT
SHORT
January 14, 2019
Extremely high PE of 68. A lot of their growth was supposed to come from China, but China-Canada relations are terrible now. Likely to impact GOOD negatively.
Extremely high PE of 68. A lot of their growth was supposed to come from China, but China-Canada relations are terrible now. Likely to impact GOOD negatively.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$62.540
Owned
Yes
TOP PICK
TOP PICK
January 14, 2019
They do all the right things. They manage conservatively and smart in putting together their packages; their Lower Montney package shows excellent production growth, especially if oil prices recover. They have an Upper Montney discovery as well. He sees value creation here. It'll go higher. (Analysts’ price target is $2.12)
They do all the right things. They manage conservatively and smart in putting together their packages; their Lower Montney package shows excellent production growth, especially if oil prices recover. They have an Upper Montney discovery as well. He sees value creation here. It'll go higher. (Analysts’ price target is $2.12)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.120
Owned
Yes
TOP PICK
TOP PICK
January 14, 2019
With today's big Air Canada deal, investors will completely look upon CHR different. CHR's 7% dividend will be rock-solid safe. He likes this a lot. He sees a $10-12 target. (Analysts’ price target is $9.14)
Chorus Aviation Inc(CHR-T)
January 14, 2019
With today's big Air Canada deal, investors will completely look upon CHR different. CHR's 7% dividend will be rock-solid safe. He likes this a lot. He sees a $10-12 target. (Analysts’ price target is $9.14)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.240
Owned
Yes
TOP PICK
TOP PICK
January 14, 2019
They have world-class assets, having grown rapidly in five years. Very likely a takeover target at $5/share. Senior producers will be hunting for mid-tier producers to fulfill their production growth. (Analysts’ price target is $5.21)
B2Gold Corp.(BTO-T)
January 14, 2019
They have world-class assets, having grown rapidly in five years. Very likely a takeover target at $5/share. Senior producers will be hunting for mid-tier producers to fulfill their production growth. (Analysts’ price target is $5.21)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$3.820
Owned
Yes
COMMENT
COMMENT
January 14, 2019
He doesn't know FVAN well, but there's been a lot of action in the vanadium space with China halting exports and so driving up vanadium pricers. Vanadium is used in electric batteries in cars. He prefers Largo Resources in vanadium.
He doesn't know FVAN well, but there's been a lot of action in the vanadium space with China halting exports and so driving up vanadium pricers. Vanadium is used in electric batteries in cars. He prefers Largo Resources in vanadium.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.750
Owned
No