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3 top stock picks from Donville Kent’s Jason Donville

Jason Donville is President & CEO, Donville Kent Asset Management. His focus is on growth and financial stocks.

Top Picks:

Valeant Pharmaceuticals International
Valeant is an emerging player in the global pharmaceutical market, and the recent purchase of Bausch and Lomb will drive growth in both 2013 and 2014.

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The Red Deer based vehicle lender just delivered another strong quarter and is poised to grow by 35 per cent in the 2014 fiscal year.

Parkland Fuel Corp.
Parkland operates gas stations throughout Canada. The stock offers a 6.5-per-cent yield and has a nice growth profile given its low (50-per-cent) pay-out ratio.

Past Picks: June 18, 2012

DirectCash Payments
Then: $23.04
Now: $23.61
Total return: +8.40 per cent

Paladin Labs
Then: $45.97
Now: $52.95
Total return: +15.18 per cent

Jean Coutu
Then: $15.13
Now: $16.57
Total return: +11.67 per cent

Total return average: +11.75 per cent

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We think the next few months should be a time of caution for investors. The liquidity profile in most countries is changing led by the U.S. and until we know where interest rates will end up, markets will be choppy.

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