mardi 13 octobre 2015

Jason Donville VS Fabrice Taylor VS Bruce Campbell VS Christine Poole

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

Top picks: 
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

Top picks:
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

Top picks:
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

Top picks:
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!

11 commentaires:

  1. I'm done listening to Bruce Campbell. His fund is down 15% YTD and is only up 6.87% since inception. I'm guessing results are even worse if Nobilis was his top pick. I could just buy Emera or Fortis and save myself the volatility.

    Christine might suck but at least she didn't pick any torpedo stocks. I can manage a dip with Manulife if I'm getting a 3% dividend to wait. I'd bail on a stock like SLC or DVO before it had the chance to rebound (or go bankrupt).

    I like Jennifer Radman's picks for a core position. Fairly consistent returns.


    RépondreSupprimer
  2. I'm done listening to Bruce Campbell. His fund is down 15% YTD and is only up 6.87% since inception. I'm guessing results are even worse if Nobilis was his top pick. I could just buy Emera or Fortis and save myself the volatility.

    Christine might suck but at least she didn't pick any torpedo stocks. I can manage a dip with Manulife if I'm getting a 3% dividend to wait. I'd bail on a stock like SLC or DVO before it had the chance to rebound (or go bankrupt).

    I like Jennifer Radman's picks for a core position. Fairly consistent returns.


    RépondreSupprimer
  3. Peter Hodson from 5i research is worth listening to as well. His model portfolio is still up 6% for the year.

    RépondreSupprimer
  4. Agreed Carla, Peter is one of the few others worth listening to. Calm, cool and rational is my opinion of him. I'm a long-time subscriber of 5i and his Q&A service is one of the most useful services I have come across in the investment field.

    RépondreSupprimer
  5. Hi Arneh, I'm a subscriber too and have been very happy with the service.

    RépondreSupprimer
  6. I've never really noticed him for the quality of his recommandations.

    RépondreSupprimer
  7. Veronika Hirsch is another good Investment Manager:

    Her recommendations from August 20, 2014 were Couche-tard ATD.B-T(+93.4%), CCL Industries CCL.B-T(+56.1% & Linamar LNR(+9.6%) excluding dividends. Avg Total Return + 53%

    Boyd group was another good stock recommended several times.

    She delivered high returns with approximately 20% of portfolio in Cash...

    Value

    RépondreSupprimer
  8. BTW, Jason is scheduled fpr Market Call Tonight today...

    RépondreSupprimer
  9. Ce commentaire a été supprimé par l'auteur.

    RépondreSupprimer
  10. His top picks were Nobilis Health, Concordia and Valeant.

    RépondreSupprimer
  11. Remember when I talked about Veronika Hirsh...
    She just averaged 30% with last year picks. Not too bad following last few months... see BNN twitter note;
    Veronika Hirsch of @ArrowCapital - Past Picks from March 2, 2015 - $CCLb.TO (+54.60%), $ROST.O (+7.68%), and $ATDb.TO (+26.85%).TRA: +29.71%....

    Today's picks are ATD.B, TSN.N-Tyson Foods & Cash... Don't expect another 30% with that, but 10-15% even if Cash is close to 0%...

    Value Man

    RépondreSupprimer