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James Hodgins , Chief Investment Officer

Curvature Hedge Strategies


Date Signal Chart Symbol Company Opinion Price
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  What we are seeing now in equity markets are like 2007.  QE is starting to be removed from the system.  He looks at market sentiment, margin debt and long term valuation and we are now seeing them in the top decile or more so.  It is never a time to be a long only investor when the market is flashing these three signals.  The broader deleveraging cycle will take hold after the QE is removed.  You would not see a new fed chairman react to a market selloff.  She wants to establish her credibility early.


Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
_N/A
2014-02-25 PAST TOP PICK Must be logged in to use chart BTO-T B2Gold Corp.

(Top Pick Jan 29/13, Down 16.84%) Best in class of intermediate developers.  He is not a fan of gold right now, but if you are it is a great name to hold.


Price:
$3.220
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 SPECULATIVE BUY Must be logged in to use chart CVR-X CORRE

Cross pollination on the management team.  Highly speculative, but you are not paying for the upside.  A decent speculative play.


Price:
$0.095
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Unknown
2014-02-25 TOP PICK Must be logged in to use chart DCI-T DirectCash Payments Inc

Short.  Cash store went out of business in Ontario, supplier of ATMs.  Thinks the business is going to zero.  Worried they would have some of liability to the Cash Store loans.


Price:
$17.000
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 DON'T BUY Must be logged in to use chart DGC-T Detour Gold

Best performing gold stock in Canada recently.  He is not a big fan.  It is a big, low grade project, although in a safe jurisdiction.  Prefers B2Gold Corporation.


Price:
$10.230
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Unknown
2014-02-25 PAST TOP PICK Must be logged in to use chart DHX-T DHX Media

(Top Pick Jan 29/13, Up 129.85%) Got out when he saw CEO selling some stock.  Then in the fall they saw a deal to buy properties spun out of astral media.  Now it is not just a pure content play.  It is content and distribution play.  He is more neutral now.  It will no longer have this kind of growth profile.


Price:
$4.530
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
No
2014-02-25 WEAK BUY Must be logged in to use chart DML-T Denison Mines Corp

After 5 years of bad happenings in the space you are seeing things starting to turn around.  Probably not his favourite.  Balance sheet is not the greatest.  There are positive things coming into the sector.  Looks at Paladin, and Cameco. 


Price:
$1.670
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Unknown
2014-02-25 BUY Must be logged in to use chart DR-T Medical Facilities Corp.

Really well run company for a long time.  Totally US business.  Benefits from lower Canadian currency.  Outpatient medical centers.  Consistent, nice dividend.  No need to sell. Not a ton of growth here, but in their core 3 facilities they do well. 


Price:
$18.910
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Unknown
2014-02-25 WATCH Must be logged in to use chart DWI-T DragonWave Inc.

No longer has a material position.  He was wrong to buy it.  Expected some contracts out of the newly formed Sprint/Softbank/Clear Wire contingent.  Maybe it will still happen.  The company will probably run out of gas over the next couple of quarters if they don’t do any financing. 


Price:
$1.510
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
No
2014-02-25 TOP PICK Must be logged in to use chart EH-T Easyhome

Canadian rent-a-center.  Recession resistant business.  They moved into subprime lending business, but through short term loans, not payday loans.  Higher interest rates than a subprime mortgage lenders.  There is a short term opportunity to take over for a competitor that was shut down, taking over their loans.


Price:
$16.990
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 STRONG BUY Must be logged in to use chart GXI-T Guestlogix

Bought more when it was higher since the financing.  Really likes this stock.  One of his larger small cap holdings. 


Price:
$1.400
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

He is either really wrong or really early or maybe both.  Can’t recommend any of these subprime mortgage providers.  Canada is between 70 and 80 % overvalued compared to rest of G7.  If housing market pulled back HCG would be worth zero as they have 8 times leverage. He is short a small amount on this.


Price:
$84.460
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 TOP PICK Must be logged in to use chart MSL-T Merus Labs International

He has added on recently.  Since Paladin Labs (PLB-T) has been taken out there is a real need for investors to find other areas in the pharma space that don’t have the development risk of a biotech.  We have seen others doing very well and this one has more potential.  They need to do more deals as they only have 3 drugs and thinks that will double this year and again in 2015 at which point you will see accretive growth and a re-rating of the multiple.  This is where you get a real home run on the stock.


Price:
$1.600
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 BUY Must be logged in to use chart NLN-T Neulion

Streaming media and advertising.  Moving into other content areas for delivery.  Upsized some of their NHL packages.  He likes it.  Competition is pretty fragmented. Growing at 40% a year.


Price:
$0.560
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-25 DON'T BUY Must be logged in to use chart NRG-T Alter Nrg Corp.

Pretty skeptical on wind, solar, and alternative energy.  Typically dependent on government subsidies to operate.  He has not bought it. 


Price:
$1.160
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
No
Showing 1 to 15 of 580 entries
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