Opinions by Jason Del Vicario | StockChase
249
Jason Del Vicario

Portfolio Manager

ON STOCKCHASE SINCE Jul 2016

HollisWealth


Opinions by Jason Del Vicario


Signal Opinion Expert Chart
N/A
General Market Comment 

April 12, 2018

Market.  [The guest was not able to appear at the beginning of the show so Catherine Murray spoke about an interview she would conduct following Market Call.  The show started after this comment with the first caller.]

Market.  [The guest was not able to appear at the beginning of the show so Catherine Murray spoke about an interview she would conduct following Market Call.  The show started after this comment with the first caller.]

Unknown
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$0.020
Owned Owned
_N/A

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HOLD
Adobe Systems(ADBE-Q) 

April 12, 2018

It is old tech.  Some of these companies have taken out 2000 highs and ADBE-Q has continued to move higher.  He would not trim it if it is no more than 5% and would let it run.

computer software/processing

It is old tech.  Some of these companies have taken out 2000 highs and ADBE-Q has continued to move higher.  He would not trim it if it is no more than 5% and would let it run.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$226.960
Owned Owned
Unknown

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TOP PICK

They are out of favour but are a core holding of his.  They are the second largest convenience store operator in the world. They missed the mark with their recent results and it was solely gas margins in the States.  He would rather have oil prices going down, but this stock is cheap.   (Analysts’ target: $74.08).

food stores

They are out of favour but are a core holding of his.  They are the second largest convenience store operator in the world. They missed the mark with their recent results and it was solely gas margins in the States.  He would rather have oil prices going down, but this stock is cheap.   (Analysts’ target: $74.08).

food stores
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$54.190
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick March 29/17, Up 30%)  They have been very, very consistent over 10 years.  Some think collision repair will become a thing of the past with self driving cars, but he disagrees. 

other services

(A Top Pick March 29/17, Up 30%)  They have been very, very consistent over 10 years.  Some think collision repair will become a thing of the past with self driving cars, but he disagrees. 

other services
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$108.620
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick March 29/17, Down 27%)  He still owns it.  It is a turnaround story that is taking longer than he would have liked.  They are transitioning their business away from print.  Their financial results have really turned.  They are extremely undervalued.  The market has not picked up on this turnaround.  He looks for good things this year.

(A Top Pick March 29/17, Down 27%)  He still owns it.  It is a turnaround story that is taking longer than he would have liked.  They are transitioning their business away from print.  Their financial results have really turned.  They are extremely undervalued.  The market has not picked up on this turnaround.  He looks for good things this year.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$1.570
Owned Owned
Yes

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TOP PICK

It has turned the corner.  The stock price still does not reflect the opportunities and financials.  They have a fair amount of debt to pay down.  They are extremely undervalued.  As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

It has turned the corner.  The stock price still does not reflect the opportunities and financials.  They have a fair amount of debt to pay down.  They are extremely undervalued.  As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$1.570
Owned Owned
Yes

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TOP PICK
Dollarama Inc.(DOL-T) 

April 12, 2018

The best retail stock in Canada.  They don’t cease to amaze him.  They will grow substantially this year.  They are tremendous operators.  He is excited by them having a 100 store franchise in Central America.  They can buy a controlling interest in 2019.  (Analysts’ target: $164.67).

Consumer Products

The best retail stock in Canada.  They don’t cease to amaze him.  They will grow substantially this year.  They are tremendous operators.  He is excited by them having a 100 store franchise in Central America.  They can buy a controlling interest in 2019.  (Analysts’ target: $164.67).

Consumer Products
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$149.200
Owned Owned
Yes

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DON'T BUY
EnerCare Inc(ECI-T) 

April 12, 2018

He sold after the most recent quarterly earnings report.  Their earnings seem to be stalled.  There are complaints about the company from customers.  When you buy a house, then if there is a hot water heater contract, then you, the buyer, are tied to it.  He is not comfortable owning it any more.  It has a nice dividend yield, though.

Consumer Products

He sold after the most recent quarterly earnings report.  Their earnings seem to be stalled.  There are complaints about the company from customers.  When you buy a house, then if there is a hot water heater contract, then you, the buyer, are tied to it.  He is not comfortable owning it any more.  It has a nice dividend yield, though.

Consumer Products
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$17.250
Owned Owned
No

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COMMENT
Inter Pipeline(IPL-T) 

April 12, 2018

He owns a number of pipelines but has been reducing exposure to dividend stocks.  As interest rates rise, competition for investor dollars takes money away from dividend stocks.  It is okay to hold for a very long period of time but the next two to three years may see the dividend eaten up by the stock falling. 

oil pipelines

He owns a number of pipelines but has been reducing exposure to dividend stocks.  As interest rates rise, competition for investor dollars takes money away from dividend stocks.  It is okay to hold for a very long period of time but the next two to three years may see the dividend eaten up by the stock falling. 

oil pipelines
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$23.160
Owned Owned
Yes

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HOLD
Magna Int'l. (A)(MG-T) 

April 12, 2018

He is watching it.  His hesitation is where we are in the business cycle.  Auto cycles tend to be very cyclical.  We are late cycle.  Don't get into it now.

Automotive

He is watching it.  His hesitation is where we are in the business cycle.  Auto cycles tend to be very cyclical.  We are late cycle.  Don't get into it now.

Automotive
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$76.210
Owned Owned
No

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BUY
Photon Control(PHO-X) 

April 12, 2018

They meet his criteria in terms of consistent high returns on equity.  This would be a smaller company.  It should not be a large percentage of a portfolio.  A good little company to own.

electrical/electronic

They meet his criteria in terms of consistent high returns on equity.  This would be a smaller company.  It should not be a large percentage of a portfolio.  A good little company to own.

electrical/electronic
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$1.760
Owned Owned
Unknown

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PAST TOP PICK
BioSyent Inc(RX-X) 

April 12, 2018

(A Top Pick March 29/17, Up 33%)  They license health care products from outside of Canada.  They have been very good at providing consistent return on equity as well as earnings growth.  This year will be an interesting time.  They are sitting on almost $20 Million as a war chest and adding to it every quarter.  They are searching for opportunities and will be diligent in deploying it.  They are an under the radar company.

Consumer Products

(A Top Pick March 29/17, Up 33%)  They license health care products from outside of Canada.  They have been very good at providing consistent return on equity as well as earnings growth.  This year will be an interesting time.  They are sitting on almost $20 Million as a war chest and adding to it every quarter.  They are searching for opportunities and will be diligent in deploying it.  They are an under the radar company.

Consumer Products
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$10.000
Owned Owned
Yes

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WEAK BUY
Shopify Inc.(SHOP-T) 

April 12, 2018

The stocks came off rapidly on a short report last year.  It seems to be caught now in the Facebook downdraft.  This is a buying opportunity but be cautious.  You would want to be prepared to hold this for a long time.  It is more appropriate for growth investors.

The stocks came off rapidly on a short report last year.  It seems to be caught now in the Facebook downdraft.  This is a buying opportunity but be cautious.  You would want to be prepared to hold this for a long time.  It is more appropriate for growth investors.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$151.980
Owned Owned
Unknown

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HOLD
Superior Plus Corp(SPB-T) 

April 12, 2018

This did meet his criteria.  Continue to collect the dividends.

wholesale distributors

This did meet his criteria.  Continue to collect the dividends.

wholesale distributors
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$13.160
Owned Owned
Yes

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BUY

He owns it personally.  The return on equity meets his criteria.  It is relatively inexpensive.  They have been growing by acquisitions.  They have a steady business and then juice it by acquiring companies with the cash flow.  It was a Top Pick of his previously.  It is a reasonable level to initiate or to add to a position.

Telecommunications

He owns it personally.  The return on equity meets his criteria.  It is relatively inexpensive.  They have been growing by acquisitions.  They have a steady business and then juice it by acquiring companies with the cash flow.  It was a Top Pick of his previously.  It is a reasonable level to initiate or to add to a position.

Telecommunications
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$1.180
Owned Owned
Yes

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