Viewing Expert Jason Mann | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Jason Mann , CIO & Co-Founder

Edgehill Patners


Date Signal Chart Symbol Company Opinion Price
2017-01-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He is not sure he knows a whole lot about a Donald Trump presidency.  You cannot make an investment decision based on tweets.  The trends in place prior to the election – reflation, cyclical doing well, and interest sensitives acting poorly, will extend into this year.  He is a magna investor and did nothing.  You do not know where the rhetoric will turn into policy.  You have to stick to trends and themes that have been developing.  Stay away from high multiple growth stocks.  Stocks hit by a Trump tweet have recovered, but it is not how this guest manages money. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-01-16 TOP PICK Must be logged in to use chart AC-T Air Canada (B)

It is time to recommend this one.  It has great price momentum and the valuation is cheap – 4 times PE.  It beat on a decent quarter.  The challenge has been their debt load, but it seems they can now leverage their balance sheet.  Discipline has come back into the trade.


Price:
$13.810
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Must be logged in to use chart ALA-T Altagas Ltd

It has a good yield of 6’ish percent.  Valuations in these types of companies have been rather high as defensives, low interest sensitive, and low volatility did well.  There were rumours they would buy WIG and the stock could be under pressure if the deal was consummated. For him it is too highly valued for the growth profile.  You own it for the yield.


Price:
$32.280
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-01-16 DON'T BUY Must be logged in to use chart BB-T BlackBerry

Trump announced a security strategy that included a BB-T partner.  But BB-T has been a short for him for a while and they don’t have positive cash flow.  They are still in the process of right sizing.  He wants to see earnings.


Price:
$9.460
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-16 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

It was a favourite short by hedge funds over the last couple of years.  It has all changed now.  It has broken out of the $2 cap.  To him the valuation is just not there yet and is moving ahead on optimism.  There is a risk of an equity issue to shore up the balance sheet.


Price:
$2.620
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-16 SELL Must be logged in to use chart BPY.UN-T Brookfield Property Partners

A small short for him.  It carries a lot of debt by its nature.  On an REO and cash flow basis, it is not one he wants to hold.


Price:
$29.040
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Must be logged in to use chart CCO-T Cameco Corporation

He was short until November when it started to turn the corner.  It has taken off since then.  The valuation is a bit of a challenge for him.  The commodity is changing very quickly.  Uranium has come off its bottom.  On a price/momentum basis you could own it, but there has been a big move without knowing that cash flows will show up in the share price. Wait until earnings materialize.


Price:
$17.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-16 PAST TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.


Price:
$93.370
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 BUY Must be logged in to use chart EMR-N Emerson Electric

He likes it and holds it here.  Since June this cyclical wave came in and cheaper stocks benefited from a growth economy and did well.  You want to focus on cheaper stocks that are more industrial and this stock looks good.  They are poised to benefit from the ‘Buy America’ trend Trump is trying to instigate. 


Price:
$57.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-16 HOLD Must be logged in to use chart FFH-T Fairfax Financial

It is known as a defensive holding.  It has a long track record of being successful.  There are other firms he would prefer and has a small short on this one.  It has a place in a portfolio because it tends not to fall when the market does.


Price:
$620.010
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Must be logged in to use chart FLEX-Q Flextronic International

He would not sell winners.  Let them run and sell losing positions.  It is reasonable and they hit all metrics.  8 times earrings so valuation is pretty good.  It also has good price momentum. 


Price:
$14.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Must be logged in to use chart GM-N General Motors Corporation

It is a play on job growth.  It is extremely cheap and poised to benefit in the cyclical growth environment.  Longer term the valuation is compelling.


Price:
$37.340
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Must be logged in to use chart HBC-T Hudson Bay Co.

He has been short for about 18 months until the last few days.  He does not like to be short stocks that have fallen a lot over a short period of time.  There is no question you should hold this stock for yield.  They have negative free cash flow, however.  They could always sell their real estate, but they warned for the second time.  Some major stock holder has exited their position.  They have some very valuable assets: Saks, the building, for example.  He is waiting to see if they do anything because of their low stock price.


Price:
$9.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-16 TOP PICK Must be logged in to use chart IAG-T Industrial-Alliance Life Ins

He believes we are in a rising interest rate environment and you want to own financials in this environment.  It qualifies in valuation, price momentum and volatility.  He likes MFC-T and it did well as a Top Pick.  He likes all three.


Price:
$55.030
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Must be logged in to use chart IFP-T Interfor Corp

Stay or go?  He suggests you stay.  It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.


Price:
$14.620
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 263 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.