Viewing Expert Mohsin Bashir | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Mohsin Bashir , VP Investments

Stone Asset Management

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Date Signal Chart Symbol Company Opinion Price
2017-07-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He sees a little bit of opportunity in the TSX.  It did spectacularly well last year and it will be hard to replicate it.  The sectors that have outperformed the most are counter intuitive – utilities and telecommunication stocks.  They tend to be bond proxies and you won’t get the relative benefit in a rising rate environment.  He has seen opportunity in alternative energy, however.  We are trading at high PE multiples but we are having earnings grow into these multiples.  These may last for quite some time until there is a rollover of the cycle.  He would prefer financial services, and businesses that are tied to services in the industrial area.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-07-20 BUY Must be logged in to use chart ALA-T Altagas Ltd

He has been adding to this one at these levels. He likes it because it gets painted with the same brush as other oil companies, but it is much more diversified. There is a high degree of certainty for their revenues and cash flows. There is high visibility. They are starting to amass assets in the alternative energy space.


Price:
$29.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment.  Management are do a good job in terms of rates of return on invested capital.  He likes it as a long term core holding.


Price:
$50.240
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-20 BUY Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

It has been a phoenix-like rise for the Canadian dollar recently.  Given the strength of the stock portfolio it is a pretty good purchase. 


Price:
$171.330
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-20 SELL ON STRENGTH Must be logged in to use chart BTE-T Baytex Energy Corp

He would not own it because he looks for risk adjusted growth opportunities.  This has been a damaged story because it is just too highly levered.  It is difficult to see oil prices high enough for them to appreciate.


Price:
$3.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-20 BUY Must be logged in to use chart C-N CitiGroup

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.


Price:
$66.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-20 BUY on WEAKNESS Must be logged in to use chart CGX-T Cineplex Inc

He likes the fact that it is a pretty recession-proof stock.  It is a lot more than movie tickets.  They have really built up gaming.  The PE has been high for quite some time.  It is not that elevated a PE considering its resilience, however.  It is a good idea to pick away at it.  You know you will keep getting dividend increases.


Price:
$49.860
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-20 PAST TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model.  He got out.  It was unable to overcome the competitive threats.  It could benefit from a ‘Trump Bump’.


Price:
$77.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-20 PAST TOP PICK Must be logged in to use chart EMA-T Emera Inc

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names.  A 4.4% dividend, but there may not be any tailwind from here.


Price:
$47.270
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-20 BUY Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

A good long term hold.  It is a spectacular business.  They are at the forefront in terms of using artificial intelligence and big data analytics.  They keep re-inventing themselves.  He wishes they would pay a dividend.


Price:
$992.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-20 TOP PICK Must be logged in to use chart JWEL-T Jamieson Wellness

It is the MacDonald’s of the vitamin business.  It is the number one Canadian consumer health brand.  They have more market share than their 5 biggest peers combined.  They have exposure in China.  He thinks it will be a success-IPO story like DOL-T.  It is now going to be a show-me story as they grow their top line.


Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK Must be logged in to use chart MAXR-T Maxar Technologies

They are trying to be more and more tilted toward the US.  They are trying to get more regulatory approvals in the US, which will be a significant catalyst.  (Analysts’ target: $83.00).


Price:
$65.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 DON'T BUY Must be logged in to use chart MFC-T Manulife Financial

It was fairly unloved for some time and he took a position.  He bought it looking for a rising rate environment.  He started seeing technical indicators showing a resistance level about where it is now.  He decided to harvest the profits and move on to greater opportunities even though it seemed just to be forming a base.


Price:
$25.310
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-20 WATCH Must be logged in to use chart NFI-T New Flyer Industries Inc.

He missed the bus on this one.  It has been a beneficiary of municipalities spending more on transportation.  They are securing long term contracts south of the border.  He would need to see a 10-15% pullback before trying to get into it now.


Price:
$51.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-20 PAST TOP PICK Must be logged in to use chart PWR-N Quanta Services

(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this.  The management team has been pretty astute at picking away at assets.  There is some growth as well as the dividend.


Price:
$32.750
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 391 entries
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