Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 7, 2015

Above average revenue growth of 13%. Cash is piling up and they are spending money on R&D. Advertising is still moving to the Internet. You are not paying a very high price. The stock has done nothing for a couple of years so the market has to catch up.

Above average revenue growth of 13%. Cash is piling up and they are spending money on R&D. Advertising is still moving to the Internet. You are not paying a very high price. The stock has done nothing for a couple of years so the market has to catch up.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$542.040
Owned
Unknown
DON'T BUY
DON'T BUY
May 7, 2015

He has looked at it, but never owned it. It has exposure to Western Canada. It is not cheap enough to be on his radar screen. He does not see the barrier to competition.

He has looked at it, but never owned it. It has exposure to Western Canada. It is not cheap enough to be on his radar screen. He does not see the barrier to competition.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$29.510
Owned
No
BUY
BUY
May 7, 2015

Stock vs. Stock. EMP-T vs. L-T. L-T finally turned the ship around according to the AGM today. EMP-T still has some levers to pull to unlock shareholder value. It has been lagging L-T. He likes the sector. You get a dividend increase every year.

Stock vs. Stock. EMP-T vs. L-T. L-T finally turned the ship around according to the AGM today. EMP-T still has some levers to pull to unlock shareholder value. It has been lagging L-T. He likes the sector. You get a dividend increase every year.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$88.760
Owned
Unknown
WEAK BUY
WEAK BUY
May 7, 2015

Stock vs. Stock. EMP-T vs. L-T. L-T finally turned the ship around according to the AGM today. EMP-T still has some levers to pull to unlock shareholder value. It has been lagging L-T. He likes the sector. You get a dividend increase every year.

Stock vs. Stock. EMP-T vs. L-T. L-T finally turned the ship around according to the AGM today. EMP-T still has some levers to pull to unlock shareholder value. It has been lagging L-T. He likes the sector. You get a dividend increase every year.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$63.550
Owned
Unknown
BUY
BUY
May 7, 2015

They have warned twice this year. The problem is that they have some exposure to oil and gas. No one is ordering drill parts. There is big exposure to airplanes including demand from China for bigger models. Gushing free cash flow and it is a good time to buy this stock. He is looking out 3-5 years.

They have warned twice this year. The problem is that they have some exposure to oil and gas. No one is ordering drill parts. There is big exposure to airplanes including demand from China for bigger models. Gushing free cash flow and it is a good time to buy this stock. He is looking out 3-5 years.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$206.040
Owned
Yes
BUY
BUY
May 7, 2015

He buys a basket of banks. All the Canadian banks are doing fine in this environment. The days of 10-15% growth are over, but you will see nice 3-7% now.

Royal Bank (RY-T)
May 7, 2015

He buys a basket of banks. All the Canadian banks are doing fine in this environment. The days of 10-15% growth are over, but you will see nice 3-7% now.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$78.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 7, 2015

(Top Pick May 21/14, Up 23.91%) Management has really cleaned up the ship. They have a 5 year plan to improve the operations. They are buying a bunch of trucks that are natural gas powered and use only one driver. He has been buying for new portfolios.

(Top Pick May 21/14, Up 23.91%) Management has really cleaned up the ship. They have a 5 year plan to improve the operations. They are buying a bunch of trucks that are natural gas powered and use only one driver. He has been buying for new portfolios.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$34.500
Owned
Yes