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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 Chart Symbol Company Opinion Price
2014-03-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The market feels very topish right now. Very hard to find really outstanding value. Not a lot of momentum from a technical point of view. Most of the technical indicators are suggesting that a correction is coming. Doesn’t see any economic storm clouds, but thinks the market is a bit ahead of itself. Has positioned his portfolio in anticipation of a correction. A good time to be gathering cash. Look at your lowest conviction names, the things you have the weakest conviction with and not the portfolio. Typically some time between April and June we will get a correction and most things you are interested in owning will be cheaper, so he wouldn’t dillydally now. March is a good time because there are still a lot of RRSP inflows so now is a good time to clean up your portfolio. Raise some cash where you can.


Price:
$0.020
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
_N/A
2014-03-18 COMMENT Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

Automotive repair company that is based in Winnipeg, but have now extensive operations in the US. As an auto body franchise, they contract with insurance companies. Gets a certain amount of business from insurance companies in the Midwest. With the severe weather this year, they should have a good quarter. Sold his holdings because valuations got really rich. Thinks there are some valuation concerns in the market right now on this.


Price:
$33.270
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-03-18 BUY Must be logged in to use chart CFN-T Carfinco Financial Group

Earnings are good, but the stock is kind of stalling out as if we are in a late cycle phenomena. Thinks you would see a good quarter out of them and things look good for next year. Would be very comfortable buying it here at around $11.


Price:
$11.090
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-18 BUY Must be logged in to use chart CHW-T Chesswood Group

Stock had a pull back, but he is not sure why. Looks like a timely opportunity to get in at around $15. Company is growing nicely. Has a good dividend.


Price:
$15.020
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-18 TOP PICK Must be logged in to use chart CSU-T Constellation Software Inc.

(A Top Pick April 3/13. Up 113.04%.) Continues to rock. One of the best capital allocators in the market. A superb franchise. Fantastic management team. A stock that you could sleep at nights with. It should certainly be able to continue to outperform the market for the foreseeable future. Generates a lot of cash flow. Can see $350 in a year.


Price:
$264.110
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-18 PAST TOP PICK Must be logged in to use chart DCI-T DirectCash Payments Inc

(A Top Pick April 3/13. Down 32.01%.) News flow has been quite negative. Feels there was a lot of predatory research on the company, but there has also been some new fundamental stuff that has come up lately in terms of their relationship with the cash store. He got tired of the stock being battered by everybody all the time. In terms of valuation, the stock still looks attractive, but seems to be the whipping child for all the bearish researchers.


Price:
$16.000
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-03-18 TOP PICK Must be logged in to use chart DEE-T Delphi Energy Corp.

Has a high ROE, but it is a little more complex when you are looking at energy companies. Has a great profile in north-western Alberta and the market is starting to recognize that. Production is ramping up and it is all fully funded so there is not a lot of dilution going forward. Primarily a gas story. Well-positioned if gas stays at $4.50, but he could see a nice move upwards in gas in the coming 2-3 years based on lower-than-expected yields on some of the big plays in the US.


Price:
$2.700
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-18 COMMENT Must be logged in to use chart DHX-T DHX Media

Not a fan of this company. Likes their product, but when he works through their cash flows, he doesn’t get it. Doesn’t see where the underlying product possibility is. ROE is 3%. A lot of analysts add back the amortization but he looks at the amortization of their films and wonders what kind of value his films have 2 or 3 years later.


Price:
$4.840
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-03-18 HOLD Must be logged in to use chart DND-T Cipher Pharmaceuticals Inc.

Over the last 12 months, this has had one of the weirdest trading patterns on the TSX. It sort of trades between $7 and $9 with no apparent reason. Its lead drug down in the US is doing great. Recent numbers were spectacular. He is meeting with management in a couple of days and wants to question what is happening with the rest of the company and what are they doing to develop the rest of the business. Wants to know what they have to do to get their lead drug moving in other countries, and with the phenomenal cash flows coming in, what are they doing to get other drugs going, etc. If you can buy this under $7.50, it is a very good buy.


Price:
$7.590
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-18 WEAK BUY Must be logged in to use chart EH-T Easyhome

Retailer of homes, but they finance a lot of their customers’ purchases. Started out as a “rent to own” but they’re getting more and more into the financing. In the past, they would have 7 or 8 good quarters and then would blow up. Management seem like pretty sharp guys and are slowly getting it. He is starting to slowly, but surely warm up to them. In the last 24 months, they’ve put up some pretty good numbers and there are some very bullish projections going forward. A Buy, but not with a lot of passion.


Price:
$18.450
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-03-18 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

Looking at a long chart, the stock has been going sideways for a decade. ROE is not particularly strong nor is there a lot of growth in the company. If you want to own the insurance area in Canada, there are other names he would prefer such as Manulife (MFC-T) or Intact Financial (IFC-T). Within the large-cap financials in Canada, he prefers CIBC (CM-T). Also, feels you get more bang for your buck in the mid-caps such as Home Capital (HCG-T).


Price:
$473.000
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-18 BUY Must be logged in to use chart FN-T First National Financial

Stock has performed well and it is very well managed. Would be comfortable adding to your position right now. Very nice dividend. They are set up for a good year coming up.


Price:
$24.790
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-03-18 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick April 3/13. Up 31.89%.) Has had a lot of negative press because of the Obama situation, but they produce a great stream of cash flow with a very steady 20% ROE. Although the chart is lumpy, when you own it in the context of a portfolio, that lumpiness kind of folds itself out. Still one of the cheapest stocks. Trading at 9.5X 2014 earnings and is projected to grow by 23% this year.


Price:
$34.770
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-18 COMMENT Must be logged in to use chart HCG-T Home Capital Group

There tends to be a market seasonality where it is strong until March, April, May. Then there is a malaise and when the school year starts in September, we get going again. If your investment horizon is 3 months, then you could wait but for a long-term investor who is going to hold this for years, he would stay the course. If you really want to mitigate your risk, do a 3rd today, then in another 30-60 days do another 3rd, etc.


Price:
$44.500
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-18 STRONG BUY Must be logged in to use chart HWO-T High Arctic Energy Services Inc

Likes this and is adding to his position. Had a great quarter. Not as well known in the oil/gas services stocks, but the company is really, really profitable. Could have a really good run for the next 2-3 years. Could be the beneficiary of people looking for a fresh name. Yield of 3.5%.


Price:
$4.240
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 795 entries
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1 Comment

Lewis

June 27th 2013 at 2:39pm

Good selections and comments make a lot of sense.


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