Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
March 18, 2014

Likes this and is adding to his position. Had a great quarter. Not as well known in the oil/gas services stocks, but the company is really, really profitable. Could have a really good run for the next 2-3 years. Could be the beneficiary of people looking for a fresh name. Yield of 3.5%.

Likes this and is adding to his position. Had a great quarter. Not as well known in the oil/gas services stocks, but the company is really, really profitable. Could have a really good run for the next 2-3 years. Could be the beneficiary of people looking for a fresh name. Yield of 3.5%.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$4.240
Owned
Yes
BUY
BUY
March 18, 2014

Has done well, but given how high is ROE is, around 35%, he would have thought the stock would have had a bigger move. Good deal at this price. For people looking for value right now, this is a good name.

Has done well, but given how high is ROE is, around 35%, he would have thought the stock would have had a bigger move. Good deal at this price. For people looking for value right now, this is a good name.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$84.680
Owned
Unknown
COMMENT
COMMENT
March 18, 2014

Not a fan of this company. Likes their product, but when he works through their cash flows, he doesn’t get it. Doesn’t see where the underlying product possibility is. ROE is 3%. A lot of analysts add back the amortization but he looks at the amortization of their films and wonders what kind of value his films have 2 or 3 years later.

DHX Media (DHX.B-T)
March 18, 2014

Not a fan of this company. Likes their product, but when he works through their cash flows, he doesn’t get it. Doesn’t see where the underlying product possibility is. ROE is 3%. A lot of analysts add back the amortization but he looks at the amortization of their films and wonders what kind of value his films have 2 or 3 years later.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$4.840
Owned
No
COMMENT
COMMENT
March 18, 2014

Likes this. He would have thought the stock would have taken off more. They are doing a big buyback right now and what that does is it soaks up stock, makes the denominator smaller from an EPS point of view but also makes the ROE go higher. It should be on its way to $70-$80 but it is not.

Likes this. He would have thought the stock would have taken off more. They are doing a big buyback right now and what that does is it soaks up stock, makes the denominator smaller from an EPS point of view but also makes the ROE go higher. It should be on its way to $70-$80 but it is not.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$61.420
Owned
Yes
BUY
BUY
March 18, 2014

Stock has performed well and it is very well managed. Would be comfortable adding to your position right now. Very nice dividend. They are set up for a good year coming up.

Stock has performed well and it is very well managed. Would be comfortable adding to your position right now. Very nice dividend. They are set up for a good year coming up.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$24.790
Owned
No
COMMENT
COMMENT
March 18, 2014

There tends to be a market seasonality where it is strong until March, April, May. Then there is a malaise and when the school year starts in September, we get going again. If your investment horizon is 3 months, then you could wait but for a long-term investor who is going to hold this for years, he would stay the course. If you really want to mitigate your risk, do a 3rd today, then in another 30-60 days do another 3rd, etc.

There tends to be a market seasonality where it is strong until March, April, May. Then there is a malaise and when the school year starts in September, we get going again. If your investment horizon is 3 months, then you could wait but for a long-term investor who is going to hold this for years, he would stay the course. If you really want to mitigate your risk, do a 3rd today, then in another 30-60 days do another 3rd, etc.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$44.500
Owned
Yes
SELL
SELL
March 18, 2014

CEO is stepping down. He is glad of this as he was very disappointed in his reign. Would like to see this company get reconnected to the Canadian financial industry. He thinks it should be an absolutely integral part of the Canadian financial scene. Hopefully we’ll get someone who is more interested in growing the TMX in the context of a growing Canada. Not a great stock at this point in time to invest in and there is better value in the marketplace. The exchange world has changed. Easy money in this area was made 7-10 years ago.

TMX Group (X-T)
March 18, 2014

CEO is stepping down. He is glad of this as he was very disappointed in his reign. Would like to see this company get reconnected to the Canadian financial industry. He thinks it should be an absolutely integral part of the Canadian financial scene. Hopefully we’ll get someone who is more interested in growing the TMX in the context of a growing Canada. Not a great stock at this point in time to invest in and there is better value in the marketplace. The exchange world has changed. Easy money in this area was made 7-10 years ago.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$52.050
Owned
No