tag:blogger.com,1999:blog-9031526429482744032.post6479427993724961063..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Writing about something else than investment, for once...Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-9031526429482744032.post-31020828633630895312016-08-15T11:42:05.300-07:002016-08-15T11:42:05.300-07:00Donville was extremely right from January 2014 to ...Donville was extremely right from January 2014 to September 2015 with Concordia. He was wrong from October 2015 to Present. In his newsletter he describes his fund as being down 9.56% relative to the 9.84% rise in the TSX Comp - the TSX Comp has outperformed his fund by 19.4%. In two posts previously you’ve referenced monkeys throwing darts at gold stocks could have done better and in the newsletter he says gold stocks are up on average 94%. In your post you said he no doubt quietly sold out and wanted that stock to not affect his performance moving forward - in the third paragraph of his newsletter he directly states he took profits in some companies and established or added positions to growth stocks he believes can beat the market in the next 5-7 years. <br /><br />Depending on the scope in which one chose to listen to Donville’s recommendation on Concordia or Valeant, I can see why they’d be bitter. His conviction when he went on with Amber Kanwar on BNN (roughly October 22nd, 2015) convinced many to buy Concordia or Valeant. To date, it hasn’t worked out – and they’re not alone as illustrated by the performance of Donville’s fund. It’s not the first time he’s been wrong but this is the most passionate I’ve seen people about the mistake and I think it’s for the same reason people slow down for car wrecks. More drama. But if a person is willing to listen to him, it’s probably because that person has followed him over a number of years and over those years his conviction on companies like Stantec, Paladin Labs, CGI Group, Badger Daylighting, Constellation Software, MTY Food Group and Boyd Group (amongst others) have served many of his followers very, very well. <br /><br />I’m in Donville’s corner. I’ll waive the towel on this round with Concordia Healthcare and Valeant. Let him get off the mat and gather himself for the next round. Let’s see what the fella does – I’ve got faith in the dude.<br />Rileyhttps://www.blogger.com/profile/17597188396564633892noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-83966711850003990232016-08-13T21:43:50.861-07:002016-08-13T21:43:50.861-07:00I think this might be his growth strategy to incre...I think this might be his growth strategy to increase the number of clients that require CRH Medical's services.Twotimehttps://www.blogger.com/profile/05868436511774128622noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-17389164265350462092016-08-12T20:44:23.746-07:002016-08-12T20:44:23.746-07:00Getting back to the stock market... Concordia Heal...Getting back to the stock market... Concordia Healthcare fell another 39% on Friday. I tried to warn some people. I was very subtle about it. I told one of your readers who put in a comment about buying concordia a few weeks back : CONCORDIA INVESTORS WILL GET SQUASHED LIKE INSECTS.<br /><br />Donville is a scumbag for pushing Concordia so hard and then not even mentioning it in his last newsletter (no doubt he quietly sold out and wanted that stock to not affect his record/performance moving forward). Thanks for pushing it so hard (one of your top picks) Mr Jason Doucheville.Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-51952995033621463822016-08-12T18:50:37.883-07:002016-08-12T18:50:37.883-07:00I'd really like to do the same, but every coac...I'd really like to do the same, but every coach in that soccer league faces the same problem: most of the parents are stupid. So, it's harder to apply measures for the majority than for a minority.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-54353854048296637532016-08-12T08:32:37.632-07:002016-08-12T08:32:37.632-07:00You are a far better man than I am. I would not be...You are a far better man than I am. I would not be able to tolerate booger eaters and members of the team arriving late. If you're late, Coach Angelo is sending you home. If you're eating boogers, I'm trading you to another team for a box of hockey pucks. Puck it!<br /><br />It takes guys like you taking inhuman punishment and humiliation to make society work. PLEASE try harder to civilize the barbarians (and booger eaters) and thank you for your public service (with no compensation). Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.com