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

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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 Symbol Company Opinion Price
2013-04-03 N/A A Commentary A Comment -- General Comments From an Expert

Markets. There was a bit of capitulation in the market and feels there was a “dump the resource stocks” sentiment. A lot of the resource stocks were down 5%-6% while non-resource stocks were down about .05%. He has been pretty light in resource stocks. In April, we are moving into a period of seasonal weakness and now is the time to go into your portfolio and sell the bottom 10%-15% of your low conviction stocks and then sit on that cash for a few months. June, July and August is the time to put that money back in the market.

 Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
_N/A
2013-04-03 DON'T BUY ACD-T Accord Financial

Great little company. Not particularly liquid. Decent dividend. Well-run, but sometimes it is like a private company that is listed on the stock market. There are better names in financials.

 Price:
$8.290
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 DON'T BUY AJX-T AgJunction Inc

Does not have a consistent track record of being profitable. He wants a company that year after year will give him his 15%-20% growth with a certain amount of predictability to it.

 Price:
$0.720
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 COMMENT AM-T Automodular Corp.

Hasn’t met with management yet but numbers are impressive. Seem to really know how to extract profit from a relatively small amount of revenue. Very nice dividend. Last quarter was a good one. Earnings are volatile. Have a lot of cash in the balance sheet.

 Price:
$2.950
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 COMMENT AR-T Argonaut Gold

Recently sold his last position in this company. Probably one of the best junior/intermediate golds in Canada right now. Very hard to make money off a natural resource company when the commodity itself is trading sideways or down. He doesn’t own any gold. If you are bullish on the commodity, he would stay with this company because it is the top. Thinks momentum has broken down on all resource stocks.

 Price:
$7.500
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 DON'T BUY BTO-T B2Gold Corp.

An excellent name but he is not looking to buy any gold on a bottom or correction or on a bounce. It will take a while for momentum players to get back in to gold. Time to move on and find some other place to play.

 Price:
$2.860
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 DON'T BUY CDV-T Com Dev International Ltd.

Has good years and bad years and there is great lumpiness with the contracts. Screens fairly well right now but and inconsistent track record. He would prefer McDonald Detweiler (MDA-T) which, if it comes close to what the analysts are predicting, has a lot of upside.

 Price:
$3.830
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 HOLD CFN-T Carfinco Financial Group

Stock pulled back because 1) quarter was slightly on the weak side because of a slight jump of loan-loss provisions and 2) did a financing and part of it was management selling some of their stock, which is never a good sign. Hasn’t sold his stock but he likes high ROE businesses that don’t raise additional equity. Stock still screens very well and looks very attractive. He would probably take Rifco (RFC-X) over this one right now.

 Price:
$10.050
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
Yes
2013-04-03 SELL CMG-T Computer Modeling Group Ltd

(Market Call Minute.) Terrific company but expensive. Take a look at Pulse Seismic (PSD-T) instead, which would be an interesting switch.

 Price:
$21.590
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 TOP PICK CSU-T Constellation Software Inc.

Just reported Q4 earnings a couple of weeks ago. While the market was down 250 points, this stock hit a new all-time high. Thinks the stock goes way higher this year and that the analysts underestimate how big the earnings jump is going to be for 2013. Dividend yield of 3.22%.

 Price:
$126.550
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
Yes
2013-04-03 DON'T BUY CWB-T Canadian Western Bank

Likes but not screening particularly well in relation to the other Canadian financial institutions.

 Price:
$27.940
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 TOP PICK DCI-T DirectCash Payments Inc

For people that want income, this has a 5.48 % yield and expects it to go up 15% perhaps at the end of the 3rd quarter or possibly 4th. Catalyst for this stock is 2 acquisitions that they are doing, one in England and one in Australia. Acquisitions are going better than expected. Should continue giving great cash flow and good growth. Expecting it to be a $30 stock 12 months from now.

 Price:
$25.100
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
Yes
2013-04-03 SELL DGI-T The Data Group Income Fund

(Market Call Minute.) Hard to tell where this is going to go. Looks really cheap but it is hard to sell if there is an obsolescence issue in their business.

 Price:
$2.030
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 COMMENT EFN-T Element Financial

(Market Call Minute.) Terrific company. Really expensive. Stock is way ahead of itself. Hold at best, if not a Sell.

 Price:
$8.800
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
No
2013-04-03 TOP PICK GIB.A-T CGI Group (A)

(A Top Pick May 7/12. Up 21.33%.) One of the great growth stocks in Canada. Trading at around 8X earnings and grows about 20% a year. Low risk, decent return company. Sharp management. Managing their balance sheet very well. Aggressive share buyback should continue in 2013.

 Price:
$26.340
Subject:
GROWTH STOCKS
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 659 entries
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