Barry Schwartz
Member since: Sep '09
CIO & Portfolio Manager at
Baskin Wealth Management

Latest Top Picks

(A Top Pick May 04/20, Up 46%) Controversial holding. People like that it's moving into virtual reality. Demand for ads, partnership with Shopify are pluses. Still reasonably priced.
(A Top Pick May 04/20, Up 2%) A fantastic business. Predictable revenues, high barriers to entry, rising dividends, terrific demand for mobile data, 5G just getting started. A growth play with income potential. Attractive long-term economics. Pullback may be due to interest rate fears and rotation to the reopening trade.
(A Top Pick May 04/20, Up 41%) Dominant player. Volume generates fees. Strong tailwinds, as increasingly the slightest tap on a car can result in a total loss and it goes to a Copart lot.
Huge in the US. Aims to be a member of the 20/20 club: 20% compound revenue growth and 20% compound earnings growth. Increased adoption creates the network effect via e-commerce and online shopping. Inflation protection. No dividend. (Analysts’ price target is $310.53)
Movie theatre business is done. It's all about NFLX and DIS. Best service, local language products. No one's going to catch them. Margins will grow and earnings will increase dramatically. Wishy-washy in the short term, but very bullish long-term. No dividend. (Analysts’ price target is $609.50)