Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
May 10, 2019
He looks for price trend, relative valuation and reasonable volatility. This one has great price momentum. Valuation is decent with a 23% ROE. Yield 3.5% with a reasonable payout ratio. They are subject to the iron ore market so there can be some commodity market volatility. He would suggest a weak buy.
He looks for price trend, relative valuation and reasonable volatility. This one has great price momentum. Valuation is decent with a 23% ROE. Yield 3.5% with a reasonable payout ratio. They are subject to the iron ore market so there can be some commodity market volatility. He would suggest a weak buy.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$30.680
Owned
Yes
HOLD
HOLD
May 10, 2019
He likes the good price trend, decent valuation and relatively stable stock. ROE is near 40%. Not the cheapest stock based on PE. Small yield, but a big balance sheet which could lead to higher dividends down the road.
He likes the good price trend, decent valuation and relatively stable stock. ROE is near 40%. Not the cheapest stock based on PE. Small yield, but a big balance sheet which could lead to higher dividends down the road.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$174.300
Owned
Yes
HOLD
HOLD
May 10, 2019
Energy is tricky with a four year bear market. However, valuations are starting to get cheap enough. He does not own this. One of the largest producers. He just sees better opportunities in the space. (Analysts’ price target is $47.55)
Energy is tricky with a four year bear market. However, valuations are starting to get cheap enough. He does not own this. One of the largest producers. He just sees better opportunities in the space. (Analysts’ price target is $47.55)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$37.960
Owned
No
COMMENT
COMMENT
May 10, 2019
It scores well on valuation -- 99 percentile. Only 9 times PE. Good yield which is safe. An interest rate cut would hurt their margins and possibly their share price. Without global growth turning around yet, rates could come under pressure. Yield 4%
It scores well on valuation -- 99 percentile. Only 9 times PE. Good yield which is safe. An interest rate cut would hurt their margins and possibly their share price. Without global growth turning around yet, rates could come under pressure. Yield 4%
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$23.800
Owned
Yes
DON'T BUY
DON'T BUY
May 10, 2019
Uber has gone public now and is trading without a hitch -- especially during the worst week in the market this year. Its market cap is already huge. It is facing increasing competition from Lyft and others. Their own workers went on strike yesterday. He would not own this at this level.
Uber (UBER-N)
May 10, 2019
Uber has gone public now and is trading without a hitch -- especially during the worst week in the market this year. Its market cap is already huge. It is facing increasing competition from Lyft and others. Their own workers went on strike yesterday. He would not own this at this level.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$41.570
Owned
No
WATCH
WATCH
May 10, 2019
He feels the pain in the sell off as he owns it. It trades 6 times cash flow. He doesn't think they are over levered, but feels the dividend may be at risk. Watch this closely. Yield 7%.
He feels the pain in the sell off as he owns it. It trades 6 times cash flow. He doesn't think they are over levered, but feels the dividend may be at risk. Watch this closely. Yield 7%.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$13.220
Owned
Yes
HOLD
HOLD
May 10, 2019
China issues? A cyclical stock for sure, so its tough to buy and hold. The balance sheet has been right sized as the debt has been reduced. They are cheap based on earnings. If you believe China trade issues will be resolved, you should continue to hold. (Analysts’ price target is $39.84)
China issues? A cyclical stock for sure, so its tough to buy and hold. The balance sheet has been right sized as the debt has been reduced. They are cheap based on earnings. If you believe China trade issues will be resolved, you should continue to hold. (Analysts’ price target is $39.84)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$29.400
Owned
Yes