National Bank Archives - Baskin Wealth Management

Rising rates won’t kill high yield stocks and REIT’s…yet

2013-05-30T16:06:18-04:00By Barry Schwartz|Categories: Blog|Tags: Barry Schwartz Baskin Financial, Barry Schwartz BNN, Canadian Banks, Crombie REIT, Dividend, Dividend paying stocks, Dividends, H&R REIT, High yield stocks, low interest rates, National Bank, Northwest Healthcare Properties REIT, Pembina Pipelines, portfolio risk reduction, REIT, REIT's, rising interest rates, rising rates, what to do about rising interest rates|

What do you get when you combine record corporate profits, a record high stock market, a threat of a taper and no inflation? The end of zero interest rates. Let me begin by telling you that rising interest rates are [...]

Bank on Canadian Banks

2013-05-13T09:01:50-04:00By David Baskin|Categories: Blog|Tags: Bank of Montreal, Barry Schwartz Baskin Financial, Baskin Financial Services, Buy Canadian Banks, Canadian Banks, CIBC, David Baskin BNN, Don't short Canadian, National Bank, Royal Bank, Scotiabank, short Canadian banks, TD Bank|

There have been a number of stories in the press in the last month speculating that the major Canadian banks are in danger of suffering the kind of melt-down that almost destroyed the American banking industry in 2008. The boom [...]

You can. Or maybe you can’t

2013-04-29T14:48:19-04:00By Barry Schwartz|Categories: Blog|Tags: Apple, Barry Schwartz Baskin Financial, Barry Schwartz BNN, Baskin Financial Services, BNS, Goldman Sachs, J.P. Morgan, National Bank, National Bank raises dividend, Scotiabank, Share buybacks|

You can’t say that stocks are at all-time highs. Adjusted for inflation, the S&P 500 is 25% below its previous peak over 13 years ago. You can say that stocks are cheap, given that earnings on the S&P 500 are [...]

The little bank that could

2010-12-01T14:53:44-05:00By Barry Schwartz|Categories: Blog|Tags: Canadian Bank raises dividend, Canadian Banks, Dividends, National Bank, National Bank of Canada, National Bank raises dividend|

Canadian banks should consider suspending their dividends to ensure they have enough money to cover future writedowns and loan-loss provisions, RBC Capital Markets analyst Andre-Philippe Hardy said. Suspending payouts would “materially” increase capital and reduce the need for banks to [...]