Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 20, 2018

BAM.A-T divested a controlling interest in this position. They focus on OSB. There are trade tariffs showing up in the lumber space and concerns over the Canadian housing market. These will contain the stock in its valuation for the time being. The volume has come down in the US housing market.

Norbord Inc (OSB-T)
September 20, 2018

BAM.A-T divested a controlling interest in this position. They focus on OSB. There are trade tariffs showing up in the lumber space and concerns over the Canadian housing market. These will contain the stock in its valuation for the time being. The volume has come down in the US housing market.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$45.870
Owned
Unknown
DON'T BUY
DON'T BUY
September 20, 2018

Investors may be expressing frustration with some investments. This one has a large portion tied to the insurance business as well as the wealth management business. Investors have to know what is the catalyst here. 70% of cash flows come from Great West Life. The quality of earnings is driven by tax cuts and relaxed actuarial assumptions. This stock will not oscillate much but you will see a sustainable dividend.

Power Financial Corp (PWF-T)
September 20, 2018

Investors may be expressing frustration with some investments. This one has a large portion tied to the insurance business as well as the wealth management business. Investors have to know what is the catalyst here. 70% of cash flows come from Great West Life. The quality of earnings is driven by tax cuts and relaxed actuarial assumptions. This stock will not oscillate much but you will see a sustainable dividend.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$30.370
Owned
Unknown
TOP PICK
TOP PICK
September 20, 2018

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects. They are expanding in advance of the holiday season. They are starting a pilot of 50 stores inside of Wal-Marts. Trades at 14 times forward earnings. (Analysts’ target: $288.15).

FedEx (FDX-N)
September 20, 2018

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects. They are expanding in advance of the holiday season. They are starting a pilot of 50 stores inside of Wal-Marts. Trades at 14 times forward earnings. (Analysts’ target: $288.15).

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$246.810
Owned
Yes
TOP PICK
TOP PICK
September 20, 2018

They won the crowd with Facebook and Instagram. They got through the Cambridge Analytica scandal. The shakeout has taken place. They have no debt. ROE is 20%. (Analysts’ price target $205.12).

Facebook (FB-Q)
September 20, 2018

They won the crowd with Facebook and Instagram. They got through the Cambridge Analytica scandal. The shakeout has taken place. They have no debt. ROE is 20%. (Analysts’ price target $205.12).

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$166.020
Owned
Yes
TOP PICK
TOP PICK
September 20, 2018

One of the least celebrated but one of the most important businesses in Canada because it is the largest packaging company. Trade at an attractive multiple. The payout ratio is almost 60%.

One of the least celebrated but one of the most important businesses in Canada because it is the largest packaging company. Trade at an attractive multiple. The payout ratio is almost 60%.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$40.000
Owned
Yes
HOLD
HOLD
September 20, 2018

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter.

Canadian Pacific Rail (CP-T)
September 20, 2018

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$267.440
Owned
No
BUY
BUY
September 20, 2018

It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible. Smart management. Smart operators. They are buying hand over fist at these levels.

CCL Industries (B) (CCL.B-T)
September 20, 2018

It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible. Smart management. Smart operators. They are buying hand over fist at these levels.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$59.960
Owned
Yes