Viewing Expert Jason Del Vicario | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Jason Del Vicario , Portfolio Manager

HollisWealth


Date Signal Chart Symbol Company Opinion Price
2017-01-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is cautiously optimistic for 2017. There is a high level of uncertainty with respect to Trump being elected in the US, and how that is going to impact the financial markets. The companies he looks at, growth companies with high ROE’s, spent the better part of 2016 lagging the market as money moved from growth stocks back towards financials and energy. Feels it is time for those stocks to regain their leadership positions. He screens for companies that meet certain criteria, but some of the sectors that fall through his screen would be consumer staples such as Ross Stores (ROST-Q), Alimentation Couche-Tard (ATD.B-T) and Dollarama (DOL-T). He feels comfortable owning those types of companies as he feels they can do well in a great economy moving forward, as well as if the economy takes a step back. Also, the healthcare sector is attractive, as is technology companies.


Price:
$0.020
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2017-01-24 COMMENT Must be logged in to use chart AGU-T Agrium

Merging with Potash (POT-T). Both companies have some form of economic moat in that they are a large-scale producer of potash. However, they are often price-takers rather than price-makers. Both companies, in the merged state, should continue to do well.


Price:
$145.240
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 HOLD Must be logged in to use chart BABA-N Alibaba Group Holding

Had owned this, but got stopped out. It would be nice to see what sort of volume supports its latest move has had. Their competitive advantage or moat would be the network affect. There is some incredible power to the network affect, that as you add more retailers and users to your network, the value of that network gets greater and greater.


Price:
$87.370
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 COMMENT Must be logged in to use chart BCE-T BCE Inc.

This has a high cash ROE and a relatively low cash PE, but also pay out a large percentage of their earnings in the form of dividends. Feels this may struggle in terms of adding new subscribers. Prefers Telus (T-T), which will be doing some interesting things away from just the traditional cable and cell phone users.


Price:
$58.760
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 BUY Must be logged in to use chart CAE-T CAE Inc

Flight simulator technology company. Recently signed a large contract with the US government. Trump is suggesting that more money should be put towards defence as well is putting more pressure on NATO members to increase defence spending. This recently broke through $15, so technically he sees strength. Meets his fundamental criteria, but a little below his threshold of 20%.


Price:
$18.610
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

This has done tremendously well. Recently announced a fairly large acquisition of a UK company that is involved in making plastic banknotes. They have a consistently high ROE. If your time horizon is greater than 3 years, this would be a Buy.


Price:
$265.990
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-24 BUY Must be logged in to use chart CRH-T CRH Medical Corp.

Has done tremendously well. Broke out of a trading range at about $5.50 on heavy volume. It has a high cash ROE and a relatively low P/E ratio. Feels they are getting to be more well known, but they don’t have a wide analyst following, which he would like to see. Expects the stock price to consolidate at around the $7.50-$8.50 level. Assuming they can continue to grow their earnings and add more facilities to their portfolio, the stock certainly has room to run. Represents decent value at these levels.


Price:
$7.990
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-24 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

Recently added to his position as it broke through previous resistance in the high $500s. This has been the best performing stock on the TSX over the past 10 years. Their compound average growth rate of the stock price has been over 40% during those 10 years. Feels management are among the top 5 capital allocators in Canada. They feel there are more Canadian software companies that they could take over. Also, owns their debenture, and the interest rate is tied to inflation, so it is at 6.5% plus the trailing CPI.


Price:
$611.460
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-24 PAST TOP PICK Must be logged in to use chart CZO-X Ceapro Inc.

(A Top Pick July 4/16. Up 13.72%.) They take the active ingredients in oats and produce a compound that is an important ingredient in moisturizers and skin creams. Also, using this in a PGX technology so that it can be used in a powder formation as well. Opened a facility that will increase productivity tenfold. Last quarter was a titch weak, and suspects it was because large customers had ordered a lot of products in advance of opening the new facility. There are probably still growing pains. Trading range lately has been $1.20 - $2.00. Long term prospects are excellent.


Price:
$1.810
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-24 PAST TOP PICK Must be logged in to use chart DOL-T Dollarama Inc.

(A Top Pick July 4/16. Up 10.67%.) Has a long runway, but is limited in terms of the number of stores they can open in Canada. They have about 1,000 now, and management has suggested 1,400 will be the saturation point, although they are also increasing same store sales. Shares have been trading sideways for a couple of months, while operationally they have been knocking it out of the park. At some point he expects there is going to be some catch-up.


Price:
$100.350
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-01-24 COMMENT Must be logged in to use chart ENGH-T Enghouse Systems

This does not meet his criteria. A software company. His preference would be to own Constellation Software (CSU-T) or Open Text (OTC-T).


Price:
$52.730
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Has never bought this because the stock price has been sluggish. He likes to see companies who have strong fundamentals as well as strong technicals. While this passes the sniff test in terms of strong fundamentals, there is just something there that the market is really not comfortable with. He would like to see the stock price perk up and some technical strength before wading in.


Price:
$70.250
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 BUY Must be logged in to use chart GSY-T goeasy

This is on his radar screen. Recently broke out of a trading range at around $26. He likes to see that a company is moving higher on above average volume. A good company from a fundamental standard, and the technicals line up well with that.


Price:
$29.070
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-24 HOLD Must be logged in to use chart JNJ-N Johnson & Johnson

The kind of stock you can put in the “buy, hold and forget about it” category. They have some well recognized brands. He doesn’t know what the Trump effect would be on this type of company. The company has a tremendous history of increasing shareholder wealth through increasing earnings per share, and increasing shareholder equity through their very attractive ROE.


Price:
$111.760
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2017-01-24 TOP PICK Must be logged in to use chart MA-N Mastercard Inc.

Feels the credit card industry has a very wide economic moat. There are really only 2 players that dominate this industry, MasterCard and Visa. ROE is 50%. They take no credit risks, it is on the issuer. Broke into new highs recently. Dividend yield of 0.8%. (Analysts’ price target is $120.34.)


Price:
$109.920
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
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