Stock Opinions by Barry Schwartz - Stockchase Experts
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Barry Schwartz @

On Stockchase since : Sep 2009

CIO & Portfolio Manager

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Stock Opinions by Barry Schwartz - Stockchase Experts


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COMMENT
General Market Comment 

July 10, 2018

Trump is preparing a new list of tariffs against China: Not the best news, obviously. Market reaction is muted. Meanwhile, corporate profits are starting to report strong Q2. Both the Canadian and U.S. economies are strong. He looks at the long-term, but in the short term anything can happen, sparked by the unknown. But you can't invest based on a looming trade war. TSX hit new highs today with oil as part of the catalyst. But over the past 10 years, the TSX has paid 3% compounded average returns, which is poor compared to the States. FAANG stocks continue to gush profits, drive the U.S. markets, but valuations are still reasonable.

Trump is preparing a new list of tariffs against China: Not the best news, obviously. Market reaction is muted. Meanwhile, corporate profits are starting to report strong Q2. Both the Canadian and U.S. economies are strong. He looks at the long-term, but in the short term anything can happen, sparked by the unknown. But you can't invest based on a looming trade war. TSX hit new highs today with oil as part of the catalyst. But over the past 10 years, the TSX has paid 3% compounded average returns, which is poor compared to the States. FAANG stocks continue to gush profits, drive the U.S. markets, but valuations are still reasonable.

Unknown
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.020
Owned Owned
Unknown

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BUY

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

Transportation

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

Transportation
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$50.600
Owned Owned
Unknown

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COMMENT

It's gone nowhere the past few years, stretched from some acqusitions, and fears of e-cars. However, ATD is testing charging stations at its stations. Also, as long as people like junk food, ATD will do okay. He wishes he had bought this in the low-$50's.

food stores

It's gone nowhere the past few years, stretched from some acqusitions, and fears of e-cars. However, ATD is testing charging stations at its stations. Also, as long as people like junk food, ATD will do okay. He wishes he had bought this in the low-$50's.

food stores
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$60.800
Owned Owned
No

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BUY on WEAKNESS
Microsoft(MSFT-Q) 

July 10, 2018

They seem to be riding gaming, the Cloud, other software--all the right waves. If you want to run an office, you have to pay them to use their software or Cloud. An amazing company. The problem is the valuation has gotten ahead of itself
at 27x earnings. It's a new company. Kudos to the CEO. Ultimately, if you believe the Cloud is in its infancy, buy it--but at a 10% pullback.

computer software/processing

They seem to be riding gaming, the Cloud, other software--all the right waves. If you want to run an office, you have to pay them to use their software or Cloud. An amazing company. The problem is the valuation has gotten ahead of itself
at 27x earnings. It's a new company. Kudos to the CEO. Ultimately, if you believe the Cloud is in its infancy, buy it--but at a 10% pullback.

computer software/processing
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$102.120
Owned Owned
Unknown

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BUY
Bank of America(BAC-N) 

July 10, 2018

He loves U.S. banks. This is quite undervalued. They may be over-earning now. Nobody is defaulting on their mortage and the economy is humming along. Well-run company.

banks

He loves U.S. banks. This is quite undervalued. They may be over-earning now. Nobody is defaulting on their mortage and the economy is humming along. Well-run company.

banks
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$28.830
Owned Owned
Yes

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DON'T BUY
Home Depot(HD-N) 

July 10, 2018

A cyclical business that's pulled back over fears of rising interet rates, so he's avoiding the home-building stocks. 

specialty stores

A cyclical business that's pulled back over fears of rising interet rates, so he's avoiding the home-building stocks. 

specialty stores
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$197.610
Owned Owned
Unknown

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COMMENT
Cineplex Inc(CGX-T) 

July 10, 2018

The narrative is that nobody is going to the movies anymore and are watching Netflix instead. Cineplex is still making a lot of money, but in five years will people still go to the movies? So, Cineplex is repositioning itself and investing in other areas like the Rec Room. It's smart that they're taking their box office revenues to build other areas. They can't build more cinemas. They have a reasonable valuation and they won't cut their dividend.

other services

The narrative is that nobody is going to the movies anymore and are watching Netflix instead. Cineplex is still making a lot of money, but in five years will people still go to the movies? So, Cineplex is repositioning itself and investing in other areas like the Rec Room. It's smart that they're taking their box office revenues to build other areas. They can't build more cinemas. They have a reasonable valuation and they won't cut their dividend.

other services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$30.780
Owned Owned
Unknown

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WATCH

He's fascinated by the potential in e-sports. Everybody around the world loves videogames, even watching people play them. The problem is it's a hit and miss business, either launching a blockbuster or a dud. But he's interested and
tracking this industry closely. The runway is long.

computer software/processing

He's fascinated by the potential in e-sports. Everybody around the world loves videogames, even watching people play them. The problem is it's a hit and miss business, either launching a blockbuster or a dud. But he's interested and
tracking this industry closely. The runway is long.

computer software/processing
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$144.190
Owned Owned
No

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BUY
Keyera Corp(KEY-T) 

July 10, 2018

Pays a 4.5% yield which is very safe. It's a mid-stream pipeline company. Oil prices rising should help them.

oil/gas

Pays a 4.5% yield which is very safe. It's a mid-stream pipeline company. Oil prices rising should help them.

oil/gas
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$36.850
Owned Owned
Unknown

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COMMENT
Open Text(OTEX-T) 

July 10, 2018

A Canadian software success story. He looked at it, but bought Constellation Software instead. That said, Open Text has delivered the goods.

computer software/processing

A Canadian software success story. He looked at it, but bought Constellation Software instead. That said, Open Text has delivered the goods.

computer software/processing
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$48.770
Owned Owned
No

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BUY
Royal Bank(RY-T) 

July 10, 2018

Canadian banks just reported an amazing quarter, but the stocks did nothing. Stocks go in and out of fashion, but their dividends are growing and they're buying back stock. Everyone is worried about a housing correction, but we may just
gotten out of it. He loves the Canadian banks.

banks

Canadian banks just reported an amazing quarter, but the stocks did nothing. Stocks go in and out of fashion, but their dividends are growing and they're buying back stock. Everyone is worried about a housing correction, but we may just
gotten out of it. He loves the Canadian banks.

banks
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$101.310
Owned Owned
Unknown

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DON'T BUY

He hasn't looked at this sector in a long time. This stock has gone nowhere. He's waiting for management to shake things up.

contractors

He hasn't looked at this sector in a long time. This stock has gone nowhere. He's waiting for management to shake things up.

contractors
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$56.780
Owned Owned
No

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DON'T BUY

Will Shoppers Drug Mart be the top distributor of medical marijuana? He doesn't know. But the problem here with Loblaw is competition from Amazon and small indie grocers. That's why this stock has been sideways.

food stores

Will Shoppers Drug Mart be the top distributor of medical marijuana? He doesn't know. But the problem here with Loblaw is competition from Amazon and small indie grocers. That's why this stock has been sideways.

food stores
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$67.310
Owned Owned
Unknown

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DON'T BUY

The fight with franchises was probably a buying opportunity. Same-store sales have slowed and valuations have risen. He'd rather look at Starbucks.

food services

The fight with franchises was probably a buying opportunity. Same-store sales have slowed and valuations have risen. He'd rather look at Starbucks.

food services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$81.110
Owned Owned
Unknown

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COMMENT

He loves Brookfield, but he always buys the parent stock, BAM, which does it all. This is for long-term investors.

He loves Brookfield, but he always buys the parent stock, BAM, which does it all. This is for long-term investors.

0
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$50.980
Owned Owned
Unknown

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