Stock Opinions by Jason Mann - Stockchase Experts
WATCH LIST
499
Jason Mann @

On Stockchase since : May 2015

CIO & Co-Founder at Edgehill Patners

Reveal Expert Performance

Jason Mann hasn’t left any messages.


Jason Mann Latest Top Picks...

Stock Opinions by Jason Mann - Stockchase Experts

Signal Opinion Expert Chart
N/A
General Market Comment 

February 14, 2019

Market. The bounce of the recent lows is a whole combination of factors. The market over reacted in December. There was fear that the Fed would continue to raise rates and that triggered a sell off. That reversed itself in January but where do we go from here? There is a lot of skepticism to this rally so there is a lot of money on the sidelines. The Fed got scared and rate hikes are probably off the table for the near term. He is skeptical of the durability of the rally but the risks are measurable to him.
0 0 0 0 0
0 comments
Market. The bounce of the recent lows is a whole combination of factors. The market over reacted in December. There was fear that the Fed would continue to raise rates and that triggered a sell off. That reversed itself in January but where do we go from here? There is a lot of skepticism to this rally so there is a lot of money on the sidelines. The Fed got scared and rate hikes are probably off the table for the near term. He is skeptical of the durability of the rally but the risks are measurable to him.
Unknown
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

BUY

Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quiet cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

west coast forestry
0 0 0 0 0
0 comments

Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quiet cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

west coast forestry
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$1.900
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Cisco(CSCO-Q) 

February 14, 2019

He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
electrical/electronic
0 0 0 0 0
0 comments
He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
electrical/electronic
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$48.755
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

N/A
General Market Comment 

February 14, 2019

ETFs. There is no regard for what the valuation is of the companies – what you are paying for it. ETF selling probably accelerated the selloff in the December.
0 0 0 0 0
0 comments
ETFs. There is no regard for what the valuation is of the companies – what you are paying for it. ETF selling probably accelerated the selloff in the December.
Unknown
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

SELL
Sierra Wireless(SW-T) 

February 14, 2019

They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
electrical/electronic
0 0 0 0 0
0 comments
They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
electrical/electronic
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$15.140
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Enbridge(ENB-T) 

February 14, 2019

All the pipelines corrected as there was a fear of rising rates. Earlier this year it became not a short. A long term investor can hold this. Their payout ratio is a little stretched. It is not the cheapest company. But you can't go wrong long term.
oil/gas pipelines
0 0 0 0 0
0 comments
All the pipelines corrected as there was a fear of rising rates. Earlier this year it became not a short. A long term investor can hold this. Their payout ratio is a little stretched. It is not the cheapest company. But you can't go wrong long term.
oil/gas pipelines
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$47.640
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
CVS Health Corp(CVS-N) 

February 14, 2019

He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
specialty stores
0 0 0 0 0
0 comments
He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
specialty stores
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$67.970
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Gildan Activewear Inc.(GIL-T) 

February 14, 2019

He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
household goods
0 0 0 0 0
0 comments
He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
household goods
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$45.780
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT
He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral.
property mngmnt/investment
0 0 0 0 0
0 comments
He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral.
property mngmnt/investment
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$13.810
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
Fortis Inc.(FTS-T) 

February 14, 2019

FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
electrical utilities
0 0 0 0 0
0 comments
FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
electrical utilities
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$46.990
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
BCE Inc.(BCE-T) 

February 14, 2019

FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
telephone utilities
0 0 0 0 0
0 comments
FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
telephone utilities
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$57.200
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 14, 2019

FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
0 0 0 0 0
0 comments
FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
Unknown
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

DON'T BUY
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$53.500
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
REAL ESTATE
0 0 0 0 0
0 comments
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
REAL ESTATE
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$26.490
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Magna Int'l. (A)(MG-T) 

February 14, 2019

(A Top Pick Jan 18/18, Down 6%) Nothing has really shaken his conviction on it. Price momentum has been the knock on it recently. It is really cheap and a best in class auto parts company. 23% return on equity. They have a solid balance sheet. They are right as an activist target. He likes it. It is a solid holding.
Automotive
0 0 0 0 0
0 comments
(A Top Pick Jan 18/18, Down 6%) Nothing has really shaken his conviction on it. Price momentum has been the knock on it recently. It is really cheap and a best in class auto parts company. 23% return on equity. They have a solid balance sheet. They are right as an activist target. He likes it. It is a solid holding.
Automotive
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$68.360
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 499 entries
Successfully Saved Company
Successfully Saved Company