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
2017-06-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There are rising corporate profits, and there is a reason for all this enthusiasm. In the 1st quarter US revenues are up 7% and earnings are up 14%. When people ask “Why is a market up?”, it is “earnings”. Stock prices follow earnings. He expects earnings to grow in the US in 2017, and analysts expect even better growth in 2018. When people say the market is expensive, maybe it is on trailing earnings, but forward earnings are not so bad. For the past 37 years on the TSX, companies that pay and grow dividends outperform any other type of companies. Those have to be the anchor in your portfolio.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-06-13 TOP PICK Must be logged in to use chart AIG-N American International Group

Has a new CEO, a long-time industry veteran. The company is still having a tough time coming out of the financial crisis. Its focus in recent years has been cost cutting, working down debt, buying back stock, but it really hasn’t had much profitable growth. The new CEO is focused on profitable growth. This stock is so cheap, trading at .8X BV, where most of them are trading at 1.4X BV. There is no reason it can’t get it to that level. It is going to take time and could get ugly and messy, but he is willing to commit 3-5 years. If it happens, it will be a $100+ stock. Dividend yield of 2%. (Analysts’ price target is $70.50.)


Price:
$64.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This scares him long-term. Imagine that no one owns a car anymore, and there are all electric vehicles, why would you stop at a convenience store/gas station? He doesn’t know how this is going to play out for this company. They make a lot of money selling gasoline.


Price:
$62.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-13 COMMENT Must be logged in to use chart BAC-N Bank of America

Prefers J.P. Morgan (JPM-N) for his clients, which he has owned since about 2012. His thesis was that the US economy and housing market was improving and at some point, interest rates had to go up. They probably all move in similar directions.


Price:
$23.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-13 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Brookfield Asset Management (BAM.A-T) or Brookfield Infrastructure Partners (BIP.UN-T)? He would always choose the parent, because the income flows up. As all the other Brookfield entities get bigger, the dividends flow up to the parent and you share in that wealth. The company is generating a lot of free cash. They have a plan by 2025 to have a ton of money that they are going to manage for other people, and will get a lot of carried interest, plus management fees, plus performance fees.


Price:
$50.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

Brookfield Asset Management (BAM.A-T) or Brookfield Infrastructure Partners (BIP.UN-T)? He would always choose the parent, because the income flows up.


Price:
$52.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

This has had a parabolic move over the past few years. The CEO is an intelligent allocator of capital and has done a wonderful job. An $11 billion market cap, and can see it being a $50 billion market cap company in 10 years.


Price:
$67.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

Any pullback on this is a “must buy”. It keeps going straight up. Management is fabulous.


Price:
$105.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 HOLD Must be logged in to use chart CSX-Q CSX Corp

Hunter Harrison is the mastermind, the God of railroads, and he would never bet against him. CSX has to do a lot right to justify the current stock price, but the hedge fund that is involved thinks that if he gets it right, this is a $100 stock.


Price:
$53.870
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-13 TOP PICK Must be logged in to use chart DIS-N Walt Disney

This has the best CEO, who is locked up until 2018. The parks business is doing an amazing. Every year they raise ticket prices. They’ve improved margins. Just opened Avatar World. In 2019, they are launching the Star Wars Parks in both California and Florida. They have the best slate of movies, that they can merchandise with toys and video games. ESPN still generates billions in earnings. Thinks the stock is worth $135 today. Dividend yield of 1.4%. (Analysts’ price target is $124.)


Price:
$106.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 COMMENT Must be logged in to use chart EMP.A-T Empire Company (A)

Had owned this for a long time, but is frightened at what is going to happen with the grocery space. There are a couple of European grocery chains that have come into the US, that have phenomenal low prices and terrific stores. It is only a matter of time until they come to Canada. When you walk through Sobey’s stores, they are not up to snuff.


Price:
$19.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-13 STRONG BUY Must be logged in to use chart FB-Q Facebook

Has just started buying this. If you believe, like he does, that they are just getting started in terms of their share of mobile and advertising, the stock could be a double 5 years from now. The valuation from a top level looks expensive, but if you strip out the cash on the balance sheet, the cash that it continues to generate each and every year starts to get really attractive. Valuation is not that expensive.


Price:
$150.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

Prem Watsa is a terrific insurance operator and has made some very interesting distressed investments, but overall, some of his picks have been awful, and his timing sometimes has been awful. This is a stock to own when things get rocky. He would rather own a Berkshire Hathaway.


Price:
$570.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-13 COMMENT Must be logged in to use chart GM-N General Motors Corporation

The cheapest stock in the US trading at 5X earnings. Everybody believes we have hit Peak Car, and car sales are just going to continue to deteriorate from here. Meanwhile, Tesla has the Mojo. The company is buying back a lot of stock. The dividend is fantastic. Doesn’t think anyone knows what the long-term is going to be. He likes this for the dividend.


Price:
$34.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 PAST TOP PICK Must be logged in to use chart ITP-T Intertape Polymer Group

(A Top Pick June 6/16. Up 27.84%.) He still likes this. It is involved in packaging and labelling, more in industrial and commercial tapes. As more people shop online, all those boxes shipped have to be taped. Trading at a cheap valuation and generates gobs of cash. Has a very nice dividend yield, and has plans to double its revenue over the next 5 years.


Price:
$24.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,729 entries
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