Stock Opinions by Jason Del Vicario - Stockchase Experts
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296
Jason Del Vicario @

On Stockchase since : Jul 2016

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Stock Opinions by Jason Del Vicario - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

September 24, 2018

The bond yield cracked 3% last week, so perhaps we should be concerned over the shape of the yield curve. We worry about an inverted yield curve because it foretells a recession by 12-18 months; the market rolls over 6 months before that. He's holding more cash and buying longer-term bonds. Telecoms are getting hit this year, but they would do well during a recession. He fears that when the recession hits, then households and businesses alike will carry heavy debt that's unseen in history. Japan would be an okay place to invest in a recession; they are especially advanced in developing artificial intelligence.

The bond yield cracked 3% last week, so perhaps we should be concerned over the shape of the yield curve. We worry about an inverted yield curve because it foretells a recession by 12-18 months; the market rolls over 6 months before that. He's holding more cash and buying longer-term bonds. Telecoms are getting hit this year, but they would do well during a recession. He fears that when the recession hits, then households and businesses alike will carry heavy debt that's unseen in history. Japan would be an okay place to invest in a recession; they are especially advanced in developing artificial intelligence.

Unknown
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Spin Master Corp(TOY-T) 

September 24, 2018

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

0
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$53.230
Owned Owned
Yes

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DON'T BUY
The Stars Group Inc(TSGI-T) 

September 24, 2018

Knows them only a little. The political risk in gambling makes him nervous. They've come off quite a bit recently, but doesn't understand why. There are better investments than this.

Business Services

Knows them only a little. The political risk in gambling makes him nervous. They've come off quite a bit recently, but doesn't understand why. There are better investments than this.

Business Services
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$32.320
Owned Owned
No

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BUY

A past top pick. They appear cheap in forward guidance. He still likes it and thinks it could move higher. They're serial acquirers and do a good job of intergrating companies.

Telecommunications

A past top pick. They appear cheap in forward guidance. He still likes it and thinks it could move higher. They're serial acquirers and do a good job of intergrating companies.

Telecommunications
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$1.190
Owned Owned
Yes

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BUY
Open Text(OTEX-T) 

September 24, 2018

Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition.

computer software/processing

Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition.

computer software/processing
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$49.170
Owned Owned
Yes

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BUY on WEAKNESS
Parkland Fuel Corp(PKI-T) 

September 24, 2018

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

merchandising/lodging

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

merchandising/lodging
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$43.270
Owned Owned
Unknown

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PAST TOP PICK

(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

other services

(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

other services
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$128.940
Owned Owned
Yes

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HOLD
Alibaba Group Holding(BABA-N) 

September 24, 2018

They're not really the Amazon of China, because they're more B2B. They've dropped a lot, dragged down by tariff talks. Many Chinese tech stocks have fallen off, too. He respects Jack Ma. Alibaba meets his criteria on equity metrics, but what will happen between the US and China? Hold and maybe add at current levels.

They're not really the Amazon of China, because they're more B2B. They've dropped a lot, dragged down by tariff talks. Many Chinese tech stocks have fallen off, too. He respects Jack Ma. Alibaba meets his criteria on equity metrics, but what will happen between the US and China? Hold and maybe add at current levels.

0
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$163.160
Owned Owned
No

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WEAK BUY
TransCanada Corp(TRP-T) 

September 24, 2018

A dividend stock. He's not surprised that it's been struggling in this interest rate environment. If you've been collecting their dividends, you've done well, but he prefers companies that reinvest their cash. This is a good choice if you want to collect a dividend in the long run and see 9% compounded growth.

oil/gas pipelines

A dividend stock. He's not surprised that it's been struggling in this interest rate environment. If you've been collecting their dividends, you've done well, but he prefers companies that reinvest their cash. This is a good choice if you want to collect a dividend in the long run and see 9% compounded growth.

oil/gas pipelines
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$53.120
Owned Owned
No

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DON'T BUY
Franco-Nevada Corp.(FNV-T) 

September 24, 2018

A gold royalty play (also in silver, oil/gas). He sold them around $100 on a purely technical basis. In a recession, hold cash, bonds and precious metals. Until then, there are better places to invest your money.

precious metals

A gold royalty play (also in silver, oil/gas). He sold them around $100 on a purely technical basis. In a recession, hold cash, bonds and precious metals. Until then, there are better places to invest your money.

precious metals
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$81.500
Owned Owned
No

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DON'T BUY
Tesla Motors Inc(TSLA-Q) 

September 24, 2018

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

0
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$299.680
Owned Owned
No

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BUY on WEAKNESS

One of the few great Canadian retail stocks. There's support below current levels. When a quality stock is down 10-20%, then buy more. Buy if you can't do that, then maybe you shouldn't be owning it in the first place.

specialty stores

One of the few great Canadian retail stocks. There's support below current levels. When a quality stock is down 10-20%, then buy more. Buy if you can't do that, then maybe you shouldn't be owning it in the first place.

specialty stores
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$237.020
Owned Owned
No

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COMMENT
General Market Comment 

September 24, 2018

What's the future price of oil? He has no idea where oil is going. It's difficult to predict commodity prices. That's the truth. There are so many factors that go into the prce of oil.

What's the future price of oil? He has no idea where oil is going. It's difficult to predict commodity prices. That's the truth. There are so many factors that go into the prce of oil.

Unknown
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

September 24, 2018

Buy a bank ETF or individual banks? Unless you want to do the work researching banks, then buy an ETF of the Canadian banks. If you want to research, then look at ROE, dividend growth history and growth rate. RY and TD are the leaders in Canada.

Buy a bank ETF or individual banks? Unless you want to do the work researching banks, then buy an ETF of the Canadian banks. If you want to research, then look at ROE, dividend growth history and growth rate. RY and TD are the leaders in Canada.

Unknown
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT

They dominate the luxury coach market with contracts in most major North American cities. He used to own them. Sold them because their ROE was in the high-teens, and wasn't good enough. It's not a bad company at all. A conservative growth play--there'll always be demand for buses.

Automotive

They dominate the luxury coach market with contracts in most major North American cities. He used to own them. Sold them because their ROE was in the high-teens, and wasn't good enough. It's not a bad company at all. A conservative growth play--there'll always be demand for buses.

Automotive
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$52.050
Owned Owned
No

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