Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 29, 2009
Funeral homes. Deep value stock. Recently raised its dividend 600%. Low debt to equity ratio. Generates significant free cash flow. Management has a big stake in the company. Trading at less than 10X earnings.
Funeral homes. Deep value stock. Recently raised its dividend 600%. Low debt to equity ratio. Generates significant free cash flow. Management has a big stake in the company. Trading at less than 10X earnings.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$21.500
Owned
Yes
TOP PICK
TOP PICK
September 29, 2009
Holding company with main asset being Sobey’s, the best performing food retailer in Canada. Stock has not done well this year. Trading at 10X earnings versus its peers at 14X-15X. Raised its dividend regularly over the last 25 years. If the market doesn't recognize the value, Sobey’s family may spin out Sobey’s again. It's worth $75 a share and is only trading at $40.
Empire Company (A) (EMP.A-T)
September 29, 2009
Holding company with main asset being Sobey’s, the best performing food retailer in Canada. Stock has not done well this year. Trading at 10X earnings versus its peers at 14X-15X. Raised its dividend regularly over the last 25 years. If the market doesn't recognize the value, Sobey’s family may spin out Sobey’s again. It's worth $75 a share and is only trading at $40.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$43.670
Owned
Yes
TOP PICK
TOP PICK
September 29, 2009
Regulated power producer in Alberta. Trading at around 11X this year's earnings versus its peers at 15X-17X. Earnings keep growing. Raised their dividend every year for the last 16 years. Doesn't get a lot of press or mention.
Canadian Utilities (CU-T)
September 29, 2009
Regulated power producer in Alberta. Trading at around 11X this year's earnings versus its peers at 15X-17X. Earnings keep growing. Raised their dividend every year for the last 16 years. Doesn't get a lot of press or mention.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$37.420
Owned
Yes
SELL
SELL
September 29, 2009
Likes this company and feels they’re over the hump and over their problems. Would Sell and buy Empire (EMP.A-T) instead. (See Top Picks.)
Loblaw Companies Ltd (L-T)
September 29, 2009
Likes this company and feels they’re over the hump and over their problems. Would Sell and buy Empire (EMP.A-T) instead. (See Top Picks.)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$31.500
Owned
Unknown
BUY
BUY
September 29, 2009
Likes this company very much. Excellent dividend yield and committed to raising it. Trading at a very cheap valuation.
Likes this company very much. Excellent dividend yield and committed to raising it. Trading at a very cheap valuation.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$30.240
Owned
Yes
HOLD
HOLD
September 29, 2009
A barometer of the US economy. Has recovered very nicely. Good company but he is not investing in any US stocks currently. Worried about the Cdn$ going higher and that the US stock market is overvalued. If you are a long-term investor this should be OK.
General Electric (GE-N)
September 29, 2009
A barometer of the US economy. Has recovered very nicely. Good company but he is not investing in any US stocks currently. Worried about the Cdn$ going higher and that the US stock market is overvalued. If you are a long-term investor this should be OK.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$16.710
Owned
No
BUY
BUY
September 29, 2009
Likes the company. Smart management. Was buying when it fell below $30. Reasonable valuation. Consistently raises its dividend. US division finally had a profitable quarter in Q2.
Likes the company. Smart management. Was buying when it fell below $30. Reasonable valuation. Consistently raises its dividend. US division finally had a profitable quarter in Q2.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$30.790
Owned
Yes