Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 16, 2019
A printing company that's grown by acquiring. But printing is cyclical and a declining industry, and TCL won't perform well in the coming downturn. TCL has good managers, though. They've missed their numbers in recent quarters.
A printing company that's grown by acquiring. But printing is cyclical and a declining industry, and TCL won't perform well in the coming downturn. TCL has good managers, though. They've missed their numbers in recent quarters.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$14.810
Owned
Unknown
DON'T BUY
DON'T BUY
August 16, 2019
It's part of a duopoly in Canada, but new players will likely enter this industry, so he wouldn't buy it. Dividend of 6.9% which should be safe.
Rogers Sugar Inc (RSI-T)
August 16, 2019
It's part of a duopoly in Canada, but new players will likely enter this industry, so he wouldn't buy it. Dividend of 6.9% which should be safe.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$5.290
Owned
Unknown
BUY
BUY
August 16, 2019
It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.
It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$3.400
Owned
Yes
BUY
BUY
August 16, 2019
It's a royalty to 18 junior hold projects, so you avoid the risk of owning a single company. It's defensive.
It's a royalty to 18 junior hold projects, so you avoid the risk of owning a single company. It's defensive.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.980
Owned
Unknown
COMMENT
COMMENT
August 16, 2019
18-24 months ago they stumbled with a restaurant royalty, but are doing well with a new royalty concerning a muffler business at Walmart. But this will be cyclical in a downturn. The dividend is safe now.
18-24 months ago they stumbled with a restaurant royalty, but are doing well with a new royalty concerning a muffler business at Walmart. But this will be cyclical in a downturn. The dividend is safe now.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$2.730
Owned
Unknown
DON'T BUY
DON'T BUY
August 16, 2019
A good company with decent growth, but a secondary offering recently didn't do well, and this stock is extremely expensive.
Lightspeed POS (LSPD-T)
August 16, 2019
A good company with decent growth, but a secondary offering recently didn't do well, and this stock is extremely expensive.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$39.570
Owned
Unknown
COMMENT
COMMENT
August 16, 2019
They received an unsolicited bid for the company, maybe around $30. A new plastics plants is suppoed to add to NAV, but this is cyclical. A speculative stock right now.
Inter Pipeline (IPL-T)
August 16, 2019
They received an unsolicited bid for the company, maybe around $30. A new plastics plants is suppoed to add to NAV, but this is cyclical. A speculative stock right now.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$24.530
Owned
Unknown