Latest Expert Opinions

Signal
Opinion
Expert
SHORT
SHORT
May 31, 2019
He has a small short position on this one. It is expensive and the management compensation plan is too generous. With such low interest rates, why would anyone need to borrow from them?
He has a small short position on this one. It is expensive and the management compensation plan is too generous. With such low interest rates, why would anyone need to borrow from them?
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$18.220
Owned
No
TOP PICK
TOP PICK
May 31, 2019
They make antennas and have great technology for the advancement of 5G -- affording an explosion in growth potential. The Waewai controversy is helping their business. Yield 0% (Analysts’ price target is $5.76)
They make antennas and have great technology for the advancement of 5G -- affording an explosion in growth potential. The Waewai controversy is helping their business. Yield 0% (Analysts’ price target is $5.76)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$3.980
Owned
Unknown
TOP PICK
TOP PICK
May 31, 2019
A silver mining company in Mexico. They have unbelievable yields on their mines. He is very bullish on silver prices going forward. A great take out prospect. Yield 0% (Analysts’ price target is $6.63)
A silver mining company in Mexico. They have unbelievable yields on their mines. He is very bullish on silver prices going forward. A great take out prospect. Yield 0% (Analysts’ price target is $6.63)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$4.630
Owned
Yes
TOP PICK
TOP PICK
May 31, 2019
A dissident shareholder has caused some weakness in price. It that trades near its cash and asset value -- great value for the quality of management. One of his largest equity holdings. Yield 0%. (Analysts’ price target is $9.41)
A dissident shareholder has caused some weakness in price. It that trades near its cash and asset value -- great value for the quality of management. One of his largest equity holdings. Yield 0%. (Analysts’ price target is $9.41)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.540
Owned
Yes
WAIT
WAIT
May 31, 2019

ZEB or ZWB? He has lightened up on the banks and is less than market weight now. He looks at the mortgage and housing markets, and right now it is not the best environment for the banks. Probably should be in the ETF with the covered call, ZWB. Tariffs are causing concerns and may wait till these issues are resolved. He would wait before committing to either of these ETF's.

ZEB or ZWB? He has lightened up on the banks and is less than market weight now. He looks at the mortgage and housing markets, and right now it is not the best environment for the banks. Probably should be in the ETF with the covered call, ZWB. Tariffs are causing concerns and may wait till these issues are resolved. He would wait before committing to either of these ETF's.

David Cockfield
Managing Director, Northland Wealth Management
Price
$27.755
Owned
No
WAIT
WAIT
May 31, 2019
This is a solid name. Again, would wait to see how the markets shake out. He does not see too much positive happening in the markets over the next few weeks. He would be on the fence right now.
McDonalds (MCD-N)
May 31, 2019
This is a solid name. Again, would wait to see how the markets shake out. He does not see too much positive happening in the markets over the next few weeks. He would be on the fence right now.
David Cockfield
Managing Director, Northland Wealth Management
Price
$198.270
Owned
Unknown
DON'T BUY
DON'T BUY
May 31, 2019

There is a black cloud over the energy sector. Until the market starts to care about this sector, he is avoiding the energy market. It seems like real value does not matter any more in this sector. He may look at something with a higher yield such as VET

There is a black cloud over the energy sector. Until the market starts to care about this sector, he is avoiding the energy market. It seems like real value does not matter any more in this sector. He may look at something with a higher yield such as VET

David Cockfield
Managing Director, Northland Wealth Management
Price
$41.650
Owned
No