Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 18, 2018

Columbian producer. It is one of the energy stocks he managed to hold throughout the energy cycle. The valuation is reasonable and they have a big backlog of exploration. Really good net backs and a good quality management team that has really delivered. (Analysts’ target: $23.00).

Columbian producer. It is one of the energy stocks he managed to hold throughout the energy cycle. The valuation is reasonable and they have a big backlog of exploration. Really good net backs and a good quality management team that has really delivered. (Analysts’ target: $23.00).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$19.050
Owned
Yes
TOP PICK
TOP PICK
January 18, 2018

They got into trouble last year. They paid a lot of money for an acquisition. They have since sold a lot of assets and de-levered. 7% cash flow yield vs. 4% for the group. They will have torque to an energy cycle that he feels in its early stages. (Analysts’ target: $15.00).

Cenovus Energy (CVE-T)
January 18, 2018

They got into trouble last year. They paid a lot of money for an acquisition. They have since sold a lot of assets and de-levered. 7% cash flow yield vs. 4% for the group. They will have torque to an energy cycle that he feels in its early stages. (Analysts’ target: $15.00).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$13.040
Owned
Yes
HOLD
HOLD
January 18, 2018

It was a top pick in the past. He likes it and it is held in his funds. They had a miss-step when they missed on results then did a transformational acquisition. We will have to see what this does for them.

Linamar Corp (LNR-T)
January 18, 2018

It was a top pick in the past. He likes it and it is held in his funds. They had a miss-step when they missed on results then did a transformational acquisition. We will have to see what this does for them.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$73.120
Owned
Unknown
WEAK BUY
WEAK BUY
January 18, 2018

He was short this a year ago, then they had an earnings beat and he got shaken out of his short. Now he is long. There has not been a consistent trend. It is a business that is transforming into a software and security business.

BlackBerry (BB-T)
January 18, 2018

He was short this a year ago, then they had an earnings beat and he got shaken out of his short. Now he is long. There has not been a consistent trend. It is a business that is transforming into a software and security business.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$16.510
Owned
Yes
DON'T BUY
DON'T BUY
January 18, 2018

It has gotten ahead of itself on valuation. It’s too expensive at this level.

It has gotten ahead of itself on valuation. It’s too expensive at this level.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$69.800
Owned
Unknown
DON'T BUY
DON'T BUY
January 18, 2018

He won’t trade it. When rates are rising, gold will be under pressure. It is cheap on a book value basis but you have a very volatile stock with poor price momentum. He would want to see a bottom.

Tahoe Resources (THO-T)
January 18, 2018

He won’t trade it. When rates are rising, gold will be under pressure. It is cheap on a book value basis but you have a very volatile stock with poor price momentum. He would want to see a bottom.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$5.740
Owned
No
DON'T BUY
DON'T BUY
January 18, 2018

It is a bit small cap for what he does. A reseller. They had a big run-up and since then has treaded water. It picked up some negative price momentum. It has a high yield. It has skinny margins so there is not a lot of room for error.

It is a bit small cap for what he does. A reseller. They had a big run-up and since then has treaded water. It picked up some negative price momentum. It has a high yield. It has skinny margins so there is not a lot of room for error.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$2.120
Owned
No