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Compiling comments that experts make about stocks while on public TV.

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Barry Schwartz , V.P. & Portfolio Manager

Baskin Wealth Management

Bio:

Barry joined the firm in 2000 and became a partner in 2005. He spearheads the research on new investment opportunities and carefully monitors current ones. Barry is also a frequent commentator on the markets on national television, radio and in the press, and he provides insightful editorials regularly on Twitter and on the Baskin Wealth Management blog. - See more at: http://www.baskinwealth.com/our-team/#sthash.tEQaU4hG.dpuf

Date Signal Chart Symbol Company Opinion Price
2015-01-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How will Canada do in a 5-7 year $70 oil? Companies would be very happy for oil to stabilize as $70. Companies will adjust and there will be losers and there will be winners. Stick with companies that have better balance sheets that can take advantage of the opportunities that exist at $45 oil.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Pipelines? He likes TransCanada (TRP-T), Canadian Utilities (CU-T), Power Generation (??) and a couple of mid-streamers such as Keyera (KEY-T) and Pembina (PPL-T). These have been hurt, but they all survived 2008-2009. In the meanwhile, they gush cash. This is why he likes to stick with them.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 COMMENT Must be logged in to use chart AAPL-Q Apple

Likes this. He thinks 2015 is going to be their greatest year, and hopefully 2016 will be even better. Sitting on an enormous amount of cash. The best branded company in the world. Thinks of this as more of a consumer company rather than a technology company.


Price:
$109.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 BUY Must be logged in to use chart AIG-N American International Group

Started buying this below $50 last year, but would still Buy at these prices. The BV grew double digits last year, yet the stock price didn’t. All you have to do with the insurance companies is follow the BV growth. Probably worth $65-$70 as share a year out.


Price:
$52.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 COMMENT Must be logged in to use chart BAC-N Bank of America

A very good company. Regulatory pressures have held on all of the stocks. The US is not approving any more bank licenses, so competition is decreasing for the US banks. The ones that have the better balance sheets are the ones that will survive and thrive. He prefers others, but if you want a better leverage play, with potentially more upside, this would be yet.


Price:
$16.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-12 TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

He wants to invest with the smartest guys on Bay Street, and that’s who these people are. They are predicting that in the next 10 years they will triple their NAV, by getting more real assets and more fee bearing capital. Dividend yield of 1.25%.


Price:
$61.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Are you better off making a trade or holding off in order to keep getting the dividend? Stock has fallen a lot, so the valuation has gotten a lot cheaper. The stock price falling could make the investment less risky. You are paying less now for those dollars of assets.


Price:
$62.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Labels and packaging. Valuation on this is too expensive. He likes this type of business but prefers Neenah Paper (NP-N) and Intertape Polymer Group (ITP-T).


Price:
$117.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-12 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(A Top Pick Feb 5/14. Up 10.1%.) Thinks 2015 will be a much better year. Very consistent, terrific margins, monopoly type business. He still sees this as a growing market and likes the stability of the company.


Price:
$44.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Manulife (MFC-T) or CIBC (CM-T)? Could the dividend be cut? He doesn’t see how banks are going to cut the dividends. The big concern for banks is if you have a cascading housing collapse or a deep recession. Demographics make sense. Canada’s population is growing. Interest rates are very low. You should own both of these in your portfolio.


Price:
$93.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-01-12 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Has a major, very expensive drug for hepatitis C and is in competition with AbbVie (ABBV-N). They are getting dropped by pharmacy benefits managers which has hurt the stock price.  Even though it looks cheap on a multiple basis this one is too hard for him to figure out.


Price:
$101.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-12 TOP PICK Must be logged in to use chart GM-N General Motors Corporation

Stock has been hit because of the lawsuits and all the issues that are going on, but he sees a better year in car sales in 2015, and this company increasing its market share and improving sales outside of North America. Low gasoline prices and low interest rates help spur car sales. Dividend yield of 3.35%.


Price:
$35.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK Must be logged in to use chart HCG-T Home Capital Group

This has been hit lately. It is always easy to be Short or be negative on a narrative. The narrative is “Canadians have too much debt, the housing market is overvalued, and with oil and gas going down, etc., etc., so Short banks and this company.”. Has heard this story every year for13-14 years. As interest rates go low, people can carry more debt. At the end of the day, you are not paying a high valuation. They have delivered double-digit growth pretty much every single year since it existed. Yield of 1.91%.


Price:
$41.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 COMMENT Must be logged in to use chart MCD-N McDonalds

An amazing business and the Return on Capital and Return on Equity is terrific. Trading at a 15-16 times multiple. The negative is that there is no sense of urgency with management to change. Competition has increased immensely. Until he gets an indication that the earnings are going to grow, it is hard for him to buy the stock.


Price:
$93.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-12 BUY Must be logged in to use chart MFC-T Manulife Financial

Manulife (MFC-T) or CM (CM-T)? Could the dividend be cut? He doesn’t see how banks are going to cut the dividends. The big concern for banks is if you have a cascading housing collapse or a deep recession. Demographics make sense. Canada’s population is growing. Interest rates are very low. You should own both of these in your portfolio.


Price:
$21.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,266 entries
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