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
2016-11-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There are stock prices and there are fundamentals, there are share prices and businesses. Are the businesses that you own going to change next week if Hillary or Trump is elected? Are the businesses that you own going to change if the world grows at 2% or 2.3%? At the end of the day, he doesn’t believe election results will make much difference. Most reasonable people expect the US economy will want to grow and improve, and any president elect will want to achieve those ends. Volatility in the market is a good thing if you want to buy low, but a bad thing if you Sell high. Volatility creates opportunity. He is invested in high-quality, dividend growing stocks, which is where people need to be.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
_N/A
2016-11-03 PAST TOP PICK Must be logged in to use chart ADN-T Acadian Timber Corp

(A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital expenditures whatsoever. The market is probably worried about the softwood lumber dispute.


Price:
$17.220
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 COMMENT Must be logged in to use chart AGU-T Agrium

Doesn’t like Potash (POT-T), and doesn’t see the proposed merger making sense. They indicated the synergies will show up in about 10 years, which is a long time to wait. He would definitely be a buyer of the retail side if they spun that off.


Price:
$120.690
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2016-11-03 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

Held this many, many years ago. The thesis is that these companies are going to benefit by the massive infrastructure that the Liberal government is going to institute. Where’s the money? Thinks the stocks have run up too fast. Parts of this country are in a recession.


Price:
$13.680
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2016-11-03 COMMENT Must be logged in to use chart BAC-N Bank of America

(Market Call Minute.) Not his favourite. Would prefer J.P. Morgan (JPM-N).


Price:
$16.480
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 BUY Must be logged in to use chart BCE-T BCE Inc.

Bell Canada (BCE-T) or Manitoba Telecom (MBT-T)? Manitoba Telecom is in the midst of being acquired by BCE and are just waiting for government approval. He wouldn’t play an arbitrage on this.


Price:
$59.630
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 BUY Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

This has gone straight up and has really had no dips. Every year they raise the distribution. Currently it is trading at a premium valuation. It is the only infrastructure play that you can buy in Canada that gets you similar assets like a Teachers pension plan, etc. They have pricing power, so every year they raise the prices to their customers. They are very smart in using their balance sheet. If a long-term investor, this would be a core holding in your portfolio.


Price:
$44.400
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 BUY Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

(Market Call Minute.) You can’t go wrong investing with Warren Buffett.


Price:
$143.640
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 DON'T BUY Must be logged in to use chart CARA-T Cara Operations Ltd.

Looked at this when it fell back close to its IPO level, but he would never bet against Fairfax which owns a significant stake in the company. They are doing all the right things. They are trying to increase their network. Canada is just not in a growth mode right now, and they have too many stores out West. They have wonderful brands. The valuation is not cheap enough for him to get excited.


Price:
$26.160
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2016-11-03 BUY on WEAKNESS Must be logged in to use chart CGX-T Cineplex Inc

(Market Call Minute.) He loves this company and would buy it under $50.


Price:
$50.550
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

(Market Call Minute.) The best run railroad in the world. It has delivered terrific results for long-term investors.


Price:
$83.480
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

This owns a pharmaceutical benefits manager division and a number of other assets. It is a wonderful business. Every year they raise their dividend, buys back stock and grows its earnings. All the pharmaceutical benefits managers are under pressure right now because of worries about drug pricing and how they make money. This one has been absolutely slaughtered. Trading at a multiyear low in terms of valuation. 2-3 years from now, it will be materially higher that it is today.


Price:
$81.570
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 COMMENT Must be logged in to use chart EMP.A-T Empire Company (A)

(Market Call Minute.) If you are willing to bet on a turnaround, this has massive opportunity to the upside, if they get it right.


Price:
$18.710
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 PAST TOP PICK Must be logged in to use chart ESRX-Q Express Scripts Inc

(A Top Pick Nov 23/15. Down 21.3%.) The fundamentals are fine. They are having record earnings this year and are guiding for record earnings next year. Unfortunately, they announced that one of their biggest customers, Anthem, is shopping around its contract, which is going to hurt earnings. Also, they got a couple of subpoenas. The sentiment for healthcare is horrible.


Price:
$67.240
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 COMMENT Must be logged in to use chart F-N Ford Motor

Ford and General Motors have not been good investments in the past few years. Coming out of the 2008-2009 financial crisis GM, went bankrupt and cleaned up its balance sheet tremendously. Had record profits last year with another this year. The market doesn’t care. The same thing with Ford. Both are trading at around 6X earnings. He believes the market assumes that we are at peak car sales. Believes both companies can use gears on their balance sheets and income statements to grow earnings, whether through cost cutting or share buybacks. In the meantime, you earn a handsome dividend of about 5%, which probably will go higher.


Price:
$11.350
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,622 entries
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