Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 10, 2018

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$50.600
Owned
Unknown
COMMENT
COMMENT
July 10, 2018

It's gone nowhere the past few years, stretched from some acqusitions, and fears of e-cars. However, ATD is testing charging stations at its stations. Also, as long as people like junk food, ATD will do okay. He wishes he had bought this in the low-$50's.

It's gone nowhere the past few years, stretched from some acqusitions, and fears of e-cars. However, ATD is testing charging stations at its stations. Also, as long as people like junk food, ATD will do okay. He wishes he had bought this in the low-$50's.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$60.800
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 10, 2018

They seem to be riding gaming, the Cloud, other software--all the right waves. If you want to run an office, you have to pay them to use their software or Cloud. An amazing company. The problem is the valuation has gotten ahead of itself
at 27x earnings. It's a new company. Kudos to the CEO. Ultimately, if you believe the Cloud is in its infancy, buy it--but at a 10% pullback.

Microsoft (MSFT-Q)
July 10, 2018

They seem to be riding gaming, the Cloud, other software--all the right waves. If you want to run an office, you have to pay them to use their software or Cloud. An amazing company. The problem is the valuation has gotten ahead of itself
at 27x earnings. It's a new company. Kudos to the CEO. Ultimately, if you believe the Cloud is in its infancy, buy it--but at a 10% pullback.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$102.120
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
July 10, 2018

She has owned this for years. The long pullback has created a buying opportunity. There have been some good films, so box office receipts should improve. In addition, the company is diversifying the ways it delivers entertainment, with more interactive activities that are fun for families, and is increasing the dollars per customer visit. This will not be a very growth-oriented company until the diversification’s value kicks in. There is risk because the company is drawing on its credit to fund its diversification.

Cineplex Inc (CGX-T)
July 10, 2018

She has owned this for years. The long pullback has created a buying opportunity. There have been some good films, so box office receipts should improve. In addition, the company is diversifying the ways it delivers entertainment, with more interactive activities that are fun for families, and is increasing the dollars per customer visit. This will not be a very growth-oriented company until the diversification’s value kicks in. There is risk because the company is drawing on its credit to fund its diversification.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$30.780
Owned
Yes
BUY
BUY
July 10, 2018

The stock has pulled back because of interest rate concerns but its yield is still twice that of 10-year Canadian government bonds. In addition, she expects some growth and holds the stock in both her growth and her income portfolios. She expects the dividend to grow by 6% per year for the next few years. This will buffer the effect of rising interest rates.

Fortis Inc. (FTS-T)
July 10, 2018

The stock has pulled back because of interest rate concerns but its yield is still twice that of 10-year Canadian government bonds. In addition, she expects some growth and holds the stock in both her growth and her income portfolios. She expects the dividend to grow by 6% per year for the next few years. This will buffer the effect of rising interest rates.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$42.140
Owned
Yes
HOLD
HOLD
July 10, 2018

Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$111.480
Owned
Yes
BUY
BUY
July 10, 2018

She owns different Canadian bank stocks, including TD. If she was setting up a new client, she would buy BNS today because of its price. The stock pulled back because of it issued equity to finance some large acquisitions. For the long run, the price will recover. It is a well-run institution.

She owns different Canadian bank stocks, including TD. If she was setting up a new client, she would buy BNS today because of its price. The stock pulled back because of it issued equity to finance some large acquisitions. For the long run, the price will recover. It is a well-run institution.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$75.180
Owned
Yes