Stock Opinions by Barry Schwartz - Stockchase Experts
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Barry Schwartz

On Stockchase since : Sep 2009

CIO & Portfolio Manager at Baskin Wealth Management

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Stock Opinions by Barry Schwartz - Stockchase Experts

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COMMENT
General Market Comment 

May 17, 2019

The Dow was down today, though the US will lift metal tariffs against Canada and Mexico as the China-US trade war continues. He can't keep track. It's worrisome. Talks have stalled. Be patient. The market can't keep going up after Christmas. The trade war won't go on forever. Will interest rates still low? Stock market will stabilize, given low rates. Good earnings in Q1 including from Apple, but there is now the reality of American companies passing tariff costs onto their America customers. Apple's valuation is attractive now. Each year there are 3-5 pullbacks, so pullback like this should be expected, and each one is a buying opportunity.
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The Dow was down today, though the US will lift metal tariffs against Canada and Mexico as the China-US trade war continues. He can't keep track. It's worrisome. Talks have stalled. Be patient. The market can't keep going up after Christmas. The trade war won't go on forever. Will interest rates still low? Stock market will stabilize, given low rates. Good earnings in Q1 including from Apple, but there is now the reality of American companies passing tariff costs onto their America customers. Apple's valuation is attractive now. Each year there are 3-5 pullbacks, so pullback like this should be expected, and each one is a buying opportunity.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.000
Owned Owned
Unknown

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BUY
They are serial acquirers with heavy cash flow. This can continue without limit. However, they have heavy competition now. So, CSU is now increasing its balance sheet. This has done incredibly well, a no-brainer.
computer software/processing
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They are serial acquirers with heavy cash flow. This can continue without limit. However, they have heavy competition now. So, CSU is now increasing its balance sheet. This has done incredibly well, a no-brainer.
computer software/processing
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$1200.020
Owned Owned
No

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BUY
Their guidance says profits will increase by 50% in 3-5 years through acquisition and improving operations. They have bought a lot of companies in recent years, so the balance sheet needs work. E-commerce is a strong tailwind which is why he likes it. They are building a global powerhouse and trade at a good valuation. They've stopped raising the dividend so they can make acquisitions.
packaging/containers
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Their guidance says profits will increase by 50% in 3-5 years through acquisition and improving operations. They have bought a lot of companies in recent years, so the balance sheet needs work. E-commerce is a strong tailwind which is why he likes it. They are building a global powerhouse and trade at a good valuation. They've stopped raising the dividend so they can make acquisitions.
packaging/containers
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$18.150
Owned Owned
Unknown

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BUY
Visa Inc.(V-N) 

May 17, 2019

Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
other services
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Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
other services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$164.090
Owned Owned
No

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BUY
Mastercard Inc.(MA-N) 

May 17, 2019

Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
other services
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Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
other services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$252.550
Owned Owned
Unknown

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BUY
Amazon.com(AMZN-Q) 

May 17, 2019

Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins are increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
specialty stores
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Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins are increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
specialty stores
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$1869.000
Owned Owned
No

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DON'T BUY
Shopify Inc.(SHOP-T) 

May 17, 2019

He likes its business idea, but not sure about the stock--it's valuation is very high. He'll buy Amazon or Visa, but Shopify's sky-high valuation is too high. No doubt they've had amazing growth, but they're not profitable.
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He likes its business idea, but not sure about the stock--it's valuation is very high. He'll buy Amazon or Visa, but Shopify's sky-high valuation is too high. No doubt they've had amazing growth, but they're not profitable.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$368.050
Owned Owned
No

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BUY
The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.
Transportation
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The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.
Transportation
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$44.290
Owned Owned
Unknown

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DON'T BUY
Saputo Inc.(SAP-T) 

May 17, 2019

He used to own this for 18 years till he sold it last year. It hadn't done much for the last 5 years and there's now a lot of competition in dairy. Their North American results are flat or negative. They're making big acquisitions abroad, but that comes with risk. Good manager, but flat earnings.
food processing
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He used to own this for 18 years till he sold it last year. It hadn't done much for the last 5 years and there's now a lot of competition in dairy. Their North American results are flat or negative. They're making big acquisitions abroad, but that comes with risk. Good manager, but flat earnings.
food processing
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$45.910
Owned Owned
No

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WEAK BUY
There are no big projects going through and Notley's move to proffer WCS oil price was smart. This is one of the top Canadian oil companies. He's not in this space, but likes CNQ.
oil/gas
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There are no big projects going through and Notley's move to proffer WCS oil price was smart. This is one of the top Canadian oil companies. He's not in this space, but likes CNQ.
oil/gas
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$36.670
Owned Owned
No

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PAST TOP PICK
(A Top Pick Jul 10/18, Up 14%) He's owend this since 2003. Unlike REITs, Morguard keeps buying back stock with all this free cash flow coming in and don't dilute shareholders. They hold a good diversity of properties across North America. They do very well with distressed property prices.
property mngmnt/investment
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(A Top Pick Jul 10/18, Up 14%) He's owend this since 2003. Unlike REITs, Morguard keeps buying back stock with all this free cash flow coming in and don't dilute shareholders. They hold a good diversity of properties across North America. They do very well with distressed property prices.
property mngmnt/investment
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$190.080
Owned Owned
Yes

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PAST TOP PICK
Magna Int'l. (A)(MG-T) 

May 17, 2019

(A Top Pick Jul 10/18, Down 24%) They had a lousy Q1. They overpaid an acquisition in China. They had a write-down elsewhere. Good managers, but the market didn't cut them a break over these mistakes. They still generate a lot of free cash flow and he expects heavy share buybacks to come. This is a screaming buy.
Automotive
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(A Top Pick Jul 10/18, Down 24%) They had a lousy Q1. They overpaid an acquisition in China. They had a write-down elsewhere. Good managers, but the market didn't cut them a break over these mistakes. They still generate a lot of free cash flow and he expects heavy share buybacks to come. This is a screaming buy.
Automotive
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$59.870
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jul 10/18, Up 7%) It has one of the best CEOs in the world. Cheap valuation. Good if you think the US economy will continue to grow. A great operation.
Financial Services
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(A Top Pick Jul 10/18, Up 7%) It has one of the best CEOs in the world. Cheap valuation. Good if you think the US economy will continue to grow. A great operation.
Financial Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$110.770
Owned Owned
Yes

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BUY
Toronto Dominion(TD-T) 

May 17, 2019

Don't let any single stock take up more than 7% of your portfolio, so don't be afraid to trim if a stock has grown like TD has. He has no worries about TD. Q1 was shaky, but should improve in Q2. Their exposure to the stronger US economy is good. He expects dividend increases and 305% earnings growth from all the Canadian banks this year. They are trading at a discount from their 20-year PE ratio, at 10x vs. 11.5x earnings.
banks
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Don't let any single stock take up more than 7% of your portfolio, so don't be afraid to trim if a stock has grown like TD has. He has no worries about TD. Q1 was shaky, but should improve in Q2. Their exposure to the stronger US economy is good. He expects dividend increases and 305% earnings growth from all the Canadian banks this year. They are trading at a discount from their 20-year PE ratio, at 10x vs. 11.5x earnings.
banks
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$74.370
Owned Owned
Unknown

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DON'T BUY
Laurentian Bank(LB-T) 

May 17, 2019

When things turn for a small cap, things can get ugly. LB has trouble growing--head office troubles, mortgage troubles. Buy a big Canadian bank instead. Avoid this.
banks
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When things turn for a small cap, things can get ugly. LB has trouble growing--head office troubles, mortgage troubles. Buy a big Canadian bank instead. Avoid this.
banks
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$42.010
Owned Owned
No

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