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Jason Donville.
Jason Donville.

BNN Market Call

Three top stock picks from Donville Kent’s Jason Donville Add to ...

Jason Donville is president, Donville Kent Asset Management. His focus is on growth and financial stocks.

Top picks:

Constellation Software

Constellation boasts one of the highest ROE’s on the TSX and we have a 12-month target price of $350. It remains our single largest holding.

Delphi Energy

Delphi is one of the best value-add gas producers in Canada. The company is active in northwestern Alberta and is ramping up production. The company is self-funded.

Pulse Seismic

While Pulse Seismic had a weak quarter, its cash flow remains strong and now is the time to buy the stock. We expect activity in the oil and gas industry to remain strong and therefore Pulse should bounce back in the coming year.

Past Picks: April 3, 2013

DirectCash Payments
Then: $25.10
Now: $16.03, -36.14%
Total return: -32.01%

Constellation Software
Then: $126.55
Now: $263.58, +108.28%
Total return: +113.04%

CGI Group Inc.
Then: $26.34
Now: $34.74, +31.89%
Total return: +31.89%

"Now" figures are intraday from the date of the analyst's appearance on BNN Market Call.

Total return average: +37.64%

Market outlook:

The TSX has performed well of late and is due for a rest. The market is overbought in the short-term and value is becoming increasingly difficult to find. March is a good time for investors to clean up their portfolios and wait for the bargains that always emerge after a correction.

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