Stock Opinions by Jason Mann - Stockchase Experts
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Jason Mann @

On Stockchase since : May 2015

CIO & Co-Founder at Edgehill Patners

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Stock Opinions by Jason Mann - Stockchase Experts

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COMMENT
General Market Comment 

November 28, 2018

Breaking news: US Fed Chair Powell has just commented, urging caution, that the impact of hikes is uncertain. The Fed pause narrative has picked up steam. We will certainly get the Decmber hike, but may take a pause after that. Growth stocks have dominated almost every investing style until the past few months and is now done. He sees more rotation into profit-oriented stocks. Inflation has come off because of the falling price of oil.
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Breaking news: US Fed Chair Powell has just commented, urging caution, that the impact of hikes is uncertain. The Fed pause narrative has picked up steam. We will certainly get the Decmber hike, but may take a pause after that. Growth stocks have dominated almost every investing style until the past few months and is now done. He sees more rotation into profit-oriented stocks. Inflation has come off because of the falling price of oil.
Unknown
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
He's avoided utilities until recently. Has good price momentum and it's stable, but it's 16x PE is merely okay. AQN carries a fair bit of debt. He's neutral on AQN.
electrical utilities
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He's avoided utilities until recently. Has good price momentum and it's stable, but it's 16x PE is merely okay. AQN carries a fair bit of debt. He's neutral on AQN.
electrical utilities
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$13.890
Owned Owned
No

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DON'T BUY
Laurentian Bank(LB-T) 

November 28, 2018

He's shorting it. It's too expensive vs. peers. It pays a good yield and has a good payout ratio. But he prefers CIBC and other peers.
banks
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He's shorting it. It's too expensive vs. peers. It pays a good yield and has a good payout ratio. But he prefers CIBC and other peers.
banks
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$41.330
Owned Owned
No

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COMMENT
MEG Energy Corp(MEG-T) 

November 28, 2018

Husky Energy is bidding for this at $11/share and trading at $8.01 today, so if the bid is approved, will a shareholder get that $11/share buying at $8.01? No, because it's not a cash bid, but a hostile one in shares at 0.57 shares of Husky. Meg is tracking Husky down. It's now trading at a 60-cent implied discount to the Husky bid. He expects this deal to go through. Meg is worth about $8.60/share in terms of Husky shares, then you'll end up owning shares of Husky, then you can decide what to do with them (hold or sell). So, you'd buy shares of Meg, short Husky and hope to pick up that 60 cents when the deal closes.
oil/gas
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Husky Energy is bidding for this at $11/share and trading at $8.01 today, so if the bid is approved, will a shareholder get that $11/share buying at $8.01? No, because it's not a cash bid, but a hostile one in shares at 0.57 shares of Husky. Meg is tracking Husky down. It's now trading at a 60-cent implied discount to the Husky bid. He expects this deal to go through. Meg is worth about $8.60/share in terms of Husky shares, then you'll end up owning shares of Husky, then you can decide what to do with them (hold or sell). So, you'd buy shares of Meg, short Husky and hope to pick up that 60 cents when the deal closes.
oil/gas
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$7.980
Owned Owned
Unknown

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HOLD
Its challenge is poor price momentum, especially during tax-loss selling season. However, its valuation is cheap, scoring in the top 5%. Trades at 6zx cash flow. Not a growth stock anymore. But at this price, it's good. It pays 9% dividend yield with a 78% payout ratio. Don't sell it here; it's too cheap.
Financial Services
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Its challenge is poor price momentum, especially during tax-loss selling season. However, its valuation is cheap, scoring in the top 5%. Trades at 6zx cash flow. Not a growth stock anymore. But at this price, it's good. It pays 9% dividend yield with a 78% payout ratio. Don't sell it here; it's too cheap.
Financial Services
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$10.670
Owned Owned
Unknown

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COMMENT
Accenture Ltd.(ACN-N) 

November 28, 2018

He's neutral. Good ROE and good balance sheet, but no real yield. It's in no-man's land for him.
other services
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He's neutral. Good ROE and good balance sheet, but no real yield. It's in no-man's land for him.
other services
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$162.210
Owned Owned
No

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SHORT
Spin Master Corp(TOY-T) 

November 28, 2018

Has a small short, because its price momentum has rolled over. It's a growth stock. Valuation with high 29% ROE. Fine balance sheet. Made their last quarter. To get more interested in this, he wants to see better price momentum.
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Has a small short, because its price momentum has rolled over. It's a growth stock. Valuation with high 29% ROE. Fine balance sheet. Made their last quarter. To get more interested in this, he wants to see better price momentum.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$39.830
Owned Owned
Yes

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BUY
Canadian Pacific Rail(CP-T) 

November 28, 2018

CP vs. CN He likes and owns both. You're good to own either. Crude by rail is a tailwind. CP: great price momentum and valuation; it ranks in the top 25% of all stocks for him. CN: Almost the same, also in the top 25% and scores slightly better than CP.
Transportation
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CP vs. CN He likes and owns both. You're good to own either. Crude by rail is a tailwind. CP: great price momentum and valuation; it ranks in the top 25% of all stocks for him. CN: Almost the same, also in the top 25% and scores slightly better than CP.
Transportation
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$278.820
Owned Owned
Yes

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BUY
Fortis Inc.(FTS-T) 

November 28, 2018

Its price momentum is moving high during a shift to defensive stocks, though lately the market feels that interest rates won't rise as fast as expected. If so, then dividend payers have been overpunished You could own this defensively. A very stable stock. The only knock is it's trading at 13x EBITDA with a lot debt.
electrical utilities
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Its price momentum is moving high during a shift to defensive stocks, though lately the market feels that interest rates won't rise as fast as expected. If so, then dividend payers have been overpunished You could own this defensively. A very stable stock. The only knock is it's trading at 13x EBITDA with a lot debt.
electrical utilities
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$45.700
Owned Owned
No

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DON'T BUY
Altagas Ltd(ALA-T) 

November 28, 2018

Dividend is over 15% now; it keeps rising because the stock keeps falling. He's short it. It's getting to the point where it's a dangerous short, because it's fallen so fast. It scores at the botom of valuation and price momentum. Balance sheet is okay. Aside from shorting, he wouldn't buy it. He wants to see the trend turn up to buy it; and he wants to see improving earnings.
oil/gas
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Dividend is over 15% now; it keeps rising because the stock keeps falling. He's short it. It's getting to the point where it's a dangerous short, because it's fallen so fast. It scores at the botom of valuation and price momentum. Balance sheet is okay. Aside from shorting, he wouldn't buy it. He wants to see the trend turn up to buy it; and he wants to see improving earnings.
oil/gas
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$14.000
Owned Owned
Yes

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PAST TOP PICK
Enerplus Corp(ERF-T) 

November 28, 2018

(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
oil/gas
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(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
oil/gas
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$12.590
Owned Owned
No

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PAST TOP PICK
Norbord Inc(OSB-T) 

November 28, 2018

(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
household goods
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(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
household goods
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$37.350
Owned Owned
Yes

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PAST TOP PICK
CI Financial Corp(CIX-T) 

November 28, 2018

(A Top Pick Aug 22/17, Down 26%) Pared back his holding. High 42% ROE, but the market doesn't see it as a growth stock; their Century acquisition was over-expensive. It's good that they're buying back shares. It's very cheap now, but has terrible price momentum. He needs to see a bottom with this stock.
investment companies/funds
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(A Top Pick Aug 22/17, Down 26%) Pared back his holding. High 42% ROE, but the market doesn't see it as a growth stock; their Century acquisition was over-expensive. It's good that they're buying back shares. It's very cheap now, but has terrible price momentum. He needs to see a bottom with this stock.
investment companies/funds
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$19.720
Owned Owned
Yes

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SHORT
Kinaxis Inc(KXS-T) 

November 28, 2018

A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
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A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$72.780
Owned Owned
Yes

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BUY
Likes it. A unique asset. It's economically sensitive to grain and coal shipments. Good valuation. High ROE. 9x EBITDA and 2.6% dividend with a low payout ratio.
investment companies/funds
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Likes it. A unique asset. It's economically sensitive to grain and coal shipments. Good valuation. High ROE. 9x EBITDA and 2.6% dividend with a low payout ratio.
investment companies/funds
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$23.950
Owned Owned
Yes

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