Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 23, 2017

It is one of the few that has decent price momentum not just in the energy space. You can hold and not go broke while you wait. It has good ROEs and 6.7 times cash flow. If we get an oil price rebound this stock will lag it somewhat. (Analysts’ target: $14.75).

Enerplus Corp (ERF-T)
August 23, 2017

It is one of the few that has decent price momentum not just in the energy space. You can hold and not go broke while you wait. It has good ROEs and 6.7 times cash flow. If we get an oil price rebound this stock will lag it somewhat. (Analysts’ target: $14.75).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$11.160
Owned
Yes
TOP PICK
TOP PICK
August 23, 2017

US home builders are the driver. It has good price momentum. It has great valuation. It is cyclical, but you aren’t paying a lot for it. (Analysts’ target: $50.00).

Norbord Inc (OSB-T)
August 23, 2017

US home builders are the driver. It has good price momentum. It has great valuation. It is cyclical, but you aren’t paying a lot for it. (Analysts’ target: $50.00).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$41.280
Owned
Yes
TOP PICK
TOP PICK
August 23, 2017

There has been a real knock at active management in the industry. These guys are the lowest cost provider of actively managed mutual funds. They have a 28% return on equity. This is quite a stable business. (Analysts’ target: $30.00).

There has been a real knock at active management in the industry. These guys are the lowest cost provider of actively managed mutual funds. They have a 28% return on equity. This is quite a stable business. (Analysts’ target: $30.00).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$27.320
Owned
Yes
HOLD
HOLD
August 23, 2017

Price momentum is not great. Valuation is not fantastic at 14 times. They issue a bit on the last quarter. They just were not able to grow at the previous pace.

Starbucks (SBUX-Q)
August 23, 2017

Price momentum is not great. Valuation is not fantastic at 14 times. They issue a bit on the last quarter. They just were not able to grow at the previous pace.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$54.080
Owned
Unknown
WAIT
WAIT
August 23, 2017

Growth is good as is price momentum. They have done extremely well. He wants to see more quarterly results before buying it.

Spin Master Corp (TOY-T)
August 23, 2017

Growth is good as is price momentum. They have done extremely well. He wants to see more quarterly results before buying it.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$45.590
Owned
Unknown
DON'T BUY
DON'T BUY
August 23, 2017

It did exceedingly well the last couple of years. It all peaked out in the spring this year. Price momentum is waning.

Aphria Inc (APHA-T)
August 23, 2017

It did exceedingly well the last couple of years. It all peaked out in the spring this year. Price momentum is waning.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$6.070
Owned
Unknown
DON'T BUY
DON'T BUY
August 23, 2017

Great price momentum. Valuation is still not there. It is expensive and there is not a ton of earnings.

Great price momentum. Valuation is still not there. It is expensive and there is not a ton of earnings.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$0.390
Owned
Yes