Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 5, 2018

FANG stocks are expensive, like MSFT-Q. It scores well for him on price momentum and has high return on equity. They have a yield now and beat on the last quarter.

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Microsoft (MSFT-Q)
April 5, 2018

FANG stocks are expensive, like MSFT-Q. It scores well for him on price momentum and has high return on equity. They have a yield now and beat on the last quarter.

BUY
BUY
April 5, 2018

It is a solid long for him. It was a Top Pick not too long ago. Recent price momentum is fine as is price valuation. They beat on the recent quarter.

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Enerplus Corp (ERF-T)
April 5, 2018

It is a solid long for him. It was a Top Pick not too long ago. Recent price momentum is fine as is price valuation. They beat on the recent quarter.

WEAK BUY
WEAK BUY
April 5, 2018

There is a chance that AMZN-Q shifts some of it business away from USPS. Solid return on equity. Reasonable valuations. But there are other stocks that score better for him.

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FedEx (FDX-N)
April 5, 2018

There is a chance that AMZN-Q shifts some of it business away from USPS. Solid return on equity. Reasonable valuations. But there are other stocks that score better for him.

HOLD
HOLD
April 5, 2018

They are in the midst of acquiring another REIT. They are diversifying away from Loblaw’s. He likes the combined entity. He is currently short because of the spread on the acquisition.

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They are in the midst of acquiring another REIT. They are diversifying away from Loblaw’s. He likes the combined entity. He is currently short because of the spread on the acquisition.

BUY
BUY
April 5, 2018

They are a reasonably priced company. A quality company with quality management. They do fairly transformational acquisitions into some other business lines. They are in the top 5% on valuation. They need to deliver on their most recent acquisition.

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Linamar Corp (LNR-T)
April 5, 2018

They are a reasonably priced company. A quality company with quality management. They do fairly transformational acquisitions into some other business lines. They are in the top 5% on valuation. They need to deliver on their most recent acquisition.

BUY
BUY
April 5, 2018

They are vulnerable if there is a trade war. The stock has come off. Its valuation was reasonable. 2% yield with a low payout ratio. Top 1% on price momentum.

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Boeing (BA-N)
April 5, 2018

They are vulnerable if there is a trade war. The stock has come off. Its valuation was reasonable. 2% yield with a low payout ratio. Top 1% on price momentum.

DON'T BUY
DON'T BUY
April 5, 2018

Discipline is more important than chasing really high valuation stocks. It is in the bottom 2% on valuation and yet in the top 1% on momentum.

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Netflix Inc. (NFLX-Q)
April 5, 2018

Discipline is more important than chasing really high valuation stocks. It is in the bottom 2% on valuation and yet in the top 1% on momentum.

Jason Mann

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Price
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