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Jason Del Vicario
Portfolio Manager at HollisWealth
Member since: Jul '16 · 638 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.88 | 75 26.69% | 68 24.20% | 40 14.23% | 42 14.95% | 56 19.93% | ||
| 1 Month | 3.93 | 8 11.43% | 25 35.71% | 21 30.00% | 12 17.14% | 4 5.71% | |
| 6 Months | 3.67 | 13 18.57% | 20 28.57% | 9 12.86% | 13 18.57% | 15 21.43% | |
| 12 Months | 3.99 | 24 35.82% | 14 20.90% | 3 4.48% | 10 14.93% | 16 23.88% | |
| 2 Years | 3.93 | 23 42.59% | 7 12.96% | 6 11.11% | 4 7.41% | 14 25.93% | |
| 5 Years | 0 | 7 35.00% | 2 10.00% | 1 5.00% | 3 15.00% | 7 35.00% |
Stock Opinions by Jason Del Vicario
COMMENT
In the future, current equity prices will be seen as a buying opportunity for high quality business models.
Inflation, war & rising interest rates putting pressure on markets, but also creating buying opportunity.
Good time to be entering into the markets for the long term investor.
Believes timing is most difficult part of investing successfully.
Unknown
$0.000
Unknown
TOP PICK
Shares trading below fair market estimate.
Good time to be buying for long term investors.
Business has a "cult like" following.
No debt, high margin business with large competitive advantage.
4% dividend yield, with no holding tax for Canadian investors.
Consumer Products
TOP PICK
Strong business model will established business model.
Large following in England (#1 in market).
Expanding globally into new markets.
Strong financials with healthy balance sheet.
Founder run and owned.
2% dividend yield.
Consumer Products
TOP PICK
Backend gambling services online.
Business is growing strong with demand for online gambling growing.
High cash margins and free cash flow yield(50%).
Expanding business into Canada & USA.
Founders own ~10% of shares.
Stock price down 50% which is creating good buying opportunity for investors.
Consumer Products
PAST TOP PICK
(A Top Pick Sep 29/21, Down 47%) Still owns shares in the company and will continue to hold.
Spinoff from constellation software.
Consolidator of software companies.
Technology
PAST TOP PICK
(A Top Pick Sep 29/21, Down 59%) Will continue to hold, and has been buying more shares.
Believes company is grossly oversold.
Company able to generate large amounts of free cash flow.
Not worried about future of the company.
Young founder (Mark Zukerberg) that will continue to manage business.
45% of global population uses Meta products.
0
PAST TOP PICK
(A Top Pick Sep 29/21, Down 42%) Very strong business model with high penetration rate of app.
Shares currently undervalued.
Founder run and owned. Strong management team.
Sizable dividend rate at ~6%.
Will continue to hold and has added to position.
0
BUY on WEAKNESS
Unsure on growth potential of company going forward.
Better opportunities in tech elsewhere for growth.
Solid business model with large amounts of cash on balance sheet.
Good investment for long term investor.
Business Services
HOLD
Unsure on future of business.
Shares have sold off heavily.
Better opportunities for growth investors(Meta Inc.).
Asset light business model, but is not investing.
0
BUY on WEAKNESS
Is watching company for performance.
Shares not at a price that is justifiable yet.
Is a good time for growth investors to invest.
Strong business model will asset light strategy.
publishing / printing
BUY
Small Canadian pharmaceutical company.
High cash flow yield.
License products to be distributed across Canada.
Company has strong financials and low debt.
P/E ratio in the mid-teens (undervalued).
Iron supplement product is sole source of revenue(risky).
Founder led company with 17% ownership.
Consumer Products
DON'T BUY
Banks don't have return on invested capital that prefers.
Excess capital that can be re-invested not there.
Majority of free cash flow paid out in dividends.
Would prefer other options in under valued tech sector.
banks
BUY
Good option for investors.
US Dollar is usually benefactor of investors looking for safety.
Also get strong yield as interest rates increase.
Shares currently presenting good buying opportunity.
E.T.F.'s
DON'T BUY
Does not like Chinese investments that don't earn cash.
Insecure political environment.
Negative return on capital (no sustainable).
Is a speculative stock.
Automotive
HOLD
Has since sold shares in company.
Company does not have consistent returns on capital (has been negative the past 10 years).
High revenue growth does not equate to return for shareholders.
Unsure whether company will be able to generate free cash flow.
Is a speculative stock.
Untested business model.
0
