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Compiling comments that experts make about stocks while on public TV.

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James Hodgins , Chief Investment Officer

Curvature Hedge Strategies


Date Signal Chart Symbol Company Opinion Price
2015-08-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  What’s going on in China is having a major impact on global markets and markets tied closely with commodities.  When the commodity super cycle took off in 2002, the five largest banks in the world were North American and European and now they are all Chinese and have grown those assets ahead of GDP.  He thinks there is a bit of an unwind going on now and he does not know if it will end quietly.  Trend lines have been broken on all global markets.  Typically you get a re-test of the highs and then things roll over.  He thinks we are seeing the downside of a business cycle.  He is trying to diversify away from commodities.  He would use any bounces to sell commodities.  He is cautious and sells gradually. 


Price:
$0.020
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
_N/A
2015-08-31 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

He is not a currency trader.  Longer term he is  negative on the Canadian dollar because he is negative on the commodity cycle. The Canadian dollar continues to be vulnerable.  


Price:
$0.020
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Unknown
2015-08-31 SELL Must be logged in to use chart AVO-T Avigilon Corp

He has a small short position.  A competitor has said they will discount the products.  They reported some iffy earnings numbers.  There is also this weird exodus of employees from the company. 


Price:
$13.900
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 SELL Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He has been short since the $2.50/$3 level.  His view has been that the ‘C’ series was not going to be a success.  There were two turnovers in the sales associates and no sales recently.  In a year or two, this company could be bankrupt.  He is short.  If they don’t sell planes it could be trouble for them.


Price:
$1.290
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 HOLD Must be logged in to use chart CS-T Capstone Mining Corp.

A Copper mining company that was crushed.  They are a pretty high cost producer.  They may go out of business.  He has a small short position, but covered a bit today.  He does not think the mine is economic.


Price:
$0.620
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 COMMENT Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

It is not a super liquid stock.  This summer has been a case where there is one seller and they go down.


Price:
$19.440
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Unknown
2015-08-31 BUY Must be logged in to use chart CXV-X Convalo Health International Corp

Drug rehab for Hollywood stars.  He thinks it is fine.  It is reasonable to buy it here.  He would not buy PHM right now due to an equity financing.


Price:
$0.380
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 PARTIAL BUY Must be logged in to use chart DML-T Denison Mines Corp

They are merging with Fission (FCU-T) and it will provide them with future growth opportunities.  This is one of the commodities that he would be somewhat bullish on.  There is a push to lowering green house gases.  He prefers Uranium Participation Units (U-T).  It’s a little early to take a large position.


Price:
$0.640
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Unknown
2015-08-31 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

He has had a short for the last couple of years.  It is a good short position now.  He is now covering off his short.  He prefers EQI-T.


Price:
$27.500
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Must be logged in to use chart HOT.UN-T American Hotel Income Properties

Many hotels have guaranteed contracts from rail companies.  They have some rooms with over 100% occupancy because of rail shifts.  They are all in the US and their income is in US dollars, but dividends are all in Canadian dollars.  The payout he thinks will go to 60% next year and will prompt a 10% dividend hike.  9% yield.


Price:
$9.990
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 PAST TOP PICK Must be logged in to use chart IKM-X Ikkuma Resources

(Top Pick Oct 17/14, Down 62.64%)  They actually had some booming wells.  The story is still good.  He would be cautious on this because there will be tax loss selling, at which time he might add.


Price:
$0.650
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 BUY Must be logged in to use chart IT-T Intertain Group

The CEO and CFO are being compensated based on the value of acquisitions they have made.  This has been controversial.  He thinks the management team will be quite reasonable going forward.  There is a large seller in the market place due to the compensation structure, but he would be buying more.  He thinks they will grow the business and would not be surprised at a stock buyback.


Price:
$12.190
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 SHORT Must be logged in to use chart LNR-T Linamar Corp

There is benefit to the lower Canadian dollar.  Chinese growth was projected to continue to drive auto sales, so now you have seen the whole sector roll over.  He is short on a similar US auto parts manufacturer (LEA-N).  Car buyers are getting longer and longer loans.


Price:
$69.110
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Must be logged in to use chart MSL-T Merus Labs International

(Top Pick Oct 17/14, Up 47.97%) It is his favourite by far.  Sometimes it is about betting on the right horse.  The CEO grew his previous company 5 times.  The company sold off last announcement for a bogus reason related to impact from distributors.


Price:
$2.380
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 BUY Must be logged in to use chart NLN-T Neulion

There has been a pretty good run in the stock, but last March he sold because of the Rogers deal.  There was some insider buying recently.  He likes the company still.  Losing one contract does not kill the company. 


Price:
$0.850
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
No
Showing 1 to 15 of 754 entries
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