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Curated by Michael O'Reilly since 2020
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Stock Opinions by Barry Schwartz

COMMENT

Upcoming US Fed meeting in Jackson Hole will be illustrative of upcoming Fed policy.
US market very strong - unclear on what source of pessimism is for August. 
Rising interest rates - one source of pressure on markets.
Recent market pullback a buying opportunity for investors.
Higher interest rates not necessarily a bad thing for economy.
Focusing time on fundamentals of quality companies - not too focused on macro issues. 

Unknown
TOP PICK

Growth appears to be continuing. 
Expecting larger acquisitions going forward.
Inflation not impacting business.
Organic growth and pricing power very strong.
Current share price a good time to buy. 
Excellent management team - very skilled at capital allocation. 

computer software / processing
TOP PICK

Excellent company with best capital allocation in the world.
Owner/operator led (Warren Buffett who is not slowing down).
Large amounts of free cash on the balance sheet.
Operating income hitting records ($10 billion).
Excellent array of business' under ownership.

insurance
TOP PICK

Post Covid-19 demand for entertainment will remain strong.
Higher prices not impacting demand.
Artists forced to tour as a result of Spotify.
Expecting many years of live show demand growth. 
Expanding vertically into venue ownership. 

entertainment services
PAST TOP PICK
Vail Resorts Inc
(A Top Pick Jul 18/22, Up 7%)

Expecting further growth of travel.
Poor winter conditions impacting share price.
Very strong assets with best ski hills in the business.
Strong free cash flow with steady dividend.
Good value proposition with season's pass.
Stock price currently undervalued - good time to buy. 

0
PAST TOP PICK
American Tower
(A Top Pick Jul 18/22, Down 27%)

Higher interest rates impacting share price and business.
Debt and leverage more expensive.
Fundamentals of company still strong.
Demand for 5G still growing.
Will continue to hold.
Good time to buy with share price weakness.

Telecommunications
PAST TOP PICK
Microsoft Corp
(A Top Pick Jul 18/22, Up 27%)

Excellent business with high margin, "low capital" style fundamentals.
Expecting further earnings growth.
Quality name that has great management team.
Higher interest rates not impacting business.
Able to raise prices in step with inflation.
Very good time to buy.
 

computer software / processing
BUY

Currently buying shares in the company.
Excellent management team with free cash producing assets.
Oil production will continue to grow.
Major capital expenditures over - able to produce oil with less costs.
Expected to generate $12 billion in free cash in 2024 ($80 billion market cap).
Higher dividends and share buybacks will continue.
Outlook for Canadian energy much better.
~5% dividend yield that is very stable.

oil / gas
BUY ON WEAKNESS
Uber

Company finally free cash flow positive.
Competition weakening.
Appears to have won the transportation market.
On a P/E basis - still expensive - but growing quickly.
Management team performing well.
If continues to grow - will be a good investment.

Technology
DON'T BUY

Has since sold shares.
Not the best company - payment sector very competitive.
Would prefer to invest in Visa & Mastercard.
Needs a turn-around in the business.
Management not stable. 

0
DON'T BUY

Thinks office use will continue despite remote work.
Interest rates tough on business (debt levels & alternative bond yields).
Well run business with solid management team.
Pressure on stock lately - unsure on future of the business.
Difficult to ascertain future of office REIT sector. 

investment companies / funds
BUY ON WEAKNESS
HEICO CORP

Very high quality business.
Never cheap enough to justify investment.
Company very skilled at M&A.
Strong demand for aircraft parts.
Would invest if share price ever falls.
Sees demand for air travel growing.

transportation equip & components
BUY

Owns shares in company - has owned since 2004.
Very strong ability to generate profits.
Quebec housing market business turning out well.
Expansion into wealth management has gone well.
Excellent management with strong balance sheet.
Dividend yield strong and dependable. 

banks
HOLD

CN Rail vs. Canadian Pacific/Kansas City.
Generally speaking - weather negatively affecting railroad industry in Canada.
Freight continues to remain strong.
CP trading at higher valuation. 
Long term - is a stable business.
Has been stated that double digit growth is expected.
 

Unknown
DON'T BUY
TC Energy

Has sold shares in company.
Cost overruns and difficulty to build projects a concern.
Not able to re-invest cash flow.
Dividend not in trouble, but not expecting capital appreciation.
Strong assets, but hard to grow business. 

oil / gas pipelines
Showing 1 to 15 of 2,671 entries