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
2017-03-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  BREXIT does not make much difference to the way he analyses investments.  If a company has a fair amount of their business in the UK then that may have an impact.  The failed healthcare bill brought into question Trump’s ability to change other things.  He combines fundamental and technical analysis.  He is max weighted in equities right now.  Whether this [US] market has legs remains to be seen.  He remains skeptical in further advancements in the TSX just because of the composition of it.  He would not be shocked to see oil prices test lows. 


Price:
$0.020
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-29 STRONG BUY Must be logged in to use chart AMZN-Q Amazon.com

This is a tough one.  They broke to a new high today on above average volume. This is a buy signal for him.  It is hard to put a value on them.  They benefit from the network effect.  They are changing the landscape of retail.


Price:
$874.320
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 HOLD Must be logged in to use chart BABA-N Alibaba Group Holding

If they can take out the $110 level and challenge the $120 all time high then they can do great things.  They are the Chinese AMZN-Q. 


Price:
$109.510
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-29 BUY on WEAKNESS Must be logged in to use chart BUS-X Grande West Transportation Group

BC originally approached them for shorter busses.  They are cheaper to produce, run and maintain.  The stock has had a tremendous run here.  They got approval to sell their busses into the North American market.  They produce them in China.  You would want to look for a pull back to buy them. They are relatively new so don’t get a full position.  NFI-T is also owned by him.


Price:
$3.260
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 TOP PICK Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

They came out with their earnings report last week with good results, but cautioned of headwinds ahead.  They are an auto body company and this is a fragmented sector.  They are looking to increase same store sales and are a consolidator in the industry.  (Analysts’ target: $96.00).


Price:
$83.970
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 BUY Must be logged in to use chart COST-Q Costco Wholesale

They have done quite well.  They have an interesting business model.  They make their money on memberships, not on margin.  It is a bullish chart.  It is a buy given their recent breakout.


Price:
$167.430
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-29 BUY Must be logged in to use chart CSU-T Constellation Software Inc.

He likes them a lot.  It is bullish when you see a company consolidate.  They are forming another base or handle around $650.  It would just take a large acquisition in order to move higher.


Price:
$654.490
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 DON'T BUY Must be logged in to use chart CVE-T Cenovus Energy

They are doing an equity issue and it is priced about 8% below the close today.  He thinks we will see oil prices lower as inventories build.  We are starting to see a trend of foreign companies selling off their oil sands assets.


Price:
$17.450
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-29 BUY on WEAKNESS Must be logged in to use chart CZO-X Ceapro Inc.

Was a top pick last year and has been consolidating recently.  They bounce very hard off the $1.20 level.  There is a lot of support at that level.  They started a new plant to extract product from oats.  There is a lot of demand for their product. 


Price:
$1.460
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-29 TOP PICK Must be logged in to use chart DCM-T Data Communications Management

Third time as a top pick.  They went through financial difficulties last year.  They are in the print media business.  They have been busy cutting costs and right sizing the company, closing a few plants.  In January they came out with good news and traded up about 60%.  The subsequent quarterly results were somewhat disappointing.  The market is taking a wait-and-see approach, but he is confident they can reach their stated goals.


Price:
$2.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 BUY Must be logged in to use chart DOL-T Dollarama Inc.

One of his larger positions.  They have been consolidating for 6 months.  Their financial reporting has been excellent and they come out with earnings tomorrow.  This is an excellent Canadian growth story.  They have another 300 stores to open in Canada.  They have a two year payback.  He is not sure how they grow once they have saturated the Canadian market.  They buy back shares and have done an excellent job of increasing shareholder value.  He is buying here.  Try for below $100.


Price:
$99.740
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 BUY on WEAKNESS Must be logged in to use chart ENGH-T Enghouse Systems

It is consolidating here.  He would like to see it take out its previous highs based on improved financial metrics.


Price:
$57.100
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-29 BUY Must be logged in to use chart FB-Q Facebook

A large position for him.  It continues to defy skeptics.  1.2 Billion users daily.  They are clearly the leader in social media.  He likes them a lot.


Price:
$142.650
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-03-29 HOLD Must be logged in to use chart KO-N Coca-Cola Company

Iconic brand with consistent return on equity.  Buffet owns a large position.  This is a buy, hold and forget-about stock.  They spent decades building their distribution network and it is one of their strengths, besides their recipe. 


Price:
$42.420
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-29 BUY on WEAKNESS Must be logged in to use chart KXS-T Kinaxis Inc

He missed them.  They have software that helps companies deal with inventory levels.  He owns a similar US company (MANH-Q).  KXS-T trades at a relatively high multiple.  Their products have a certain level of stickiness to them.  Once they get a customer, that relationship is sticky.  Wait for pull back to buy them.


Price:
$74.060
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 140 entries
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