Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 18, 2019
(A Top Pick Jun 12/18, Up 60%) It has since got taken out. He expected this to be a steady-eddy that pays a solid yield. Then Brookfield bought it. There ya go. He'll take that return.
EnerCare Inc (ECI-T)
June 18, 2019
(A Top Pick Jun 12/18, Up 60%) It has since got taken out. He expected this to be a steady-eddy that pays a solid yield. Then Brookfield bought it. There ya go. He'll take that return.
David Baskin
President, Baskin Wealth Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
June 18, 2019
(A Top Pick Jun 12/18, Down 13%) He's sold out. It yield around 4.1% and trading at a crazy-loaw 5.5x forward earnings. The car business is notoriously cyclical and it currently on the down side. Can they remain profitable now? If they can, then GM is a huge bargain, but if they can't, then sell GM.
(A Top Pick Jun 12/18, Down 13%) He's sold out. It yield around 4.1% and trading at a crazy-loaw 5.5x forward earnings. The car business is notoriously cyclical and it currently on the down side. Can they remain profitable now? If they can, then GM is a huge bargain, but if they can't, then sell GM.
David Baskin
President, Baskin Wealth Management
Price
$36.700
Owned
No
PAST TOP PICK
PAST TOP PICK
June 18, 2019
(A Top Pick Jun 12/18, Down 2%) He bought it when Desmarais died and expected his heirs to inject fresh ideas. The NAV is now far ahead of the stock price. Still owns it, getting a nice 5.75% dividend. There are small signs that management is trying to make investors happier, but falling rates is negative for all insurers like POW, he's disappointed that a catalyst hasn't pushed these assets to their full potential.
Power Corp (POW-T)
June 18, 2019
(A Top Pick Jun 12/18, Down 2%) He bought it when Desmarais died and expected his heirs to inject fresh ideas. The NAV is now far ahead of the stock price. Still owns it, getting a nice 5.75% dividend. There are small signs that management is trying to make investors happier, but falling rates is negative for all insurers like POW, he's disappointed that a catalyst hasn't pushed these assets to their full potential.
David Baskin
President, Baskin Wealth Management
Price
$28.190
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
June 18, 2019
Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.
Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.
David Baskin
President, Baskin Wealth Management
Price
$54.660
Owned
No
BUY
BUY
June 18, 2019
He owns it for the 5% dividend, not growth. It's well-managed; they get things built and move the product. Don't expect the growth of 10 years ago, though. Solid assets.
He owns it for the 5% dividend, not growth. It's well-managed; they get things built and move the product. Don't expect the growth of 10 years ago, though. Solid assets.
David Baskin
President, Baskin Wealth Management
Price
$48.620
Owned
Yes
DON'T BUY
DON'T BUY
June 18, 2019
He holds zeo gas exploration, but if he had to own one, it would be this for its integration. The Oil Sands are a costly asset as the world moves away from fossil fuels. Oil prices may not reach the highs of a few years ago. He doesn't like commodities, because the market tells you what that commodity is worth. He doesn't like price-takers, but price-makers (like airlines).
He holds zeo gas exploration, but if he had to own one, it would be this for its integration. The Oil Sands are a costly asset as the world moves away from fossil fuels. Oil prices may not reach the highs of a few years ago. He doesn't like commodities, because the market tells you what that commodity is worth. He doesn't like price-takers, but price-makers (like airlines).
David Baskin
President, Baskin Wealth Management
Price
$41.690
Owned
No
STRONG BUY
STRONG BUY
June 18, 2019
Loves it. MSFT is still misunderstood: MSFT is actually part utility, because you must pay MSFT once a year to use their services, just like you would pay a utility regularly. Guarantee income. Also, the cloud business still has enormous room to grow.
Microsoft (MSFT-Q)
June 18, 2019
Loves it. MSFT is still misunderstood: MSFT is actually part utility, because you must pay MSFT once a year to use their services, just like you would pay a utility regularly. Guarantee income. Also, the cloud business still has enormous room to grow.
David Baskin
President, Baskin Wealth Management
Price
$135.160
Owned
Yes