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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

Date Signal Symbol Company Opinion Price
2013-05-15 COMMENT A Commentary A Comment -- General Comments From an Expert

Feels that the market is picking up due to the alternative to buying stocks is so poor. Corporate profits appear to be growing. He looks at longer terms, like 10 years. Never understood why gold was so popular, it was at $800 before the crisis so maybe it should be back at $800 now.. North America may become self sufficient in oil which will change things as well.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2013-05-15 WEAK BUY AFN-T Ag Growth International Inc

Company based in the praries, in the farm equipment business. He owns it through convertible debentures.This gives a nice yield on your money and you get the chance to convert those debentures into shares should the stock go up. He feels relativily good about the company but not good enough to buy the common shares.

 Price:
$34.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 DON'T BUY ARX-T Arc Resources Ltd

Too expensive right now.

 Price:
$27.140
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 WAIT AXP-N American Express

As retail sales improve, the credit card companies will go up. However, they have already been bid up a lot, so thinks they are fully priced now.

 Price:
$72.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-15 PARTIAL BUY BAC-N Bank of America

US banks are hard to analyse, he looked at 3 banks, Bank of America, JP Morgon and Goldman Sachs.  Bank of America was the hardest to analyse especially because of the real estate assets.  That said, because of the US recovery the opportunity to sell the "gnarly" properties is getting better day by day. Feels Goldman Sachs or JP Morgon is the better investment opportunitiy.

 Price:
$13.440
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-15 TOP PICK BAM.A-T Brookfield Asset Management (A)

He likes being on top of the mix. The company is managing tremendous number amounts of assets for others. Return of equity goes up and up.

 Price:
$38.940
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 WAIT BBD.B-T Bombardier Inc (B)

People are waiting to see the new jet.

 Price:
$4.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-15 BUY BCE-T BCE Inc.

Lkes it for the yield and the growth. He likes all the telecoms.

 Price:
$47.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 BUY BIN-T Progressive Waste Solutions Inc

Three things for sure in life: death, taxes and garbage. As the economy grows there is more garbage. More industrial and residental waste. Has been pretty quiet, then last quarter started showing signs of life. Bin still sees a lot of opportunity for consolidation, so dividends aren't necessarily in the future.

 Price:
$23.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2013-05-15 BUY CHR.B-T Chorus Aviation Inc

The high dividend has just been halved. They kept the dividend going a lot longer then he thought they would. The region/local jet market is where the growth is, but there is competion so there is not much profit. Doesn't like airlines.

 Price:
$2.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-15 BUY CM-T Canadian Imperial Bank of Commerce

Not his favourite among the banks, but it is a buy.

He likes JP Morgan and Goldman Sachs

 Price:
$78.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-15 SELL CNQ-T Canadian Natural Rsrcs

Have owned for a few years. Is one of the highest costs producers of oil in the world. Can only be profitable if oil prices stay at the price they are now. Second problem is transportation, which has become much more prohibitive over the last 5 years. If we see natural gas replacing diesel, and shale oil being produced in the US, then CNQ is not in a good place.

 Price:
$29.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 BUY CSX-N CSX Corp

Their only rail holding at the moment because it was the cheapest.  About 1/2 the price of CP, so twice as likely to go up in his view.

 Price:
$25.900
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 DON'T BUY CTC-T Canadian Tire Corporation Ltd

When they announced they were going to spin off a REIT, while retaining 80 to 90% of the REIT, why did the stock go up so much since the value is already there? The psychological aspects of the stock market are not always rational. Investors are hoping for increased dividend.  He doesn't own Canadian Tire, but the REIT might be interesting to him.

 Price:
$96.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2013-05-15 BUY ECA-T Encana Corp

Used to own it, sold about 4 years ago.  It looks to be in a good place now. A downtrodden stock that has real value. Particularly when things are moving towards natural gas.  The whole fracking thing took the sector by surprise.

 Price:
$18.940
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 3,532 entries
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