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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
2016-01-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This is a silly market. In the last 4 days we have been up 200 and down 200. Hasn’t seen this type of volatility since 2011 when we were nervous about every single European country going bankrupt. Volatility makes you lose sight of what investing is all about. He is a long-term investor and he plans, when buying companies, to hold them for several years. Remember to keep your focus on the long-term. Sees a lot of opportunities with this volatility. To make sense of the market and to rationalize it on a day-to-day basis, is a complete waste of time. He is not doing a lot of trading. For the most part, there is no reason to make any dramatic moves. Fully invested and does not believe in sitting on cash.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-01-28 COMMENT Must be logged in to use chart AAPL-Q Apple

Had the best quarter in history of humankind, and the stock dropped 6%. This reminds him of Microsoft (MSFT-Q) a few years ago. It was treated as a dead company and was never going to innovate, and had only one product. Apple is generating an unbelievable amount of cash, but don’t think for one second that this is just going to be an iPhone company. IPhone is 60%-70% of profits. Expect they will add more products and add-ons.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 PAST TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

(A Top Pick Jan 12/15. Up 3.43%.) When other companies are in trouble, this is the time when this company shines. They have a big beautiful balance sheet that he knows they’re going to put to work. Trading near NAV, and he thinks you are going to see some phenomenal moves.


Price:
$41.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

This company is getting bailed out and is going to continue needing more bailing out. Predicts they will probably have to sell their train division, and the company will be run for the bondholders. The equity is a speculation now. The balance sheet is a horror story.


Price:
$0.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 TOP PICK Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.


Price:
$49.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 COMMENT Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

If you are going to invest in this, you have to believe the American economy is going to do well over time, because this has made a big bet on the US economy. He would never bet against the stock. Trading at 1.2X BV. Until there is better sentiment in some of the holdings and an improvement in the US economy and industrial economy, the stock is going to be stuck here.


Price:
$126.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

He is sticking with Intertape Polymer (ITP-T) as his best idea in the packaging space. CCL has really benefited from the drop in the Cdn$. Smart, smart operators. If you think they can continue with the acquisition story and do a good job, then it is still relatively attractive. If not, it is highly priced. He is waiting on the sidelines for a pullback before having another look at this.


Price:
$201.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-01-28 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(His top picks are dividend growers.) 2015 was the best year of box office that we have ever seen. These are wonderful operators. They generate a lot of free cash flow that they use to improve their theatres. They are now getting into gaming. There is even the potential for a US company to take a look at this, to get exposure to Canada. Thinks you will see a dividend increase in 2016. Dividend yield of 3.25%.


Price:
$47.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 BUY Must be logged in to use chart DIS-N Walt Disney

Media companies have been absolutely slammed. People are worried about cord cutting and valuations. He would love to own this company, and at $93 it is looking pretty attractive. You are probably going to see some consolidation in the media space. You could be a buyer here, and 3-4 years out you are going to be a very happy investor.


Price:
$93.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 BUY Must be logged in to use chart EMP.A-T Empire Company (A)

These types of companies are saturated. What you will see from these companies is what they have done in the past, generating a significant amount of free cash flow, and using it to make further acquisitions. Grocery stores are the best performers in a lousy market. He sees more value creation over the long-term.


Price:
$25.910
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 PAST TOP PICK Must be logged in to use chart GM-N General Motors Corporation

(A Top Pick Jan 12/15. Down 15.7%.) The underlying performance has been phenomenal, but are we at peak car sales now? Still a well-run fabulous business, and the stock was never at a high price anyways. They raised the dividend again and bought back shares. Cash flow yield is very high.


Price:
$29.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 PAST TOP PICK Must be logged in to use chart HCG-T Home Capital Group

(A Top Pick Jan 12/15. Down 31.69%.) Little did he know they were subject to fraudulent mortgages. The market caught a whiff of it at the beginning of the year, and the stock plummeted and hasn’t found a base yet. The last two quarters earnings have been fine, but we’ll see what happens going forward. Trading at 6X earnings with an 18% ROE. Expects there will be dividend increases, and they are buying back shares.


Price:
$27.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 COMMENT Must be logged in to use chart ITP-T Intertape Polymer Group

Makes a number of industrial products. Should also benefit from what is going on in Amazon (AMZN-Q) and online sales with packaging. All the packaging companies got slammed a few days ago. Activist hedge funds sent letters to the company asking for a bigger share buyback and larger dividends, because of the valuation of this company versus some of its peers. The company has had execution problems. The last two quarters have not put the puck in the net. Thinks the market is waiting for better operations from the company before it affords it a higher valuation. He loves the dividend.


Price:
$16.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 COMMENT Must be logged in to use chart JCI-N Johnson Controls

A multifaceted industrial company. Recently announced that they want to merge with Tyco International (TYC-N) spinoff. Looking at industrials here is probably not the best idea, but if you believe the global economy is going to improve and pick up a little, then you should be looking at some industrial names in your portfolio.


Price:
$34.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 BUY Must be logged in to use chart KPT-T KP Tissue Inc

Has a big holding in this. One reason the stock is down is that they buy a lot of pulp in US$s, which has impacted margins. The company continues to maintain the leading brands of tissue and toilet paper. Absurdly cheap in his opinion. Hopes management initiates a share buyback or something. Feels the dividend is more than fully protected and expects a better year in 2016. It could easily recover to the $14-$15 range. Hopefully, once the US$ starts to tail off and the Cdn$ starts to rise, we will see better stock prices in the future. 


Price:
$10.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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