Jason Donville is President & CEO, Donville Kent Asset Management. His focus is on growth and financial stocks.
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.
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
Total return: +8.40 per cent
Total return: +15.18 per cent
Total return: +11.67 per cent
Total return average: +11.75 per cent
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.