Category: In the News

What makes a great business? And just as importantly, when is a great business worth buying?

Those were some of the themes Jason Del Vicario CFA explored during his appearance on BNN Bloomberg‘s Trading Day on July 6th.

The conversation covered:
• Rogers Communications (RCI-B.TO) and the acquisition of the remaining stake in Maple Leaf Sports & Entertainment—why even exceptional assets can become less attractive when the price paid is too high.
• Copart (NASDAQ: CPRT)—a business we’ve long admired for its dominant market position, hard-to-replicate asset base, founder-led culture, and attractive long-term prospects.
• Constellation Software Inc. (TSX: CSU)—one of Canada’s highest-quality businesses. While concerns around AI have weighed on the share price, we continue to believe its portfolio of mission-critical vertical market software businesses is exceptionally well positioned for the long term.

At Hillside Wealth Management, our focus isn’t on predicting short-term market movements. It’s on identifying exceptional businesses, understanding what they’re worth, and patiently investing when opportunities arise.

📺 Jason Del Vicario CFA was back on BNN Bloomberg today, discussing everything from SpaceX and #AI enthusiasm to overlooked opportunities in software and Japan.

A few takeaways from the conversation:
✅ In the long run, stock prices follow business results.
✅ While investors are focused on the latest AI stories, many high-quality businesses have quietly become much more attractive.
✅ These periods of excitement and pessimism are often when long-term opportunities are created.
✅ We’re continuing to find interesting ideas in places that aren’t getting much attention, including small-cap companies in Japan.

As Benjamin Graham famously said:
“In the short run, the market is a voting machine. In the long run, it is a weighing machine.”.

Tune in to hear Jason’s discussion with BNN Bloomberg where he provides his outlook on the markets, introduces his Top Picks and reviews past picks. For more information, send us a message at info@hillsidewealth.ca

Tune in to hear Jason’s discussion with BNN Bloomberg about the attributes companies have that make them high-quality. From low debt to an easy to understand business, these qualities will help investors locate top companies for investing. For more information, send us a message at info@hillsidewealth.ca

Tune in to hear about Jason’s Hot Picks aired on BNN’s Morning Markets. For more information, send us a message at info@hillsidewealth.ca

Tune in to hear about Jason’s Hot Picks aired on BNN’s Morning Markets. For more information, send us a message at info@hillsidewealth.ca

Knowing when to sell is as important as when to buy. Jason Del Vicario, portfolio manager at Hillside Wealth Management at iA Private Wealth, discusses how to practice selling discipline when investing, and looks at some luxury brand companies for potential investment.