Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 29, 2012
People stopped buying cars and the fleet in North America got 11 years old. The oldest age of cars in history. People are going to replace them with the cheap money the banks can lend them. GM is positioned to take advantage of this. Ford and GM are the way to go. Some thought that Toyota will regain market share they lost in the last couple of years, but North Americans have a lot of room to run.
People stopped buying cars and the fleet in North America got 11 years old. The oldest age of cars in history. People are going to replace them with the cheap money the banks can lend them. GM is positioned to take advantage of this. Ford and GM are the way to go. Some thought that Toyota will regain market share they lost in the last couple of years, but North Americans have a lot of room to run.
David Baskin
President, Baskin Wealth Management
Price
$25.310
Owned
Unknown
BUY
BUY
March 29, 2012
Fairly bullish about this, which means he is fairly bullish about China. Thinks the reports of the death of the Chinese economy are grossly exaggerated. A lot of buyers are out there scouring the world for good quality coal.
Fairly bullish about this, which means he is fairly bullish about China. Thinks the reports of the death of the Chinese economy are grossly exaggerated. A lot of buyers are out there scouring the world for good quality coal.
David Baskin
President, Baskin Wealth Management
Price
$34.700
Owned
Unknown
BUY
BUY
March 29, 2012
Seems part of their plant seems to blow up from time to time and problems moving oil to where it is needed. Believes Keystone will get built as well as a pipeline going west. The problems that have held back the stock are a complex process but he feels the earnings are going to be solid with today’s oil prices. A great time to enter.
Seems part of their plant seems to blow up from time to time and problems moving oil to where it is needed. Believes Keystone will get built as well as a pipeline going west. The problems that have held back the stock are a complex process but he feels the earnings are going to be solid with today’s oil prices. A great time to enter.
David Baskin
President, Baskin Wealth Management
Price
$32.460
Owned
Unknown
WEAK BUY
WEAK BUY
March 29, 2012
It is the dividend that keeps it going. You are seeing a hunger for yield. Dividends are tax preferred in unregistered accounts. He prefers TRP for the higher dividend. If you see long bond yield start to go up you will see these stocks go down at the same time.
Enbridge (ENB-T)
March 29, 2012
It is the dividend that keeps it going. You are seeing a hunger for yield. Dividends are tax preferred in unregistered accounts. He prefers TRP for the higher dividend. If you see long bond yield start to go up you will see these stocks go down at the same time.
David Baskin
President, Baskin Wealth Management
Price
$38.750
Owned
No
WEAK BUY
WEAK BUY
March 29, 2012
He has been a long time believer in CCO and the Nuclear industry. Greenest way of producing a LOT of power. There is talk that new regulations for building reactors will make them uneconomic to run and this is giving him pause to think. The cost of the fuel is about 2% of the reactor cost. He is not as bullish as he used to be.
He has been a long time believer in CCO and the Nuclear industry. Greenest way of producing a LOT of power. There is talk that new regulations for building reactors will make them uneconomic to run and this is giving him pause to think. The cost of the fuel is about 2% of the reactor cost. He is not as bullish as he used to be.
David Baskin
President, Baskin Wealth Management
Price
$21.510
Owned
Unknown
WEAK BUY
WEAK BUY
March 29, 2012
Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.
Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.
David Baskin
President, Baskin Wealth Management
Price
$62.890
Owned
No
BUY
BUY
March 29, 2012
A world-class company that fell on hard times and cut the dividend but not coming back as quickly as people thought. A lot of their businesses are well positioned. At this price you are taking a lot less risk.
General Electric (GE-N)
March 29, 2012
A world-class company that fell on hard times and cut the dividend but not coming back as quickly as people thought. A lot of their businesses are well positioned. At this price you are taking a lot less risk.
David Baskin
President, Baskin Wealth Management
Price
$19.950
Owned
Unknown