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
2017-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Is 40 too young to invest in dividends? When a company declares a dividend and raises a dividend, it is a clear signal that they are confident in the upcoming year. You can never be too young to invest in dividends.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-18 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.


Price:
$60.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-18 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A lot of dual listed stocks have suffered on the Canadian side. There is nothing wrong with this. Until people get comfortable owning Canadian stocks again, this is the way it is going to be. They are making all the smart moves buying distressed assets in Brazil. The type of business you want to own. It will benefit from a pickup in global growth. Trading at a reasonable value to its NAV.


Price:
$49.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.


Price:
$61.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

Downgraded by National Bank (NA-T) from $60-$56. Thinks it was partially because US movie distributors had been underperforming in 2017. The concern is the same every year that nobody is going to go to the movies, they charge too much, the movies are crap, etc. Yet, they had record box office in 2016, and will probably have another in 2017. They’ve diversified revenues and are opening up the rec rooms. A premium company that has never missed on their operations.


Price:
$50.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart COST-Q Costco Wholesale

Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.


Price:
$151.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-18 TOP PICK Must be logged in to use chart DAL-N Delta Air Lines Inc

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)


Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart ENB-T Enbridge

This has been the stalwart for dividend owners, and he wouldn’t have any trouble owning it. Thinks the world is going to become fully electric, so you want to own companies that have exposure to electric utilities. You should have one or 2 of these types of names in your portfolio, especially if you are looking for income.


Price:
$51.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-18 BUY Must be logged in to use chart FB-Q Facebook

He likes this for the simple fact that people are completely addicted to their phones and social media, and you need to have exposure to this. The advertising dollars that are being spent on Facebook is massive, and that is going to continue. Not a cheap stock, but the balance sheet is perfect. They continue to add more products to compete with Snap.


Price:
$162.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart JPM-N JP Morgan Chase & Co

Just reported earnings which were very strong. They guided down for net income margins, but at the end of the day, all the analysts raised their earnings price target for this year.


Price:
$91.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Must be logged in to use chart KAR-N KAR Auction Services

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)


Price:
$40.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart LNR-T Linamar Corp

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.


Price:
$68.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-18 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Would prefer the Canadian banks. Lifecos are difficult to analyse. This has gotten so big that is time for them to prune some assets, so selling off their US assets may be a smart idea. He is not so sure this is going to benefit much from rising rates.


Price:
$24.950
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-18 PAST TOP PICK Must be logged in to use chart ORCL-N Oracle

(A Top Pick June 24/16. Up 31.13%.) This was a sleepy, boring name. His argument was always that the company was going to do exactly what Microsoft and Adobe did successfully, trying to convert from a legacy based platform to online Cloud. They are doing that.


Price:
$50.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 PAST TOP PICK Must be logged in to use chart PCLN-Q Priceline.com Inc.

(A Top Pick June 24/16. Up 60.39%.) This has done an amazing job. It is a poster child for what a network affect is. They have the best hotel listings, they get the most customers, and because they have the most customers booking, they get more hotel listings. The runway for this company is still significant.


Price:
$1976.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,749 entries
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