Viewing Expert Barry Schwartz | StockChase
stockchase picture

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
2017-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. It has been tough to make money the past few months. The Canadian market absolutely stinks. It touched 16,000 a year ago and has been dragging its feet at 15,000 this year. The US market is pretty good with NASDAQ up double digits, S&P 500 close to double digits, but in Cdn$, it is not so great. Those looking to diversify outside, are getting hurt by the Cdn$. The fear of rising rates has kind of clobbered bond prices recently. It is hard to find places to make money, but it is the market and these things happen, and you have to be patient. We’ve had double digit earnings growth for the 1st and 2nd quarter and we have seen revenue growth. He is quite bullish on the economies, but the stock market hasn’t done as well. He is bullish on stocks, and is finding lots of good value. The auto companies and airlines are very cheap. You still have to own technology because of the growth. Over the next 5 years, we are going to see some pretty good results for equity investors.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-08-29 DON'T BUY Must be logged in to use chart AMZN-Q Amazon.com

The problem is how to value this. It’s not cheap on any metric that you can come up with. A company he would love to own. If he saw a serious material pullback, he’d be all over it. At this type of valuation, it is impossible for him to buy the name. He would recommend you look at other technology names that are trading at much more reasonable valuations.


Price:
$954.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-29 HOLD Must be logged in to use chart ARE-T Aecon Group Inc

Has just announced that it is exploring a potential sale of the company. If you own it, he would wait to see what happens. Construction is a lumpy business.


Price:
$16.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-29 BUY Must be logged in to use chart BAC-N Bank of America

(Market Call Minute.) Berkshire Hathaway has just extended its option to be one of the biggest shareholders of this bank, and you should too.


Price:
$23.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-29 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He is not at all interested in buying this name. The debt level is enormous. They are late to the game in getting planes out to customers. The rail division has been a disaster. He doesn’t like management or what they have done.


Price:
$2.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-29 PAST TOP PICK Must be logged in to use chart BCR-N Bard C R Inc.

(A Top Pick Sept 1/16. Up 44.47%.) Being acquired by Becton Dickinson (BDX-N). (See Top Picks.)


Price:
$319.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 TOP PICK Must be logged in to use chart BDX-N Becton Dickinson

Acquiring Bard C R Inc., and is essentially going to be a one stop shop for hospitals, providing the product, providing analytics, providing administration. They get 58% of revenue from the US, so there is a big opportunity in emerging markets. He sees 5% revenue growth for many years to come. Sees them reducing debt in the next 2-3 years, and maybe making another material acquisition. Dividend yield of 1.4%. (Analysts’ price target is $216.50.)


Price:
$198.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Toronto Dominion (TD-T) or Bank of Nova Scotia (BNS-T) for an RRSP? He really can’t answer that, but would suggest you buy both, or choose the one you think is right for your portfolio. His clients own this for its international growth.


Price:
$77.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 COMMENT Must be logged in to use chart CARA-T Cara Operations Ltd.

Looked at this a year ago, but couldn’t get excited about the name. He’d rather put his money in a name like Starbucks (SBUX-Q). The valuation is not cheap enough to get him excited.


Price:
$22.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-29 BUY Must be logged in to use chart CGX-T Cineplex Inc

They have not had bad results, but this quarter will be bad. The box office net is down about 20% quarter to date. Unless September picks up materially, they are going to have a very lousy quarter. However, Q4 looks amazing and it could be up 20%. Also, 2018 looks really good. If you judge this quarter by quarter, then you are analysing the stock wrong. They are light years ahead of their competition by diversifying into other entertainments. Within 4 years, they are looking to have 25% of their revenues in EBITDA as non-box office. This is a great deal here.


Price:
$35.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 COMMENT Must be logged in to use chart DIS-N Walt Disney

Their parks business may be one of the greatest businesses in the world’s history. They have enormous pricing power, and raise their prices every year. The other part of their business is the movies slate. Not so good in 2017, but 2018 looks amazing for them. ESPN is the drag, and they are losing subscribers. The bad news is already reflected in the stock price and it is trading at a very cheap multiple. Thinks we are going to see double digit earnings growth in 2018. They are buying back stock. No one is giving them any value for the enormous amount of free cash flow they generate. They know what they are doing.


Price:
$102.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 COMMENT Must be logged in to use chart F-N Ford Motor

Trading at 6X earnings. However, it may be the peak so earnings may come down. Both this and General Motors (GM-N) are looking to invest outside the traditional internal combustion engine. Looking at electric vehicles and looking to compete with Uber and Lift. They are doing all the right things. Unless car sales drop to something like 10 million a year, he thinks you are okay holding these. You are not going to get a lot of growth, but it is something like holding a bond-like issue with an excellent dividend. He sees more dividend increases from both companies. 5.6% dividend yield. He prefers General Motors.


Price:
$10.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-29 BUY on WEAKNESS Must be logged in to use chart FB-Q Facebook

He loves this. It had an amazing quarter. An amazing growth story. The moat of the network affect is unbelievable. It is everywhere. It breaks all languages and all countries. Everybody uses it. There is accelerating growth in terms of new users. Trading at 27X forward earnings, which is actually not insane. If you back out all the cash that it has and the cash it is going to generate, you can get to a more reasonable, comfortable level. If there is a pullback, he would look to buy more.


Price:
$168.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

(Market Call Minute.) Utilities are fine to own. You just have to be cognizant of the risk of rising interest rates.


Price:
$45.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-29 TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

This has one of the biggest moats the world has ever seen. Digital advertising continues to see unabated growth. They have a beautiful balance sheet, and continue to generate about $25 billion a year in free cash flow. They already have $140 a share net in cash and other investments. It is inexpensive. (Analysts’ price target is $1,050.)


Price:
$921.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,780 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.