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

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David Baskin , President

Baskin Financial Services

Contact Info

Website: http://www.baskinfinancial.com/main/


Date Signal Chart Symbol Company Opinion Price
2014-07-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Economy. We had a very disappointing first-quarter GDP number, and people became concerned. Then we had what amounted to quite positive employment news for June. Tomorrow we have retail sales and existing home sales, which will give further clues. He feels the US economy started to pick up steam in March, April and May, and we should start to see those results coming through. Everybody knows the US Federal Reserve are going to stop buying bonds by the fall, and it is really just a question after that, as to when they start taking rates back to what they would consider to be a normal level. The uncertainty is not of direction, but is of timing.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. You have to be a stock picker in today’s market. Everybody recognizes that the indices in the US are at all-time highs, and close to all-time highs in Canada. You have to work a little harder and dig a little deeper. If you have strong companies with strong balance sheets, and if the market has a correction you can shrug it off.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

What are your reasons for not being a fan of gaming stocks? When buying stocks for his clients, he envisages his name across a factory door, and questions if he would want his name on certain products. These companies pray primarily on the weak of will and the unsophisticated. There are no safeguards such as they have in casinos, for people with gambling problems.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Are “old tech” plays like Oracle and Cisco good investments? All these companies are migrating their operations to the Cloud. Cisco is replacing a lot of its hardware switching with soft switching. Companies like Microsoft have proved to be quite agile. These companies are all at very low multiples, at less than 12X earnings, and generally have very strong balance sheets. Probably less growth, but probably more stability.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-14 DON'T BUY Must be logged in to use chart AC.B-T Air Canada (B)

(Market Call Minute.) He doesn’t buy airline companies. There are too many things they can’t control. As soon as they make money, the unions get aggressive.


Price:
$9.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-14 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

The problem you have with companies when they come to market is that you don’t have a lot of experience, and you don’t know what is going to happen. This one had an unfortunate event in the spring. Doesn’t see enough about this that makes it attractive for his kind of buying.


Price:
$24.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-14 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc.

(A Top Pick July 15/13. Up 16.94%.) If you are an income investor, this is a conservative investment that pays good and rising dividends. It gives you the dividend tax credit. The stock should rise with the market over time.


Price:
$49.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-14 DON'T BUY Must be logged in to use chart BMO-T Bank of Montreal

Thinks of this as a chronic under performer in terms of its operations. Made a big acquisition in the US, and the jury is kind of out on it. The 1st couple of quarters looked really great, but on analysis, it turned out that it was a reversal of loan losses on the portfolio.


Price:
$80.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-14 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick July 15/13. Up 31.68%.) Likes this primarily for its international exposure. Very big Latin America exposure, Southeast Asian exposure and not much US exposure. In markets that have tremendous upside with growing middle classes.


Price:
$72.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-14 COMMENT Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

(Market Call Minute.) This will benefit if the US ever gets its act together on its failing infrastructure. The number of bridges, highways and aqueducts, that need to be replaced, are worth trillions of dollars.


Price:
$68.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-14 DON'T BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Has always considered this to be the worst managed bank in Canada. Doesn’t see anything that really distinguishes this.


Price:
$98.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-14 BUY Must be logged in to use chart CNR-T Canadian National R.R.

He is bullish on rail companies. There has been a problem moving the volume of grain. Whenever you hear there is a problem with too many carloads, that has to be good for  rail companies. They are moving more oil because pipelines are not being built very quickly. Prospects for Canadian rail companies are pretty good.


Price:
$70.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-14 COMMENT Must be logged in to use chart COS-T Canadian Oil Sands

All oil sands companies are facing the same issue, their bad image on environment. They are all spending money ameliorating properties and making things work better. He believes this will be developed and oil will be produced and will get to market. He prefers Suncor (SU-T) because of its vertically integrated operations, and Canadian Natural (CNQ-T) because it is a better operator, and has better holdings. He is positive on the oil sands.


Price:
$23.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-14 BUY Must be logged in to use chart DII.B-T Dorel Industries

Used to make all its monies through infant car seats and “put it together yourself” furniture. It has now become a big force in the bicycle market. Last year the stock got slammed because of very cold, wet spring weather, and didn’t sell as many bicycles as expected. This year things are going better. He is quite bullish on the stock.


Price:
$37.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-14 COMMENT Must be logged in to use chart EMP.A-T Empire Company (A)

This is the controller of Sobey’s stores. It also has a controlling interest in Crombie REIT, an owner of shopping centers across Canada. Sobey’s has recently taken over Safeway in Western Canada. The grocery business is a low margin, nickel/dime business. Very competitive. If you look through this company and try to value the assets, you will find that the value of the assets is higher than the stock price, $80-$90 a share. He thinks they have some synergies coming out of the Safeway acquisition. They are closing quite a few stores because of too much capacity and duplication. They’ll no doubt save a lot of money on logistics and administration. He sees increasing margins.


Price:
$70.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 3,708 entries
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