Latest Expert Opinions

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DON'T BUY
DON'T BUY
DON'T BUY
DON'T BUY
DON'T BUY
SELL STRENGTH
HOLD
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
Capital Power (CPX-T)
November 1, 2019
He likes to buy stocks that are in an uptrend and a good valuation. CPX is a stable business, but at 10 times EBITDA and 22 times earnings it is too expensive. The payout ratio and yield are pretty reasonable, but it carries a fairly high level of debt. Yield 6.22%
Capital Power (CPX-T)
November 1, 2019
He likes to buy stocks that are in an uptrend and a good valuation. CPX is a stable business, but at 10 times EBITDA and 22 times earnings it is too expensive. The payout ratio and yield are pretty reasonable, but it carries a fairly high level of debt. Yield 6.22%
electrical utilities
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Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$31.570
Owned
No
DON'T BUY
DON'T BUY
Facebook (FB-Q)
November 1, 2019
He does not own this one. It is not the most expensive growth stock at 24 times earnings. They have some competitive threats and their political ad policy is coming under fire. It is a middle performer so he would not be a buyer today.
Facebook (FB-Q)
November 1, 2019
He does not own this one. It is not the most expensive growth stock at 24 times earnings. They have some competitive threats and their political ad policy is coming under fire. It is a middle performer so he would not be a buyer today.
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Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$192.420
Owned
No
DON'T BUY
DON'T BUY
Pembina Pipeline Corp (PPL-T)
November 1, 2019

The payout ratio on PPL is about 98%, so there is not a lot of wiggle room. He does not own this one. The company is looking to buy KML. He has a short on this simply because they are already long KML. The balance sheet is better than most pipelines out there. However, it does not score cheaply enough on valuations for him to want to buy today. Yield 5.2%

Pembina Pipeline Corp (PPL-T)
November 1, 2019

The payout ratio on PPL is about 98%, so there is not a lot of wiggle room. He does not own this one. The company is looking to buy KML. He has a short on this simply because they are already long KML. The balance sheet is better than most pipelines out there. However, it does not score cheaply enough on valuations for him to want to buy today. Yield 5.2%

pipelines
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Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$46.370
Owned
No
DON'T BUY
DON'T BUY
Kinder Morgan Canada (KML-T)
November 1, 2019

The payout ratio on PPL is about 98%, so there is not a lot of wiggle room. He does not own this one. The company is looking to buy KML. He has a short on this simply because they are already long KML. The balance sheet is better than most pipelines out there. However, it does not score cheaply enough on valuations for him to want to buy today. Yield 5.2%

Kinder Morgan Canada (KML-T)
November 1, 2019

The payout ratio on PPL is about 98%, so there is not a lot of wiggle room. He does not own this one. The company is looking to buy KML. He has a short on this simply because they are already long KML. The balance sheet is better than most pipelines out there. However, it does not score cheaply enough on valuations for him to want to buy today. Yield 5.2%

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Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$14.000
Owned
No
DON'T BUY
DON'T BUY
DuPont (DD-N)
November 1, 2019
The Dupont restructuring is difficult to understand the values of each of the three component companies. There is too much debt for him to own DD.
DuPont (DD-N)
November 1, 2019
The Dupont restructuring is difficult to understand the values of each of the three component companies. There is too much debt for him to own DD.
chemicals
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0 Comments
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$0.000
Owned
No
SELL STRENGTH
SELL STRENGTH
Nutrien Ltd. (NTR-T)
November 1, 2019
He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.
Nutrien Ltd. (NTR-T)
November 1, 2019
He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.
agriculture
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Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$63.010
Owned
Yes
HOLD
HOLD
Exchange Income (EIF-T)
November 1, 2019
He owns this. It is good value, has good price momentum and does not have high price volatility. The only knock is that they still have a fair amount of debt. The yield is good, but the payout ratio is close to 100% so there is not a lot of wiggle room. It trades at 16 times earnings. Yield 5.8%
Exchange Income (EIF-T)
November 1, 2019
He owns this. It is good value, has good price momentum and does not have high price volatility. The only knock is that they still have a fair amount of debt. The yield is good, but the payout ratio is close to 100% so there is not a lot of wiggle room. It trades at 16 times earnings. Yield 5.8%
Transportation & Environmental Services
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0 Comments
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$39.010
Owned
Yes
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