If you're from outside Quebec, you probably couldn't read the first post from this blog. Too bad for you my friend. But it was just a presentation. Now, here's the real beginning of the story.
Jason Donville is the shit. He made me wealthier and aware of some great companies that I'd never heard of. For at least a year, I've been pretty excited about all of his appearances at BNN. I always watch him via the website and follow a couple of hours later the website www.stockchase.com to read what he just said (because that site gathers a lot of information about all the analysts in Canada that made a TV appearance).
So, to understand how Jason Donville has influenced me, here's my actual portfolio. You'll recognize a lot of Donville's suggestions. From what I know, more than 50% of my actual portfolio includes some of his suggestions.
Canadian Shit
Rifco: 12,7%
Constellation Software: 9,8%
Cipher Pharma: 8,9%
Valeant: 7,5%
CGI: 7,2%
Carfinco: 5,8%
Alimentation Couche-Tard: 5%
Loyalist Group: 3,1%
Macro Enterprises: 2%
NTG Clarity Network: 1,9%
American shit
Questcor Pharma: 7,1%
Portfolio Recovery and Associates: 6%
Dollar Tree: 3,3%
Ross Stores: 2,1%
CASH: 17,6%
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