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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
2014-08-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He looks at earnings. Earnings drive stock prices over time. Wouldn’t be surprised to see the market correct 10%, and wouldn’t be surprised to see it go higher 10% from here. Thinks Fair Value on $130 of earnings per share on the S&P 500 next year is somewhere in the $2,000-$2,100 range. A lot more in the next 5 years, so he is more focused on 5 years from now, not 5 minutes. He is hugely bullish on equities. Thinks that corporate managers are doing everything right these days. They are buying back stock and using low debt to make acquisitions, which is accretive to earnings. Canadian population is growing, people are richer, portfolios are growing if you stay invested, our houses are becoming worth more. The same in the US. These are positive things.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-05 COMMENT Must be logged in to use chart AIG-N American International Group

Started buying this a few months ago. Reported very good earnings last night and are buying back stock. Announced keeping their same strategy of slow and measured growth, but came out today and said that pricing was a little bit weaker than expected, so the stock did not react to the positive earnings. Trading at a deep discount to Book Value. Thinks they are creating shareholder value by Buying back stock at a discount. A lot more upside here.


Price:
$52.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 COMMENT Must be logged in to use chart BA-T Bell Aliant

Bell Canada (BCE-T) taking over was a long time coming. Everybody knew this was coming. Makes sense for Bell Canada to start selling digital bundles, etc to other consumers. He is a huge believer in the telcos and the cable companies. If you own, he would recommend you roll over into Bell stocks.


Price:
$31.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

Really took advantage of an arbitrage opportunity in the market. We have decaying roads all across North America. The problem is that a competitor could start up tomorrow. Very low barriers to entry. Multiples are just too high on valuation.


Price:
$30.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 HOLD Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.


Price:
$27.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-05 COMMENT Must be logged in to use chart BRK.A-N Berkshire Hathaway Inc. (A)

This is essentially a conglomerate and mirrors the S&P 500 in terms of all the different types of companies. Very hard to see a lot more upside in the stock.


Price:
$192499.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 DON'T BUY Must be logged in to use chart CLS-T Celestica Inc

Impressive balance sheet. In the right space. Got whacked when BlackBerry (BB-T) pulled their business, but they seemed to have replaced that with other stuff. Great capital management. The problem is that it is such a low margin business and there is no moat to their business. It is very tough for him to Buy this company.


Price:
$11.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 COMMENT Must be logged in to use chart CSX-N CSX Corp

He is a big believer in the railroads and transport. This has the lowest valuation and he is hopeful that better things will happen as the coal demand improves.


Price:
$29.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 COMMENT Must be logged in to use chart DIS-N Walt Disney

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. (See Top Picks.)


Price:
$86.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 HOLD Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

A wonderful company. Owner operated. Has claimed they are going to buy back stock if it goes any lower. Generating a lot of free cash. Fully occupied. 6% dividend yield.


Price:
$23.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-05 COMMENT Must be logged in to use chart KPT-T KP Tissue Inc

(Market Call Minute.) Very pleased with the recovery in the stock in the past month and thinks there is still a lot more room for this to go higher.


Price:
$16.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 COMMENT Must be logged in to use chart KRFT-Q Kraft Foods Group

(Market Call Minute.) Saputo Cheese (SAP-T) is his preferred name in the cheese business.


Price:
$54.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 COMMENT Must be logged in to use chart MDT-N Medtronic Inc

(Market Call Minute.) Loves the health care in the US. He is playing this through C. R. Bard (BCR-N) and Zimmer (ZMH-N).


Price:
$61.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-05 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

Has been extremely surprised at how well it’s done. They have relationships with every single car manufacturer.  Balance sheet is in great shape. He is looking to pare some profits, but thinks car sales are going to be very strong for the next 2 to 3 years, so not ready to get out of the name just yet.


Price:
$118.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 BUY on WEAKNESS Must be logged in to use chart MX-T Methanex Corp

He is a patient investor with this stock. Started buying at $7-$8 a share and has only Sold it to trim. He is a big believer in methanol and feels that over time it is going to go into more cars, especially in Asian countries. Feels the possibility of it coming back into North America, where it has been outlawed, as an additive for gasoline. Methanol prices recently have stumbled, but global economies are going to need more methanol. Periodically goes down 5% and you want to get in on those days.


Price:
$68.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,168 entries
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