Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 12, 2018

(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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$10.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 12, 2018

(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.

(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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$108.620
Owned
Yes
TOP PICK
TOP PICK
April 12, 2018

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).

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).

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$54.190
Owned
Yes
TOP PICK
TOP PICK
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).

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).

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$149.200
Owned
Yes
WATCH
WATCH
April 12, 2018

Until we have some earnings visibility it is still speculative. The stock seems to be broken, technically. He would like to see more strength before investing. We are seeing more strength in the Marijuana and crypto currency sectors and if people are willing to bet on these, then they should be more willing to bet on more conservative stocks. It may be a good sign. These sectors went down first before the broader market went down and so maybe the broader market will come up more now.

Until we have some earnings visibility it is still speculative. The stock seems to be broken, technically. He would like to see more strength before investing. We are seeing more strength in the Marijuana and crypto currency sectors and if people are willing to bet on these, then they should be more willing to bet on more conservative stocks. It may be a good sign. These sectors went down first before the broader market went down and so maybe the broader market will come up more now.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$27.670
Owned
Unknown
COMMENT
COMMENT
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.

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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$23.160
Owned
Yes