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Compiling comments that experts make about stocks while on public TV.

Expert Index

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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
2015-07-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Thinks it is just a general malaise that has gone on with IBM and Apple, and he doesn’t know why people are upset. Looking back at the beginning of July, it has been a pretty good month for the stock markets, and hopefully cooler heads will prevail in a few days.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-07-21 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Pipelines. Worries about Alberta, taxation, oil/gas prices and recession has weighed on every single Canadian company. Why are you buying these stocks? You are buying them for the dividend and growth. In this environment, when you are not getting anything from bonds and cash, people are forced to own more stocks. As a retiree, you are going to go to dividend paying companies. The lesson is to just own 1 or 2.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Using 20% margin to purchase stocks? He will never use leverage for his clients unless they ask him to do it. There is no question that interest rates are very low, so it is cheap to borrow. Watch out. You are going to get your head handed to you. Stock markets can do weird and wacky things in a short period of time, and you can lose a lot of money.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-07-21 BUY Must be logged in to use chart AAPL-Q Apple

Down 7% in after-hours, but he is a shareholder, not a trader. Traders are speculating on what earnings are going to be, but he sees a company whose revenues are up 30% year-over-year and quarter-over-quarter. Profits are growing and guidance looks pretty good. It is all about fundamentals. Stripping out the cash, he thinks they are guiding for over $9 a share in earnings. Would be buying more of this tomorrow if he already didn’t own so much. He tries to focus on the long-term on things he wants to own for 5 years. This stock is cheap.


Price:
$130.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 COMMENT Must be logged in to use chart BAC-N Bank of America

He is very pleased about financial services. This is finally working. He prefers J.P. Morgan (JPM-N), which is a much higher quality company, and he feels much more confident about its outlook versus this bank. Valuations are not that much different dollar for dollar. He owns the one which is actually paying dividends.


Price:
$18.080
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

He looks for companies that have trustworthy and honest management and who have a lot of stake in the game. Also, looking for companies that have the ability to have a lot of capital reinvestment opportunities. He looks for companies that he can own and continue to buy at reasonable valuations. All of these criteria fit this company. Believes the sum of the parts is worth more than what the stock price is trading at and that the addressable market for the company is going to continue to grow, as more people and institutions are looking for quality infrastructure assets, especially in a very low interest rate environment. They work best in dislocated markets and there are a lot out there, such as Europe and Brazil.


Price:
$46.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He does not see this company turning around in the next couple of years. Once a big cap company falls $5 a share, it never comes back. It is in big, big trouble, and he doesn’t know how they are going to turn the ship around. Selling off assets is not a good sign.


Price:
$1.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 DON'T BUY Must be logged in to use chart CP-T Canadian Pacific Rail

This is one he is paying attention to. Had sold his holdings way too early. They cut their revenue guidance and it is trading at about 20X this year’s earnings. He can buy others such as CSX Rail and Union Pacific and Canadian National at a much cheaper valuation. Wouldn’t buy at these levels.


Price:
$194.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

He doesn’t like high yielding companies in the commodity sector. It doesn’t make sense. Kudos to the management team for hedging, but aren’t they in the business to sell oil/gas at the highest price possible in the spot market? 12% yield is all you have to know to tell you that it is a dangerous situation.


Price:
$21.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 BUY Must be logged in to use chart CU-T Canadian Utilities

He likes the company and he likes the big family ownership in it. They have a lot of assets that they are working on, both in Canada and Australia and transition lines. Wonderful dividend growth over the years, which he doesn’t see stopping anytime soon. Doesn’t think you can go too far wrong owning this.


Price:
$36.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 COMMENT Must be logged in to use chart DIS-N Walt Disney

A great company. He missed it, and if it had a meaningful pullback, he would be in the stock. Valuation is outrageous at 25X. There is no question that they are doing everything right and are compounding capital. Can they continue to compound capital at 25X? He is not willing to bet his money on it.


Price:
$119.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This is beyond his circle of confidence. He has no idea if their drugs are better than any other company. Valuation looks very attractive and are gushing a ton of free cash flow. There is a theory they are going to use it to increase dividends, buy back shares, or maybe make acquisitions.


Price:
$117.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-21 PAST TOP PICK Must be logged in to use chart GM-N General Motors Corporation

(A Top Pick July 3/14. Down 16.5%.) Continues to be absolutely hated by the street. Analysts continue to knock it down. The price targets they are giving seems illogical. They should be reporting their best year since coming out of bankruptcy. He is expecting well over $4 a share in earnings, and $5 next year. 4.6% dividend yield. Thinks the concern right now is their exposure to China.


Price:
$30.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 COMMENT Must be logged in to use chart HCG-T Home Capital Group

Financial services stuff can get scary when you hear the issues. He has owned this for a very long time. Waiting for the conference call to explain what is going on and get a better feeling as to what is happening. They preannounced $1.03 in earnings. Still believes in the valuation. A lot of people have concerns with the mortgage market and what is going to happen with housing prices.


Price:
$32.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 DON'T BUY Must be logged in to use chart IBM-N IBM

Their debt continues to pile up and essentially have no earnings growth. Earnings growth is coming from share buybacks. Even though it looks cheap on a fundamental basis looking at the guts, stay away from this.


Price:
$163.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,397 entries
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