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Square Inc
COMMENT
Amazon.com
BUY
SalesForce.com Inc.
BUY
Universal Display Corp.
BUY
Global X Robotics & AI ETF
BUY
PayPal Holdings Inc.
COMMENT
Nvidia Corp
BUY

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Signal Opinion Expert
COMMENT
Square Inc(SQ-N) 

January 22, 2019

A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$67.850
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

January 22, 2019

Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$1632.170
Owned Owned
Yes

BUY
SalesForce.com Inc.(CRM-N) 

January 22, 2019

The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.950
Owned Owned
Unknown

BUY
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$94.170
Owned Owned
Yes

BUY
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$17.790
Owned Owned
Yes

COMMENT
PayPal Holdings Inc.(PYPL-Q) 

January 22, 2019

They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$89.940
Owned Owned
Yes

BUY
Nvidia Corp(NVDA-Q) 

January 22, 2019

He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.770
Owned Owned
No

PAST TOP PICK
Dassault Systemes(DSY-FP) 

January 22, 2019

(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$110.200
Owned Owned
No

PAST TOP PICK
(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
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(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
0
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
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(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
0
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

COMMENT
Qualcomm(QCOM-Q) 

January 22, 2019

Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$54.290
Owned Owned
No

COMMENT
Splunk Inc(SPLK-Q) 

January 22, 2019

What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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0 comments
What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$118.980
Owned Owned
Yes

DON'T BUY
Siemens(SI-N) 

January 22, 2019

Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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0 comments
Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
No

BUY
Micron Technology(MU-Q) 

January 22, 2019

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$33.870
Owned Owned
Yes

WATCH
Shopify Inc.(SHOP-T) 

January 22, 2019

E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
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E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
0
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$208.870
Owned Owned
No

COMMENT
Nutanix Inc(NTNX-Q) 

January 22, 2019

He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
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He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$50.730
Owned Owned
No

WATCH
Autodesk Inc(ADSK-Q) 

January 22, 2019

They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
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They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$139.060
Owned Owned
No

TOP PICK
Microsoft(MSFT-Q) 

January 22, 2019

The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
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0 comments
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$105.680
Owned Owned
Yes

TOP PICK
Xilinx Inc(XLNX-Q) 

January 22, 2019

Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
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0 comments
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$90.450
Owned Owned
Yes

BUY on WEAKNESS
MongoDB, Inc. (MDB-Q) 

January 22, 2019

Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
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0 comments
Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$81.230
Owned Owned
No

TOP PICK
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
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0 comments
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

BUY
Vail Resorts Inc(MTN-N) 

January 22, 2019

It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0 0 0 0 0
0 comments
It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$184.230
Owned Owned
Unknown

BUY
Visa Inc.(V-N) 

January 22, 2019

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
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0 comments
Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$138.050
Owned Owned
Yes

BUY
Activision Blizzard(ATVI-Q) 

January 22, 2019

Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
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0 comments
Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.060
Owned Owned
Yes

BUY
A T & T US(T-N) 

January 22, 2019

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
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0 comments
He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$30.580
Owned Owned
Unknown

DON'T BUY
CVS Health Corp(CVS-N) 

January 22, 2019

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
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0 comments
He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$64.920
Owned Owned
No

BUY
Keyera Corp(KEY-T) 

January 22, 2019

Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
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0 comments
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$27.600
Owned Owned
Yes

COMMENT
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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0 comments
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$43.650
Owned Owned
No

PAST TOP PICK
Moody's Corp.(MCO-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
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0 comments
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$155.480
Owned Owned
Yes

PAST TOP PICK
Becton Dickinson(BDX-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
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0 comments
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$239.190
Owned Owned
Yes

PAST TOP PICK
TMX Group(X-T) 

January 22, 2019

(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
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0 comments
(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$75.580
Owned Owned
Yes

DON'T BUY
Manulife Financial(MFC-T) 

January 22, 2019

Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
0 0 0 0 0
0 comments
Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$21.060
Owned Owned
Unknown

COMMENT
Markel Corporation.(MKL-N) 

January 22, 2019

A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
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0 comments
A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$1035.000
Owned Owned
No

COMMENT
Enbridge(ENB-T) 

January 22, 2019

Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
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0 comments
Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.610
Owned Owned
Unknown

DON'T BUY
Saputo Inc.(SAP-T) 

January 22, 2019

He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
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0 comments
He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$38.670
Owned Owned
No

DON'T BUY
Fairfax Financial(FFH-T) 

January 22, 2019

Will it break out of the trading range of $5.50-7.70? You're buying Prem Watsa when you buy this. Prem has done some brilliant things, and other things that weren't. He's not Warren Buffett, though. He's not attracted to the underlying businesses.
insurance
0 0 0 0 0
0 comments
Will it break out of the trading range of $5.50-7.70? You're buying Prem Watsa when you buy this. Prem has done some brilliant things, and other things that weren't. He's not Warren Buffett, though. He's not attracted to the underlying businesses.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$619.500
Owned Owned
No

BUY
Facebook(FB-Q) 

January 22, 2019

It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
0 0 0 0 0
0 comments
It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
0
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$147.570
Owned Owned
Yes

DON'T BUY
Oil was down today, and so did CNQ. They won't run out of their product, oil, but they're at the mercy of the price of oil which they can't control. He owns zero Canadian energy.
oil/gas
0 0 0 0 0
0 comments
Oil was down today, and so did CNQ. They won't run out of their product, oil, but they're at the mercy of the price of oil which they can't control. He owns zero Canadian energy.
oil/gas
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$34.340
Owned Owned
No

COMMENT
He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
Automotive
0 0 0 0 0
0 comments
He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
Automotive
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$38.150
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

January 22, 2019

They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$128.800
Owned Owned
Unknown

COMMENT
Power Corp(POW-T) 

January 22, 2019

He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
mngmnt/diversified
0 0 0 0 0
0 comments
He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
mngmnt/diversified
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$25.840
Owned Owned
Yes

DON'T BUY
High Liner Foods(HLF-T) 

January 22, 2019

He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
Consumer Products
0 0 0 0 0
0 comments
He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
Consumer Products
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$7.400
Owned Owned
No

TOP PICK
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
insurance
0 0 0 0 0
0 comments
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$200.720
Owned Owned
Yes

TOP PICK
They want to book every aspect of vacations--do it all. The growth of middle class tourism in Asia (China and India) is taking off, and Bookings will benefit. (Analysts’ price target is $2206.41)
department stores
0 0 0 0 0
0 comments
They want to book every aspect of vacations--do it all. The growth of middle class tourism in Asia (China and India) is taking off, and Bookings will benefit. (Analysts’ price target is $2206.41)
department stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$1708.980
Owned Owned
Yes

TOP PICK
BCE Inc.(BCE-T) 

January 22, 2019

Attractive 5.4% dividend especially in relationship to the 10-year 1.9% Canada bond. A huge spread. Likely that the stock will rise and the yield will decrease. (Analysts’ price target is $58.94)
telephone utilities
0 0 0 0 0
0 comments
Attractive 5.4% dividend especially in relationship to the 10-year 1.9% Canada bond. A huge spread. Likely that the stock will rise and the yield will decrease. (Analysts’ price target is $58.94)
telephone utilities
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$55.760
Owned Owned
Yes

DON'T BUY
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
REAL ESTATE
0 0 0 0 0
0 comments
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
REAL ESTATE
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$23.120
Owned Owned
No

BUY on WEAKNESS
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
0 0 0 0 0
0 comments
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
0
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
No

COMMENT
BMO US Put Write ETF(ZPW-T) 

January 21, 2019

Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
E.T.F.'s
0 0 0 0 0
0 comments
Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$17.120
Owned Owned
Unknown

HOLD
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
specialty stores
0 0 0 0 0
0 comments
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
specialty stores
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$149.580
Owned Owned
No

HOLD
Agnico-Eagle Mines(AEM-T) 

January 21, 2019

It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
precious metals
0 0 0 0 0
0 comments
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
precious metals
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$52.070
Owned Owned
No

WATCH
Maxar Technologies(MAXR-T) 

January 21, 2019

He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
computer software/processing
0 0 0 0 0
0 comments
He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
computer software/processing
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$6.450
Owned Owned
Unknown

DON'T BUY
Altagas Ltd(ALA-T) 

January 21, 2019

It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
oil/gas
0 0 0 0 0
0 comments
It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
oil/gas
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$14.180
Owned Owned
Unknown

SELL ON STRENGTH
Magna Int'l. (A)(MG-T) 

January 21, 2019

The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Automotive
0 0 0 0 0
0 comments
The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Automotive
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$67.000
Owned Owned
Unknown

COMMENT
Encana Corp(ECA-T) 

January 21, 2019

It has had a really good run. The Canadian companies are being tarnished with the same brush. There will be turmoil in this sector for a long time. He considers this to be more of a trading stock.
oil/gas
0 0 0 0 0
0 comments
It has had a really good run. The Canadian companies are being tarnished with the same brush. There will be turmoil in this sector for a long time. He considers this to be more of a trading stock.
oil/gas
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$9.310
Owned Owned
No

PAST TOP PICK
ING Groep NV(ING-N) 

January 21, 2019

(A Top Pick Oct 23/17, Down 35%) He wanted to see more movement with central banks. If you look at European banks they have had a slide all year long. The dividends are back and internals are quite good. He has stuck with it. Once rates are normalized over there there will be quite a lift.
investment companies/funds
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 35%) He wanted to see more movement with central banks. If you look at European banks they have had a slide all year long. The dividends are back and internals are quite good. He has stuck with it. Once rates are normalized over there there will be quite a lift.
investment companies/funds
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
Royal Bank(RY-T) 

January 21, 2019

(A Top Pick Oct 23/17, Down 2%) You are sitting on a nice yield while you are waiting. He likes it and thinks you could buy it in here.
banks
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 2%) You are sitting on a nice yield while you are waiting. He likes it and thinks you could buy it in here.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$99.740
Owned Owned
Yes

PAST TOP PICK
Spin Master Corp(TOY-T) 

January 21, 2019

(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
0
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$44.140
Owned Owned
Yes

WATCH
Lloyds TSB Group PLC(LYG-N) 

January 21, 2019

He would lump it into European banks. It is part of the EU until BREXIT happens. The European bank has done nothing in terms of normalizing rates. BREXIT may help them more than other EU banks.
banks
0 0 0 0 0
0 comments
He would lump it into European banks. It is part of the EU until BREXIT happens. The European bank has done nothing in terms of normalizing rates. BREXIT may help them more than other EU banks.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
No

COMMENT
Precision Drilling(PD-T) 

January 21, 2019

It's been in a tough sector for the last couple of years. If you are going to buy these things you should look at it as a trade instead of an investment. You can get a reasonable trade out of some of these stocks. Until we get the pipe and we can sell stuff how much drilling can we do.
oil/gas field services
0 0 0 0 0
0 comments
It's been in a tough sector for the last couple of years. If you are going to buy these things you should look at it as a trade instead of an investment. You can get a reasonable trade out of some of these stocks. Until we get the pipe and we can sell stuff how much drilling can we do.
oil/gas field services
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$2.820
Owned Owned
Unknown

DON'T BUY
HSBC Holdings P L C(HSBC-N) 

January 21, 2019

On international banks they have all followed the same pattern. There is nothing wrong with the operating part of them but we don’t have normalized interest yield curves yet. It is a good one and a big one.
banks
0 0 0 0 0
0 comments
On international banks they have all followed the same pattern. There is nothing wrong with the operating part of them but we don’t have normalized interest yield curves yet. It is a good one and a big one.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
No

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