Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 28, 2018
Its price momentum is moving high during a shift to defensive stocks, though lately the market feels that interest rates won't rise as fast as expected. If so, then dividend payers have been overpunished You could own this defensively. A very stable stock. The only knock is it's trading at 13x EBITDA with a lot debt.
Fortis Inc.(FTS-T)
November 28, 2018
Its price momentum is moving high during a shift to defensive stocks, though lately the market feels that interest rates won't rise as fast as expected. If so, then dividend payers have been overpunished You could own this defensively. A very stable stock. The only knock is it's trading at 13x EBITDA with a lot debt.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$45.700
Owned
No
DON'T BUY
DON'T BUY
November 28, 2018
Dividend is over 15% now; it keeps rising because the stock keeps falling. He's short it. It's getting to the point where it's a dangerous short, because it's fallen so fast. It scores at the botom of valuation and price momentum. Balance sheet is okay. Aside from shorting, he wouldn't buy it. He wants to see the trend turn up to buy it; and he wants to see improving earnings.
Altagas Ltd(ALA-T)
November 28, 2018
Dividend is over 15% now; it keeps rising because the stock keeps falling. He's short it. It's getting to the point where it's a dangerous short, because it's fallen so fast. It scores at the botom of valuation and price momentum. Balance sheet is okay. Aside from shorting, he wouldn't buy it. He wants to see the trend turn up to buy it; and he wants to see improving earnings.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$14.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 28, 2018
(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
Enerplus Corp(ERF-T)
November 28, 2018
(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$12.590
Owned
No
PAST TOP PICK
PAST TOP PICK
November 28, 2018
(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
Norbord Inc(OSB-T)
November 28, 2018
(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$37.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 28, 2018
(A Top Pick Aug 22/17, Down 26%) Pared back his holding. High 42% ROE, but the market doesn't see it as a growth stock; their Century acquisition was over-expensive. It's good that they're buying back shares. It's very cheap now, but has terrible price momentum. He needs to see a bottom with this stock.
CI Financial Corp(CIX-T)
November 28, 2018
(A Top Pick Aug 22/17, Down 26%) Pared back his holding. High 42% ROE, but the market doesn't see it as a growth stock; their Century acquisition was over-expensive. It's good that they're buying back shares. It's very cheap now, but has terrible price momentum. He needs to see a bottom with this stock.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$19.720
Owned
Yes
SHORT
SHORT
November 28, 2018
A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
Kinaxis Inc(KXS-T)
November 28, 2018
A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$72.780
Owned
Yes
BUY
BUY
November 28, 2018
Likes it. A unique asset. It's economically sensitive to grain and coal shipments. Good valuation. High ROE. 9x EBITDA and 2.6% dividend with a low payout ratio.
Likes it. A unique asset. It's economically sensitive to grain and coal shipments. Good valuation. High ROE. 9x EBITDA and 2.6% dividend with a low payout ratio.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$23.950
Owned
Yes