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

Viewing Expert

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
2015-12-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is still up for the year. Usually, from this point onwards, the market typically will get a bit of a Christmas rally because the tax loss selling is all done. On average, from here to the end of the year, the markets go up 1.5%, and if he gets that on top of his portfolio he will have an OK year, maybe up 4.5%. It is those years when you make 15%, 20%, 25% that people get excited. The indexes are off 7%-8%, but there are a lot of individual sectors that are off 50% or 60%. Now there is a lot of value in the market. There are a lot of growth stocks in Canada right now that are trading on single digit P/E ratios, and that is where the money is going to he made in 2016. Doesn’t think that the upside is necessarily in the indexes per se, it is in the subsectors where there is growth.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
_N/A
2015-12-23 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

Generally doesn’t like this space. It has to do with the backdrop and the lack of transparency. There is a lot of shadowy stuff going on with all of these companies, and things are changing all the time. He is just not interested in playing in this space anymore.


Price:
$18.480
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-12-23 BUY Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

Great company. Beautiful chart. If you are really looking to have a stock that is going to go a long way, you want the growth rate that this company has, but you want to have room for the PE multiple to expand. Trading at about 20X earnings right now. Rating this as a Buy, but feels his Top Picks have a lot more upside over the next 12 months.


Price:
$64.830
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 HOLD Must be logged in to use chart CBL-T Callidus Capital Corp

This looks pretty good. Comparing it to Home Capital (HCG-T), Home Capital has a long track record and are lending on $400,000-$600,000 detached houses with a loan value of two thirds. This one is different in that it is asset based lending with businesses that are probably struggling. They secure certain assets, but he doesn’t know what they are so if they have to liquidate them it is a question mark. There has been a bit of drama, which people don’t need when they are nervous. He wouldn’t be buying this right now.


Price:
$8.510
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-23 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

(Market Call Minute.) Had a pretty big correction and is looking pretty cheap right now.


Price:
$92.700
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-23 PAST TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

(A Top Pick Dec 24/14. Up 126.47%.) Still a Buy. ROE is over 30%. Trading at about 8.9X earnings and 2X Book. Funding all their growth through their own cash flows. Showing all the signs of becoming one of the great stocks.


Price:
$3.850
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

Colonoscopy clinics. Great company. Good management. This is his best guess of an emerging compounder. Trading at 8.9X earnings with a 33% ROE.


Price:
$3.850
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 HOLD Must be logged in to use chart CSU-T Constellation Software Inc.

There are certain business industries where you have recurring revenue, where clients are very, very sticky, and getting organic growth is relatively difficult, so it is cheaper to acquire.


Price:
$581.320
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 TOP PICK Must be logged in to use chart CXR-T Concordia Healthcare

Has a lot of debt, but cash flows are coming in quickly and the debt is being paid down. Trading at 4.7X earnings and just under 1.1 Price to Book. A growth stock with a value investor’s valuation.


Price:
$54.300
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

This receives royalties from the oil and gas industry. They adjust their distribution to the spot price of oil, so are running a distribution that is reflective of a $38-$39 oil price. They say that the distribution at the present oil price is sustainable. They have the best balance sheet in the oil/gas industry.


Price:
$11.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 COMMENT Must be logged in to use chart FSV-T Firstservice Corp

(Market Call Minute.) Has never been able to get his head around the accounting, but every year the stock goes up. It screams in the database that this is a high ROE stock, but there is a lot of accounting stuff in their statements that he doesn’t understand. Probably a Buy.


Price:
$55.480
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-12-23 HOLD Must be logged in to use chart GSY-T goeasy

Financial services. A pretty good company. Financials tend to lead us into an economic downturn and then lead us out. It is hard to tell what is really going on here, because oil is kind of overwhelming the Canadian economy. Now is not the time to be backing up the truck on financials, but if you own them stay with them. Wait until you see a turn in the price of oil.


Price:
$18.400
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-23 HOLD Must be logged in to use chart HCG-T Home Capital Group

Looking at the P/E ratio of the 40 fastest growing Canadian companies with a market cap of more than $75 million, this is in the cheapest quartile. ROE of about 19%, and trades on 5X earnings and below BV. Now is not the time to be backing up the truck on financials, but if you own them stay with them. Wait until you see a turn in the price of oil.


Price:
$27.110
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 COMMENT Must be logged in to use chart HWO-T High Arctic Energy Services Inc

Operates in Canada, but has a big operation in Papua New Guinea. In that environment they are quite well established and are doing well. This stock has quite dramatically outperformed the oil/gas services market over the last 12 months. Sold off really sharply in the last couple of weeks and he expects that somebody, from a portfolio point of view, wants to be out of the stock by the end of the year. The slowdown in energy may eventually hit Papua New Guinea. Has a very small position that he is just going to hang onto. Thinks it goes lower before it goes higher. He is optimistic on energy for next year, particularly in the 2nd half of the year.


Price:
$3.410
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 HOLD Must be logged in to use chart IFC-T Intact Financial

Property and casualty insurance. What differentiates this from most other North American P&C’s is their investment shop bolted on to the insurance company. It is superb. A world class property/casualty company. This zigs when banks are zagging. An excellent company.


Price:
$88.000
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,041 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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