Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 5, 2014

He likes life insurance. This is a good company. You pick your favourite and check it out.

He likes life insurance. This is a good company. You pick your favourite and check it out.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$41.160
Owned
No
COMMENT
COMMENT
August 5, 2014

He sees growing cash flow. Likes what the new management is doing of returning capital to shareholders and following the Exxon plan. Could be a much higher stock than it is today.

He sees growing cash flow. Likes what the new management is doing of returning capital to shareholders and following the Exxon plan. Could be a much higher stock than it is today.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$43.190
Owned
Yes
BUY
BUY
August 5, 2014

New CEO on Aug 1st. Do you think he is going to bring about any significant changes in direction for the bank? If it isn’t broke, he doesn’t know why anyone would make any changes. Thinks there is corporate culture in a lot of successful companies. A lot of things are sacrosanct and making changes would be a problem.

Royal Bank (RY-T)
August 5, 2014

New CEO on Aug 1st. Do you think he is going to bring about any significant changes in direction for the bank? If it isn’t broke, he doesn’t know why anyone would make any changes. Thinks there is corporate culture in a lot of successful companies. A lot of things are sacrosanct and making changes would be a problem.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$79.570
Owned
Yes
BUY
BUY
August 5, 2014

This is his preferred bank. They are making aggressive changes to try and fix their image. Acquiring the institutional business from TD Waterhouse was a brilliant move. He can see dividend increases twice a year for as far as the eye can see.3.99% dividend yield.

This is his preferred bank. They are making aggressive changes to try and fix their image. Acquiring the institutional business from TD Waterhouse was a brilliant move. He can see dividend increases twice a year for as far as the eye can see.3.99% dividend yield.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$48.160
Owned
Yes
COMMENT
COMMENT
August 5, 2014

Bell Canada (BCE-T) taking over was a long time coming. Everybody knew this was coming. Makes sense for Bell Canada to start selling digital bundles, etc to other consumers. He is a huge believer in the telcos and the cable companies. If you own, he would recommend you roll over into Bell stocks.

Bell Aliant (BA-T)
August 5, 2014

Bell Canada (BCE-T) taking over was a long time coming. Everybody knew this was coming. Makes sense for Bell Canada to start selling digital bundles, etc to other consumers. He is a huge believer in the telcos and the cable companies. If you own, he would recommend you roll over into Bell stocks.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$31.000
Owned
Yes
COMMENT
COMMENT
August 5, 2014

Started buying this a few months ago. Reported very good earnings last night and are buying back stock. Announced keeping their same strategy of slow and measured growth, but came out today and said that pricing was a little bit weaker than expected, so the stock did not react to the positive earnings. Trading at a deep discount to Book Value. Thinks they are creating shareholder value by Buying back stock at a discount. A lot more upside here.

Started buying this a few months ago. Reported very good earnings last night and are buying back stock. Announced keeping their same strategy of slow and measured growth, but came out today and said that pricing was a little bit weaker than expected, so the stock did not react to the positive earnings. Trading at a deep discount to Book Value. Thinks they are creating shareholder value by Buying back stock at a discount. A lot more upside here.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$52.200
Owned
Yes
COMMENT
COMMENT
August 5, 2014

He is a big believer in the railroads and transport. This has the lowest valuation and he is hopeful that better things will happen as the coal demand improves.

CSX Corp (CSX-Q)
August 5, 2014

He is a big believer in the railroads and transport. This has the lowest valuation and he is hopeful that better things will happen as the coal demand improves.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$29.430
Owned
Yes