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

Expert Index

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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
2014-11-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Portfolios.  He thinks a good number for a retail investor would be 8 quality stocks. The extent to which you diversify or concentrate is directly proportional to your ability to pick winners.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
_N/A
2014-11-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. When a commodity gets smashed down, that is when he mainly wants to own it. Most of the major commodities were going sideways, and in his mind didn’t represent a compelling value. In 2012, he basically got all the resource stocks off his books. The only one he has come back into is natural gas with only a 5% exposure. What is happening with oil is really interesting. This is one of those times when you start to use the negativity, or overreaction, to your advantage. Oil is not going to be a V correction. It is not going to go down to $65 and back to $90 by February, so you have time to do your homework. Feels interest rates are definitely not going higher. What has happened to oil is a confirmation that the global economy has a deflation problem. It is systematic of the problem that the world is not growing anymore. The beauty of it though is that it is a massive tax cut for practically everybody in the world. Very stimulating for the economy, and probably way more effective for the economy than any kind of machinations that can come out of a central bank. He has been positioned, in the last 2-3 years and continues to be, in knowledge based industries. In a slow global economy, the only place you are going to get growth is from knowledge-based industries, such as IT, software, pharmaceuticals, etc.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
_N/A
2014-11-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Auto Parts. Doesn’t own them at this phase in the cycle. There is a cyclicality to them. The auto business has done quite well for some time now, and he thinks it is going to have to be eased back on now and will probably be reflected at some point in lower sales. Coming out of 2007-2008, there was a real big delayed effect as far as buying autos. Now a lot of people have gone out and we have kind of caught up right now. He wouldn’t be interested in looking at any of the auto parts. They’re relatively expensive in a historical context.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
_N/A
2014-11-28 COMMENT Must be logged in to use chart ABT-T Absolute Software Corp.

Has been looking at this for a while, wondering where it is going. Have always had some good products, but doesn’t know if they have had the right growth oriented people running it. There are some good things starting to come out of this. A name that he is interested in, but not yet as it is not quite what he is looking for, but it’s getting close. Products were always great, but there is a little bit of change in the executive suite that might be a positive.


Price:
$7.750
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Not a big airline fan generally speaking, but you do occasionally get opportunities for trades. Doesn’t think the airline stocks have reacted that strongly yet to the drop in oil prices, so he would say there is still a trade here. For somebody looking for a 90 day trade where they could make 10%-20%, this would be a good one, but that is not his style of investing.


Price:
$11.180
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 HOLD Must be logged in to use chart AD-T Alaris Royalty

Great company, but he missed it. If you want income and you want dividend, see his Top Picks. Has had a great track record and have done a very good job of taking care of their shareholders. (See Top Picks.)


Price:
$34.790
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A fantastic company, but had a much higher P/E ratio than virtually anything else that he owned, so he sold his holdings, strictly on the basis of valuation. He regrets it because it keeps going higher. If he owned it now, he would probably just hold on to it.


Price:
$40.500
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

Toronto Dominion (TD-T) or Bank of Nova Scotia (BNS-T)? Thinks all Canadian banks are a good deal for the retail investor generally speaking. Of these 2, he would prefer TD in terms of their key franchises. Thinks that the retail consumer banking franchise that it has, is an even stronger bet than the current Caribbean, Latin American business. However, they are both really high quality global banks. Well capitalized and very well-run.


Price:
$70.500
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Unknown
2014-11-28 HOLD Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

A superb company. Had owned, but it had gotten expensive. He is looking at potentially going back into this. This is at least a Hold and probably a Buy.


Price:
$46.800
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 BUY Must be logged in to use chart CBL-T Callidus Capital Corp

This company’s model is one where you should do well in a bad economy. People are more likely to use their services when they are a little bit stretched or have problems. It does well when a lot of the rest of the economies are not doing too well. Has a very high ROE in the 23%-24% range.


Price:
$21.500
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Yes
2014-11-28 SELL Must be logged in to use chart CFN-T Carfinco Financial Group

Sold his holdings months ago when the deal first came out. (See Top Picks.)


Price:
$11.170
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 BUY Must be logged in to use chart CHW-T Chesswood Group

Had a bit of a correction recently. Feels there has been some insider selling. Good company. Within the financial services area, there is a smaller, dividend yielding play. Yield of 6.4%. (See Top Picks.)


Price:
$12.200
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Unknown
2014-11-28 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Stock has been kind of wobbly in the last 3-4 days, but he has not been given any insight as to why. This is a great consumer product company, so if people are worried about the economy, this should do well. One frustration for him is that the accounting is really obtuse and complex. He wouldn’t read too much into the selloff in the last couple of days.


Price:
$11.060
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Yes
2014-11-28 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Big strong name. Great assets, but he is not a big fan of senior management. Their stock issuance is junky. They love capital markets, and he thinks the market is getting fed up with them. Wouldn’t own this.


Price:
$29.680
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
No
2014-11-28 PAST TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick Oct 18/13. Up 81.67%.) Showing a lot of vitality. The current year’s growth rate is something like 35%-40%, and is expecting them to grow by at least 20% next year.


Price:
$331.560
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 872 entries
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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


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