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NVDA -0.4EWJ 0.37TECK.B.TO -2.09CNQ.TO 0.71HHL.TO 0.075SYLD 0.03HAC.TO 0.04TRU -0.01
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David DriscollJardine MathesonJMHLYPAST TOP PICKApr 04, 2016

(Top Pick Jan 15/16, Up 7.60%) They are not heavily indebted. If China suffers, they have a lot of cash on the books to make acquisitions. They are a play on the Asian economy.

David DriscollDavid Driscoll
Owned
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$0.01

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

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TOP PICK

Jardine Matheson(JMHLY)

Dec 19, 2023

Are exposed only 25% to China; rather, Indonesia is their greatest exposure where they collet revenues in the Indonesia rupee, but must show profits in US dollars. In the past year, the rupee has fallen then come back, but this isn't reflected in their earnings yet. It will in the next report. If interest rates fall, then the USD will and Jardine's profit will rise. The dividend grows 6-10% yearly (and could rise higher with a weaker USD), paying 5.5% now. It's like a bond proxy. Lots of room to buy companies.

(Analysts’ price target is $54.61)
Photo of David DriscollDavid Driscoll
Owned
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$39.54

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
TOP PICK

Jardine Matheson(JMHLY)

Jul 31, 2023

It has been in Hong Kong for 150 years. The Chinese political pressure has had a negative effect but the underlying performance has improved. It has a number of assets including the Indonesian ones with strength in mining.    Buy 3  Hold 2  Sell 0

Photo of Darren SissonsDarren Sissons
Owned
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$49.70

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Dec 29, 2022
Business risk in China and Hong Kong, but the biggest part of their business is in Indonesia. Tentacles in all the EM countries in Southeast Asia. Hotels, grocery stores, car dealerships, IKEAs, Starbucks. Stock's suffered, as they show earnings in USD. He's been buying heavily. 6x earnings, 4% yield. Weaker USD in 2023 should make stock price pop.
Photo of David DriscollDavid Driscoll
Owned
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$51.09

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Nov 08, 2021
It gives great exposure to south east Asia. Their operations have some revenues from China but most from outside of China.
Photo of Brett Girard, CPA, CA, CFABrett Girard, CPA, CA, CFA
Owned
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N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
WEAK BUY

Jardine Matheson(JMHLY)

Oct 27, 2021
As prosperity increases across the region, they'll be able to charge higher rents. This is the kind of stock you want to buy if you have a long time horizon and a low beta framework. Good dividend. A good operation, and it's a sleep well at night stock. Reasonably attractive at these levels.
Photo of Darren SissonsDarren SissonsUnlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Mar 04, 2021
Big conglomerate. Trades at a discount to NAV. An opportunity to buy. Fairly good relations with the Chinese government. A difficult environment, but they will work things out. They've diversified outside of Asia. Should do well later this year.
Photo of Paul Harris, CFAPaul Harris, CFAUnlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
PAST TOP PICK

Jardine Matheson(JMHLY)

Nov 06, 2020
(A Top Pick Oct 25/19, Down 17%) An asian conglomerate. The Trump put has weighed heavily on Asian stocks. With a Biden presidency, Asia has rallied. They own land in Hong Kong, Thailand and China as well as grocery stores. You get a pan-asian growth path. This is on sale. A high quality franchise.
Photo of Darren SissonsDarren Sissons
Owned
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N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
WEAK BUY

Jardine Matheson(JMHLY)

Sep 14, 2020
It is a conglomerate. It is not an expensive stock. It trades at one of its lowest multiples over the last 10 years. There is a very large shareholder that gets a dividend from it and they have not taken the time to look at the businesses. It is a great play on Asia. It is interesting at this low multiple. It has very manageable debt levels.
Photo of Paul Harris, CFAPaul Harris, CFAUnlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
TOP PICK

Jardine Matheson(JMHLY)

Dec 30, 2019
It's a play on a falling US dollar. Great managers. In 2008, when Hong Kong real estate plunged 50%, JM bought everything they could and doubled their money to the point that they have paid off alot of debt. They have a lot of dry powder. They get paid in EM currencies, so the strong US dollar hurts them. However, they increase their dividend 10% annually for the last decade. Trades at 8x earnings, much better than the market. (Analysts’ price target is $62.31)
Photo of David DriscollDavid Driscoll
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Oct 28, 2019
Has owned it since 2015. A fantastic company with exposure to Asia, based in Hong Kong (for the past 200-300 years). Are exposed to grocers, car dealerships and a lot of land. In 2008, they went on a buying spree of land at the right time. He's not worried about its volatility due to current street demonstrations. Dividend grows 6-7% annually. A great way to play Asian growth. You need to diversify geographically.
Photo of Brett Girard, CPA, CA, CFABrett Girard, CPA, CA, CFA
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
TOP PICK

Jardine Matheson(JMHLY)

Oct 25, 2019
They have headquarters in Hong Kong with pan-Asian operations. There is a presence in the UK as well. The company is family owned since the 80s. The dividend has been raised consistently and is an Asian blue chip at a discount.
Photo of Darren SissonsDarren Sissons
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Oct 11, 2019

The stock has been flat. A conglomerate across SE Asia. It's a big conglomerate which includes BMW/ Mercedes dealerships, financials, hotels, supermarkets, parts of Ikea and Starbucks franchises. They are also sitting on a ton of cash. Likes this company because they make smart acquisitions.

Photo of David DriscollDavid Driscoll
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Jun 21, 2019
Proxy in Southeast Asia. Very diversified. Chinese economy is slow, so they're having difficulty. EMs are getting slammed with the US dollar. They've said this year will be sluggish. Not a lot of debt. Generate a ton of cash flow. Yield is around 2.7%. Trading around 12x earnings. Has no problems adding to it at these prices.
Photo of David DriscollDavid Driscoll
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY

Jardine Matheson(JMHLY)

Mar 21, 2019
A conglomerate through South East Asia. They have been around for 250 years. They are selling their insurance business. Good Management team that would take advantage of opportunities.
Photo of David DriscollDavid Driscoll
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0
BUY ON WEAKNESS

Jardine Matheson(JMHLY)

Feb 22, 2019
He has owned this for about 18 years. People get confused because it reports in US dollars despite its presence around the world. A great company that pays a good dividend. It trades at 52 week highs, so he would put it on the radar waiting for a better entry point around $64-$66.
Photo of Darren SissonsDarren Sissons
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$63.40

As of Jun 18, 2026. Market Open.

0

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