Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 18, 2014

Earnings are good, but the stock is kind of stalling out as if we are in a late cycle phenomena. Thinks you would see a good quarter out of them and things look good for next year. Would be very comfortable buying it here at around $11.

Earnings are good, but the stock is kind of stalling out as if we are in a late cycle phenomena. Thinks you would see a good quarter out of them and things look good for next year. Would be very comfortable buying it here at around $11.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$11.090
Owned
Yes
COMMENT
COMMENT
March 18, 2014

Automotive repair company that is based in Winnipeg, but have now extensive operations in the US. As an auto body franchise, they contract with insurance companies. Gets a certain amount of business from insurance companies in the Midwest. With the severe weather this year, they should have a good quarter. Sold his holdings because valuations got really rich. Thinks there are some valuation concerns in the market right now on this.

Automotive repair company that is based in Winnipeg, but have now extensive operations in the US. As an auto body franchise, they contract with insurance companies. Gets a certain amount of business from insurance companies in the Midwest. With the severe weather this year, they should have a good quarter. Sold his holdings because valuations got really rich. Thinks there are some valuation concerns in the market right now on this.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$33.270
Owned
No
COMMENT
COMMENT
March 18, 2014

Likes the fact that digital businesses are overtaking paper businesses. Balance sheet looks pretty strong. Not ready to back up the truck as he was to see a few more quarters. There have been some changes in management. This is one he is prepared to grow into but wants to see another quarter. If the quarter looks great, he’ll buy a bit more but will then want to see another quarter.

Yellow Media Inc (Y-T)
March 18, 2014

Likes the fact that digital businesses are overtaking paper businesses. Balance sheet looks pretty strong. Not ready to back up the truck as he was to see a few more quarters. There have been some changes in management. This is one he is prepared to grow into but wants to see another quarter. If the quarter looks great, he’ll buy a bit more but will then want to see another quarter.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$25.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 18, 2014

(A Top Pick April 3/13. Down 32.01%.) News flow has been quite negative. Feels there was a lot of predatory research on the company, but there has also been some new fundamental stuff that has come up lately in terms of their relationship with the cash store. He got tired of the stock being battered by everybody all the time. In terms of valuation, the stock still looks attractive, but seems to be the whipping child for all the bearish researchers.

(A Top Pick April 3/13. Down 32.01%.) News flow has been quite negative. Feels there was a lot of predatory research on the company, but there has also been some new fundamental stuff that has come up lately in terms of their relationship with the cash store. He got tired of the stock being battered by everybody all the time. In terms of valuation, the stock still looks attractive, but seems to be the whipping child for all the bearish researchers.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$16.000
Owned
No
PAST TOP PICK
PAST TOP PICK
March 18, 2014

(A Top Pick April 3/13. Up 31.89%.) Has had a lot of negative press because of the Obama situation, but they produce a great stream of cash flow with a very steady 20% ROE. Although the chart is lumpy, when you own it in the context of a portfolio, that lumpiness kind of folds itself out. Still one of the cheapest stocks. Trading at 9.5X 2014 earnings and is projected to grow by 23% this year.

CGI Group (A) (GIB.A-T)
March 18, 2014

(A Top Pick April 3/13. Up 31.89%.) Has had a lot of negative press because of the Obama situation, but they produce a great stream of cash flow with a very steady 20% ROE. Although the chart is lumpy, when you own it in the context of a portfolio, that lumpiness kind of folds itself out. Still one of the cheapest stocks. Trading at 9.5X 2014 earnings and is projected to grow by 23% this year.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$34.770
Owned
Yes
WEAK BUY
WEAK BUY
March 18, 2014

Feels this is a Buy, but amongst the large-cap financials, it wouldn’t be his strongest. Probably CIBC (CM-T) would be his favourite. Among the lifecos, this is the best one to be with.

Feels this is a Buy, but amongst the large-cap financials, it wouldn’t be his strongest. Probably CIBC (CM-T) would be his favourite. Among the lifecos, this is the best one to be with.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$20.990
Owned
Unknown
COMMENT
COMMENT
March 18, 2014

Looking at a long chart, the stock has been going sideways for a decade. ROE is not particularly strong nor is there a lot of growth in the company. If you want to own the insurance area in Canada, there are other names he would prefer such as Manulife (MFC-T) or Intact Financial (IFC-T). Within the large-cap financials in Canada, he prefers CIBC (CM-T). Also, feels you get more bang for your buck in the mid-caps such as Home Capital (HCG-T).

Looking at a long chart, the stock has been going sideways for a decade. ROE is not particularly strong nor is there a lot of growth in the company. If you want to own the insurance area in Canada, there are other names he would prefer such as Manulife (MFC-T) or Intact Financial (IFC-T). Within the large-cap financials in Canada, he prefers CIBC (CM-T). Also, feels you get more bang for your buck in the mid-caps such as Home Capital (HCG-T).

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$473.000
Owned
Unknown