Viewing Expert Barry Schwartz | StockChase
stockchase picture

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
2016-03-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is having no trouble finding good quality dividend players for his portfolio. Canadian banks continue to increase their dividends, many of them twice a year, and are doing exceptionally well with a 6% profit growth in 2015. If current conditions stay the same, he is expecting further profit growth in 2016. Thinks they are trading at depressed valuations. In the US, there are healthcare companies and technology names where he is expecting increases. There are lots of great companies with beautiful balance sheets, making a lot of money with high profit margins.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-03-28 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Has been one of the greatest Canadian success stories on dividend growth. Also, has terrific free cash flow every year. They continue to have record profits. Prefers CSX Corp (CSX-Q) because of possible consolidations in the US railroads.


Price:
$80.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 TOP PICK Must be logged in to use chart DPS-N Dr. Pepper Snapple Group

Branded soft drinks. One of the misunderstood things is that it is not just soft drinks, it is Snapple and juices and its distribution network. For a new drink to get coverage in convenience stores, they have to be on Coke, Pepsi or this company’s distribution network. A potential for growth going forward is Latin America, where they have some wonderful brands as well as water. Lots of free cash flow which they generously return to shareholders in the form of dividend increases and share buybacks. Dividend yield of 2.37%.


Price:
$89.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 BUY Must be logged in to use chart ESRX-Q Express Scripts Inc

He is buying a lot of this. The only independent pharmaceutical benefits company left standing. The main reason it is down is that one of its customers, Anthem (ANTM-N), (30% of its revenues), is suing because they want a better deal and some upfront payment. People are worried that in 2019, when their deal comes to an end, that Anthem won’t re-sign with them. Shares were almost $90 a few months ago, and are now at $67, so he thinks the problem is already priced into the stock. Meanwhile this is a big generator of free cash flow, and using all its free cash flow to buy back stock. Retiring its shares at a dramatic level.


Price:
$67.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Has 40 years of dividend growth. An exciting company all of a sudden with their acquisition in Arizona. A regulated utility with very little exposure to Alberta. Valuation is not the cheapest.


Price:
$40.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 PAST TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

(A Top Pick Feb 20/15. Up 37.27%.) He is not enthusiastic about buying this at $700 a share, but it is still a wonderful company. They are super-smart.


Price:
$733.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 BUY Must be logged in to use chart HCG-T Home Capital Group

Had some issues with mortgages they wrote in 2015, but the company defended their strategies very well. Each year they keep reporting record profits. Growth is slowing, but likes what they have done with the free cash flow. Will be doing a big Dutch Auction and have just raised the dividend. Very cheap valuation. Should trade at around 10X earnings. Somewhere in the $45-$50 range is fair value.


Price:
$34.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 HOLD Must be logged in to use chart HLF-T High Liner Foods

Sells frozen value added seafood, primarily to hospitality and restaurants. Made a US acquisition a couple of years ago that did not turn out very well. The lower Cdn$ has affected their profits. Also, seafood sales have not grown with the economy in the last couple of years. The stock dropped 40% from its all-time high, so the valuation is quite cheap. Very attractive at 7-8 times earnings.


Price:
$14.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 TOP PICK Must be logged in to use chart HWD-T Hardwoods Distribution

A lot of people want to play the housing market in the US and their recovery, which hasn’t really recovered the way people thought it would. Last year there were 900,000 new homes sold, and somewhere between 1 and 1.5 million new homes is a reasonable expectation. This company sells all the stuff that goes into new homes. They buy their stuff in Cdn$ and sells primarily into the US. It owns a ton of different distribution networks. Dividend yield of 1.31%.


Price:
$16.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 TOP PICK Must be logged in to use chart KFY-N Korn/Ferry International

This is in executive recruiting in the US for $150,000 type jobs and higher. They get a 30% cut. This is the market leader with great relationships and a network of customers. Just made a very smart acquisition of Hay Group, which is mostly in H&R that has a lot more annuity style revenue, selling information to improve company’s operations. Extremely cheap valuation. Insiders own a lot of stock. Trading at 10X earnings. Dividend yield of 1.43%.


Price:
$28.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 DON'T BUY Must be logged in to use chart LIQ-T Liquor Stores N. A.

This is now at speculative levels. They have disappointed investors with missteps and operational issues. He would stay away from companies that have cut their dividend.


Price:
$7.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-03-28 BUY Must be logged in to use chart MAL-T Magellan Aerospa

A real Canadian success story. Manufacturers landing gears. Doesn’t have a lot of customers to sell its products to, but has an entrenched relationship. Over time he expects we will see more air travel, especially coming out of Asia. An interesting way to play that.


Price:
$15.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-03-28 PAST TOP PICK Must be logged in to use chart MRC-T Morguard Corporation

(A Top Pick Feb 20/15. Down 4.16%.) A real estate play, and management owns the majority of the shares. Doesn’t trade very much and they continue to buy back a lot of stock. When you do the math and add up all the value in the public entities it owns, plus the real estate, he comes up with a valuation of at least $200 a share. They are re-leasing a lot of their Target stores, and are using it free cash flow to keep buying and developing more assets.


Price:
$143.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 COMMENT Must be logged in to use chart MSFT-Q Microsoft

A perfect company for a buy and hold strategy, and where you have to pick your spots where valuation is important. He started buying this in 2012 at $24+, when it was trading at 8X earnings. Still reasonably attractive and likes its exposure to Cloud computing and its potential. The runway is massive as only 10% of storage is online.


Price:
$53.540
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-28 COMMENT Must be logged in to use chart MX-T Methanex Corp

The only commodity play he owns. They sell methanol which is used for a lot of industrial uses, as well as a fuel alternative in a lot of emerging markets. The problem is oil. Methanol is 100% tied to the price of oil. The demand is still strong, but the price has been cut. Has a perfect balance sheet, and he thinks the dividend is mostly safe.


Price:
$42.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,512 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.