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
2014-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Since the 2nd world war, most of the economies and stock markets have followed a very similar pattern. We come out of a slow period, the economy picks up, we start getting inflationary pressures, the Central Bank starts raising interest rates to dampen it and everything slows down. That is the cycle. However, in the last 5-6 years, we really haven't seen really high levels of growth coming out of the last trough of 2008-2009. The likelihood of a Central Bank going to raise interest rates to slow down growth, is very, very low. Doesn't think we are going to get a big correction in the stock market. The price of oil and the price of copper tell you there is not a lot of growth out there. Thinks we are going to be in a muddle along economy. In this correction we are going through, we are pretty much there. Feels we are going to be in a stable and soon to be rising market. Lower oil prices is like a huge tax windfall and very positive for the economy. Feels the next 3-6 months for the stock market are going to be good. We tend to get our corrections in September and October, and then we get pretty good markets from the end of October through until probably May.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. We have been in this channel of somewhere between $80 and $110 range in the last 5 to 7 years. With fracing technology will we actually start setting a new lower level to that range? Most of the feedback he has heard from oil/gas analysts is that the costs of getting oil out of the ground has not changed that much. As a consequence, we are probably going to steady somewhere around $80 as a lower limit. If we shoot through $80 and into the $70's for a few months, supply is going to pulled back quite quickly. Thinks oil does become quite interesting here in the low $80's. Don't be a seller of oil stocks. Look to pick up bargains as we bounce along that $80 mark. Expect that in 18 months we will be back over $95.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Lifecos or Canadian Banks? He still likes the banks better. They seem to have a lot more latitude in terms of growth. Likes their quality of management, although Manulife (MFC-T) would be on a par. If he had to choose one bank, it would be Toronto Dominion (TD-T), but all the Canadian banks are good right now.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-24 HOLD Must be logged in to use chart AVO-T Avigilon Corp

Its strengths and weaknesses are roughly in balance, so this would be a Hold, and we need to see a resolution on something. There seems to be something going on underneath the surface of the company, which he feels has to do with the personalities of the people at the top. At this price it looks cheap, but he wouldn't be a seller or adding until there was some conclusion.


Price:
$15.320
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-24 BUY Must be logged in to use chart CHW-T Chesswood Group

Great company. Doesn't quite have the ROE that he looks for, but even so it is a Buy. Thinks the dividend is going to be fine. Got a little bit ahead of itself when it went up to $18-$19. At this price it is quite attractive.


Price:
$13.970
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
No
2014-10-24 HOLD Must be logged in to use chart CR-T Crew Energy Inc.

One of the premier up and coming natural gas names. If you are bullish on natural gas, this is a good name. Stock is still weak here. Don't sell your energy stocks now, wait until the coldest time of the year, such as January.


Price:
$7.320
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-24 TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick Oct 18/13. Up 61.96%.) His target price for the end of 2015 is $400. They are the best allocators. Have a strong balance sheet. If you are only going to own one stock in Canada right now, this would be it. Trading at 16.5X 2015 earnings, and is growing at 30% a year.


Price:
$295.590
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 DON'T BUY Must be logged in to use chart DCF-T Difference Capital Financial

This is going to be a tough company for the retail investor to own into. There are obviously some very good personalities behind this company, but there are not a lot of earnings right now. They have a lot of investments that are in non-public companies or almost like venture capitalist type of investments. There are probably better ways to play this area.


Price:
$1.360
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
No
2014-10-24 TOP PICK Must be logged in to use chart DND-T Cipher Pharmaceuticals Inc.

We are in an environment right now where pharmaceutical companies are very hot commodities. You either have to acquire things or you have to be acquired. This company is attractive in both respects. Have a great lead drug for teenage acne which is doing very well. Also, have a lot of cash. This could simultaneously be a very attractive acquisition or they could turn around and use that cash to buy other things in their product offering. They have a lot of options right now. His guess is that we are going to get reconciliation one way or another in the next six months. They are either going to buy a bunch of stuff or going to get a big pop in their rating or get taken out by somebody at a higher price. Trading at 13X earnings with about a 35% ROE.


Price:
$11.600
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 DON'T BUY Must be logged in to use chart EFN-T Element Financial

This one makes him a little bit nervous in terms of valuation and the rate at which they acquire businesses and the kind they acquire. At this stage in the cycle, this is not one that he would be an owner of. Generally speaking, as the economic cycle goes longer and longer, investors  should lighten up on financials. Some day, when things go bad, financials will lead us into it.


Price:
$12.840
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
No
2014-10-24 BUY Must be logged in to use chart EQB-T Equitable Group

Good company. Screens very well right now. He has made his bets on Home Capital (HCG-T), which has a higher return on equity. In the context of everything he looks at, both of these would be a Buy.


Price:
$65.700
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
No
2014-10-24 TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

The long-term on this company is that every year it has 20% ROE. Trades at 9.9X 2015 earnings. Well-managed and throws off a lot of cash flow. They buy back their stock. He is pretty comfortable that it will be 20% higher. It should be $8 higher in year’s time.


Price:
$37.470
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 PAST TOP PICK Must be logged in to use chart HCG-T Home Capital Group

(A Top Pick Oct 18/13. Up 39.04%.) There is a tremendous amount of intellectual capital tied up in the building. You get a steady 20% ROE. Very, very low loan losses, because their loan to value is very, very low.


Price:
$52.120
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 HOLD Must be logged in to use chart HLF-T High Liner Foods

Checked back to about $20, but now seems to be finding its footing. If some people are nervous about where the economy is going, the food companies tend to be very, very defensive. Thinks it will back up into the $25 point in six months, if not sooner, and then you will be into profit territory.


Price:
$22.030
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 HOLD Must be logged in to use chart OCX-T Onex Corp

Thinks the way to play this over the cycle is to try and anticipate when a lot of its private equity investments are going to crystallize. That is what generates the profitability and the asset value of the company. If you have a sense of when there is a big IPO cycle, then away you go. His sense is that cycle did probably peak 3-4 months ago, so if you own you probably have had your short-term little pop. Longer-term, this is evolving into a broad based company where they are always launching new funds. This is one that you just salt away and just let it go.


Price:
$61.350
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 845 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.