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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
2015-05-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The 5 year Canada bond dropped from 1.3% to .7% during this year and this affected rate reset bonds.  Perhaps we get back the rate cut by the end of this year.  German bonds going from -.1% to plus .1% - people buy them as a trade, not for yield.  He will be negative on equities when the 10 year bond goes back to 5%.  He is very confident about owning stocks.  He looks for companies with a turnaround or are delivering better than average growth. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
_N/A
2015-05-07 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

If interest rates go up that is good for banking and insurance and it is a good time to buy banks.  It will be a long time before interest rates complete with the banks’ dividend.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

He owns no oil stocks, selling in March.  Now they are lower than when he sold.  He sold because he has no confidence in his ability to predict the price of oil.  Some companies are not covering their dividends.  Over the long term he can buy companies elsewhere that have pricing power and in which he can predict the price.  He has little commodity exposure.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-05-07 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks.  Every few months you get a wonderful buying opportunity on the banks.  He would keep buying banks.  They are his biggest holdings.  NA-T is his biggest holding personally.  Don’t try to time banks.  There has never been a ten year period where the banks have not doubled.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Water-related Companies.  He does not own any.  It is the most precious commodity, but it is almost free.  There has not been an interesting water play in some time. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
_N/A
2015-05-07 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

He has looked at it, but never owned it.  It has exposure to Western Canada.  It is not cheap enough to be on his radar screen.  He does not see the barrier to competition.


Price:
$29.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-05-07 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

He loves companies that buy back stock.  But when it is at an all time high it is not a good idea to use it as currency.  He wishes they would not do deals without thinking about the consequences.  He believes you can park in it and forget it.  They have infrastructure and companies that have pricing power.


Price:
$64.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2015-05-07 PAST TOP PICK Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

(Top Pick May 21/14, Up 23.91%) Management has really cleaned up the ship.  They have a 5 year plan to improve the operations.  They are buying a bunch of trucks that are natural gas powered and use only one driver.  He has been buying for new portfolios. 


Price:
$34.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 TOP PICK Must be logged in to use chart CSX-N CSX Corp

He thinks the US railroads need some shaking up with the model used with CNR-T and CP-T.  It is still small enough for an activist to come in.  Then you would have the potential for a triple.  In the meantime it is generating lots of free cash flow.


Price:
$35.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 HOLD Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

They are buying 12 leases off Target.  He used to own it and sold, but perhaps should not have.  He is excited that they started to buy back stock.  They are generating cash they don’t know what to do with.  Marks Work Warehouse worked out well for them.  He likes what they did with the real estate spin off.  It has not gotten as cheap as he would like it to be.  If it did he would be all over it.  If you own it continue to hold it.


Price:
$127.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-05-07 PAST TOP PICK Must be logged in to use chart CU-T Canadian Utilities

(Top Pick May 21/14, Down 2.96%) It is always the forgotten utility company.  It has such a long track record of increasing its dividend.  This company has big mid stream assets and a few years ago they mulled over spinning these assets out.  He does not think investors fully realize what happens if they do this.  He thinks there is still potential for them to do this.


Price:
$37.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 BUY Must be logged in to use chart EMP.A-T Empire Company (A)

Stock vs. Stock.  EMP-T vs. L-T.  L-T finally turned the ship around according to the AGM today.  EMP-T still has some levers to pull to unlock shareholder value.  It has been lagging L-T.  He likes the sector.  You get a dividend increase every year.


Price:
$88.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2015-05-07 BUY Must be logged in to use chart GE-N General Electric

He does not look at the headlines before looking at valuation.  He sees a potential to earn $5-6 per share.  They have rising free cash flow.  He feels the headline risk is already priced in.  He will continue to buy it.


Price:
$27.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 BUY Must be logged in to use chart GOOGL-Q Google

Above average revenue growth of 13%.  Cash is piling up and they are spending money on R&D.  Advertising is still moving to the Internet.  You are not paying a very high price.  The stock has done nothing for a couple of years so the market has to catch up.


Price:
$542.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2015-05-07 WATCH Must be logged in to use chart JNJ-N Johnson & Johnson

There is no revenue growth whatsoever.  You are paying for a company that is gushing cash like nobody’s business.  The PE is not outrageous.  They are buying back stock.  It needs to shrink to improve.  He would not be surprised at some financial engineering coming out of the company.  They may streamline by selling off some assets.


Price:
$99.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
Showing 1 to 15 of 1,344 entries
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