Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 14, 2019

Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quiet cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quiet cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$1.900
Owned
Yes
BUY
BUY
February 14, 2019
He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
Cisco(CSCO-Q)
February 14, 2019
He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$48.755
Owned
Unknown
SELL
SELL
February 14, 2019
They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
Sierra Wireless(SW-T)
February 14, 2019
They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$15.140
Owned
Yes
BUY
BUY
February 14, 2019
All the pipelines corrected as there was a fear of rising rates. Earlier this year it became not a short. A long term investor can hold this. Their payout ratio is a little stretched. It is not the cheapest company. But you can't go wrong long term.
Enbridge(ENB-T)
February 14, 2019
All the pipelines corrected as there was a fear of rising rates. Earlier this year it became not a short. A long term investor can hold this. Their payout ratio is a little stretched. It is not the cheapest company. But you can't go wrong long term.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$47.640
Owned
Unknown
COMMENT
COMMENT
February 14, 2019
He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
CVS Health Corp(CVS-N)
February 14, 2019
He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$67.970
Owned
Unknown
BUY
BUY
February 14, 2019
He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$45.780
Owned
Yes
COMMENT
COMMENT
February 14, 2019
He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral.
He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$13.810
Owned
Unknown