Viewing Expert Jason Mann | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Jason Mann , CIO & Co-Founder

Edgehill Patners


Date Signal Chart Symbol Company Opinion Price
2017-08-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  This US administration came in after the election with a lot of fanfare and there was a spike in value stocks.  They sold off with broken promises and have been replaced with a selection of growth stocks.  People are worried about the US economy.  Earnings season was fine.  If you look at the broad market, S&P100 are up 9%, S&P Midcaps are up 2% and S&P small caps are down 2%.  It is a few mega caps that have been driving it.  The TSX is down 2% like the broader US market.  There are not a lot of sectors that are working.  A correction won’t necessarily mean a bear market.  The high yield space has had some stress and Canadian equities have been trending lower since May.  The US and Europe are the ‘last man standing’.  He would happily take some risk off the table rather than sit back and watch a correction.  The yield curve is flattening.  Golds are picking up.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2017-08-23 DON'T BUY Must be logged in to use chart AMZN-Q Amazon.com

Preeminent growth stock. Solid price momentum, but it came off a little bit recently.  It is very expensive.  50 times cash flow and a low ROE of 10 times.  240 times trailing price earnings. These stocks can have fairly substantial corrections.


Price:
$958.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 DON'T BUY Must be logged in to use chart APH-T Aphria Inc

It did exceedingly well the last couple of years.  It all peaked out in the spring this year.  Price momentum is waning. 


Price:
$6.070
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 BUY Must be logged in to use chart AVGO-Q Broadcom

QCOM-Q vs. AVGO-Q. Broadcom is getting closer to closing their deal.  They have great price momentum, although valuation is catching up. QCOM-Q has poor price momentum and poor valuation.


Price:
$256.920
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 WATCH Must be logged in to use chart CGX-T Cineplex Inc

They missed on their earnings.  They have weak summer bookings, more competition with premium video on demand and a new startup in the US that offers $10 US for all you can consume movies.  The challenge is that it is still not that cheap even after the selloff.  They have no debt problem.  It is still not cheap enough to get in front of.


Price:
$37.610
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 TOP PICK Must be logged in to use chart CIX-T CI Financial Corp

There has been a real knock at active management in the industry. These guys are the lowest cost provider of actively managed mutual funds. They have a 28% return on equity. This is quite a stable business.  (Analysts’ target: $30.00).


Price:
$27.320
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 DON'T BUY Must be logged in to use chart CLS-T Celestica Inc

It had a great run, was a cheap stock and still is.  Phenomenal balance sheet.  They have room to move.  Price momentum is the knock against them.  They had a bad quarter and then more sellers brought out more sellers.


Price:
$14.260
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 DON'T BUY Must be logged in to use chart CRH-T CRH Medical Corp.

It had an amazing run this year.  It was a target of some short sellers, and then they missed on some earnings reports.  It is the worst for price momentum.  It is actually okay on valuation.  It has a decent balance sheet.  It is volatile and has poor price momentum.


Price:
$3.050
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 DON'T BUY Must be logged in to use chart DII.B-T Dorel Industries

Valuation is a challenge on this one.  It missed on the quarter and they have a debt problem.  He prefers DOL-T or ATD.B-T.


Price:
$29.140
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 TOP PICK Must be logged in to use chart ERF-T Enerplus Corp

It is one of the few that has decent price momentum not just in the energy space.  You can hold and not go broke while you wait.  It has good ROEs and 6.7 times cash flow.  If we get an oil price rebound this stock will lag it somewhat.  (Analysts’ target: $14.75).


Price:
$11.160
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 BUY Must be logged in to use chart FB-Q Facebook

It is one of the FANG stocks and is a powerhouse in terms of growth stocks.  It is not insanely valued.  It is top 25% in momentum and valuation.  It has a 22% ROE, 38 times trailing earnings.  They are a leader in pretty much everything they do.  They beat on the last quarter.  It is pretty reasonable here.


Price:
$168.710
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(Top Pick Sep 2/16, Down 3.15%)  It has great valuation and is stable.  They are doing more and more tuck-in acquisitions.  They are still on the hunt for the ‘big’ acquisition.  It is still cheap.  18% ROE.  Price momentum is starting to wane.  They can grow by acquisition. 


Price:
$62.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 PAST TOP PICK Must be logged in to use chart LNR-T Linamar Corp

(Top Pick Sep 2/16, Up 29.62%)  He still likes it.  He likes all the auto parts.  It has strong price momentum and great valuation.  21% return on equity.  8 times PE.  No net debt.  Prices are discounting NAFTA news.


Price:
$68.500
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

All the auto parts stocks have similar valuations, but this one is very slightly cheaper.  They are all cheap. They have a fantastic balance sheet and are in the top 20% on price momentum. It has been perpetually undervalued and you may have to wait a while for the world to figure that out.


Price:
$59.410
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 COMMENT Must be logged in to use chart NVDA-Q Nvidia Corp

It has been really caught up in the growth mania mostly because of bit coin.  They have okay valuation, great return on equity, 45 PE, phenomenal balance sheet and they beat in the most recent quarter.  He is in no man’s land for him.


Price:
$165.800
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 338 entries
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