Stock Opinions by Barry Schwartz - Stockchase Experts
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1974
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 

October 31, 2018

Thankfully October is over. It was ugly. It went down because of Trump, China, rising rates. Why October? Doesn't know. The U.S. Midterms? He has no clue what'll happen. In Q3, the U.S. market went up 7.7%. We were due for a drop. We've seen two corrections in the same year, which is rare. Then again, corporate profits are so damn good, so good that interest rates are rising. But that's hurting the U.S. housing market--and the same effect will happen here. You got to take the good with the bad. The TSX is -7% YTD, which stinks. He's fully invested, owning more stocks outside Canada than inside. Bond returns stinks--he's avoiding them.
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Thankfully October is over. It was ugly. It went down because of Trump, China, rising rates. Why October? Doesn't know. The U.S. Midterms? He has no clue what'll happen. In Q3, the U.S. market went up 7.7%. We were due for a drop. We've seen two corrections in the same year, which is rare. Then again, corporate profits are so damn good, so good that interest rates are rising. But that's hurting the U.S. housing market--and the same effect will happen here. You got to take the good with the bad. The TSX is -7% YTD, which stinks. He's fully invested, owning more stocks outside Canada than inside. Bond returns stinks--he's avoiding them.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

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$0.020
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Unknown

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DON'T BUY
It's been beaten up badly. He sold it earlier this year. The debt is way too high. Beer is in structural decline because more people are drinking wine, scotch and now consuming cannabis. Molson made a big purchase--and debt. They need growth by looking at cannabis and spirits. A catalyst would be merging with Heineken, but not until MC lowers this debt.
breweries/beverages
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It's been beaten up badly. He sold it earlier this year. The debt is way too high. Beer is in structural decline because more people are drinking wine, scotch and now consuming cannabis. Molson made a big purchase--and debt. They need growth by looking at cannabis and spirits. A catalyst would be merging with Heineken, but not until MC lowers this debt.
breweries/beverages
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$90.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 31, 2018

Thoughts on the cannabis market? He doesn't know how to value these stocks. They've run so fast, so high with zero profits. You're playing with fire.
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Thoughts on the cannabis market? He doesn't know how to value these stocks. They've run so fast, so high with zero profits. You're playing with fire.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

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Unknown

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DON'T BUY
Altagas Ltd(ALA-T) 

October 31, 2018

Dividend of 13%, so expect a 50% dividend cut. This has been a complete disaster. Yes, dividends are great but what's a company's payout ratio and industry they're in? Look for dividend growers instead.
oil/gas
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Dividend of 13%, so expect a 50% dividend cut. This has been a complete disaster. Yes, dividends are great but what's a company's payout ratio and industry they're in? Look for dividend growers instead.
oil/gas
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$16.550
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Unknown

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COMMENT
General Market Comment 

October 31, 2018

Gold? He owns none of it. Gold doesn't pay a dividend. It's made nobody money in the long term. You must pay holding costs. Gold has lost its lustre. What's the actual physical use for gold?
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Gold? He owns none of it. Gold doesn't pay a dividend. It's made nobody money in the long term. You must pay holding costs. Gold has lost its lustre. What's the actual physical use for gold?
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

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$0.020
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Unknown

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BUY
CCL Industries (B)(CCL.B-T) 

October 31, 2018

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

packaging/containers
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CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

packaging/containers
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$55.380
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Yes

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BUY

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

packaging/containers
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CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

packaging/containers
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$17.390
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Yes

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COMMENT
Manulife Financial(MFC-T) 

October 31, 2018

He doesn't know what the odds are of MFC winning this lawsuit that a hedge fund has trumpeted, but the case is a huge cloud. Rising interest rates will benefit all insurance companies whose stock prices haven't moved much but are paying fat dividend yields. MFC pays a 4.2% dividend. Maybe MFC isn't his top idea in this sector, but the problem with all the insurance companies is that they have so many policies with many many details--it's opaque, so what do they mean? And this has led to this lawsuit.

insurance
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He doesn't know what the odds are of MFC winning this lawsuit that a hedge fund has trumpeted, but the case is a huge cloud. Rising interest rates will benefit all insurance companies whose stock prices haven't moved much but are paying fat dividend yields. MFC pays a 4.2% dividend. Maybe MFC isn't his top idea in this sector, but the problem with all the insurance companies is that they have so many policies with many many details--it's opaque, so what do they mean? And this has led to this lawsuit.

insurance
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$20.730
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Unknown

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STRONG BUY
Facebook(FB-Q) 

October 31, 2018

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

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Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$151.790
Owned Owned
Unknown

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PAST TOP PICK
Alphabet Inc. (A)(GOOGL-Q) 

October 31, 2018

(A Top Pick Aug 29/17, Up 17%) A wild ride with these FANG stocks this year. Sometimes they trade on momentum, but eventually value shines through. Google had 35 straight quarters of 20%+ revenue growth at 20x earnings--name another company like that. Hopefully they clean up their office politics. Their investments in self-driving could be huge as well as the connected home. Their Google search and YouTube are crushing it. 

Business Services
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(A Top Pick Aug 29/17, Up 17%) A wild ride with these FANG stocks this year. Sometimes they trade on momentum, but eventually value shines through. Google had 35 straight quarters of 20%+ revenue growth at 20x earnings--name another company like that. Hopefully they clean up their office politics. Their investments in self-driving could be huge as well as the connected home. Their Google search and YouTube are crushing it. 

Business Services
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$1090.580
Owned Owned
Yes

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COMMENT
BCE Inc.(BCE-T) 

October 31, 2018

The earnings are slow-growth. They pay a safe dividend. They sell products that people would never let go of (cell phones). But there's little appetite for slow-growers that pay dividends. BCE may be looking for another acquisition.
telephone utilities
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The earnings are slow-growth. They pay a safe dividend. They sell products that people would never let go of (cell phones). But there's little appetite for slow-growers that pay dividends. BCE may be looking for another acquisition.
telephone utilities
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$50.950
Owned Owned
Unknown

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BUY
Keyera Corp(KEY-T) 

October 31, 2018

Has long owned this. It hasn't done much in the past 4 years, because of dropping oil prices. But they raise dividends every year. The balance sheet is in great shape. Attractive. Better than ALA-T. A must-own.
oil/gas
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Has long owned this. It hasn't done much in the past 4 years, because of dropping oil prices. But they raise dividends every year. The balance sheet is in great shape. Attractive. Better than ALA-T. A must-own.
oil/gas
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$32.800
Owned Owned
Yes

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DON'T BUY
IBM(IBM-N) 

October 31, 2018

They did a huge deal with Red Hat this week. Over the last 10 years IBM has been a disaster. With Red Hat, they're getting into the cloud space, but this move is too late. Also, IBM paid a lot for Red Hat. For years, IBM neglected their structural decline and only now they get into cloud. IBM must slim down by selling more divisions and only then focus to the cloud.
electrical/electronic
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They did a huge deal with Red Hat this week. Over the last 10 years IBM has been a disaster. With Red Hat, they're getting into the cloud space, but this move is too late. Also, IBM paid a lot for Red Hat. For years, IBM neglected their structural decline and only now they get into cloud. IBM must slim down by selling more divisions and only then focus to the cloud.
electrical/electronic
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$115.430
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 31, 2018

Where's the S&P 500 going? Over the last 10 years, the S&P has dropped over 5% 23 times or twice a year. Usually it stabilizes on average in 45 days and goes higher each time. Is this latest correction going to recover? Yes, but nobody knows how long it'll take. Remember: stock prices follow earnings--and Q3 is up 29% so far. Just be comfortable with volatility--that's the price of owning stocks as opposed to, say, bonds.
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Where's the S&P 500 going? Over the last 10 years, the S&P has dropped over 5% 23 times or twice a year. Usually it stabilizes on average in 45 days and goes higher each time. Is this latest correction going to recover? Yes, but nobody knows how long it'll take. Remember: stock prices follow earnings--and Q3 is up 29% so far. Just be comfortable with volatility--that's the price of owning stocks as opposed to, say, bonds.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.020
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Unknown

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DON'T BUY
Pizza Pizza Royalty(PZA-T) 

October 31, 2018

Everybody loves pizza, but you can throw up looking at PZA's stock price. We all grew up on Pizza Pizza, but now kids can order from so many different options. The dividend is in trouble and needs to be cut. They're great marketers, but this can only go so far. They need to re-organize, maybe privatize.
merchandising/lodging
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Everybody loves pizza, but you can throw up looking at PZA's stock price. We all grew up on Pizza Pizza, but now kids can order from so many different options. The dividend is in trouble and needs to be cut. They're great marketers, but this can only go so far. They need to re-organize, maybe privatize.
merchandising/lodging
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$8.430
Owned Owned
Unknown

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