Stock Opinions by Barry Schwartz - Stockchase Experts
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2006
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 

January 7, 2019

Off to a decent start? So far, so good. Stocks have rebounded. Market was worried about everything all at once, it got insane. September was at all-time highs, and now we're down 13-14%, and it will take a while to get back there. We were at panic levels, where people were selling without regard for value, a lot of insane volatility. You can't explain it. At times like these, these are the opportunities you're waiting for, you have to put money to work. You want to buy when stocks are down.
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Off to a decent start? So far, so good. Stocks have rebounded. Market was worried about everything all at once, it got insane. September was at all-time highs, and now we're down 13-14%, and it will take a while to get back there. We were at panic levels, where people were selling without regard for value, a lot of insane volatility. You can't explain it. At times like these, these are the opportunities you're waiting for, you have to put money to work. You want to buy when stocks are down.
Unknown
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

January 7, 2019

Do you see stocks going lower? What matters are interest rates and valuation. The spread between bonds and stocks is the highest since 2015. If you bought then and held, you've done very well. The valuations are as attractive as we've seen in the past 3-4 years.
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Do you see stocks going lower? What matters are interest rates and valuation. The spread between bonds and stocks is the highest since 2015. If you bought then and held, you've done very well. The valuations are as attractive as we've seen in the past 3-4 years.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.000
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Unknown

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COMMENT
General Market Comment 

January 7, 2019

Time to get into tech stocks? Biggest market cap stocks are hurt the most in a pullback, and they're going to come back the quickest in a rally. Apple and Facebook may not be as attractive businesses as Amazon or Google, but the valuations are incredibly cheap, so this is the time to buy. Over time, what will matter are profits. Amazon is creating one of the most durable moats the world has ever seen, though it's extremely hard to value. Microsoft is doing all the right things.
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Time to get into tech stocks? Biggest market cap stocks are hurt the most in a pullback, and they're going to come back the quickest in a rally. Apple and Facebook may not be as attractive businesses as Amazon or Google, but the valuations are incredibly cheap, so this is the time to buy. Over time, what will matter are profits. Amazon is creating one of the most durable moats the world has ever seen, though it's extremely hard to value. Microsoft is doing all the right things.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Loblaw Companies Ltd(L-T) 

January 7, 2019

Has been out of grocery for a couple of years. Low margins. Most people go to Costco. There are so many pressures like e-commerce, competition, inflation. Have to get so many things right, and so little wiggle room. He's not a fan of buying back stock, companies need to buckle down and innovate. Great assets, but he's not interested at all.
food stores
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Has been out of grocery for a couple of years. Low margins. Most people go to Costco. There are so many pressures like e-commerce, competition, inflation. Have to get so many things right, and so little wiggle room. He's not a fan of buying back stock, companies need to buckle down and innovate. Great assets, but he's not interested at all.
food stores
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$61.370
Owned Owned
No

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DON'T BUY
FedEx(FDX-N) 

January 7, 2019

Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
Transportation
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Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
Transportation
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$166.730
Owned Owned
No

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BUY
Activision Blizzard(ATVI-Q) 

January 7, 2019

Poorly timed the purchase of this stock. Market got overly excited about one of the games, but didn't live up to expectations. A good buying opportunity. New game, Call Duty, is going to compete with Fortnite, and it could be as big.
computer software/processing
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Poorly timed the purchase of this stock. Market got overly excited about one of the games, but didn't live up to expectations. A good buying opportunity. New game, Call Duty, is going to compete with Fortnite, and it could be as big.
computer software/processing
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$48.500
Owned Owned
Yes

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DON'T BUY
Manulife Financial(MFC-T) 

January 7, 2019

At the bottom of his list. Insurers are hard to analyze. Only ones they ever own are Berkshire Hathaway and Markel. Leaves this to smarter investors. Management has done a great job trying to diversify.
insurance
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At the bottom of his list. Insurers are hard to analyze. Only ones they ever own are Berkshire Hathaway and Markel. Leaves this to smarter investors. Management has done a great job trying to diversify.
insurance
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$19.880
Owned Owned
No

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DON'T BUY
General Electric(GE-N) 

January 7, 2019

Destruction of capital. You don't want to be in a position where you're selling off your trophy assets. He wants to buy top-quality companies with great management, and that's not happening here. Buffet says "turnarounds seldom turn," so he tries to avoid these situations.
electrical/electronic
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Destruction of capital. You don't want to be in a position where you're selling off your trophy assets. He wants to buy top-quality companies with great management, and that's not happening here. Buffet says "turnarounds seldom turn," so he tries to avoid these situations.
electrical/electronic
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$8.740
Owned Owned
No

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BUY
Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
insurance
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Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
insurance
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$196.910
Owned Owned
Yes

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COMMENT
General Market Comment 

January 7, 2019

Time to buy Canadian telcos? Best performer last year was Rogers. BCE and Telus are the dividend payers. Looks as though interest rates now will not go up. Wireless and internet demand are huge, valuations are somewhat attractive, growth isn't going to be huge. But if you're looking for some anchors in a choppy market, buy one or two of these names.
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Time to buy Canadian telcos? Best performer last year was Rogers. BCE and Telus are the dividend payers. Looks as though interest rates now will not go up. Wireless and internet demand are huge, valuations are somewhat attractive, growth isn't going to be huge. But if you're looking for some anchors in a choppy market, buy one or two of these names.
Unknown
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Laurentian Bank(LB-T) 

January 7, 2019

Smaller-tier Canadian bank. Don't fool around, own one of the top-quality banks instead. Declining loan growth, issues with mortgages, which impacted the balance sheet, and it's in the penalty box. Earnings are not growing at the moment. Sell, and buy National or TD or any of the others.
banks
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Smaller-tier Canadian bank. Don't fool around, own one of the top-quality banks instead. Declining loan growth, issues with mortgages, which impacted the balance sheet, and it's in the penalty box. Earnings are not growing at the moment. Sell, and buy National or TD or any of the others.
banks
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$42.010
Owned Owned
No

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HOLD
Power Corp(POW-T) 

January 7, 2019

Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
mngmnt/diversified
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Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
mngmnt/diversified
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$24.790
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 09/18, Down 6%) Can't control the market. Earnings were up 10% in 2018, dividends were raised twice. You have to own a bank, and this is their preferred one, trading at 9x earnings, grow earnings 6-7% this year. What's not to like?
banks
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(A Top Pick Jan 09/18, Down 6%) Can't control the market. Earnings were up 10% in 2018, dividends were raised twice. You have to own a bank, and this is their preferred one, trading at 9x earnings, grow earnings 6-7% this year. What's not to like?
banks
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$57.310
Owned Owned
Yes

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PAST TOP PICK
Firstservice Corp(FSV-T) 

January 7, 2019

(A Top Pick Jan 09/18, Up 11%) A lot of the gain is from currency. Mostly a US company. Recurring revenues. Thesis is there's a long runway of growth, they have the scale and the buying power to serve condos. Not cheap, but he likes it because of the growth.
other services
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(A Top Pick Jan 09/18, Up 11%) A lot of the gain is from currency. Mostly a US company. Recurring revenues. Thesis is there's a long runway of growth, they have the scale and the buying power to serve condos. Not cheap, but he likes it because of the growth.
other services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$94.920
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 09/18, Down 1%) Known as an executive search firm, but now most of the revenues come from consulting. Earnings were up 20% this year. Market cared about fear, not earnings. Expect 10% or more in earnings growth this year. Still positive on US growth, and Korn/Ferry will benefit.
mngmnt/diversified
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(A Top Pick Jan 09/18, Down 1%) Known as an executive search firm, but now most of the revenues come from consulting. Earnings were up 20% this year. Market cared about fear, not earnings. Expect 10% or more in earnings growth this year. Still positive on US growth, and Korn/Ferry will benefit.
mngmnt/diversified
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$41.030
Owned Owned
Yes

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