Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 14, 2019
The rails are fairly defensive. This one has so many inputs. They have a coast to coast network. It always scores well on price momentum and valuation and has a solid return on equity. It has a stable business. It has a small yield and lots of room to increase it.
The rails are fairly defensive. This one has so many inputs. They have a coast to coast network. It always scores well on price momentum and valuation and has a solid return on equity. It has a stable business. It has a small yield and lots of room to increase it.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$110.150
Owned
Yes
DON'T BUY
DON'T BUY
February 14, 2019

He would not buy it at this point. He has been short for a few years. It has fallen too far too fast. It has too much cash and not enough cash flow.

He would not buy it at this point. He has been short for a few years. It has fallen too far too fast. It has too much cash and not enough cash flow.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$3.740
Owned
Yes
DON'T BUY
DON'T BUY
February 14, 2019
It is a good day today. It has been a bad 6 months. He has been short it. No cash flow or return on equity. They have too much debt.
Bombardier Inc (B)(BBD.B-T)
February 14, 2019
It is a good day today. It has been a bad 6 months. He has been short it. No cash flow or return on equity. They have too much debt.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$2.510
Owned
Unknown
COMMENT
COMMENT
February 14, 2019
It has good valuation relative to all stocks. The balance sheet is in good shape but they have bad price momentum.
Vermilion Energy Inc(VET-T)
February 14, 2019
It has good valuation relative to all stocks. The balance sheet is in good shape but they have bad price momentum.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$32.390
Owned
Unknown
TOP PICK
TOP PICK
February 14, 2019
He is bullish on a trade resolution. It ranks in the top 5% of all stocks. 0.7 times book, 7 time PE. They are still able to generate cash flow. It is a bit volatile but has improving price momentum. It has turned the corner. (Analysts’ price target is $9.59)
Hudbay Minerals Inc.(HBM-T)
February 14, 2019
He is bullish on a trade resolution. It ranks in the top 5% of all stocks. 0.7 times book, 7 time PE. They are still able to generate cash flow. It is a bit volatile but has improving price momentum. It has turned the corner. (Analysts’ price target is $9.59)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$7.630
Owned
Yes
TOP PICK
TOP PICK
February 14, 2019
It is a pass through operator, running Jazz airlines for Air Canada. AC-T has a habit of cancelling contracts. The risk of this is now none as they have extended their deal out to 2035. The pilot agreements are secured out to then also. They have good return on operations and have a good return on equity. They have a good leasing business. (Analysts’ price target is $9.43)
Chorus Aviation Inc(CHR-T)
February 14, 2019
It is a pass through operator, running Jazz airlines for Air Canada. AC-T has a habit of cancelling contracts. The risk of this is now none as they have extended their deal out to 2035. The pilot agreements are secured out to then also. They have good return on operations and have a good return on equity. They have a good leasing business. (Analysts’ price target is $9.43)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$7.150
Owned
Yes
TOP PICK
TOP PICK
February 14, 2019
The saga is a bit of a shame. They have a stub business left over. They paid a dividend well supported by cash flow. They are in a strategic review to be completed in April. (Analysts’ price target is $29.44)
Kinder Morgan Canada(KML-T)
February 14, 2019
The saga is a bit of a shame. They have a stub business left over. They paid a dividend well supported by cash flow. They are in a strategic review to be completed in April. (Analysts’ price target is $29.44)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$14.820
Owned
Yes