Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
December 6, 2010
Not a huge amount of growth but extremely well managed. Good balance sheet. Dividend 4.6%. Prefers to putting money in the bank.
Not a huge amount of growth but extremely well managed. Good balance sheet. Dividend 4.6%. Prefers to putting money in the bank.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$30.690
Owned
No
BUY
BUY
December 6, 2010
Well regarded in regard to their products. Was heavily promoted about 1.5 years ago and then had a couple of weak quarters and really got slammed. Good underlying business and is now in recovery mode.
RuggedCom Inc. (RCM-T)
December 6, 2010
Well regarded in regard to their products. Was heavily promoted about 1.5 years ago and then had a couple of weak quarters and really got slammed. Good underlying business and is now in recovery mode.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$18.500
Owned
No
TOP PICK
TOP PICK
December 6, 2010
Cell phones. 280 stores in Canada and 120 in the US. We’re in an era were people are getting smart phones for the first time or replacing their smart phone every 6 months because of new bells and whistles. Looking for at least $2.65 in earnings in 2011.
Glentel Inc. (GLN-T)
December 6, 2010
Cell phones. 280 stores in Canada and 120 in the US. We’re in an era were people are getting smart phones for the first time or replacing their smart phone every 6 months because of new bells and whistles. Looking for at least $2.65 in earnings in 2011.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$23.250
Owned
Yes
TOP PICK
TOP PICK
December 6, 2010
Well stimulation technology. His favourite in oil field services. More important to own the space rather than which name but this one is close to the top for him. Putting up terrific numbers and stock is relatively inexpensive.
Well stimulation technology. His favourite in oil field services. More important to own the space rather than which name but this one is close to the top for him. Putting up terrific numbers and stock is relatively inexpensive.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$11.190
Owned
Yes
TOP PICK
TOP PICK
December 6, 2010
Master franchiser for about 1600 fast food restaurants across Canada. Still very cheap. 10X earnings. Growing at 25% a year. Superb management. No debt.
MTY Food Group (MTY-T)
December 6, 2010
Master franchiser for about 1600 fast food restaurants across Canada. Still very cheap. 10X earnings. Growing at 25% a year. Superb management. No debt.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$13.320
Owned
Yes