Jason Mann

Expecting another 50 basis point interest rate hike before US Fed pauses on increases. Believes US Fed interest rate hikes have already been priced into the markets. Falling inflation numbers will provide reason for US Fed to slow rate hikes. Thinks valuations on some tech stocks still too high, and need to fall before buying.

High quality business that will benefit from economic recovery. Price of commodity stabilizing. As China opens up, price of fertilizer will rise. Trading at low valuation that is good for long term investors. Small dividend yield that has room to grow. Excellent management team. Lots of free cash flow.

Event driven investment (not long term) based on cash on the balance sheet. Lots of cash on the balance sheet. Estimate sum of parts share value is $7 when currently trading at $4 on the markets.

Exact opposite of unprofitable tech stocks (consistent cash flow and profits). Lots of M & A that has been successful. 60% return on equity last year with an average of 30%. Lots of opportunities for acquisition given recent tech sell off. Excellent management team that is founder lead.

(A Top Pick Mar 31/22, Down 15%) Very volatile copper market. Has since sold shares due to stop loss. Re-rating expectation has not happened on the stock. Cash flow not returning yet, but growth is there.

(A Top Pick Mar 31/22, Up 47%) Very strong energy fundamentals. Believes further room for growth in energy. Company stock still cheap. Will continue to hold. Excellent financial performance that expects to continue.

Not a good company in terms of financial performance. Valuation not great given current share price. Balance sheet ok, but not a good investment going forward.

Lender that finances home furnishings and durable goods. Stock very high valuation in tech run up. Short on the stock given price momentum. Not a good investment for the long term investor.

Unsure on the long term prospects for the company. Currently short on the stock given current valuation. Recent miss on last quarter earnings. Shares need to fall before would consider investing.

Stable banking stock. Company currently lagging in financial performance relative to peers. New CEO will hopefully enact changes. Strong dividend yield at ~6%. TD Bank or Royal Bank are better investments.

Oil & gas royalty business that pays out 90% of cash into dividend. Owns shares in the company. Current valuation very attractive with high return on equity. Energy prospects looking very good. Will be a good long term investment.

Company volatile lately. Hard to predict. High debt levels in airlines make it difficult to measure client orders. Short on company stock right now. Current valuation too high. Wants stability in business before investing.

Recently lifted short on the position, but does not believe in the prospects of company. Recent dividend cut not enough. Lots of debt on balance sheet makes financing very hard (rising interest rates). Waiting for stock price to fall before investing.

Currently long on the stock as believes healthcare good sector. Required service in healthcare. Value of stock attractive (24x earnings). Small dividend yield at ~2% that is safe.