Latest Expert Opinions

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Cipher Pharmaceuticals Inc. (CPHR-Q)
May 31, 2019
It has been a disaster for the past few years. It has collected royalties on drugs for years. It trades at 4 times earnings. He believes it to be a great take over target. However, the Board and the larger shareholders are not interested in that. It is too cheap to ignore.
Cipher Pharmaceuticals Inc. (CPHR-Q)
May 31, 2019
It has been a disaster for the past few years. It has collected royalties on drugs for years. It trades at 4 times earnings. He believes it to be a great take over target. However, the Board and the larger shareholders are not interested in that. It is too cheap to ignore.
biotechnology/pharmaceutical
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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.000
Owned
Unknown
WATCH
WATCH
Parex Resources Inc. (PXT-T)
May 31, 2019

They have ended their strategy view and have decided to not sell the company. They thought is was worth $30 per share. It has cheap metrics and receives Brent pricing for its oil. They had a dry hole recently, which prompted them to exit their holding.

Parex Resources Inc. (PXT-T)
May 31, 2019

They have ended their strategy view and have decided to not sell the company. They thought is was worth $30 per share. It has cheap metrics and receives Brent pricing for its oil. They had a dry hole recently, which prompted them to exit their holding.

oil/gas
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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$20.450
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
Crew Energy Inc. (CR-T)
May 31, 2019

It comes down to the regulatory environment. It has a great balance sheet, but carries some debt. This is a call option on Canadian natural gas. It is highly speculative at this point.

Crew Energy Inc. (CR-T)
May 31, 2019

It comes down to the regulatory environment. It has a great balance sheet, but carries some debt. This is a call option on Canadian natural gas. It is highly speculative at this point.

oil/gas
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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.950
Owned
No
HOLD
HOLD
Kirkland Lake Gold (KL-T)
May 31, 2019
He is getting bullied up on the precious metal space. If the economy weakens, you will see central bank intervention. As debt to GDP ratios continue to go higher, he sees inflation returning. He thinks in about a year, you could see something like the 1970s stagflation period. This would be very good for precious metals -- not so good for equities. KL-T is a bit expensive and he would prefer others. He thinks silver prices could rise dramatically compared to gold if the stagflation scenario unfolds.
Kirkland Lake Gold (KL-T)
May 31, 2019
He is getting bullied up on the precious metal space. If the economy weakens, you will see central bank intervention. As debt to GDP ratios continue to go higher, he sees inflation returning. He thinks in about a year, you could see something like the 1970s stagflation period. This would be very good for precious metals -- not so good for equities. KL-T is a bit expensive and he would prefer others. He thinks silver prices could rise dramatically compared to gold if the stagflation scenario unfolds.
precious metals
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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$46.750
Owned
No
DON'T BUY
DON'T BUY
Shopify Inc. (SHOP-T)
May 31, 2019

He just can't buy this at 20 times revenues. It has a tremendous amount of implied growth embedded in its current price. News that Amazon may purge some smaller vendors could help them.

Shopify Inc. (SHOP-T)
May 31, 2019

He just can't buy this at 20 times revenues. It has a tremendous amount of implied growth embedded in its current price. News that Amazon may purge some smaller vendors could help them.

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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$371.840
Owned
No
HOLD
HOLD
Hexo Corp (HEXO-T)
May 31, 2019
He owns a little along with warrants. They have a better valuation than some of the bigger players. They specialize in sprays and edible marijuana. He would be cautious about this space though. (Analysts’ price target is $11.50)
Hexo Corp (HEXO-T)
May 31, 2019
He owns a little along with warrants. They have a better valuation than some of the bigger players. They specialize in sprays and edible marijuana. He would be cautious about this space though. (Analysts’ price target is $11.50)
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James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$8.670
Owned
Yes
HOLD
HOLD
Champion Iron Limited (CIA-T)
May 31, 2019
They purchased the balance of their project from the government. It is trading very cheap. They do not have major issues with China. It will be highly sensitive to global iron ore prices. There have been shut downs in Colombia, which has benefited them. It would be a hold for him as iron ore prices might weaken going forward.
Champion Iron Limited (CIA-T)
May 31, 2019
They purchased the balance of their project from the government. It is trading very cheap. They do not have major issues with China. It will be highly sensitive to global iron ore prices. There have been shut downs in Colombia, which has benefited them. It would be a hold for him as iron ore prices might weaken going forward.
Mining
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0 Comments
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$2.910
Owned
Unknown
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