Sangoma Technologies Corp T.STC

Jason Donville

[retiredcf]

Am watching a video from 20 Jan featuring the Donville Kent Management team and they are reviewing their 2020 picks and then offering up their 2021 picks. 

Jason Donville used to appear regularly on BNN and I considered him to be one of the better analysts. 

At any rate, one of his top picks for 2021 was STC. And given when the video was produced, he made this recommendation before the recent acquisition. Now this may not apply anymore given recent events but he also thought it was one of the most likely takeout candidates. But if he liked it before the acquistion, I'm sure he likes it even more now. And I'll find out tomorrow when he appears at the virtual moneyshow. GLTA

[jermoguy]

That's a blast from the past.  I really liked Donville - he was accessible and I even emailed him several times and he was always responsive. That being said, I found some of this picks to be a mixed bag.  He was right on Constellation Software big time, but he also said on BNN to "back up the truck" on High Liner Foods (in subsequent years it fell significantly) as well

[Torontojay]

I have followed Jason Danville for years and he's a great stock picker. You just need a few good stocks in your portfolio to really make your career. Even if there are a few duds.  Anyone remember Carfinco and Pacific Insight electronics? Excellent Donville picks and I owned both before they were taken out. Not to mention Constellation  software ( wish I had owned) and a bunch of

[jermoguy]

This is a good point - my Constellation shares have far paid for the losses of the other stocks.  I haven't seen Jason Donville on BNN in forever though...

[Theschnitzel]

Pareto principle at work - for most investors 20% of their stocks will make up 80% of their gains.  And vice versa...

[bwaiting12]

I found this article that mentions Sangoma as a top pick in their fund. Bloomberg article link

[retiredcf]

Here's the link to the presentation that I mentioned yesterday. GLTA https://online.moneyshow.com/2021/february/canada-virtual-expo/platform/booth/24967/donville-kent-asset-management/

[snowtigerrr]

Retiredfool, do you not realize the analysts you adore are incentivized to pump the stock? Donville pumped Concordia to ZERO. Nuff said.

[SushiGobbler]

Oh no he made one bad pick!!! i've made a fortune from Jasons picks over 8 years, he has been recommending Constellation software since pre 100 levels, and oh look it's at 1613 now lol, next huge compounder will be Ackroo he owns 7% of the company, check back in 2 years.