Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 26, 2003
A pending merger between them and Donnolly. Has never been a fan of Donnolly. Very dependent on the advertising cycle.
Moore Wallace Inc (RRD-N)
November 26, 2003
A pending merger between them and Donnolly. Has never been a fan of Donnolly. Very dependent on the advertising cycle.
David Baskin
President, Baskin Wealth Management
Price
$22.500
Owned
No
TOP PICK
TOP PICK
November 26, 2003
Generates a tremendous amount of cash. Thinks they will be raising the dividend. Thinks you can make 15/20% plus the dividend in the next year.
BCE Inc. (BCE-T)
November 26, 2003
Generates a tremendous amount of cash. Thinks they will be raising the dividend. Thinks you can make 15/20% plus the dividend in the next year.
David Baskin
President, Baskin Wealth Management
Price
$29.000
Owned
Yes
BUY
BUY
November 26, 2003
Have a real technology. The stock dropped, because they had orders which were booked as revenue and which did not come through. Somewhat speculative because of dependency on sales.
VSM MedTech Ltd. (VSM-T)
November 26, 2003
Have a real technology. The stock dropped, because they had orders which were booked as revenue and which did not come through. Somewhat speculative because of dependency on sales.
David Baskin
President, Baskin Wealth Management
Price
$3.930
Owned
Unknown
DON'T BUY
DON'T BUY
November 26, 2003
They have always had a lack of transparency. Somewhat inherent in the business. Have to understand before you buy.
Fairfax Financial (FFH-T)
November 26, 2003
They have always had a lack of transparency. Somewhat inherent in the business. Have to understand before you buy.
David Baskin
President, Baskin Wealth Management
Price
$198.000
Owned
No
DON'T BUY
DON'T BUY
November 26, 2003
Q: Why is Pengrowth higher in value than Arc Energy? A: Income trust trade on yield and that's what attracts investors. This company pays out about 100% of its cash flow and Arc pays out about 70%. Prefers Arc Energy.
Q: Why is Pengrowth higher in value than Arc Energy? A: Income trust trade on yield and that's what attracts investors. This company pays out about 100% of its cash flow and Arc pays out about 70%. Prefers Arc Energy.
David Baskin
President, Baskin Wealth Management
Price
$19.060
Owned
No
BUY
BUY
November 26, 2003
Q: Why is Pengrowth higher in value than Pengrowth? A: Income trust trade on yield and that's what attracts investors. This company pays out about 70% of its cash flow and Pengrowth pays out about 100%. Prefers this company to Pengrowth.
Arc Resources Ltd (ARX-T)
November 26, 2003
Q: Why is Pengrowth higher in value than Pengrowth? A: Income trust trade on yield and that's what attracts investors. This company pays out about 70% of its cash flow and Pengrowth pays out about 100%. Prefers this company to Pengrowth.
David Baskin
President, Baskin Wealth Management
Price
$13.480
Owned
Yes
BUY
BUY
November 26, 2003
A tremendous bank with worldwide assets. Hard to choose between this bank band Bank of America. They chose the latter.
CitiGroup (C-N)
November 26, 2003
A tremendous bank with worldwide assets. Hard to choose between this bank band Bank of America. They chose the latter.
David Baskin
President, Baskin Wealth Management
Price
$46.950
Owned
No