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
2016-06-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He did not make any strategic changes going into the Brexit vote. This has not been a wonderful year. Today he is buying the stocks that he thinks are down too much. The UK pound is falling which means it is going to cost them a lot more money to import goods, but it makes going to the UK cheaper, and the impact could be nothing. Nobody knows what the short term impact is going to be. Any analyst that has more than 10% of their exposure to Europe and are down 3%-5%, with maybe their profits being impacted to zero, that would be the stock to buy. A lot of the ones that are down today are the US financials. Those are the kinds of stocks he is attracted to today.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-06-24 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Volatility ETF’s as a swing trade? You are probably better off going to a casino and playing the roulette wheel. The outcome is absolutely random. Just because you get it right doesn’t mean you are smart, it just means you got lucky.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold stocks? Has bought gold stocks in the past, but wouldn’t buy them now. Doesn’t see any reason to own these types of companies. Has no idea what gold is going to do a year from now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 BUY Must be logged in to use chart AAPL-Q Apple

Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.


Price:
$93.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-24 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

One of the best companies, but valuation makes it very hard for him to make sense of. You have to take a big leap of faith to bite into the multiple of 60 or 70 times earnings.


Price:
$698.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Alimentation Couche-Tard (ATD.B-T) or Magna (MG-T)? Since he owns Magna and not this one, Magna is the only one he can recommend. However, this is a great company and it has come back a little. Feels it has sold off partly because there are concerns they might overbid for CST Brands which is rumoured to be up for sale. This one benefits from the low Cdn$, so they are probably doing okay now. It has always been an expensive company.


Price:
$52.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn’t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.


Price:
$42.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 COMMENT Must be logged in to use chart BBU.UN-T Brookfield Business Partners LP

A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it’s a duplication of something they already have, but they really should be buying it instead. Hasn’t decided what his strategy is yet, but he wouldn’t discount this company. The price looks quite interesting.


Price:
$25.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-24 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Doesn’t own any oil/gas producers. Got out of them in 2015. This and Suncor (SU-T) are the 2 best run oil/gas companies in Canada. For conservative portfolios, 1 or 2 of them could find a place in your portfolio. He is not over the moon about buying oil/gas stocks at $48 oil.


Price:
$38.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

A well-run company and the CEO has created an unbelievable free cash flow machine, buying up software companies and having annuity revenues, and using the free cash to continue to buy more, etc. They now have a suite of thousands of companies and are on the hunt to buy more. This is on his radar screen, but he just can’t stomach buying it at this valuation.


Price:
$500.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 BUY Must be logged in to use chart DIS-N Walt Disney

Buy the stock or buy some call options for one month out? If you want to buy call options one month out, you should go to the casino, as it is the same type of business. He is buying the stock as it is attractive here. Has sold off materially from its all-time high of $120 a share. There are worries about ESPN, cord cutting and overpaying for some of the sports, but they own such wonderful assets. Valuation is very cheap for a company that he expects to have double digit earnings growth for the next few years.


Price:
$95.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 BUY Must be logged in to use chart EMP.A-T Empire Company (A)

Has finally joined the club of grocery chains that has messed up and fallen flat on their face. It looks like they bought Safeway right at the top. Integration is not going well. Last 2 quarters have been poor. It is going to take some time. If you are a patient, long-term investor, this is an excellent time to buy. 1.9% dividend yield.


Price:
$21.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-24 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

This has always been a very defensive investment, because Prem Watsa is a very conservative investor. He created an enormous amount of wealth for shareholders over the long-term. Has followed the model of Warren Buffett, which is owning an insurance company and using the proceeds to float to buy other companies. He has done a wonderful job. Doesn’t think you can go too far wrong owning and buying this company.


Price:
$665.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-24 BUY Must be logged in to use chart GOOG-Q Alphabet Inc (C)

The only FANG stock he likes, because it is the most profitable and has a wonderful balance sheet, and they dominate the search business. This is one you could definitely buy here. Just keep in mind that the Cdn$ is also down. An attractive entry point.


Price:
$675.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 COMMENT Must be logged in to use chart MFC-T Manulife Financial

It is hard for him to get excited about this company. Just when it seems that they are out of the woods, something else happens. The issue for life insurance is the weak Cdn$, low interest rates and that the stock market hasn’t taken off. Trading at 0.9X BV, which would probably be of interest to a deep value investor.


Price:
$17.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,559 entries
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