Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 4, 2017

Buy, Sell or Hold? There is nothing wrong with making money, and taking some money off the table is never a horrible idea. In the case of this company however, it is probably premature. What is going on with interest rates is very positive for the insurance business, which is their core business. Also, this has been benefiting from a big run up in equities. He is positive on the company.

Buy, Sell or Hold? There is nothing wrong with making money, and taking some money off the table is never a horrible idea. In the case of this company however, it is probably premature. What is going on with interest rates is very positive for the insurance business, which is their core business. Also, this has been benefiting from a big run up in equities. He is positive on the company.

David Baskin
President, Baskin Wealth Management
Price
$164.080
Owned
Yes
COMMENT
COMMENT
January 4, 2017

If he were going to own an oil company, this would certainly be on the list. He doesn’t own any oil companies because he believes the market is very likely to be oversupplied again in the short run. There is so much fracing capacity that, when oil prices go down, a supply deficit will quickly turn into a supply surplus. He also has grave doubts about OPEC sticking to its resolution.

If he were going to own an oil company, this would certainly be on the list. He doesn’t own any oil companies because he believes the market is very likely to be oversupplied again in the short run. There is so much fracing capacity that, when oil prices go down, a supply deficit will quickly turn into a supply surplus. He also has grave doubts about OPEC sticking to its resolution.

David Baskin
President, Baskin Wealth Management
Price
$18.160
Owned
No
COMMENT
COMMENT
January 4, 2017

This is a cyclical market, but he is seeing tremendous demand, particularly for pickup trucks and SUVs. Thinks the stock is worth $50. Based on its fundamentals this looks cheap. Dividend yield of 4.1%.

This is a cyclical market, but he is seeing tremendous demand, particularly for pickup trucks and SUVs. Thinks the stock is worth $50. Based on its fundamentals this looks cheap. Dividend yield of 4.1%.

David Baskin
President, Baskin Wealth Management
Price
$37.090
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 18/15. Up 14.78%.) Everybody says REITs are interest sensitive and that when rates go up, REITs are going to get killed. The key to this on is its high-quality buildings, high quality tenants, and matching its lease terms to its mortgage rates. He still likes this very much.

(A Top Pick Nov 18/15. Up 14.78%.) Everybody says REITs are interest sensitive and that when rates go up, REITs are going to get killed. The key to this on is its high-quality buildings, high quality tenants, and matching its lease terms to its mortgage rates. He still likes this very much.

David Baskin
President, Baskin Wealth Management
Price
$22.560
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 18/15. Up 3.79%.) Everybody expects the auto parts sector to peak and the US auto sales to peak and start going down. We haven’t seen that yet. This company sells to everybody. This is still inexpensive and still has room to go up.

Magna Int'l. (A) (MG-T)
January 4, 2017

(A Top Pick Nov 18/15. Up 3.79%.) Everybody expects the auto parts sector to peak and the US auto sales to peak and start going down. We haven’t seen that yet. This company sells to everybody. This is still inexpensive and still has room to go up.

David Baskin
President, Baskin Wealth Management
Price
$60.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 18/15. Up 24.04%.) A very illiquid stock and pretty much trades by appointment. This is one that when you are buying, you never put in a market order, always put in a limit order. It has great assets. The NAV is probably $210-$220 a share.

(A Top Pick Nov 18/15. Up 24.04%.) A very illiquid stock and pretty much trades by appointment. This is one that when you are buying, you never put in a market order, always put in a limit order. It has great assets. The NAV is probably $210-$220 a share.

David Baskin
President, Baskin Wealth Management
Price
$175.740
Owned
Yes
COMMENT
COMMENT
January 4, 2017

He loves the company, because management is absolutely brilliant. To a certain extent, they are dependent on what Hollywood produces for them. However, it has multiple revenue streams such as its box office, concessions, advertising, and now they have the rec rooms. It looks expensive on a P/E ratio, but it always has. Has a relatively good dividend payout. You have a management with a tremendous track record and an unbelievably deep moat protecting the company from competition in Canada.

Cineplex Inc (CGX-T)
January 4, 2017

He loves the company, because management is absolutely brilliant. To a certain extent, they are dependent on what Hollywood produces for them. However, it has multiple revenue streams such as its box office, concessions, advertising, and now they have the rec rooms. It looks expensive on a P/E ratio, but it always has. Has a relatively good dividend payout. You have a management with a tremendous track record and an unbelievably deep moat protecting the company from competition in Canada.

David Baskin
President, Baskin Wealth Management
Price
$51.770
Owned
Yes