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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
2014-07-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. What you have to be concerned about is all time high valuations; that is when you get scared. At this time valuations are not too high, so he is not concerned. We have never had an experience like this, where interest rates have been this low that there is nothing to Buy in bonds or preferred shares. The stock market can go a lot higher, until interest rates can pay a reasonable price. He looks for companies with high free cash flow on both sides of the border. He is fully invested at this time.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-03 COMMENT Must be logged in to use chart AAPL-Q Apple

Believes this is as good a company as many others and should trade at a premium to the S&P 500 multiple on earnings. $115-$120 is where fair value is. Good things happen to companies that generate this much free cash flow.


Price:
$94.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-03 COMMENT Must be logged in to use chart BAC-N Bank of America

His preferences are J.P. Morgan (JPM-N) and Goldman Sachs (GS-N). J.P. Morgan has a better dividend, so this is what he would rather stick with. However, this bank has performed admirably, and he is a big believer that the US banks are dramatically undervalued. As interest rates rise, they’re going to get free money out of nowhere.


Price:
$16.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 HOLD Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Trading at 13X forward earnings. Generates a lot of free cash flow. Very stable business and very attractive valuation, but thinks it is fully priced. 4.3% dividend yield.


Price:
$25.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 COMMENT Must be logged in to use chart COH-N Coach Inc

He would never buy a fashion company. Things change so fast. The metrics on this company are quite attractive, but earnings are going bust.


Price:
$35.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 HOLD Must be logged in to use chart DH-T Davis and Henderson

Has had a nice run. Doesn’t own the stock, but does owned their convertible bonds. Well-run company. A stable business in forms and cheques.


Price:
$30.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-03 PAST TOP PICK Must be logged in to use chart DII.A-T Dorel Industries (A)

(A Top Pick July 3/13. Up 10.59%.) Had a lousy year last year. Things have improved a lot this year. Bike inventory globally has been decreasing. Made a smart acquisition in Brazil to get exposure to bikes there. Valuation is extremely cheap. The family owns a significant stake in the company.


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-03 COMMENT Must be logged in to use chart ENB-T Enbridge

Terrific company. Raises its dividend every year. Growing by leaps and bounds. Doing everything right, but the valuation is quite high. He is playing the utility space through Canadian Utilities (CU-T), which has a much cheaper valuation.


Price:
$50.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 COMMENT Must be logged in to use chart FM-T First Quantum Minerals

It doesn’t look like China’s growth is falling off the table, but has actually stabilized. If that’s the case, they are going to need a lot more copper. As the US economy expands, and we see construction increasing in the US, copper is going to be needed. If you believe inflation and growth are going to pick up, this should be on your radar screen. There are a lot of moving parts and there are a lot of different countries. Things can get scary when you are exposed to that.


Price:
$25.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 TOP PICK Must be logged in to use chart GM-N General Motors Corporation

In spite of all the recalls, people are going into dealerships with their recalled cars, and end up buying or leasing new cars with no money down and low interest rates. Sales are booming. Valuation is quite cheap. Have potential earnings of $5 a share next year. 10X earnings is a fair valuation. Good exposure to world markets in China. Good dividend of 3.18%.


Price:
$37.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-03 BUY Must be logged in to use chart HLF-T High Liner Foods

Likes the stock and the distribution network that it has. Growing into the US. Adding more branded fish as well as having more exposure to US restaurants. Generates lots of free cash flow, which is being used to create acquisitions. 1.8% yield.


Price:
$23.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-03 BUY Must be logged in to use chart IBM-N IBM

Screens well. High ROE. Rising earnings and big free cash flow. However there is a lot of debt on the balance sheet. You’re not paying a lot for this company. Buying back all the stock that they can. Prefers Oracle (ORCL-N).


Price:
$188.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 COMMENT Must be logged in to use chart INTC-Q Intel

Great company. Generates a lot of free cash flow. Thinks there are better technology names out there for his clients. 2.6% dividend yield. Prefers Qualcomm (QCOM-Q).


Price:
$31.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 HOLD Must be logged in to use chart KO-N Coca-Cola Company

Exposure in Africa is very tiny, and that is a huge, growing market. People are not drinking as much carbonated soft drinks, but this company is getting into other kinds of drinks. They are huge in water and energy drinks. He prefers Dr Pepper Snapple Group (DPS-N) where the valuation is cheaper with the possibility of being acquired by a larger company.


Price:
$42.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-03 PAST TOP PICK Must be logged in to use chart KPT-T KP Tissue Inc

(A Top Pick July 3/13. Down 0.32%.) Loves this company. Branded toilet paper and tissue company under the Cashmere brands. #1 leading market share in Canada. Has not gone anywhere, because energy and pulp prices have gone up. Also, has spent a lot of money building a new plant to get more exposure to Wal-Mart (WMT-N), but it hasn’t delivered the profits yet.


Price:
$15.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,136 entries
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