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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

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
2014-10-15 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Every single pullback since the beginning of time has been a buying opportunity. However, he can’t say when the markets are going to recover. He doesn’t buy the market, he buys individual securities. He is looking for value and has put cash to work over the last few days. Avoids commodities, companies with no profits, companies that are speculative and he avoids overweighting sectors. Feels very, very comfortable about the economy. There is absolutely no reason to panic.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 PAST TOP PICK Must be logged in to use chart AAPL-Q Apple

A Top Pick Nov 28/13. Up 27.14%.) Doesn’t think the iPad is the real mover of the company. He still thinks it is the iPhone. Valuation ex-cash is still cheap.


Price:
$97.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 DON'T BUY Must be logged in to use chart ABX-T Barrick Gold

Very hard to value. He had bought it at the height of the 2008 recession figuring that he would find some protection in gold. Exited his position and he wouldn’t touch any gold company.


Price:
$15.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-15 STRONG BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Since 1974 the compound return on banks has been 17%. A remarkable place to be. There has never been a 10 year period where you have not doubled your money in Canadian banks. They have a license to print money. There is absolutely no competition. Canadian economy is going to grow at 1%-2%, while the US economy is going to grow at 2%-3%.


Price:
$65.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 COMMENT Must be logged in to use chart CIX-T CI Financial Corp

One of the biggest independent mutual fund companies. He likes this business. The last few men standing are going to make a lot of money. They’ll probably have to cut some of the prices of its funds. He is bullish on stock markets and thinks this will continue to do very, very well.


Price:
$31.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-15 DON'T BUY Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

If you add all the parts together, it is worth a fair bit more than where it is trading at now. However, it doesn’t seem to him to be a great value or a wonderful opportunity here. Doesn’t see a lot of upside.


Price:
$117.690
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-15 BUY Must be logged in to use chart DII.B-T Dorel Industries

They make bikes, baby furniture, baby equipment, car seats, etc. The family that is involved in it owns a significant stake. He sees better days ahead. It is trading at a reasonable valuation. Dividend yield of about 4%.


Price:
$32.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 PAST TOP PICK Must be logged in to use chart DTV-Q DirectTV Group

(A Top Pick Nov 28/13. Up 26.62%.) Being acquired by AT&T (T-N)


Price:
$83.630
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 TOP PICK Must be logged in to use chart EMP.A-T Empire Company (A)

The Sobey’s chain is excellent. There was worry that there was going to be a lot of new grocery chain retail space in Canada. Wal-Mart seems to be not growing as fast and Target is not doing well. Feels the NAV is $85-$90, so you are paying a discount for this company. Dividend yield of 1.44%.


Price:
$74.270
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Sold his holdings when they made a deal in the US. He didn’t really see the synergies. Has never disappointed shareholders in the long-term. A serial dividend increaser. Very fair valuation. Valuation was too rich for him, given its low growth. If it fell, he would look at this one again.


Price:
$34.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-15 TOP PICK Must be logged in to use chart HLF-T High Liner Foods

Distributor of frozen food as well as value added. The company is slowly, but surely gaining more presence in the US through the retail chain, as well as selling into restaurants and hospitality. Likes their recent acquisition, and expects they did this to get more into Wal-Mart and Sam’s Clubs, and that would be more of a jumping point to try and sell more of its existing retail products and get a better relationship with Wal-Mart. Thinks they will earn between $1.50 and $1.60 in 2015. Yield of 2.1%.


Price:
$20.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 DON'T BUY Must be logged in to use chart HPQ-N Hewlett-Packard Co

This is supposedly splitting into 2 companies. He doesn’t know if this is good or bad. A lot of their products are commoditized, and that is why they are focusing the printing division into a separate company. You might see this happen to a lot of large computer styled companies. Prefers others.


Price:
$32.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-15 PARTIAL BUY Must be logged in to use chart HWD-T Hardwoods Distribution

They sell value added lumber products, mainly into the US to homebuilders. Small caps get hammered in a market correction, and this one has taken its lumps. Valuation is extremely cheap. Company has not disappointed on earnings in a long time. They should benefit in the drop of the Cdn$. A small cap, so don’t be aggressive. Maybe Buy part positions.


Price:
$9.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 COMMENT Must be logged in to use chart KMB-N Kimberly Clark

Great company and wonderful brands. Spinning off their healthcare division, and doing so at a wonderful valuation. Going to have a lot of cash which he sees as being used for share buybacks. This is a company with which you can sleep well at night. If it fell off 5%-10% more, it would be one he would consider.


Price:
$105.410
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-15 BUY Must be logged in to use chart KPT-T KP Tissue Inc

Stock has underperformed, but pays a big, fat dividend. This is a branded toilet paper under the Cashmere brand in Canada, as well as private label brands in the US. Had a lousy year due to rising energy prices and pulp. It looks like things are reversing.


Price:
$15.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,217 entries
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