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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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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.
Unknown
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
Aimia
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.
other services
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
PAST TOP PICK

(A Top Pick Mar 31/22, Down 1%) One of largest agriculture businesses in the world. World is still short on food products. Still owns shares in the company. Expecting better performance going forward. Fair valuation at current share price.

food processing
PAST TOP PICK
Capstone Copper Corp
(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.
precious metals
PAST TOP PICK
Enerplus Corp
(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.
oil / gas
DON'T BUY
 ECN Capital
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.
Financial Services
DON'T BUY
goeasy
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.
Financial Services
DON'T BUY
NVIDIA Corporation
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.
computer software / processing
BUY ON WEAKNESS
Bank of Nova Scotia
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.
banks
BUY
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.
Financial Services
DON'T BUY
Boeing
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.
Transportation
DON'T BUY
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.
electrical utilities
BUY
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.
medical services
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