Jason Del Vicario
Member since: Jul '16
Portfolio Manager at
HollisWealth
HollisWealth
Reveal Expert Rating
517 Opinions
Latest Top Picks
(A Top Pick May 05/20, Up 30%) It is firing on all cylinders. They continue to execute and do very well and he looks forward to owning them for a long time.
(A Top Pick May 05/20, Up 51%) It is a review website. They pivoted from a restaurant business. They have a greater than 40% return on equity. Tablelog is their restaurant review website. There is an ADR in North America but it is thinly traded.
(A Top Pick May 05/20, Up 33%) He has some concerns about retail but they sell the excess inventory of name brands and provide a treasure hunt experience. They are extremely well run. They re-initiated their dividend. He got stopped out but has not bought back yet.
It will be vulnerable if rates continue to rise. It has served him well in times of market turmoil. He sees higher inflation and higher rates, but the US$ would go higher as well.
They have been around for over 100 years. They survived the depression. They have interests in hospices and cleaning. They have dental supply as well. They have a long history of raising dividends and buybacks. He'd like to see it lower before buying. (Analysts’ price target is $595.00)
Signal
Opinion
Expert
Chart
N/A
N/A
March 8, 2021
Market. He looks for companies in the markets that have really well established businesses and competitive positioning. Value stocks have been outperforming Growth recently. This reversal was expected, but he is not doing anything differently. It is difficult to find attractively priced securities. Hong Kong and the UK have pockets of value. He also likes those that raced up at the start of the pandemic and are selling off now.
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Market. He looks for companies in the markets that have really well established businesses and competitive positioning. Value stocks have been outperforming Growth recently. This reversal was expected, but he is not doing anything differently. It is difficult to find attractively priced securities. Hong Kong and the UK have pockets of value. He also likes those that raced up at the start of the pandemic and are selling off now.
SPECULATIVE BUY
SPECULATIVE BUY
March 8, 2021
Software as a service models can be hugely successful in creating shareholder value. This one, though, is not well established. He does not like the fact that they plan to purchase companies and then jack up their fees. There are some similarities to Valiant. He would like to see them growing organically. Their return metrics are good, but they don't have the history with the new business model. Size the position accordingly but this might be the time to establish a small position.
Show full opinionHide full opinionSoftware as a service models can be hugely successful in creating shareholder value. This one, though, is not well established. He does not like the fact that they plan to purchase companies and then jack up their fees. There are some similarities to Valiant. He would like to see them growing organically. Their return metrics are good, but they don't have the history with the new business model. Size the position accordingly but this might be the time to establish a small position.
SPECULATIVE BUY
SPECULATIVE BUY
March 8, 2021
They don’t have the history he is looking for. He has come close to buying them before. Size the position accordingly but it looks promising.
Show full opinionHide full opinionThey don’t have the history he is looking for. He has come close to buying them before. Size the position accordingly but it looks promising.
Financial Services
WATCH
WATCH
March 8, 2021
It has done very well because of the pandemic. He is looking at their history of return on capital. Until the last two years their return as been 4-10%, which is not exceptional. They are on his watch list.
Show full opinionHide full opinionIt has done very well because of the pandemic. He is looking at their history of return on capital. Until the last two years their return as been 4-10%, which is not exceptional. They are on his watch list.
Transportation & Environmental Services
PARTIAL BUY
PARTIAL BUY
March 8, 2021
If it hits his target price he would love to own them. The Kirkland brand has a captive audience. The stock has come off. You could put a half position on now and wait to see if it drops another 10-15%. They are an excellent company.
If it hits his target price he would love to own them. The Kirkland brand has a captive audience. The stock has come off. You could put a half position on now and wait to see if it drops another 10-15%. They are an excellent company.
department stores
DON'T BUY
DON'T BUY
March 8, 2021
They have three strong restaurant brands. The challenge he has is that the business model is to go in, gut the company and bring the costs down. With Tim Hortons there was a huge push-back from franchises and this hurt them.
Show full opinionHide full opinionThey have three strong restaurant brands. The challenge he has is that the business model is to go in, gut the company and bring the costs down. With Tim Hortons there was a huge push-back from franchises and this hurt them.
food services
HOLD
HOLD
March 8, 2021
It does not actually meet his criteria, but this one is a special circumstance. The top line growth is breathtaking and is organic. They are not yet profitable, nor generating free cash flow. These high flying companies are off so much more than others. If we see a sharp correction in the short term this one will be hit down sharply.
Show full opinionHide full opinionIt does not actually meet his criteria, but this one is a special circumstance. The top line growth is breathtaking and is organic. They are not yet profitable, nor generating free cash flow. These high flying companies are off so much more than others. If we see a sharp correction in the short term this one will be hit down sharply.
BUY WEAKNESS
BUY WEAKNESS
March 8, 2021
CSU-T incl. TOI-T. They acquire other software companies. He thinks TOI-T, which CSU-T spun out, may outperform CSU-T over time. He kept TOI-T and thought he might add to it, but it is a bit expensive right now. If you have a five or ten year horizon you would do well owning either one.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
March 8, 2021
CSU-T incl. TOI-T. They acquire other software companies. He thinks TOI-T, which CSU-T spun out, may outperform CSU-T over time. He kept TOI-T and thought he might add to it, but it is a bit expensive right now. If you have a five or ten year horizon you would do well owning either one.
Technology
PAST TOP PICK
PAST TOP PICK
March 8, 2021
(A Top Pick May 05/20, Up 30%) It is firing on all cylinders. They continue to execute and do very well and he looks forward to owning them for a long time.
Show full opinionHide full opinion(A Top Pick May 05/20, Up 30%) It is firing on all cylinders. They continue to execute and do very well and he looks forward to owning them for a long time.
computer software/processing
PAST TOP PICK
PAST TOP PICK
March 8, 2021
(A Top Pick May 05/20, Up 51%) It is a review website. They pivoted from a restaurant business. They have a greater than 40% return on equity. Tablelog is their restaurant review website. There is an ADR in North America but it is thinly traded.
Show full opinionHide full opinion(A Top Pick May 05/20, Up 51%) It is a review website. They pivoted from a restaurant business. They have a greater than 40% return on equity. Tablelog is their restaurant review website. There is an ADR in North America but it is thinly traded.
Technology
PAST TOP PICK
PAST TOP PICK
March 8, 2021
(A Top Pick May 05/20, Up 33%) He has some concerns about retail but they sell the excess inventory of name brands and provide a treasure hunt experience. They are extremely well run. They re-initiated their dividend. He got stopped out but has not bought back yet.
Show full opinionHide full opinion(A Top Pick May 05/20, Up 33%) He has some concerns about retail but they sell the excess inventory of name brands and provide a treasure hunt experience. They are extremely well run. They re-initiated their dividend. He got stopped out but has not bought back yet.
clothing stores
HOLD
HOLD
March 8, 2021
He wanted to have some exposure to bitcoin, because he has some concerns about the rapid expansion of central bank balance sheets leading to currency debasement. This company bought bitcoin with their balance sheet. Now they are issuing debentures and buying bitcoin with it. He has been trimming on the way up. The stock got way ahead of itself. He is playing entirely with house money and has his original investment out. He owns it to have a little exposure to bitcoin.
Show full opinionHide full opinionHe wanted to have some exposure to bitcoin, because he has some concerns about the rapid expansion of central bank balance sheets leading to currency debasement. This company bought bitcoin with their balance sheet. Now they are issuing debentures and buying bitcoin with it. He has been trimming on the way up. The stock got way ahead of itself. He is playing entirely with house money and has his original investment out. He owns it to have a little exposure to bitcoin.
BUY WEAKNESS
BUY WEAKNESS
March 8, 2021
It is good, not great. Good companies can have a place in your portfolio. They don't have the return metrics he is looking for. Much of their activities are regulated and he likes that. They are a steady payer of dividends.
Show full opinionHide full opinionIt is good, not great. Good companies can have a place in your portfolio. They don't have the return metrics he is looking for. Much of their activities are regulated and he likes that. They are a steady payer of dividends.
electrical utilities
HOLD
HOLD
March 8, 2021
The space is cyclical. There is a greater trail wind in place right now. He prefers companies that can consistently grow earnings and generate returns regardless of cycles. He would continue to hold this but remember that it is a cyclical industry,
Show full opinionHide full opinionThe space is cyclical. There is a greater trail wind in place right now. He prefers companies that can consistently grow earnings and generate returns regardless of cycles. He would continue to hold this but remember that it is a cyclical industry,
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