Stock Opinions by Peter Mann - Stockchase Experts
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Peter Mann

On Stockchase since : Jan 2015

Portfolio Manager at Gluskin Scheff & Assoc.

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Stock Opinions by Peter Mann - Stockchase Experts

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General Market Comment 

January 5, 2015

Markets.  It does not appear there is a floor to oil prices.  No one can predict earnings on oil stocks now.  In his US portfolios he has no exposure to oil and has not for some time.  He focuses on fundamental businesses with cash.  Thinks heightened volatility will continue.  Prefers domestic (US) companies rather than international. The US is in a very good environment right now.  The equity markets have gone up for 6 straight years and the wind at the back is drawing to a close. 

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Markets.  It does not appear there is a floor to oil prices.  No one can predict earnings on oil stocks now.  In his US portfolios he has no exposure to oil and has not for some time.  He focuses on fundamental businesses with cash.  Thinks heightened volatility will continue.  Prefers domestic (US) companies rather than international. The US is in a very good environment right now.  The equity markets have gone up for 6 straight years and the wind at the back is drawing to a close. 

Unknown
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$0.020
Owned Owned
_N/A

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HOLD

Buffet has done a tremendous job.  This is one of the largest market caps in the world today.  It is fairly fully valued, but correlated to an improving US economy.

insurance
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Buffet has done a tremendous job.  This is one of the largest market caps in the world today.  It is fairly fully valued, but correlated to an improving US economy.

insurance
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$220980.000
Owned Owned
Yes

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HOLD
Walt Disney(DIS-N) 

January 5, 2015

Part of the wonder has been ESPN and theme parks.  It is very free cash flow generative.  A number of the parks they are in are having the cap-X rolling off, so it gives them capital to invest.  It is fairly fully valued so be weary of buying at these levels.

entertainment services
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Part of the wonder has been ESPN and theme parks.  It is very free cash flow generative.  A number of the parks they are in are having the cap-X rolling off, so it gives them capital to invest.  It is fairly fully valued so be weary of buying at these levels.

entertainment services
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$92.380
Owned Owned
Yes

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DON'T BUY
Tesla Motors Inc(TSLA-Q) 

January 5, 2015

He struggles when it comes to owning businesses that are not free cash flow generative.  They have been very creative in their capital raising and in their management.  It will stand the test of time.  It will be challenging in this environment, however.

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He struggles when it comes to owning businesses that are not free cash flow generative.  They have been very creative in their capital raising and in their management.  It will stand the test of time.  It will be challenging in this environment, however.

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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$210.090
Owned Owned
No

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HOLD
Intel(INTC-Q) 

January 5, 2015

A very, very good business.  Free cash flow generation is very strong and the computer cycle was better than anticipated in 2014.  Thinks it will be a sound business still in 2015.  A great alternative for people looking for fixed income.  It will be challenged to grow going forward however.

electrical/electronic
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A very, very good business.  Free cash flow generation is very strong and the computer cycle was better than anticipated in 2014.  Thinks it will be a sound business still in 2015.  A great alternative for people looking for fixed income.  It will be challenged to grow going forward however.

electrical/electronic
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$35.950
Owned Owned
No

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BUY
Apple(AAPL-Q) 

January 5, 2015

He sees it as a software business that sells hardware.  There are only two ecosystems.  IOS and Android.  Once you are hooked into one, you stay with it.  Will generate a tremendous amount of excess cash this year.  He expects it to continue.  We are in the midst of an upgrade cycle and will continue into 2015.

electrical/electronic
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He sees it as a software business that sells hardware.  There are only two ecosystems.  IOS and Android.  Once you are hooked into one, you stay with it.  Will generate a tremendous amount of excess cash this year.  He expects it to continue.  We are in the midst of an upgrade cycle and will continue into 2015.

electrical/electronic
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$106.250
Owned Owned
Unknown

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BUY
CVS Health Corp(CVS-N) 

January 5, 2015

A business he likes very much, extraordinarily run.  It had a tremendous run.  They are well structured in terms of balance sheet.  It has been a boon in that they are a pharmacy benefit manager with a retail division.  It deserves the multiple it has.  Lots of cash getting returned to shareholders in shareholder-friendly ways.

specialty stores
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A business he likes very much, extraordinarily run.  It had a tremendous run.  They are well structured in terms of balance sheet.  It has been a boon in that they are a pharmacy benefit manager with a retail division.  It deserves the multiple it has.  Lots of cash getting returned to shareholders in shareholder-friendly ways.

specialty stores
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$94.160
Owned Owned
Yes

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BUY

Likes it very much.  Earnings are dramatically understated.  They spend a lot of what they earn and don’t return it.  This could be the year in which they start to return capital to shareholders.  Search will still be able to generate tones of extra cash.

Business Services
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Likes it very much.  Earnings are dramatically understated.  They spend a lot of what they earn and don’t return it.  This could be the year in which they start to return capital to shareholders.  Search will still be able to generate tones of extra cash.

Business Services
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$519.460
Owned Owned
Yes

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DON'T BUY
Monsanto Company(MON-N) 

January 5, 2015

Challenging environment for commodities.  It will be hard for farmers to buy seed.  There are currency issues abroad.  This is probably a challenging environment.

agriculture
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Challenging environment for commodities.  It will be hard for farmers to buy seed.  There are currency issues abroad.  This is probably a challenging environment.

agriculture
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$117.310
Owned Owned
No

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BUY

Phenomenal business.  The wonder is their cure for Hepatitis.  From a cash flow basis it is hard to predict.  Made an announcement today that they will be the exclusive supplier of the drug to CVS-N. 

biotechnology/pharmaceutical
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Phenomenal business.  The wonder is their cure for Hepatitis.  From a cash flow basis it is hard to predict.  Made an announcement today that they will be the exclusive supplier of the drug to CVS-N. 

biotechnology/pharmaceutical
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$96.785
Owned Owned
No

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BUY
Time Warner Inc(TWX-N) 

January 5, 2015

There was a bid to purchase it from FOX and it did not go through.  They have HBO and it would be a great fit with FOX.  It is not cheap.  But it is one of the core assets if you are going to own media stocks.

Broadcasting
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There was a bid to purchase it from FOX and it did not go through.  They have HBO and it would be a great fit with FOX.  It is not cheap.  But it is one of the core assets if you are going to own media stocks.

Broadcasting
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$83.240
Owned Owned
No

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DON'T BUY

Got split off from Allstream.  Land line is a very challenging business in the US.  Very hard to grow in this environment.  He does not like businesses that pay out ALL of their cash flow in the form of dividends.

telephone utilities
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Got split off from Allstream.  Land line is a very challenging business in the US.  Very hard to grow in this environment.  He does not like businesses that pay out ALL of their cash flow in the form of dividends.

telephone utilities
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$8.105
Owned Owned
Unknown

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BUY
Bank of America(BAC-N) 

January 5, 2015

99% of revenue is from the US.  The big headwind on legal should be starting to subside.  A very, very strong consumer-based business.  He likes it very much and thinks it will continue to move higher.

banks
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99% of revenue is from the US.  The big headwind on legal should be starting to subside.  A very, very strong consumer-based business.  He likes it very much and thinks it will continue to move higher.

banks
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$17.380
Owned Owned
Yes

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BUY
Boeing(BA-N) 

January 5, 2015

Extremely well managed business with a large order backlog.  A good business.

Transportation
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Extremely well managed business with a large order backlog.  A good business.

Transportation
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$129.050
Owned Owned
No

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WEAK BUY
Virgin America Inc.(VA-Q) 

January 5, 2015

Small airline.  Thinks for the first time in history the infatuation with small airlines is justified.  There are probably better avenues to play the airlines in the US. He owns Delta (DAL-N).

Transportation
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Small airline.  Thinks for the first time in history the infatuation with small airlines is justified.  There are probably better avenues to play the airlines in the US. He owns Delta (DAL-N).

Transportation
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Peter Mann

Portfolio , Gluskin Scheff & Ass...

Price Price
$41.680
Owned Owned
No

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