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
2017-04-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He used to buy only companies that were very low in valuation, but this meant that sometimes he missed wonderful companies that had years and years of growth ahead of them.  So now he thinks you should have a bit of both in your portfolio.  A Company that is expensive can maintain its growth so be a good investment.  Lack of a dividend is not necessarily a deal breaker.  He never buys companies with terrible balance sheets that don’t pay a dividend.  Negative sentiment only makes you look dumb for a short time.  Don’t get wound up about themes that may not come to pass, e.g. Potash over the last few years, where the world has to ear.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-04-17 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Lumber prices have gone parabolic, but there is a softwood lumber dispute with the US.  This is pushing up and yet holding back stocks.  We don’t know what the US government is going to do.  The last softwood lumber dispute turned out to be nothing.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-04-17 BUY Must be logged in to use chart AAR.UN-T Pure Industrial Real Estatetrust Trust

Things have changed.  E-Commerce and pot have benefited them.  It has done extremely well.  He is interested in the name.  Management has done a good job of getting growth there.  Their biggest risk is that their biggest customer is a significant portion of their business.


Price:
$6.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 HOLD Must be logged in to use chart ACQ-T AutoCanada Inc.

It has been flat lined for a couple of years now.  They had significant exposure out West and that hurt their results.  It is a turnaround play.  Car sales may have peaked.  As the Canadian economy continues to get more employment and population growth it should do fine over the long term.  It is not on his radar screen at present however.


Price:
$23.600
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-04-17 DON'T BUY Must be logged in to use chart AMD-Q Advanced Micro Devices

One of two with graphics processing.  AMD-Q has been focusing on the wrong things however.  The new president is trying to turn things around.  He cannot buy it for clients, although there are lots of opportunities for growth.


Price:
$12.790
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-17 BUY Must be logged in to use chart CAR.UN-T Canadian Apartment Properties

Wonderful management team that have sold out of their apartments in Ontario.  They have the best apartments across Canada.  They are looking to expand outside of Canada.  It is inexpensive here.  He likes apartments here.


Price:
$34.340
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

It is never too late to get back into a good name.  It is unbelievable how things have gone for them.  They made brilliant acquisitions.  It is not cheap but they have proven themselves.  He would prefer a similar company that is in his Top Picks today.


Price:
$297.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-17 DON'T BUY Must be logged in to use chart COST-Q Costco Wholesale

The valuation is not the greatest thing ever.  They have a most beautiful business model.  There is still lots of runway for them to grow.  He cannot pay 35 times earnings, however.


Price:
$169.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-17 BUY on WEAKNESS Must be logged in to use chart DOL-T Dollarama Inc.

Going forward, it is expensive.  About double the valuation of other dollar stores in the US, but worth it.  They recently said they had the ability to add hundreds of new stores.  They will also be introducing new concepts.  It is run by one of the best management teams in Canada.  He would buy it on a pull back because it is so expensive here.


Price:
$117.770
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-04-17 BUY Must be logged in to use chart ECI-T EnerCare Inc

A business that was going nowhere and now is going somewhere.  It is all about focusing on your balance sheet and generating free cash flow.  Investors need to be patient.  It is a well run business and there is lots more room for them to get growth.


Price:
$20.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-04-17 BUY Must be logged in to use chart FB-Q Facebook

A well run company and generating revenues faster than the S&P500.  PE is 21 times.  Buying it at the IPO would have been a no-brainer.  They are spending a lot on R&D.  If they get the growth 5 years out this could be very inexpensive.


Price:
$141.420
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-17 HOLD Must be logged in to use chart HCG-T Home Capital Group

There is misleading information out there promoted by short sellers.  They were hit last Thursday.  People are worried about a housing market correction and what the Ontario government will do to cool the housing market.  They got rid of their CEO quickly.  They wiped the slate clean.  They got an OSC notice.  There have been no credit losses so far.  It has a very low valuation.  Hopefully it will recover.  He is not going to pull the plug.


Price:
$22.120
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-04-17 BUY Must be logged in to use chart HLF-T High Liner Foods

They were selling breaded fish as their main product and tastes are changing.  In the past few months they have come out with a bunch of new products that aren’t breaded.  It is the cheapest food processor in the world.  The multiple does not make any sense to him.  Long term, people will still be consuming more fish and seafood.  They are doing a good job of paying down their debt.


Price:
$18.090
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-17 TOP PICK Must be logged in to use chart ITP-T Intertape Polymer Group

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).


Price:
$23.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 BUY Must be logged in to use chart KPT-T KP Tissue Inc

He has been continuing to buy this for new and existing customers.  He has now reached the limit of his weighting.  Only 15% of the company’s stock has been sold to shareholders.  This is a well run product with very strong pricing power and a nice dividend.  They are working through a lot of projects including one to get more sales to offices.


Price:
$15.940
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,704 entries
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