Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 18, 2018

(A Top Pick Nov 3/17, Up 24%) These guys were trading at a pretty good discount to peers and then got bought out. It had a reasonable payout ratio. It had all the things he looks for.

(A Top Pick Nov 3/17, Up 24%) These guys were trading at a pretty good discount to peers and then got bought out. It had a reasonable payout ratio. It had all the things he looks for.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$22.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 18, 2018

*Short* (A Top Pick Nov 3/17, Up 11%) It was a combination of an e-coli scare, overvaluation and a growth stock becoming a value play. It is still not a cheap enough stock for him to find any level of support.

*Short* (A Top Pick Nov 3/17, Up 11%) It was a combination of an e-coli scare, overvaluation and a growth stock becoming a value play. It is still not a cheap enough stock for him to find any level of support.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$337.530
Owned
Yes
TOP PICK
TOP PICK
January 18, 2018

He likes all the auto parts. He has owned this one for 5 years. It has always been cheap but now it also has good price momentum. It scores in the top 3% in terms of valuation. 21% ROE. 10 times PE. They are starting to split out their various divisions when reporting and this makes it easier for analysts. Activist investors might pressure them to spin out some of their dividends. (Analysts’ target: $65.00).

Magna Int'l. (A) (MG-T)
January 18, 2018

He likes all the auto parts. He has owned this one for 5 years. It has always been cheap but now it also has good price momentum. It scores in the top 3% in terms of valuation. 21% ROE. 10 times PE. They are starting to split out their various divisions when reporting and this makes it easier for analysts. Activist investors might pressure them to spin out some of their dividends. (Analysts’ target: $65.00).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$73.900
Owned
Yes
BUY
BUY
January 18, 2018

They weathered all the storms with online shopping and with competitors coming to Canada. They have a decent PE of 16 times, a decent yield. They have good quality earnings with 15% ROE. It has good valuation and the type of stock he looks for.

They weathered all the storms with online shopping and with competitors coming to Canada. They have a decent PE of 16 times, a decent yield. They have good quality earnings with 15% ROE. It has good valuation and the type of stock he looks for.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$171.680
Owned
Yes
COMMENT
COMMENT
January 18, 2018

An amazing platforming company, helping greenhorns and others in getting into the marketing game. A splendid generation of green Internet usage. There are no earnings, and there is a tendency to say that if you've actually got it, it would probably be prudent to take a 3rd of your holdings out. If you don't have it, you would be speculating. He would prefer something that is not trading this high.

Shopify Inc. (SHOP-T)
January 18, 2018

An amazing platforming company, helping greenhorns and others in getting into the marketing game. A splendid generation of green Internet usage. There are no earnings, and there is a tendency to say that if you've actually got it, it would probably be prudent to take a 3rd of your holdings out. If you don't have it, you would be speculating. He would prefer something that is not trading this high.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$142.550
Owned
No
BUY
BUY
January 18, 2018

He bought this at $2, because it was the only thing he could buy in the blockchain sector a year ago. It’s been as high as $18, but is back down to $11.50. This is an understating kind of company. You have to dig into it, and you find that they have got very, very cool leadership, a very strong background in major technology companies who know what they are doing. They’re currently building and expanding a network of platform users. They have strength in Europe and have a UK office. It appears to be stronger than it is even telling us. He would buy more at this point.

BTL Group Ltd. (BTL-X)
January 18, 2018

He bought this at $2, because it was the only thing he could buy in the blockchain sector a year ago. It’s been as high as $18, but is back down to $11.50. This is an understating kind of company. You have to dig into it, and you find that they have got very, very cool leadership, a very strong background in major technology companies who know what they are doing. They’re currently building and expanding a network of platform users. They have strength in Europe and have a UK office. It appears to be stronger than it is even telling us. He would buy more at this point.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$11.500
Owned
Yes
HOLD
HOLD
January 18, 2018

Provides a camera-less type of scanning, low frequency radar, used for concealed weapon detection in malls, buildings, etc. Has a few clients set up already. It has to be installed. It can deal with crowds and unusual amounts of weaponry. You have to be patient and not expect the dollars coming in every month.

Provides a camera-less type of scanning, low frequency radar, used for concealed weapon detection in malls, buildings, etc. Has a few clients set up already. It has to be installed. It can deal with crowds and unusual amounts of weaponry. You have to be patient and not expect the dollars coming in every month.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.530
Owned
Yes