Viewing Expert Jason Donville | StockChase
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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
2016-03-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. For the small investor, you can’t “trade” in these markets. You can’t Buy on a Monday and Sell on a Friday and make money. You have to look beyond the noise. That can be painful at times, the same as it is for professional investors. Focus on companies that have enduring qualities that will be able to sail through the turbulence. Try to avoid turbulence in both directions, whether the market is going down or up. Focus on companies you want to hold for 3-5 years, and that hopefully you are going to get a triple over 5 years. Over the last few years, he has been investing in knowledge based industries. His weighting in the different areas has been fairly consistent over the last 12-18 months. Has about a 10% weighting in energy, but no other natural resources. Also, holding about 10% in cash. Other than that everything is in technology, healthcare or financials.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2016-03-07 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? Thinks the outlook for banks is solid, if not getting better. The biggest issue overhanging them right now would be concerns on oil/gas loans going soft. With a rebound in oil now, it changes dynamics quite significantly. Most of their mortgage portfolios are insured. Dividend yields average 5%-5.5%, and we are basically in a zero interest rate environment. He likes Royal (RY-T).


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Readings. For viewers who like BNN, Jason would recommend the book “Market Masters” by Robin R Speziale, which will give you an inside view on how the Experts on this program think and look at stocks.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2016-03-07 BUY Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

Auto body repair. They are so widespread, both in Canada and the US, your exposure to weakness to an individual state or province all washes out everything else. That’s what he likes about it. Great company. A really good Steady Eddie and has been a great long-term performer. Very high ROE in very good management. A great long-term buy and hold stock.


Price:
$65.360
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 HOLD Must be logged in to use chart CCL.B-T CCL Industries (B)

Great company. Kind of emerging into a kind of broadly-based industrial conglomerate. He is a bit reluctant on its valuation. It pretty much has everything he is looking for. Not cheap, so you are not going to get a lot of multiple expansion going forward. Could trade a little sideways because the share price is a little ahead of itself. Their over all strategy and execution is excellent. If it sold off 10%-15%, he would be a buyer.


Price:
$235.260
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2016-03-07 STRONG BUY Must be logged in to use chart CRH-T CRH Medical Corp.

Colonoscopy clinics. His 5th largest holding. Just delivered an excellent quarter. Very attractively priced, and run by a very honest management team. A very clean model of a health care stock. ROE is about 33% and P/E ratio is around 11%. Doesn’t believe there will be any equity financing, so no dilution going forward. Can’t think of a better company to own.


Price:
$4.360
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 PAST TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick Feb 5/15. Up 41.69%.) Thinks they are shifting from a lot of little acquisitions to some really big ones that will come in once or twice a year. He continues to love this.


Price:
$527.720
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 TOP PICK Must be logged in to use chart CXR-T Concordia Healthcare

This is trading on 4X earnings and less than its projected 2016 BV. Stocks are never that cheap unless they don’t have an issue. This does have an issue, too much debt. Management has been appearing at conferences explaining they have made progress in paying down debt. Jason thinks that over 2016, as they pay down debt each quarter, the stock will be able to go through a fairly significant re-rating. Institutions are going to have to take a look at this. A lot of money is going to come back into this name as the debt decreases. If they can pay down their debt, then somebody will buy them out.


Price:
$43.690
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 BUY Must be logged in to use chart DH-T DH Corporation

A lot of this is financial services software. Very well-managed. Nice dividend. Because they pay out quite a bit, it’s not what he would consider as a high growth stock. This is a good stock, where you want some capital appreciation and some income. Doesn’t quite have the ROE he is looking for.


Price:
$36.920
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2016-03-07 BUY Must be logged in to use chart DOL-T Dollarama Inc.

An outstanding company. It has corrected, and he was buying some today. Attractive in the $75 range. The stock is expensive, but has a very high ROE. Thinks management can grow the stores from 1100 stores to 1500 over the next 2-3 years. Management is very sharp and on top of the details of their company.


Price:
$75.970
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 COMMENT Must be logged in to use chart DSG-T Descartes

Has been a good company for the last 10 years, but their ROE is only about 12%-13%. He typically focuses on companies that have ROE’s of 22%-23%. This has the potential to have their ROE creep up, but to some extent the company is over capitalized. It has too much equity in relation to its profitability. Thinks it can do better.


Price:
$22.090
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2016-03-07 HOLD Must be logged in to use chart ENGH-T Enghouse Systems

Sold his holdings, not because there was anything wrong with the business, but the stock just got expensive in relation to its growth rate. The stock is looking pretty rich. Fundamentally it is a great company and he thinks you will still make money on the stock. This is a Hold, but if it goes lower it would be a Buy.


Price:
$56.010
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2016-03-07 TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick Feb 5/15. Up 10.85%.) A great Steady Eddie. Sometimes has a little volatility, but recently put out a nice quarter. Recently announced they are buying back 7% of their stock from the Caisse de Depot. That will lower their denominators and ROE will be lower and will put EPS growth in. A great long-term holding, and will be for many years to come.


Price:
$56.400
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 HOLD Must be logged in to use chart MSL-T Merus Labs International

A good little pharmaceutical company. Have done a lot of acquisitions. One concern is that over the last 4 years they keep growing, but we are not getting anything much happening on a per share basis. A lot of the CEO’s compensation is built around the size of the company, not on a per share basis, so if he doubles the size of the company he doubles his salary. Jason has 1 foot in the door and 1 foot out on this company.


Price:
$2.010
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-03-07 TOP PICK Must be logged in to use chart MTY-T MTY Food Group

This company has all kinds of brands, a lot of them purchased from other people. The stock has been consolidating. He has known the company for 15 years, and ROE has never been below 20%. This is a royalty company, so relatively low risk. You are getting an un-levered 24% on average ROE each year. Trading at about 12.8X 2016 earnings. A very undervalued stock. A great stock to Buy and Hold.


Price:
$31.220
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,062 entries
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4 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

JaydoubleU

October 20th 2016 at 3:02am

Just had a look at that blog, www.dontfuckwithdonville.com. It's hilarious! Weird thing is, the guy seems to know Donville pretty well.


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