Advertising

Rating Card

Unlock Expert's Rating and Top Picks Portfolio

Become a member Or, Sign In
Latest Top Picks

Stock Opinions by Jason Donville

BUY
Report tomorrow. Are the cheapest bank. He is very comfortable with this one.
banks
SELL
Fourth quarter came in lower than expected. He sold it from his fund.
banks
SELL
They recently put themselves up for sale. It’s a matter of what someone will pay for it. Will likely sell over the next 90 days. Hold if you are a long-suffering holder of it.
oil / gas
HOLD
Good quality name, more torque for sure. The trade in coal is a lot less cyclical than other commodities.
other mines
DON'T BUY
It’s more of a construction company than an engineering company. Prefers Stantec, but this one has a new CEO and mandate to take business to next level.
REAL ESTATE
HOLD
It’s more of a construction company than am engineering company. Prefers Stantec, but this one has a new CEO and mandate to take business to next level.
Financial Services
TOP PICK
Just started buying this stock recently. A cyclical kind of name. Extremely well positioned for an upturn in drilling activity. Just completed an acquisition. Expects strong guidance for the next year. Get it around $9. If Nat Gas prices reverse themselves it takes some of the glamour out.
oil / gas field services
TOP PICK
Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.
computer software / processing
TOP PICK
Most people don’t know of this one, but know the companies under it. Many fast food franchises. Acquire about once a quarter. Single digit P/.E ratio and growing at about 30% a quarter.
food services
DON'T BUY
Doesn’t like it. They sold off best of business to pay for losses somewhere else.
insurance
PAST TOP PICK
(Top Pick Oct 16/09, Down 6.76%)
banks
PAST TOP PICK
(Top Pick Oct 16/09, Up 26%) Doing very well.
Financial Services
PAST TOP PICK
(Top Pick Oct 16/09, Up 12.51%) Doing very well.
investment companies / funds
TOP PICK
Raise capital to assure their customers they would be around forever. Growth profile and valuation looks quite attractive. 2.6% dividend. Should grow 15%-20% over the next 2 years.
insurance
TOP PICK
Single best financial services investment in Canada. Unbelievable franchise. This is based on the consistency of the equity. Every year profits go up by about 25%, year after year. Although it has been flat for the last couple of years the multiple has compressed significantly.
investment companies / funds
Showing 991 to 1,005 of 1,062 entries