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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 Wealth Management

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
2015-04-20 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Has sold all his energy producers and is out of energy completely, except for Pembina Pipeline (PPL-T) and Keyera (KEY-T). Hasn’t made a lot of money on energy, even in good times. Prefers owning companies that have strong pricing power, have the ability to raise their prices, and the ability to raise and compound capital over time, in a more certain business environment.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. 25% of the Canadian Index is tied to energy or energy related companies, as well as other related plays in the index. Not easy to get diversified, so he has gone outside of Canada to get exposure. The great companies have PEs priced at excessive levels, because there is nothing else to buy. When you gravitate to looking for non-commodity related companies, everybody else is looking for them too, so valuations are too high. Because of this, he is looking outside of Canada and has found a lot of good ideas in the US. US and Canadian financials look extremely cheap. Also, healthcare and US technology also look attractive.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
_N/A
2015-04-20 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US currency and the US market? He wouldn’t put 100% of his clients’ money into the US, but currently is about 65% Canada and 35% US. The currency has worked in his favour recently, but that doesn’t mean it is going to continue to work in his favour. You have to own the best companies that you think are reasonable, cheap on valuation and are going to grow. Currency has a way of working itself out over the long-term. The companies he buys, he plans to own for 3 to 5 years or longer.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
_N/A
2015-04-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Currency hedging? His issue is that this is costly, and if you do it through a hedge product, it will eat into your fees or your dividend. Because of this, he doesn’t do it. He would be buying J.P. Morgan (JPM-N) or Goldman Sachs (GS-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
_N/A
2015-04-20 TOP PICK Must be logged in to use chart AAPL-Q Apple

Good companies that have high ROE’s and generate lots of free cash flow with great branded products are going to grow. Thinks they are going to earn $8.40 this year and well over $9 next year. Add in the cash balance and trading at 10 or 11 times earnings, it may be the best company in the world. Dividend yield of 1.47%.


Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 PAST TOP PICK Must be logged in to use chart AIG-N American International Group

(A Top Pick March 27/14. Up 18.08%.) One of the biggest insurance companies globally. Good management. Buying back stocks below Book Value. Still a Buy.


Price:
$57.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This has been an all-star performer and has been very successfully making lots of acquisitions. The valuation seems a little too rich. This is a company that you could probably buy on a pullback and hold in your portfolio for years and years to come.


Price:
$48.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
No
2015-04-20 BUY Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

Just touched a multiyear high recently. Has been buying more of this today at around $34. They have added new trucks and are trying to increase the efficiency. He could see this as a Hold for many, many years.


Price:
$34.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 COMMENT Must be logged in to use chart BMO-T Bank of Montreal

Royal (RY-T) or Bank of Montréal (BMO-T)? His 3 biggest holdings are National (NA-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T). On a valuation basis, the cheapest is National which is trading at 10X next year’s earnings. On this, pick 1 or 2 banks, and never sell them and then go from there.


Price:
$79.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
No
2015-04-20 BUY Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

A good entry point and he would be a buyer. Warren Buffett is the greatest capital allocator and one of the greatest investors. Looking at this for his clients. A wonderful company, and at some point are probably going to have to start a dividend.


Price:
$142.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
No
2015-04-20 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

This is in the packaging business, which is a great business to be in. If you think the economy is going to continue to grow and more stuff is going to be shipped with Internet shopping, packaging is a good business to be in. (See Top Picks.)


Price:
$145.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
No
2015-04-20 BUY Must be logged in to use chart EMP.A-T Empire Company (A)

Good entry point. They own Crombie Real Estate Investment (CRR.UN-T) and a massive amount of real estate, which gives them some potential to drop-down some assets into Crombie. Thinks the NAV is somewhere in the area of $100 a share.


Price:
$88.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 COMMENT Must be logged in to use chart ESRX-Q Express Scripts Inc

The only pure play pharmaceutical manager that is publicly traded. This is an industry that is an oligopoly and has pricing power.


Price:
$85.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 COMMENT Must be logged in to use chart GOOGL-Q Google

Trading at 13X ex-cash earnings next year, and is a pretty cheap price for a company that is growing twice or 3 times as fast as a regular S&P 500 company. What he doesn’t like is that they keep issuing a lot of options and not doing anything with the growing cash base. He would like to see them start buying back stock or start a dividend. (See Top Picks.)


Price:
$544.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Unknown
2015-04-20 TOP PICK Must be logged in to use chart ITP-T Intertape Polymer Group

Manufactures tape. This is for the e-commerce revolution that is going on globally. They sell a lot of stuff to Amazon. First-quarter earnings are not going to be so hot because of people delaying orders looking to get tapes at cheaper prices. Their biggest input is oil (resin) where prices have plummeted. Increased its dividend by 50% giving it a yield of 3.56%. Balance sheet has improved and cash flow is gushing. He is buying all he can buy below $18.


Price:
$17.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
Showing 1 to 15 of 1,320 entries
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