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
2015-06-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There is a lot of noise and we are distracted by a couple of macro events. On the other end of the spectrum there are certain types of investors, including him, where they are focusing on great companies with resilient business models. When you get market weakness, it creates a chance to buy those great companies cheaper than what you could otherwise. He is not overly worried about the situation in Europe or the potential Fed rate hike in the fall, but he is focused on finding great companies that can become long-term compounders. The 10 and 100 baggers come from 2 areas. One is the lottery ticket junior resource type of company that out of nowhere they discover oil, gold, etc. and the stock goes through the roof. The problem is, those can’t be predicted in advance. The other area is the compounders, which is what he is looking for. The company that you can buy today which can compound, compound and compound. He looks for consistently high returns on equity, which is usually backed up by some kind of a competitive advantage, as well as a management team that is very good at allocating capital to keep that compounding rate going.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2015-06-30 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Do any Canadian banks have greater potential for growth than any of the others? Generally speaking, no. It is a great basket of companies, but doesn’t think there is one that has an exaggerated potential for growth going forward. It is quite remarkable when you look at them year after year after year as to how much they grow together. He doesn’t get enough growth out of the banks and that is why he generally does not have the bank stocks. For the long-term investor who wants a good dividend, owning 3 or 4 of the bank stocks is great. Buy whichever one is cheapest that day.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-06-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Growth through acquisition. There are often cases where it makes more sense to acquire than it does to advertise. A lot of the most attractive businesses have very, very sticky client relationships. If they have this, then so do their competitors. The challenge is that you can up your advertising and promotion costs dramatically and still not get very many customers, because once the customer is captured, they are stuck there. It is often far cheaper to acquire a smaller company with a good customer base than to try to advertise your way into getting more customers.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2015-06-30 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Marijuana stocks? He is a big skeptic that there is a big enough market for marijuana companies to backfill. There has been a certain amount of speculation that there will be some liberalization, but he feels the space is saturated and nobody is making any money. The scales they need to justify valuation is massive in relation to where they are.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Market Call Minute.) Has been recently adding to his existing position. One of the great long-term super compounders in the Canadian market.


Price:
$53.430
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-06-30 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

Recently sold his small position. With all the governance issues around the stock is not worth it. ROE has not turned out to be as high as what he was looking for. He would rather put his money elsewhere.


Price:
$34.220
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 COMMENT Must be logged in to use chart CBL-T Callidus Capital Corp

Sold his holdings. The problem with this company is a little like Amaya (AYA-T). There is a circle of stuff around this company of “he said”, “she said” and innuendo. It is more of a case of disgruntled employees’ kind of stuff. It is not a strong enough company for him to have a passion for. Not even close to something he would want to be in.


Price:
$13.950
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

This is the medical stock that he is the most comfortable with as being a long-term compounder. They do colonoscopy clinics for early detection of cancer. Based in Vancouver. Good management team. Only trading at about 10 or 11 times 2016 earnings. 35% ROE.


Price:
$4.740
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick June 19/14. Up 100.22%.) Currently this is correcting with the rest of the market. A fabulous business model and an extremely competent/astute management team. It has had a big correction, so you are getting in at about $500. They are raising debt right now, presumably to make some acquisitions. They are really smart allocators.


Price:
$495.860
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

A great company and there are still more acquisitions to go. Expects there will be new developments in the not too distant future. Over the next 12 months he could see it going to $110-$115 quite easily


Price:
$90.250
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 COMMENT Must be logged in to use chart CXV-X Convalo Health International Corp

Given all his options, he doesn’t know if he is much of a believer in the addiction space as a consolidated play as in some other areas that they are operating in. His issue with addiction sites is that you get a site that has 30 professionals and has a great reputation, but once you franchise the addiction space, he thinks you lose a whole bunch of cache. and you feel like you are just throughput. That might work for certain types of surgeries, but he doesn’t know if it works for addiction.


Price:
$0.500
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 COMMENT Must be logged in to use chart DCI-T DirectCash Payments Inc

It is hard to figure out exactly what seems to be happening. People who tap to pay for things, might be taking a bigger bite out of the ATM world than we think. In their most recent quarter, when you look at their payout ratio as a proportion of their overall cash flow, it suddenly went from 60%-65% to something like 85%. For anybody who is running a dividend fund that is like a switch and has to go from their portfolio. Feels that a bunch of the big dividend funds have had to dump the stock in the last 6-8 weeks. He is no longer on the bandwagon for this company. Dividend yield of 11%.


Price:
$13.030
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 COMMENT Must be logged in to use chart EFX-T Enerflex Ltd

Oil/gas services and this is one of the better quality businesses, but this is not the time to be going Long. There are a couple of other names that he probably likes better, but is in a “wait and see” mode with oil in the high $50-$60. We could be sitting at this price level for a while.


Price:
$13.500
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 HOLD Must be logged in to use chart FSV-T Firstservice Corp

(Market Call Minute.) He wants to see a couple of quarters with the spun out businesses.


Price:
$34.720
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-06-30 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick June 19/14. Up 33.24%.) A great company and one that he thinks will continue to perform well. ROE every year of 20%. It tends to trade all over the place, but a great long-term compounder that he expects will stay in his portfolio for some time. He is pretty comfortable that he will get to $90 on the stock.


Price:
$48.850
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 978 entries
First Previous 1 2 3 4 5 Next Last

3 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


You must be logged in to comment.