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
2017-03-30 WAIT Must be logged in to use chart AD-T Alaris Royalty

They are a royalty company.  The challenge is what you pay for those royalties and whether those royalties actually pan out.  The stock has been recovering since they stumbled about 9 months ago.  He was short, but he isn’t any more as it isn’t a particularly good short any longer at 1.2 times book value.  Their balance sheet is fine and they recently beat on earnings.  They only thing keeping him from buying it is price momentum.  The yield seem sustainable, though.


Price:
$22.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-30 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

They are definitely the disruptor.  They are a wonderful company, but they are extremely expensive.


Price:
$876.340
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-30 SELL Must be logged in to use chart BB-T BlackBerry

He has been short for a while. It is negative on all metrics.  No cash flow or earnings.  They have a good balance sheet, but they keep doing write downs.  On momentum they score on the bottom 20%.  They are a laggard.  Something needs to turn around.


Price:
$9.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Must be logged in to use chart CGO-T COGECO Inc

A lot of the value comes from the cable. He likes it. Strong price momentum and good valuation.  Stable ROE.  Only a reasonable amount of debt.  He likes it.


Price:
$59.260
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-30 TOP PICK Must be logged in to use chart CHR-T Chorus Aviation Inc

Regional airline for Air Canada.  They have no sensitivity to costs.  They have only one customer.  They have a high ROE and a 6.5% yield and a 50% payout ratio.  Recently they entered the aircraft leasing business.  (Analysts target: $8.25).


Price:
$7.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 DON'T BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

He is short this one.  It has poor price momentum.  It is expensive.  It pays a good yield, but the cash flows don’t support it. 


Price:
$7.240
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Buying a US bank is a good deal for them.  He doesn’t usually own many bank stocks.  They have very low volatility, good ROEs and a good yield.  People get too focused on what price they split at.  Buy an odd lot if you want to. 


Price:
$113.780
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Must be logged in to use chart CVE-T Cenovus Energy

It is a big transaction.  If you liked it before this deal then you have to like it now.  They doubled the size of their production.  They are responsible for the weakness in energy today.  It is probably a buy right now.  It was short prior to this (16 million) but some are probably recovering now.  Since the transaction, the index funds will have to own 20% more of this stock. 


Price:
$15.050
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-30 WAIT Must be logged in to use chart CWX-T Canwel Building Materials Ltd.

It broke out just prior to the equity deal they did.  The balance sheet is considerably better now.  It had improving price momentum.  Good return on equity and they beat on their last quarter.  It is not quite enough for him to own it yet.


Price:
$6.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-30 SELL Must be logged in to use chart DH-T DH Corporation

It was a short in the past.  You are looking at a merger arbitrage trade.    It is the time value now.


Price:
$25.200
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-30 BUY Must be logged in to use chart DOL-T Dollarama Inc.

A record high today.  He has been long for three and a half years.  It hits all metrics.  Valuation is still pretty reasonable.  The trend has been pretty strong. 


Price:
$110.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 TOP PICK Must be logged in to use chart DOO-T BRP INC.

Was part of Bombardier.  It was spun out.  It is a bit of a growth story.  It scores on the top 5% in terms of valuation.  They have pretty good growth ahead of them.  They have good price momentum.  (Analysts’ target: $34.00).


Price:
$31.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 HOLD Must be logged in to use chart GEI-T Gibson Energy

It is a small short for him.  Poor valuation and not a lot of return on equity or cash flow.  Their balance sheet is not in particularly good shape.


Price:
$19.100
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-30 WAIT Must be logged in to use chart LULU-Q LuLulemon Athletica (US)

It is at the 52 week lows and has terrible price momentum.  Don’t buy until this resolves itself.  Don’t catch a falling knife. 


Price:
$50.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-30 TOP PICK Must be logged in to use chart MRE-T Martinrea

This one is cheap and has a little more operational leverage than the other two in the group.  It has a reasonable return on equity.  It is cheap on a price to earnings ratio.  It is a reasonably cheap company with some operating leverage.  (Analysts’ target: $13.00).


Price:
$10.140
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 287 entries
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