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

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Jason Donville , President & CEO

Donville Kent Asset Management

Contact Info

Email:
Website: http://www.donvillekent.com/about-team-donville.php

Bio:

Donville Kent is a highly specialized asset management firm that manages investments on behalf of individual investors as well as select institutions. Collectively, we have extensive global experience in portfolio management, equity research and trading. Unlike many traditional investment firms, our portfolio managers are the largest investors in our funds, which results in the highest possible alignment of interest with our clients and is a key component of our success.


Date Signal Chart Symbol Company Opinion Price
2015-08-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Every now and then the market goes through a chaotic period where it kind of loses itself. It detaches itself from fundamentals and you get either a selloff or equally you get a huge run in the market, but we don’t consider that to be a problem when it is going up. This is the 1st really serious correction in about 4 years and is probably overdue. The important thing is to not lose track that earnings, generally speaking, are coming in line. It is really an issue of supply/demand for stocks as opposed to a big reaction to what is happening on earnings. Ultimately earnings drive where the market is going, and as a consequence this will come to pass in the not too distant future and will be back into a good market. His thesis on growth stocks, which will very much affect the NASDAQ, is that the knowledge based industries are often the most attractive place to be. These stocks can have very volatile moves to the upside. These stocks have been cruising for very, very long time, so if they check back by 10%-15% it might seem like a pretty severe correction. It is a normal course of events that the market has deposits from time to time and sorts itself out. The key thing is that nobody can time the short term movements of the market or trade it. Focus on resilient business models that can grow under any economic circumstances, and when you find you are in a market like this, just ride the storm out.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
_N/A
2015-08-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How do you assess what constitutes a competent and astute management team? When he meets with a new company, the first meeting is to take a measure of the CEO, not the company, and find out what his story is. His theory is that people are not mediocre for 30 years and then become superstars. There are usually a whole bunch of signs of exceeding expectations or outperforming all the way through their career. The smaller the company, the more important the jockey. He would then check out the management team.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
_N/A
2015-08-25 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? Excellent quality and pay good dividends. They don’t have a high enough ROE for his fund, but for somebody who is doing their own thing, having a weighting in banks is terrific. Given all the macro issues in the world right now, he wouldn’t actually buy a single bank. You can own any one of the pick 6 banks. They are all well-managed.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-08-25 PAST TOP PICK Must be logged in to use chart CPHR-Q Cipher Pharmaceuticals Inc.

(A Top Pick Oct 24/14. Down 33.71%.) They were in a bit of a jam in that they had one particularly strong product but didn’t have a sales force, so they acquired a company in the US to get them a sales force. He could see this was going to drop their earnings, so he sold his position.


Price:
$5.760
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-08-25 TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

The best small-cap company in Canada that he can recommend. Great management team. 9X 2016 earnings. 31% ROE. He is very comfortable in saying that in 5 years it will be a $25 stock.


Price:
$3.930
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 PAST TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick Oct 24/14. Up 84.82%.) The management team is so good at allocating capital.


Price:
$541.110
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

A great company. We are moving into a world of slow growth because of demographics. Growth is going to be in the new, new things such as pharmaceuticals, healthcare, technology and some consumer products. It is probably not going to be the old-line, mundane industries. Thinks it is going to come under increasing buying interest from large cap managers. Once we get over this turbulence, he can see this going to $120-$130 very quickly.


Price:
$91.680
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick Oct 24/14. Up 23.49%.) Still one of his top 5 positions. He has the company at about 11X 2016 earnings. This company grows at 20% year after year. It is a great “buy and hold” stock. It is 20X 2016 cash earnings.


Price:
$46.260
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Must be logged in to use chart MTY-T MTY Food Group

Has ROE every year of 20%, very consistent. Not much of any leverage in the business, and very little economic sensitivity. Extremely well-managed. Trading at 14X 2016 earnings, which is really cheap for this kind of growth. Dividend yield of 1.23%.


Price:
$32.670
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 COMMENT Must be logged in to use chart NHC-T Nobilis Health Corp

Just put out a great quarter 2 weeks ago, so he is surprised the stock is still in the $6-$7 range. Really impressed with the way they are running operationally. He thinks the numbers continue to be strong going forward. Really cheap at this level.


Price:
$6.380
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 HOLD Must be logged in to use chart NLN-T Neulion

Got rocked recently by the loss of the NHL contract, and thinks it was a bit overdone. Wants to see a few more quarters to make sure the rest of the business is evolving and that the profitability comes back. Has seen enough good signs from management that he is going to ride this out.


Price:
$0.760
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 HOLD Must be logged in to use chart PHM-X Patient Home Monitoring

The reality is that they have made the mistake of over promoting themselves. They should stop talking to the Street and the market, take the 8 companies they have acquired, get them consolidated and put up some earnings. We need to see operational excellence. The stock is cheap and has been oversold, and it will go higher from here. Becoming a managerial story as opposed to a Capital Market story. Don’t go aggressively buying this stock.


Price:
$0.620
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-25 BUY Must be logged in to use chart PTG-X Pivot Technology Solutions Inc.

This was a Top Pick on May 6/15. They put up a great quarter recently. The stock has gone flat in the last while. Very inexpensive, but don’t make it big weighting.


Price:
$0.520
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 HOLD Must be logged in to use chart RFC-X Rifco Inc.

Most recent quarter was a great one. ROE was 28%. With all the stuff that is happening in the marketplace right now, there are a lot of concerns about Alberta specifically, and you also have a lot of concerns about financials. Thinks they put in a great quarter. To be a buyer of the stock, he has to see oil find its bottom. Once they got that stability and he sees another quarter or 2, this will be fine. Probably in Q1 or Q2 of 2016 he’ll begin to add to his position again. A very well-managed company.


Price:
$2.450
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 BUY Must be logged in to use chart TC-T Tucows Inc.

This is the GoDaddy.com of Canada. Every year they keep buying back more and more stock because there is so much cash flow. They are now trying to get into the telecom through the Internet. The company is extremely excited about the growth in that business. The Internet domain is the cash cow (the 1st cow) and the 2nd cow will be Ting (?). That one is not as profitable, but the profitability is growing rapidly. Has a 31% ROE.


Price:
$35.000
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 997 entries
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3 Comments

Lewis

June 27th 2013 at 2:39pm

Good selections and comments make a lot of sense.

Peter Panda

June 28th 2014 at 2:19pm

Just found this blog about Jason Donville. It's funny.

www.dontfuckwithdonville.blogspot.ca

Value Man

April 27th 2015 at 3:31pm

Mr Donville was on BNN The Close last Friday. He was recommending CGI (GIB.A), MDA & HCG again...

http://www.bnn.ca/Video/player.aspx?vid=599702


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