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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-18 N/A A Comment -- General Comments From an Expert
A Commentary
Barry Schwartz

Markets.  He is a value investor.  Things are not as cheap as they were 2 or 3 years ago but the economy has improved.  He has no problem finding plenty of cheap stocks to buy.  Feels good about the outlook for the economy going forwards.  There is a lot of pent up demand for housing and car sales with more people getting employment.  Corporate profits should go higher.  Political events are important, but not important when deciding whether to buy, say, Tim Horton’s, for example. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2014-09-18 WAIT A Comment -- General Comments From an Expert
A Commentary
Barry Schwartz

Alibaba?  Read the perspectise.  The Chinese government is hugely involved in the company and he does not understand the company.  Maybe give it a few years.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD AGF Management (B)
AGF.B-T
Barry Schwartz

Can’t tell if the dividend is getting cut in half.  The mutual fund business is good right now.  It may be time for them to start looking to sell the company.  There is a risk with the high fees that these guys are charging.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 DON'T BUY BlackBerry
BB-T
Barry Schwartz

This is a non-story.  It is speculative.  He is attracted to turn-arounds, but not like this.  Prefers AAPL-O.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 TOP PICK Bard C R Inc.
BCR-N
Barry Schwartz

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock but not raising dividends.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 WATCH Chicago Bridge & Iron Co.
CBI-N
Barry Schwartz

Speculation that they are manipulating the earnings.  It is a play on LNG and the infrastructure that has to be built.  These guys are a pure play on this.  He is thinking about this one.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 DON'T BUY Catamaran Corp
CCT-T
Barry Schwartz

Exchange for buying pharmaceuticals.  There is a lot of risk because the contracts are really short.  There are positives, but the valuation is too high.  Prefers express scripts.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD Cenovus Energy
CVE-T
Barry Schwartz

Oil has come down, but take the exchange rate into account and these guys are going to make money.  Prefers CNQ-T and SU-T however.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD Dorel Industries
DII.B-T
Barry Schwartz

Their big focus now is on bicycles.  They are making an acquisition in Brazil to even out the seasonality.  He likes it and bought it last year, likes the fundamentals and is willing to wait for it.  3-4% dividend yield.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY Ford Motor
F-N
Barry Schwartz

Should have bought over GM-N.  They lowered earnings this year so that is why it has not done well.  But the sun is shining and hay is being made.  There is still more upside for these names.  They rolled out more models this year than ever before so maybe the next two years will be better than ever.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 PAST TOP PICK General Motors Corporation
GM-N
Barry Schwartz

(Top Pick Oct 09/13, Up 2.33%) Hated hearing about the recalls.  It is a black mark on the company.  Emerging market opportunities are tremendous and he is looking 3-5 years out.  He is positive on this one.  They are generating a log of free cash flow.  Dividend probably won’t go higher next year.  Fat dividend, low valuation.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 DON'T BUY Hi-Crush Partners LP
HCLP-N
Barry Schwartz

Came out of nowhere.  Fracking play.  High quality sand.  The valuation does not make any sense.  This is a thematic, a one trick pony type of company.  It makes him nervous.  Prefers oil and gas producers.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY H&R Real Estate Inv Trust
HR.UN-T
Barry Schwartz

REITs are attractive given that interest rates will not go up any time soon.  These are fairly safe investments.  Likes this one among others.  Sees no issues with owning these companies.  Yield should not go higher, however.  He prefers these to bonds. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 PAST TOP PICK Hardwoods Distribution
HWD-T
Barry Schwartz

(Top Pick Oct 09/13, Up 31.11%) A big play on the housing market in the US.  They are nowhere near normal levels.  They have great exposure.  Big fat margins and a great play on the US housing market.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 TOP PICK JP Morgan Chase & Co
JPM-N
Barry Schwartz

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
Showing 1 to 15 of 131,995 entries
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