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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Jason Del Vicario

COMMENT

Believes current market prices are presenting good buying opportunities for investors.
High quality companies with predictable cash flows are investors best friend.
Finding value in Japan, UK & Middle East.
Concentrated portfolio is best way to generate alpha for investors. 
Dividends are ok for investors - preference is for share buybacks or re-invested capital.

Unknown
TOP PICK

Online review business in Japan (#2 in country).
New websites & web based services being spun out (zero capital costs).
Return on equity target of 40% (very high).
Excellent long term prospects.

Technology
TOP PICK

Sub-prime auto loan business with low competition. 
~10% market share.
Very good capital allocation strategy (willing to turn down unprofitable loan business).
High margin products.
Not worried about slowdown in auto business. 

0
TOP PICK

Recurring revenue very strong.
High demand in North America for data services hardware.
Cyclical nature of business not a concern.
No debt company that is founder led & owned.

communications / media
PAST TOP PICK
(A Top Pick Mar 11/22, Up 50%)

8% weight in portfolio - still owns shares.
Recently signed deal with Amazon Prime to create movie.
No debt, asset light, strong returns on capital.
UK dividends not subject to foreign withholding tax.

Consumer Products
PAST TOP PICK
PLUS500
(A Top Pick Mar 11/22, Up 7%)

Trading platform for finance products.
Asset light business with good margins.
Very high customers churn - not great for business.
Not a good long term investment. 

Financial Services
PAST TOP PICK
Topicus.Com Inc.
(A Top Pick Mar 11/22, Up 17%)

Very good business with excellent management.
Spinoff from Constellation Software.
High margin business with excellent return on equity.
Good long term prospects for business.
Will continue own shares. 

Technology
DON'T BUY
Open Text

Tech company based in Canada.
Very high debt levels.
Not a good time to buy shares. 
Better names in tech sector. 

computer software / processing
DON'T BUY
Brookfield Corp

Highly leveraged business.
Prefer business models with higher return on capital with less debt.
Better names to invest in.

investment companies / funds
DON'T BUY
Kinaxis Inc

Strong company with good underlying economics.
High share price a concern.
Would wait for share price to fall before investing (max 30x cash earnings).

0
HOLD
Telus Corp

Utility style business with mediocre returns on capital (single digits).
Most of returns achieved through dividends.
Limits to how much company can grow.
Defensive stock - safe for investors. 
Better names out there for capital appreciation. 

telephone utilities
BUY ON WEAKNESS

Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing.

other services
BUY

16x cash earnings share price a fair price (current share price).
Strong business for the long term investor.
2nd largest convenience store business in world.
Founder owned business.
Strict M&A operators.

food stores
HOLD

#2 holding in portfolio. 
Excellent business with good long term prospects.
Asset light, low capital requirements, high margins/return on equity.
$3.8 billion active monthly users (massive).
Revenues per user is $50 per year (North America).
Strategy shifting towards increased revenue per user (only so many people on planet).
Very difficult to replicate network effect.
Expenditures on metaverse not a concern.

0
BUY ON WEAKNESS
Aritzia Inc.

High quality company.
Concerned about high retail orientation.
Revenue per square foot of retail very attractive.
Successful expansion into USA impressive.
20x earnings a good entry point - wait for shares to fall before investing.

specialty stores
Showing 1 to 15 of 686 entries