Opinions by Jason Mann | StockChase
338
Jason Mann

CIO & Co-Founder

ON STOCKCHASE SINCE May 2015

Edgehill Patners


Opinions by Jason Mann


Signal Opinion Expert Chart

2017-08-23

N/A
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.

Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $0.020
Owned: _N/A

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2017-08-23

DON'T BUY
Amazon.com (AMZN-Q)

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.

specialty stores
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $958.000
Owned: Unknown

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2017-08-23

DON'T BUY
Aphria Inc (APH-T)

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

agriculture
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $6.070
Owned: Unknown

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2017-08-23

BUY
Broadcom (AVGO-Q)

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.

Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $256.920
Owned: Unknown

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2017-08-23

WATCH
Cineplex Inc (CGX-T)

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.

other services
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $37.610
Owned: Unknown

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2017-08-23

TOP PICK
CI Financial Corp (CIX-T)

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).

investment companies/funds
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $27.320
Owned: Yes

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2017-08-23

DON'T BUY
Celestica Inc (CLS-T)

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.

electrical/electronic
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $14.260
Owned: Yes

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2017-08-23

DON'T BUY
CRH Medical Corp. (CRH-T)

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.

biotechnology/pharmaceutical
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $3.050
Owned: Unknown

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2017-08-23

DON'T BUY
Dorel Industries (DII.B-T)

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.

Consumer Products
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $29.140
Owned: Unknown

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2017-08-23

TOP PICK
Enerplus Corp (ERF-T)

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).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $11.160
Owned: Yes

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2017-08-23

BUY
Facebook (FB-Q)

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.

Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $168.710
Owned: Unknown

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2017-08-23

PAST TOP PICK
CGI Group (A) (GIB.A-T)

(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. 

consulting
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $62.590
Owned: Yes

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2017-08-23

PAST TOP PICK
Linamar Corp (LNR-T)

(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.

transportation equip & components
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $68.500
Owned: Yes

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2017-08-23

BUY
Magna Int'l. (A) (MG-T)

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.

Automotive
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $59.410
Owned: Yes

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2017-08-23

COMMENT
Nvidia Corp (NVDA-Q)

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.

computer software/processing
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $165.800
Owned: Unknown

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