Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 3, 2017

Has always admired management. It’s important to understand that they don’t make movies, so if Hollywood makes lousy movies that no one wants to see, this company suffers. They have figured out something to do about this and have basically diversified their revenue. Created Rec rooms, which are basically man caves for millennials with a bar and a restaurant and a lot of great games to play. They’ve been brilliant in establishing new revenue lines. However, at the end of the day, people have to go to the movies and they have to be good movies. He is looking for a very strong 4th quarter with strong new releases. Dividend yield of over 4%.

Cineplex Inc(CGX-T)
October 3, 2017

Has always admired management. It’s important to understand that they don’t make movies, so if Hollywood makes lousy movies that no one wants to see, this company suffers. They have figured out something to do about this and have basically diversified their revenue. Created Rec rooms, which are basically man caves for millennials with a bar and a restaurant and a lot of great games to play. They’ve been brilliant in establishing new revenue lines. However, at the end of the day, people have to go to the movies and they have to be good movies. He is looking for a very strong 4th quarter with strong new releases. Dividend yield of over 4%.

David Baskin
President, Baskin Wealth Management
Price
$39.260
Owned
Yes
COMMENT
COMMENT
October 3, 2017

Likes this for its international platform, and its exposure to basically every major car brand in Europe and North America. They are very well positioned for both electronic vehicles and autonomous vehicles. The stock has always traded at a very low PE multiple, generally under 7X earnings because of the cyclicality.

Magna Int'l. (A)(MG-T)
October 3, 2017

Likes this for its international platform, and its exposure to basically every major car brand in Europe and North America. They are very well positioned for both electronic vehicles and autonomous vehicles. The stock has always traded at a very low PE multiple, generally under 7X earnings because of the cyclicality.

David Baskin
President, Baskin Wealth Management
Price
$67.250
Owned
Yes
COMMENT
COMMENT
October 3, 2017

Artificial Intelligence is something that almost everybody is interested in. This company is in that business. They made their bones as the first big hardware company when mainframes were the thing. Also invented the PC. In recent years, this has become a software company, almost like a utility in terms of managing existing infrastructure.

IBM(IBM-N)
October 3, 2017

Artificial Intelligence is something that almost everybody is interested in. This company is in that business. They made their bones as the first big hardware company when mainframes were the thing. Also invented the PC. In recent years, this has become a software company, almost like a utility in terms of managing existing infrastructure.

David Baskin
President, Baskin Wealth Management
Price
$146.780
Owned
Unknown
COMMENT
COMMENT
October 3, 2017

Sitting on a very good property in the Montney, and everybody is excited about shale now in Canada. He is not big on fossil fuels, and doesn’t own any. If he were going to own any, it might be this company because of the quality of the real estate they are sitting on, and that gas is the future of energy.

Encana Corp(ECA-T)
October 3, 2017

Sitting on a very good property in the Montney, and everybody is excited about shale now in Canada. He is not big on fossil fuels, and doesn’t own any. If he were going to own any, it might be this company because of the quality of the real estate they are sitting on, and that gas is the future of energy.

David Baskin
President, Baskin Wealth Management
Price
$14.500
Owned
No
COMMENT
COMMENT
October 3, 2017

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

KP Tissue Inc(KPT-T)
October 3, 2017

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

David Baskin
President, Baskin Wealth Management
Price
$14.940
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2017

(A Top Pick July 7/16. Up 3%.) People were concerned about ESPN, so-called cord cutters and carriage contracts. He is still a believer. They have a lot of intellectual properties in their film library. They’ve announced their own streaming service, so are going into competition with Netflix.

Walt Disney(DIS-N)
October 3, 2017

(A Top Pick July 7/16. Up 3%.) People were concerned about ESPN, so-called cord cutters and carriage contracts. He is still a believer. They have a lot of intellectual properties in their film library. They’ve announced their own streaming service, so are going into competition with Netflix.

David Baskin
President, Baskin Wealth Management
Price
$100.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2017

(A Top Pick July 7/16. Up 48%.) Had thought the stock was undervalued and was quickly growing. Although listed in Toronto, 90% of revenue comes from the US. They do everything from cutting grass to painting houses to providing security services, primarily for gated communities. There is a big runway for growth, because it is a very fragmented industry. Well-managed.

Firstservice Corp(FSV-T)
October 3, 2017

(A Top Pick July 7/16. Up 48%.) Had thought the stock was undervalued and was quickly growing. Although listed in Toronto, 90% of revenue comes from the US. They do everything from cutting grass to painting houses to providing security services, primarily for gated communities. There is a big runway for growth, because it is a very fragmented industry. Well-managed.

David Baskin
President, Baskin Wealth Management
Price
$83.090
Owned
No