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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 Financial Services


Date Signal Chart Symbol Company Opinion Price
2014-09-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He is a value investor.  Things are not as cheap as they were 2 or 3 years ago, but the economy has improved.  He has no problem finding plenty of cheap stocks to buy.  Feels good about the outlook for the economy going forwards.  There is a lot of pent up demand for housing and car sales with more people getting employment.  Corporate profits should go higher.  Political events are important, but not important when deciding whether to buy, say, Tim Horton’s, for example. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-09-18 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Alibaba?  Read the perspectus.  The Chinese government is hugely involved in the company and he does not understand the company.  Maybe give it a few years.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 HOLD Must be logged in to use chart AGF.B-T AGF Management (B)

Can’t tell if the dividend is getting cut in half.  The mutual fund business is good right now.  It may be time for them to start looking to sell the company.  There is a risk with the high fees that these guys are charging.


Price:
$11.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 DON'T BUY Must be logged in to use chart BB-T BlackBerry

This is a non-story.  It is speculative.  He is attracted to turn-arounds, but not like this.  Prefers AAPL-O.


Price:
$11.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 TOP PICK Must be logged in to use chart BCR-N Bard C R Inc.

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock, but not raising dividends.


Price:
$146.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 WATCH Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

Speculation that they are manipulating the earnings.  It is a play on LNG and the infrastructure that has to be built.  These guys are a pure play on this.  He is thinking about this one.


Price:
$62.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 DON'T BUY Must be logged in to use chart CCT-T Catamaran Corp

Exchange for buying pharmaceuticals.  There is a lot of risk because the contracts are really short.  There are positives, but the valuation is too high.  Prefers express scripts.


Price:
$51.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 HOLD Must be logged in to use chart CVE-T Cenovus Energy

Oil has come down, but take the exchange rate into account and these guys are going to make money.  Prefers CNQ-T and SU-T however.


Price:
$31.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 HOLD Must be logged in to use chart DII.B-T Dorel Industries

Their big focus now is on bicycles.  They are making an acquisition in Brazil to even out the seasonality.  He likes it and bought it last year, likes the fundamentals and is willing to wait for it.  3-4% dividend yield.


Price:
$34.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 BUY Must be logged in to use chart F-N Ford Motor

Should have bought over GM-N.  They lowered earnings this year so that is why it has not done well.  But the sun is shining and hay is being made.  There is still more upside for these names.  They rolled out more models this year than ever before so maybe the next two years will be better than ever.


Price:
$16.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 PAST TOP PICK Must be logged in to use chart GM-N General Motors Corporation

(Top Pick Oct 09/13, Up 2.33%) Hated hearing about the recalls.  It is a black mark on the company.  Emerging market opportunities are tremendous and he is looking 3-5 years out.  He is positive on this one.  They are generating a log of free cash flow.  Dividend probably won’t go higher next year.  Fat dividend, low valuation.


Price:
$34.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 DON'T BUY Must be logged in to use chart HCLP-N Hi-Crush Partners LP

Came out of nowhere.  Fracking play.  High quality sand.  The valuation does not make any sense.  This is a thematic, a one trick pony type of company.  It makes him nervous.  Prefers oil and gas producers.


Price:
$62.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

REITs are attractive given that interest rates will not go up any time soon.  These are fairly safe investments.  Likes this one among others.  Sees no issues with owning these companies.  Yield should not go higher, however.  He prefers these to bonds. 


Price:
$22.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 PAST TOP PICK Must be logged in to use chart HWD-T Hardwoods Distribution

(Top Pick Oct 09/13, Up 31.11%) A big play on the housing market in the US.  They are nowhere near normal levels.  They have great exposure.  Big fat margins and a great play on the US housing market.


Price:
$10.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Must be logged in to use chart JPM-N JP Morgan Chase & Co

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.


Price:
$61.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,193 entries
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