Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 26, 2003
Drumming rates and oil field services are going up dramatically. Weather conditions in Alberta are very good for drilling now.
Precision Drilling (PD-T)
November 26, 2003
Drumming rates and oil field services are going up dramatically. Weather conditions in Alberta are very good for drilling now.
David Baskin
President, Baskin Wealth Management
Price
$51.000
Owned
Yes
DON'T BUY
DON'T BUY
November 26, 2003
Becoming a believer of this company. The stock is high because of the speculative element. Not cheap.
Becoming a believer of this company. The stock is high because of the speculative element. Not cheap.
David Baskin
President, Baskin Wealth Management
Price
$46.700
Owned
No
TOP PICK
TOP PICK
November 26, 2003
A show me situation. We'll be reporting in two or three weeks and is hoping to see a better quarter. Smart management.
Patheon (PTI-T)
November 26, 2003
A show me situation. We'll be reporting in two or three weeks and is hoping to see a better quarter. Smart management.
David Baskin
President, Baskin Wealth Management
Price
$13.440
Owned
Yes
DON'T BUY
DON'T BUY
November 26, 2003
Its balance sheet is not pretty. Not a fan of management. A very competitive business and not sure how capital costs can be recovered and paid out shareholders.
Its balance sheet is not pretty. Not a fan of management. A very competitive business and not sure how capital costs can be recovered and paid out shareholders.
David Baskin
President, Baskin Wealth Management
Price
$19.800
Owned
No
WEAK BUY
WEAK BUY
November 26, 2003
A rise in interest rates can make income trusts vulnerable. The leases on their stores are based on a percentage basis, so inflation can't hurt them as much. Getting a little expensive.
A rise in interest rates can make income trusts vulnerable. The leases on their stores are based on a percentage basis, so inflation can't hurt them as much. Getting a little expensive.
David Baskin
President, Baskin Wealth Management
Price
$14.870
Owned
Yes
DON'T BUY
DON'T BUY
November 26, 2003
Needs better corporate governance. They have a problem hanging on to senior management. Have a huge US dollar exposure.
Quebecor World (IQW-N)
November 26, 2003
Needs better corporate governance. They have a problem hanging on to senior management. Have a huge US dollar exposure.
David Baskin
President, Baskin Wealth Management
Price
$22.000
Owned
No
BUY
BUY
November 26, 2003
Reported reasonable, not fabulous, earnings. Have always liked it. Trading at a reasonable multiple of cash flow.
Compton Petroleum (CMT-T)
November 26, 2003
Reported reasonable, not fabulous, earnings. Have always liked it. Trading at a reasonable multiple of cash flow.
David Baskin
President, Baskin Wealth Management
Price
$5.600
Owned
Yes