Jason Mann
CIO & Co-Founder at Edgehill Partners
Member since: May '15 · 866 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.85 | 138 30.60% | 104 23.06% | 60 13.30% | 78 17.29% | 71 15.74% | ||
| 1 Month | 2.44 | 2 2.08% | 26 27.08% | 31 32.29% | 32 33.33% | 5 5.21% | |
| 6 Months | 4.16 | 24 25.26% | 29 30.53% | 11 11.58% | 16 16.84% | 15 15.79% | |
| 12 Months | 4.26 | 38 39.58% | 18 18.75% | 9 9.38% | 13 13.54% | 18 18.75% | |
| 2 Years | 4.28 | 39 40.63% | 21 21.88% | 7 7.29% | 9 9.38% | 20 20.83% | |
| 5 Years | 4.11 | 35 51.47% | 10 14.71% | 2 2.94% | 8 11.76% | 13 19.12% |
Stock Opinions by Jason Mann
COMMENT
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.
TOP PICK
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.
chemicals
TOP PICK
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.
computer software
processing
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