Stock Opinions by Jason Del Vicario - Stockchase Experts
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Jason Del Vicario

On Stockchase since : Jul 2016

Portfolio Manager at HollisWealth

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Stock Opinions by Jason Del Vicario - Stockchase Experts

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COMMENT
General Market Comment 

January 21, 2019

We're in a time of slower economic growth. The TSX has been a tear so far in 2019, but we're not out of the woods yet. The TSX has gone nowhere for five years. Now is just a technical bounce, but he could be wrong. The pullback last fall meant that markets couldn't handle rising rates. We are very indebted. After all, interest rates are at historic lows. He's keeping an eye on the junk bond market; if those continue to widen, we'll see a serious downtown, a recession. Non-financial corporate debt is really high, issued with few checks and balances. He thinks both central banks in Canada and the U.S. have stopped raising rates for now. Maybe 0.25% more. He expects a recession next year. Rates may even fall back to zero (perhaps negative rates), and we will get back to quantitative easing. We're in a market addicted to cheap, readily available money. How do we break this habit?
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We're in a time of slower economic growth. The TSX has been a tear so far in 2019, but we're not out of the woods yet. The TSX has gone nowhere for five years. Now is just a technical bounce, but he could be wrong. The pullback last fall meant that markets couldn't handle rising rates. We are very indebted. After all, interest rates are at historic lows. He's keeping an eye on the junk bond market; if those continue to widen, we'll see a serious downtown, a recession. Non-financial corporate debt is really high, issued with few checks and balances. He thinks both central banks in Canada and the U.S. have stopped raising rates for now. Maybe 0.25% more. He expects a recession next year. Rates may even fall back to zero (perhaps negative rates), and we will get back to quantitative easing. We're in a market addicted to cheap, readily available money. How do we break this habit?
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Cenovus Energy(CVE-T) 

January 21, 2019

Oil and gas makers don't generate the ROE he looks for. They don't have pricing power over their product/commodity; others do. Cenovus is one of the top stocks in this sector, though.
oil/gas
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Oil and gas makers don't generate the ROE he looks for. They don't have pricing power over their product/commodity; others do. Cenovus is one of the top stocks in this sector, though.
oil/gas
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$10.620
Owned Owned
No

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COMMENT
Viemed Healthcare(VMD-T) 

January 21, 2019

Took a beating from $8 to $4 upon news about a regulatory change that effected their medical products. He sold his shares. They rely on medicaid and Medicare, but he'd rather see them diversify their revenue base (which they're talking about doing). Good managers, though; he's met them. VMD was too volatile for him. If you own this and can stomach this volatility, VMD will eventually supply a good return.
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Took a beating from $8 to $4 upon news about a regulatory change that effected their medical products. He sold his shares. They rely on medicaid and Medicare, but he'd rather see them diversify their revenue base (which they're talking about doing). Good managers, though; he's met them. VMD was too volatile for him. If you own this and can stomach this volatility, VMD will eventually supply a good return.
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$5.360
Owned Owned
No

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DON'T BUY
Maxar Technologies(MAXR-T) 

January 21, 2019

Their ROE isn't enough for him. He's not sure what's wrong with MAXR, but there's clearly something wrong; it's dropped 90%. Don't catch falling knives. Buy something else. They'll need to cut their dividend.
computer software/processing
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Their ROE isn't enough for him. He's not sure what's wrong with MAXR, but there's clearly something wrong; it's dropped 90%. Don't catch falling knives. Buy something else. They'll need to cut their dividend.
computer software/processing
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$6.450
Owned Owned
No

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BUY
SalesForce.com Inc.(CRM-N) 

January 21, 2019

Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
computer software/processing
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Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
computer software/processing
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.000
Owned Owned
No

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DON'T BUY
General Electric(GE-N) 

January 21, 2019

They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.
electrical/electronic
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They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.
electrical/electronic
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.000
Owned Owned
No

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BUY
Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient.
food stores
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Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient.
food stores
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$71.300
Owned Owned
Yes

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BUY
Telus Corp(T-T) 

January 21, 2019

He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
telephone utilities
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He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
telephone utilities
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$45.920
Owned Owned
No

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PAST TOP PICK
CCL Industries (B)(CCL.B-T) 

January 21, 2019

(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
packaging/containers
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(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
packaging/containers
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$54.450
Owned Owned
No

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PAST TOP PICK
(A Top Pick Jan 22/18, Down 13%) They hold international companies that have a Buffet-style "moat." He strongly suggests this ETF.
E.T.F.'s
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(A Top Pick Jan 22/18, Down 13%) They hold international companies that have a Buffet-style "moat." He strongly suggests this ETF.
E.T.F.'s
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.000
Owned Owned
No

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PAST TOP PICK
(A Top Pick Jan 22/18, Up 14%) Have excess cash flow to buy other companies. STC itself is very small, so keep that in mind. He likes them. He hopes they breakabove $1.40. They've been going sideways lately, but are well-run.
Telecommunications
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(A Top Pick Jan 22/18, Up 14%) Have excess cash flow to buy other companies. STC itself is very small, so keep that in mind. He likes them. He hopes they breakabove $1.40. They've been going sideways lately, but are well-run.
Telecommunications
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$1.280
Owned Owned
Yes

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WATCH
Shopify Inc.(SHOP-T) 

January 21, 2019

He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another.
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He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another.
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$210.190
Owned Owned
No

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COMMENT
There was a short report on them a few months ago that suggested they landed a tremendous deal in Ontario but it went wrong. They have an aggressive growth plan to build their casinos, which requires a lot of capital. During a downtown, gambling is recession proof. High ROE.
entertainment services
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There was a short report on them a few months ago that suggested they landed a tremendous deal in Ontario but it went wrong. They have an aggressive growth plan to build their casinos, which requires a lot of capital. During a downtown, gambling is recession proof. High ROE.
entertainment services
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$53.920
Owned Owned
Yes

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BUY on WEAKNESS
Photon Control(PHO-T) 

January 21, 2019

They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
electrical/electronic
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They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
electrical/electronic
0 0 0 0 0
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$1.200
Owned Owned
Unknown

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DON'T BUY
A luxury brand and many are rushing out to buy a $900 parka. They're a one-pony show, though they diversifying away from making only coats. The China situation is certainly a concern. They're too expensive now, anyway, and relatively new (he wants to see more history). One store is near his Vancouver office and he's seen long line-ups. But where are its recurring revenue (sales from the same customer)?
clothing
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A luxury brand and many are rushing out to buy a $900 parka. They're a one-pony show, though they diversifying away from making only coats. The China situation is certainly a concern. They're too expensive now, anyway, and relatively new (he wants to see more history). One store is near his Vancouver office and he's seen long line-ups. But where are its recurring revenue (sales from the same customer)?
clothing
0 0 0 0 0
0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$66.970
Owned Owned
No

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