I take a look at www.stockchase.com a few times per week. Most of the analysts don’t do much for me. They select Netflix as a Top Pick? What the fuck. They only recommend natural resources companies? What the motherfuck? I can’t follow that kind of people.
I really believe that most of the analysts are worthless. Not very imaginative, not useful and without any financial skills for most of them. Just take a look at the recommandations VS the ROE of the companies selected. Most of them have a low ROE and a track record which is only average.
How come these people have any exposure?
It's been said before but the best analyst is without a doubt Jason Donville. After him, but no so close, there’s Fabrice Taylor. And there may be two or three others (maximum), like Bruce Campbell and Christine Poole. Except for these 4 analysts on www.stockchase.com, I’d say : forget it. Don’t even bother to read what the others are talking about because it’s probably just shit.
Last year, I made an analysis about recommendations from Jason Donville VS recommendations from Fabrice Taylor. Now, I’ll add two other names (Christine and Bruce) and we’ll take a look at the results of the top picks of these four people over the last year.
Three important considerations :
- They never appear on TV at the same time, so, their results aren’t for the same period of time. I’ve however tried to chose times that were as close as possible;
- This analysis only compares THREE top picks for each of these 4 analysts. It’s not based on 5 years of close following.
- To do the math, I've selected the price of the top pick the day BEFORE it was a top pick. For example, if Constellation Software was a top pick on october 24th, I take the price on october 23.
Jason Donville, october 24, 2014
Constellation Software (CSU.TO) UP 84%
Cipher Pharma (CPH.TO) DOWN 53%
CGI Group (GIB-A.TO) UP 29%
AVERAGE RETURN: 20%
Fabrice Taylor, october 15, 2014
Diversified Royalties (DIV.TO) UP 13%
Delavaco Residential (DVO-U.V) DOWN 75%
Vecima Network (VCM.TO) UP 45%
AVERAGE RETURN: -6%
Bruce Campbell (Stone Castle Investment), october 22, 2014
Patient Home Monitoring (PHM.V) UP 41%Slyce Inc. (SLC.V) DOWN 51%
Concordia Healthcare (CXR.TO) UP 20%
AVERAGE RETURN: 3%
Christine Poole, october 7, 2014 :
Emerson Electric (EMR.N) DOWN 25%
Enbridge (ENB.TO) UP 6%
Manulife (MFC.TO) DOWN 14%
AVERAGE RETURN: -11%
Even with such a bad top pick as Cipher Pharma, Jason still kicks their asses and pussy!