BDI-T 0.24 FIH.U-T 0 MATR-T -0.03 TOU-T -0.5 PPL-T 0.09 ZLU.U-T -0.3
Daily Stock Opinions and Ratings

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Today, Jason Mann and Stockchase Insights commented about whether PHYS-N, XGD-T, PKI-T, ITP-T, TOU-T, IAG-T, CLS-T, DOO-T, TIH-T, GRT.UN-T, KPT-T, CHR-T, BYND-Q, ENB-T, CCO-T, TECK.B-T, TA-T, PPL-N, ATRL-T, PIF-T, KL-T, PPL-T, CCL.B-T, VET-T, TOU-T, EMA-T, ITP-T, MSFT-Q, IGM-N, MAXR-T are stocks to buy or sell.

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COMMENT

PPL Corp(PPL-N)

Nov 13, 2020
Owns Transalta renewables. The utility sector as a whole suffers from being not too cheap, fairly leveraged and so he would prefer to get companies that have better cashflow.
Jason MannJason Mann
Unknown
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$29.855

Stock price when the opinion was issued

Utilities
COMMENT

Transalta Corp(TA-T)

Nov 13, 2020
Owns Transalta renewables. The utility sector as a whole suffers from being not too cheap, fairly leveraged and so he would prefer to get companies that have better cashflow.
Jason MannJason Mann
Unknown
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$8.410

Stock price when the opinion was issued

electrical electronic
WATCH

Teck Resources Ltd. (B)(TECK.B-T)

Nov 13, 2020
The perfect poster child of the cyclical business. It was a short but they have been covering it recently. Not quite long though. It is coming off lows. Copper has done quite well. Commodities are starting to move and they benefit from this. Cashflow needs to improve before really entering.
Jason MannJason Mann
Unknown
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$19.040

Stock price when the opinion was issued

Mining
DON'T BUY

Cameco Corporation(CCO-T)

Nov 13, 2020
A materials company that he is not excited on. Has shorted this. A call on valuation and volatility. Not a lot of return on equity, expensive on EBITA basis, and no compelling reason to hold it. Uranium is a tougher market. Nuclear has not profited from the clean energy movement.
Jason MannJason Mann
No
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$12.630

Stock price when the opinion was issued

integrated mines
SHORT

Enbridge(ENB-T)

Nov 13, 2020
Has a short on it. A slightly stressed backdrop in energy space. It is not that cheap. It's expensive with poor price trend with volatility. Low return on equity recently.
Jason MannJason Mann
No
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$37.980

Stock price when the opinion was issued

oil gas pipelines
DON'T BUY

Beyond Meat Inc.(BYND-Q)

Nov 13, 2020
It is really expensive. The valuation is high. Price momentum is good, but there is no fundamental backstop. It does not have positive cashflow and trades at 20x earnings. It has a lot of downside risk.
Jason MannJason Mann
No
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$124.200

Stock price when the opinion was issued

0
HOLD

Chorus Aviation Inc(CHR-T)

Nov 13, 2020

Has had it as a Top Pick in the past. Both their leasing business and Air Canada flights were very hard hit by the pandemic. Their collection rate for leases is at 60%. The Air Canada business gives them steady income though. Undervalued here. A riskier return to work play. 7x earnings, 7x EBITA. Scores well on value but price momentum has been bad until recent news of someone approaching them.

Jason MannJason Mann
Owned
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$3.360

Stock price when the opinion was issued

Transportation & Environmental Services
HOLD

KP Tissue Inc(KPT-T)

Nov 13, 2020
A good stable share price but mediocre on price momentum and valuation.
Jason MannJason Mann
No
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$11.650

Stock price when the opinion was issued

Consumer Products
PAST TOP PICK

Granite REIT(GRT.UN-T)

Nov 13, 2020

(A Top Pick Nov 01/19, Up 22%) REITs have had a pretty tough year but there has been some that have done well. A spin out of Magna. Portfolio of industrial, logistics and warehouse market. The shift from retail to online has been beneficial for them. Trades currently at 20x EBITA. Middle of the pack for price momentum. Valuation is alright. Still likes it.

Jason MannJason Mann
Owned
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N/A

Stock price when the opinion was issued

property mngmnt investment
PAST TOP PICK

Toromont Industries(TIH-T)

Nov 13, 2020

(A Top Pick Nov 01/19, Up 29%) A mystery since it has done well despite the pandemic. Distributor for Caterpillar equipment, constructions, power systems, etc. Home building is doing well and construction is doing well. Gold mining is also back in full swing. Their customers are having a good year. Scores well on all 3 metrics. A stable stock in the industrial sector.

Jason MannJason Mann
Owned
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$85.450

Stock price when the opinion was issued

machinery
PAST TOP PICK

BRP INC.(DOO-T)

Nov 13, 2020
(A Top Pick Nov 01/19, Up 10%) They have done exceedingly well. This is probably due to the stimulus checks in the US. For a while they couldn't even supply the market. Demand is strong. Metrics look good.
Jason MannJason Mann
Owned
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$65.460

Stock price when the opinion was issued

Consumer Products
TOP PICK

Celestica Inc(CLS-T)

Nov 13, 2020
A contract manufacturer for electronics, communications, and storage. The move to the cloud has benefited them. The stock has struggled for a while but it is too cheap to ignore right now. Top 10% on valuation. 0.6x book value, 4.3x enterprise to EBITA, and 4x cashflow. A cashflow machine with no concerns on the balance sheet. A cyclical play. (Analysts’ price target is $10.28)
Jason MannJason Mann
Owned
Unlock Rating
$8.790

Stock price when the opinion was issued

electrical electronic
TOP PICK

Industrial-Alliance Life Ins(IAG-T)

Nov 13, 2020
A Quebec based financial services, insurance, financial advice and brokerage. They have been caught up in the brought sell-off in financial stocks. Interest rates being low has hurt them. However, he sees interest rates rising as the economy improves. Top 3% on valuation, 8x PE, 4x cashflow and 1x book value. It is cheap with a 3.5% yield. (Analysts’ price target is $61.25)
Jason MannJason Mann
Owned
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$55.890

Stock price when the opinion was issued

insurance
TOP PICK

Tourmaline Oil Corp(TOU-T)

Nov 13, 2020
He likes it not just in energy but in comparison to all TSX stocks. Price momentum is good and valuation is not bad. The largest natural gas producer in Canada. Has one of the best management teams in the business. Will be one of the survivors and has acquired 2 companies recently. 3.8x enterprise value, 15% free cashflow yield. (Analysts’ price target is $27.16)
Jason MannJason Mann
Owned
Unlock Rating
$17.710

Stock price when the opinion was issued

oil gas
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.(A Commentary)

Nov 13, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The vaccine will take time to be distributed. Investors are probably comfortable going forward, especially with the vaccine coming in time. Markets did alright even with the world completely closed. With bond returns low, bond-to-stock asset allocation shift will continue to be a big driver. Unlock Premium - Try 5i Free

Stockchase InsightsStockchase Insights
Unknown
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