stockchase picture

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

There are 0 registered members and 842 guests viewing this site

Expert Index

List by First Name

All | A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

List by Last Name

All | A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Barry Schwartz , V.P. & Portfolio Manager

Baskin Financial Services

Date Signal Symbol Company Opinion Price
2013-04-18 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Current situation could be a seasonal thing. Think we saw the same type of rough patch last year, where everybody got concerned. There is no question that the data is not going to be hugely robust but it is a recovery so it will be in fits and starts but it is heading in the right direction. Pretty much every new stock he has added to his portfolio has been US. Has gone from 0% weighting in late 2011 to 25% allocation. Likes companies that are paying dividends and/or buying back shares and with extremely low valuations. Very excited about buying US companies that he can’t find in Canada. Feels the drop in the price of gold is good news. It tells us that inflation is not a concern. He is still positive on productive commodity assets such as copper (for the long-term), oil, natural gas, lumber, etc.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2013-04-18 N/A A Commentary A Comment -- General Comments From an Expert

Healthcare. Overall, this is a space you have to be in. He has trimmed back his healthcare allocation because valuations have gone too high and he is waiting for a pullback.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2013-04-18 BUY AAPL-Q Apple

No one can argue about the value in the company. There is $140 billion in cash and it is paying a dividend. Its products are not going away. There is lack of enthusiasm right now so this is probably the time to be loading up on the stock. This is at the height of maximum pessimism.

 Price:
$392.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-18 BUY ADN-T Acadian Timber Corp

Lumber. Prices have gone haywire but in the last month or so they have fallen off with the rest of the commodities. Lumber prices are going to track US housing starts. He can see lumber prices staying high for a long time. His preference is Acadian Timber (AND-T) as he feels it is a safer play. Owns 2,000,000 plus acres of timber land in the US and Canada. Pays a wonderful dividend of 5.9%. If lumber prices stay above $350, it is possible to see a dividend increase by the end of the year.

 Price:
$14.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-18 COMMENT AGU-T Agrium

Proxy fight regarding the splitting of the company now seems to be over. The recent tragedy in Texas may be an opportunity for it. Likes the retail space that it is in. A commodity stock and they have no control over the prices. Corn prices have come down a little bit so farmers may be less flush with cash. If you have a very, very long-term horizon, just pop it into your portfolio and don’t look at it.

 Price:
$94.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-04-18 COMMENT BAC-N Bank of America

Stock is down because, although it is growing, it is slowing. Everybody hates when they hear slowing growth. It is not going to grow its earnings 50% any more; it is back to a normal 5%-10% earnings growth. What he likes about this one and the whole US banking sector is that the housing market is improving, US consumer is improving, banks are flush with cash and they are now allowed to buy back shares. Prefers the safety of a Wells Fargo (WFC-N) or a J.P. Morgan (JPM-N) but he would have no problem adding this one as a 2nd or 3rd U.S. Bank.

 Price:
$11.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 TOP PICK BBBY-Q Bed Bath & Beyond

Stock came off last year because the market was concerned about its risk with Amazon, however it is buying back shares. Bought $1 billion worth of shares in 2013. Reducing its share count hand over fist. Clean balance sheet with $5 net in cash. Opening more stores and there is room to grow outside of the US and Canada. It will benefit from the resurgence in the US housing market.

 Price:
$66.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-18 DON'T BUY CCO-T Cameco Corporation

Good news for uranium is that natural gas prices have started to pick up and it has been a colder than expected winter. If that continues, it could be positive for uranium. It seems that China is going full speed ahead with building nuclear power plants. The bottom line is that with cheap natural gas and cheap coal there is lots of competition. Cheaper to build natural gas powered and coal plants than it is uranium. He has no interest in this.

 Price:
$18.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 DON'T BUY CF-T Canaccord Financial Inc

Not as familiar with this one as he is with some of the US investment banks. Has a lot of exposure to Toronto, which are mainly commodities. This is a smaller shop so they don’t get the bigger deals. Should be doing fine on the bond deals but there is concern about exposure to the commodity sector.

 Price:
$5.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 COMMENT CM-T Canadian Imperial Bank of Commerce

A month ago, the banks were doing tremendous but then came off in March. If you like this one and have done your work, it is just as good as any of the other banks. 4.83% dividend.

 Price:
$77.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 PAST TOP PICK CNQ-T Canadian Natural Rsrcs

(A Top Pick March 13/12. Down 13.3%.) You just have to be patient.

 Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-18 COMMENT DIS-N Walt Disney

Just announced they are going to have Star Wars movies coming out every year to 2015. Also, have Marvel Movie products. Wonderful company. This is just a small piece of the pie. Stock price obviously reflects the good enthusiasm of what is going on with the company. Valuation has gone beyond his comfort level but it has all the ingredients of a stock that he likes. He has found better opportunity with Viacom (VIA-Q), another media company so that is where he is putting his money.

 Price:
$59.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 PARTIAL SELL DOL-T Dollarma Inc.

Terrific company with a strong brand name. Clean stores. Always busy. His problem is the valuation. You have to really believe that it is going to continue to grow at these levels to afford a 25X multiple. If you own, consider taking some profits.

 Price:
$73.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-04-18 TOP PICK ENR-N Energizer Holdings Inc.

A serial share repurchaser. Not just in batteries anymore but have lots of other products including razors, suntan lotion, feminine products. Disposable type products which he loves. Much cheaper valuation than its peers. Just instituted a dividend. Buying back a lot of shares. Earnings are going to grow 10%-15% this year and he can see this happening for the next 3 years because of the free cash flow they are generating and the new innovative products they are coming out with.

 Price:
$93.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-18 BUY GOOG-Q Google

Doesn’t own, but following with great interest. Share price in the last month and a half has been horrendous. Wonderful company. In some respects it is just getting started in terms of advertising dollars and mobile exposure. Have wonderful products. Game changer and an innovator. You can’t go too far wrong buying this company. Valuation is too high for him.

 Price:
$765.914
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
Showing 1 to 15 of 889 entries
First Previous 1 2 3 4 5 Next Last

No Comments.

You must be logged in to comment.