Viewing Expert Barry Schwartz | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Barry Schwartz , CIO & Portfolio Manager

Baskin Wealth Management

Bio:

Barry joined the firm in 2000 and became a partner in 2005. He spearheads the research on new investment opportunities and carefully monitors current ones. Barry is also a frequent commentator on the markets on national television, radio and in the press, and he provides insightful editorials regularly on Twitter and on the Baskin Wealth Management blog. - See more at: http://www.baskinwealth.com/our-team/#sthash.tEQaU4hG.dpuf

Date Signal Chart Symbol Company Opinion Price
2016-09-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. The manufacturing number out of the US was kind of weak, and then all of a sudden people began to think maybe interest rates would not be raised in September or December. Every single data point seems to switch the market. The Fed is trying to fight unemployment and inflation. Their employment looks like it is at pretty good levels, and inflation is nonexistent. If we start to see wage inflation, that could be the impetus to put pressure on rising rates. Food in the US is at the lowest prices in years so you have food deflation. Energy prices are at low-level’s also, so the US consumer should be spending lots of money. Portfolio managers globally are not earning their returns in fixed income, so that is why people are going into stocks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-09-01 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Bank preferreds? He would rather buy the stocks rather than the preferreds. There is no point in buying preferred shares because you don’t get any of the potential upside. However, he would have no problem in buying any of the big 6 banks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-01 BUY Must be logged in to use chart AAPL-Q Apple

On this one you have to look at the valuation. It is very cheap and trading at 10X earnings. Thinks the bad news is all priced in, and you have to look forward to 2017-2018 when they have new phones. Hopefully they are spending all their money on R&D on new products and new ancillary devices and software that will grow their network.


Price:
$106.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 DON'T BUY Must be logged in to use chart AGU-T Agrium

Agrium’s jewel is their retail division. The thesis has always been, spin that off as a separate company to give you a huge valuation. Agrium felt they needed the 2 companies together. Now they are looking to merge with Potash (POT-T) and get more into the commodity business instead of the retail business.


Price:
$126.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-01 COMMENT Must be logged in to use chart ALC-T Algoma Central Corp.

A very well-run company. It ships goods across the Great Lakes and owns assets in ocean shipping. This is now trading below BV. A cyclical business. It could easily recover if the Canadian economy starts to improve. If you are looking for value, he wouldn’t hesitate to Buy. The company is doing all the right things. They are keeping their costs under control and using their balance sheet to improve their ships.


Price:
$11.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 PAST TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

(A Top Pick Sept 3/15. Up 10.03%.) This is doing all the right things. They are managing $250 billion for other people, and a lot of that will be fee earning. Trading at 36X earnings, but earnings may or may not matter for this company as there are a lot of moving parts. Feels the price is reasonable for such a quality company.


Price:
$44.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 BUY on WEAKNESS Must be logged in to use chart BCE-T BCE Inc.

The stock is up 14.8% before dividends this year. All 3 telecoms have done excellent this year. They are cheap and generate tons of free cash flow. They sell products that people can’t live without. Valuation is a little bit stretched, but he would buy on any pullback.


Price:
$61.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 TOP PICK Must be logged in to use chart BCR-N Bard C R Inc.

This makes disposable health care products. It is expanding its empire by rapidly growing in emerging markets. Not facing the same kind of pressures from US politicians as other health care stocks. They have come up with a winning product, a drug coated balloon. This is not a cheap stock, but it is one that generates an ample amount of free cash flow, and one that could easily be swallowed by a company like Medtronic (MDT-N) or Johnson & Johnson (JNJ-N). Dividend yield of 0.47%.


Price:
$221.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 COMMENT Must be logged in to use chart BPY.UN-T Brookfield Property Partners

(Market Call Minute.) He loves the Brookfield group, and you can’t go wrong buying any of the spinoffs. His money would go towards the parent BAM.A-T.


Price:
$30.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 PAST TOP PICK Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

(A Top Pick Sept 3/15. Up 13.77%.) Had a chance to buy this at a very low price to BV, and thought it was a great opportunity. Earnings are kind of under pressure this year because of its railway division, but that is cyclical and it is still generating gobs of cash.


Price:
$150.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-01 DON'T BUY Must be logged in to use chart BX-N Blackstone Group LP

(Market Call Minute.) Wonderful capital allocators, but LPs are very hard to buy for Canadians, and can cause a whole bunch of tax problems.


Price:
$26.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 HOLD Must be logged in to use chart CCL.B-T CCL Industries (B)

(Market Call Minute.) A great business, but he owns companies in the similar space.


Price:
$250.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-01 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

This has done tremendously well. Last year was the year to own this one, and this year is the year to own High Liner (HLF-T). He thinks a lot of Canadian food companies are undervalued.


Price:
$14.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 BUY on WEAKNESS Must be logged in to use chart COST-Q Costco Wholesale

(Market Call Minute.) A wonderful, wonderful business. He missed buying this at $130, and if you get that opportunity, buy it.


Price:
$156.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-01 COMMENT Must be logged in to use chart CSCO-Q Cisco

Companies like this have hit a funk. Sales are not going anywhere, and there is always another surprise. But at the end of the day, they are generating tons of free cash flow, and trying to get their costs under control. He is not attracted to the name right now. The technology space is very hard.


Price:
$31.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,588 entries
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