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

Latest Top Picks

(A Top Pick Oct 31/18, Up 35%) Just killing it. Makes money 3 ways: a percentage on every transaction, settling the transaction with the banks, settling the currency transaction. Will continue to make money by economic growth, online shopping, and exploring other payment opportunities. Will continue to grow 13-15% per year. Very bullish on the name.
(A Top Pick Oct 31/18, Up 45%) Management has cut costs like crazy. Diversified. Good acquisitions. Last quarter was phenomenal. Trading at a discount to global exchange peers. Still buying here.
(A Top Pick Oct 31/18, Up 35%) Continues to buy. They buy one of a kind, unique assets that have price escalators and inflation protection. Over 4% yield. Beware that tax paperwork is a bit of a nightmare at the end of the year, but it's worth it.
New games. 300 million people are playing their games every month. Balance sheet is perfect. Stock's been beaten up too much. Well undervalued. Whole space has many tailwinds. Yield is 0.68%. (Analysts’ price target is $55.17)
Tailwinds. Technology means parts need to be replaced for minor bumps. Only one competitor. Great opportunities for growth. Recession resistant. Optically expensive, but trades at a deep discount to its competitor. No dividend. (Analysts’ price target is $49.17)