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
2017-03-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The market is at all-time highs, which is concerning from a valuation standpoint, but he is still finding lots of opportunities. Low interest rates, low inflation and pretty darn good profits in an economy that is starting to accelerate, maybe the market deserves to be at these levels, and even deserves to be a lot higher. In the past year, he has been allocating a lot more clients money to the US, where he is finding more opportunities. Believes the Cdn$ is going to get weaker and the US is probably going to raise interest rates 2 or 3 times.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-03-01 HOLD Must be logged in to use chart AAPL-Q Apple

Partial Sell to buy Facebook (FB-Q)? He hasn’t done a lot of research on Facebook, so can’t give an opinion, but the valuation is not extreme and it is generating gobs of cash. However, Apple is cheaper and is doing great things.


Price:
$139.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-01 COMMENT Must be logged in to use chart ADN-T Acadian Timber Corp

The best buy in lumber? He is kind of avoiding materials right now. The only lumber material stock he owns is Acadian timber. They own trees in New Brunswick and Maine, with a good track record of increasing dividends. All the lumber stocks are at risk with what could happen with potential trade issues with the US, as well as softwood lumber duties that are in sight. If you have a long-term view, this is an excellent opportunity to get in.


Price:
$18.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Market Call Minute.) He doesn’t know how gas stations are going to play in a world of electric cars and autonomous vehicles. That is years away, but for now it is okay.


Price:
$61.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-01 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

(Market Call Minute.) One of the best run companies in Canada, and you can buy it here.


Price:
$48.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 BUY Must be logged in to use chart BCE-T BCE Inc.

(Market Call Minute.) His favourite telco is Rogers (RCI.B-T), but he would buy any of these today.


Price:
$57.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 BUY Must be logged in to use chart CAR.UN-T Canadian Apartment Properties

He is not a fan of REITs. They generally don’t increase the distributions. To grow they have to issue more capital. They’ve never been the best compounders of capital. However, this one is a wonderful company, and one that pretty much increases distribution every year. They own the best apartments in Canada, and are now looking for growth outside of Canada.


Price:
$32.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Sell or hold? People can make mistakes by holding onto stocks too long and letting them get too big for the portfolio. Bad stuff can happen even to the greatest names. Trimming is never the worst idea. You have to judge your emotional tolerance to risk versus your risk tolerance to the entire portfolio and your comfort level. He likes this and if there were a pullback, he’d be happy to buy a lot more. Thinks there is lots more runway for growth.


Price:
$286.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 BUY Must be logged in to use chart CU-T Canadian Utilities

Long-term hold? A regulated utility, mostly out West in Alberta. It hasn’t been as growthy as some of the other utility companies. An unbelievable dividend raiser. Good, insider ownership by a family that cares. If interest rates spike up, it is not going to be good for utility companies, but they are working on a lot of growth projects. This is a good investment here.


Price:
$35.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 PAST TOP PICK Must be logged in to use chart DPS-N Dr. Pepper Snapple Group

(A Top Pick March 28/16. Up 6%.) Recently made a big acquisition of Buy which manufactures antioxidant drinks and other healthy drinks. They are trying to get away from the sodas. It was an expensive acquisition. He likes their distribution network. They have thousands of trucks to deliver their products to stores across North America, and are able to take on other brands for other companies, getting a royalty. A big dividend raiser every year. This is still a Buy.


Price:
$93.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 HOLD Must be logged in to use chart GS-N Goldman Sachs

You’re not going to get the same type of upside that it had from $150 to the current price. But they are going to make hay while the sun is shining. If Donald Trump has his way, this could be 3 or 4 pretty good years for US financials. (He has a better idea for a Canadian financial.) (See Top Picks.)


Price:
$252.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 PAST TOP PICK Must be logged in to use chart HWD-T Hardwoods Distribution

(A Top Pick March 28/16. Up 1%.) This had an amazing 2015, but 2016 not so much, although fundamentals have been very strong. They transformed their business in the last 6 months. Made an acquisition of Rugby. They used to only sell flooring and value added hardwood lumber goods, but now it has thousands of skews of different products such as commercial real estate, construction, etc. mainly in the US. This is still a Buy.


Price:
$16.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Must be logged in to use chart ITP-T Intertape Polymer Group

Just announced a misstatement in earnings in the last few years. The good news is, it doesn’t seem to be material. It didn’t affect their adjusted EBITDA or their cash flow, but made a mistake on their adjusted earnings number. The company is in the right space manufacturing tape and other film products, and benefiting so much from the e-commerce economy. A great dividend and generates a lot of free cash flow. Trades at a discount to some of its peers. They’ve started to expand outside North America. He is very positive on the long-term outlook.


Price:
$22.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Must be logged in to use chart JPM-N JP Morgan Chase & Co

They had their Investor Day today and gave a very nice outlook and were very positive about the future. If interest rates go up 3 times in the US, it is going to be like raining money. He wouldn’t be aggressively buying. Doesn’t think you can go too far wrong if you are a long-term investor at whatever price, but at 14X this year’s earnings, versus the Canadian banks at 12X, this would not be his best idea. (See Top Picks.)


Price:
$93.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 PAST TOP PICK Must be logged in to use chart KFY-N Korn/Ferry International

(A Top Pick March 28/16. Up 13%.) This is into executive recruiting and they made an acquisition to try and diversify to doing pension and salary consulting. Very cheap valuation, and he would add to holdings here.


Price:
$31.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,680 entries
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