stockchase picture

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

Expert Index

List by First Name

List by Last Name

Jason Donville , President & CEO

Donville Kent Asset Management

Contact Info

Email:
Website: http://www.donvillekent.com/about-jason-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
2014-06-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Record highs on the TSX, but he is skeptical. Technically we are really overbought. Relative Strength Index (RSI) of the markets indicates that we are due for a correction. Typically when the RSI peaks, we are going to get a fairly good correction of 5%-7% some time in the next 90 days. This is not a perfect indicator, but probably right 75% of the time. For people who are fully invested or sitting on some leverage, now is a good time to trim your portfolio and build some cash. We have had a really strong market, and it is hard for him to see us going dramatically higher from here. He Shorts the Broker/Dealers because they are a mirror of the portfolio. When the market goes up, they go up faster, but when the market goes down, they go down faster. He is going to take it easy for the summer and look for opportunities. May-August is a quiet time for the markets, and gives him time to really look at stocks that he wants to add to the portfolios.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
_N/A
2014-06-19 DON'T BUY Must be logged in to use chart ARG-T Amerigo Resources

Great company, but doesn’t like gold right now. There are only 2 commodities that he is currently excited about right now, natural gas and uranium. Uranium has been plunging. The problem with gold is that it is trading sideways. When a commodity is trading sideways, it is not an easy place to make money.


Price:
$0.410
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 BUY Must be logged in to use chart AVO-T Avigilon Corp

Dipped down pretty low 3 or 4 weeks ago, and is sorry that he didn’t pick it up at that time. Has liked this company, other than its valuation, for some time. If it comes back 5%-7%, he will be a buyer.


Price:
$24.340
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 SELL Must be logged in to use chart BAD-T Badger Daylighting

Has been a phenomenal company, but is now really fully valued. If you own, he would Sell this and move into Delphi Energy (DEE-T).


Price:
$36.310
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 BUY Must be logged in to use chart CFN-T Carfinco Financial Group

Still likes this. Reasonably priced. Doesn’t think competition is a big issue. Stock has dropped because they did a financing, which effectively delevered them quite a bit. That affected their ROE, so now he is waiting for that capital to get soaked up. ROE seems to be troughing around the 20% level, which is where he wants it to stay. Expects this will start to lift as that capital gets employed. (See Top Picks.)


Price:
$8.800
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-06-19 HOLD Must be logged in to use chart CHW-T Chesswood Group

A great company, but doesn’t have the kind of ROE that he is looking for. Pays a healthy dividend of 5.9%.


Price:
$13.200
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 BUY Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Clearwater or High Liner (HLF-T)? Sold this earlier in the year. When he looks at the returns to the common shareholder, the returns on High Liner are better. Both of them are Buys, but he prefers High Liner.


Price:
$7.990
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

Has had a correction back from the $270 level. Just announced a new way of financing themselves, which takes away an equity overhang on the stock. Also, the new financing means that they are looking at some big acquisitions. This is going to solve the problem for people that are worried about an equity issue. This grows at 50% a year.


Price:
$252.210
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-06-19 COMMENT Must be logged in to use chart DCI-T DirectCash Payments Inc

(Market Call Minute.) Not enough growth for him. You’re getting about a 9% dividend, but you’re not getting much beyond that. Thinks the dividend is very safe.


Price:
$14.740
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 STRONG BUY Must be logged in to use chart DEE-T Delphi Energy Corp.

This is a better stock than Badger Daylighting (BAD-T). The top analyst on the stock is outstanding, and he still loves this name. This is not just a short-term story. There is a 3-5 year story on this one. Could be a $20 stock in 5 years time.


Price:
$4.090
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-06-19 BUY Must be logged in to use chart DND-T Cipher Pharmaceuticals Inc.

(Market Call Minute.) Has been trading sideways for about a year, but the ROE is really, really high. Have a lot of cash, and he thinks they are going to buy something soon. Stock is firming up nicely.


Price:
$8.770
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-19 DON'T BUY Must be logged in to use chart EFN-T Element Financial

He has a few concerns with this growing so fast, and throwing a lot of stuff into the pot really quickly. Looking at analysts’ reports, current year’s earnings are always quite modest, and a year or 2 out earnings start to lift. A little concerned that the stock is ahead of itself. Because they do a lot of financing, a lot of the analysts are promotional on it. Over promoted and being pushed too hard.


Price:
$0.930
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 SELL Must be logged in to use chart EQI-T Equity Financial Holdings

Had a bunch of really big problems in the company. They basically had to throw out the guys that were running the company, and there has been a big change in the board. Although they have lots of capital, they are regulated by OSPI (?). Because of their past transgressions, they are being kept on a really, really tight leash. Their ability to grow the business is quite limited right now. As earnings come in, they are going to come in quite modestly because of the kinds of mortgages they can issue. (See Top Picks.)


Price:
$9.600
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-06-19 TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

Using his calculation of 2015 earnings, this is trading at less than 10X. He can’t believe that a stock of this quality is this inexpensive. This company tends to grow at 22%-23% a year. A “must own” at this kind of multiple.


Price:
$36.700
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-06-19 DON'T BUY Must be logged in to use chart GUD-T Knight Therapeutics

In this one, the stock price is way ahead of itself. Sitting on a lot of cash. There is no cash flow or earnings, so there is nothing to analyze at this point. Thinks it is way too early for this story. Would prefer Concordia Healthcare (CXR-T) and BioSyent (RX-X).


Price:
$5.610
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 824 entries
First Previous 1 2 3 4 5 Next Last

2 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


You must be logged in to comment.