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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Barry Schwartz Latest Top Picks...

Stock Opinions by Barry Schwartz - Stockchase Experts


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COMMENT
General Market Comment 

September 20, 2018

Market Outlook. The S&P 500 at an all-time high today but the Canadian Market is disastrous. Since the Financial Crisis the US stock market has done like 200% vs the Canadian Market that returned 30%. The difference being that they have all the Googles, the Facebooks and Apples and Amazon and we have crappy oil stocks and the Banks that are doing a lot. In the marijuana sector is all retail money. There is going to be real demand for these products but for now it is all speculation. He doesn’t think it will have a great effect on the economy in general. 

Market Outlook. The S&P 500 at an all-time high today but the Canadian Market is disastrous. Since the Financial Crisis the US stock market has done like 200% vs the Canadian Market that returned 30%. The difference being that they have all the Googles, the Facebooks and Apples and Amazon and we have crappy oil stocks and the Banks that are doing a lot. In the marijuana sector is all retail money. There is going to be real demand for these products but for now it is all speculation. He doesn’t think it will have a great effect on the economy in general. 

Unknown
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$0.020
Owned Owned
_N/A

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HOLD
Canadian Pacific Rail(CP-T) 

September 20, 2018

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter. 

Transportation

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter. 

Transportation
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$267.440
Owned Owned
No

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BUY
CCL Industries (B)(CCL.B-T) 

September 20, 2018

It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible.  Smart management. Smart operators. They are buying hand over fist at these levels. 

packaging/containers

It has gone sideways in the last years. Some insiders have liquidated large positions. They posted earnings on the last two quarters that are in line with expectations and the people playing the investment game want to see beating expectations. Fundamentals are incredible.  Smart management. Smart operators. They are buying hand over fist at these levels. 

packaging/containers
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$59.960
Owned Owned
Yes

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BUY
Apple(AAPL-Q) 

September 20, 2018

It his largest holding for clients and one of his largest holdings personally. When you leave your house the most important thing to have is not your wallet is your iPhone. He loves the company. Once people have their iPhone people don’t switch so he likes the fact that the company brings 70% of their revenues from this product and 90% of their income.  

electrical/electronic

It his largest holding for clients and one of his largest holdings personally. When you leave your house the most important thing to have is not your wallet is your iPhone. He loves the company. Once people have their iPhone people don’t switch so he likes the fact that the company brings 70% of their revenues from this product and 90% of their income.  

electrical/electronic
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$220.030
Owned Owned
Yes

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COMMENT
DowDuPont Inc.(DWDP-N) 

September 20, 2018

One of these stocks where you are buying more into the jockey than into the horse. He has done home runs before. It is a cyclical company. Insiders are buying shares now. Valuation is attractive. Not the type of business he is attracted to. Interesting because it is going from one company to three companies very shortly.

chemicals

One of these stocks where you are buying more into the jockey than into the horse. He has done home runs before. It is a cyclical company. Insiders are buying shares now. Valuation is attractive. Not the type of business he is attracted to. Interesting because it is going from one company to three companies very shortly.

chemicals
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$70.030
Owned Owned
No

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COMMENT
Power Corp(POW-T) 

September 20, 2018

The stock has been dormant. The problem is that there is no sense of urgency at the Management level. Long-term thinking. Money is flowing out of the interest rate sensible names also. 

mngmnt/diversified

The stock has been dormant. The problem is that there is no sense of urgency at the Management level. Long-term thinking. Money is flowing out of the interest rate sensible names also. 

mngmnt/diversified
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$28.780
Owned Owned
No

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BUY
TMX Group(X-T) 

September 20, 2018

Owns the TSX. But more importantly. They are branching off to the subscription services for data. Very undervalued. New management has done a wonderful job. 

other services

Owns the TSX. But more importantly. They are branching off to the subscription services for data. Very undervalued. New management has done a wonderful job. 

other services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$85.460
Owned Owned
Yes

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BUY
Alphabet Inc. (A)(GOOGL-Q) 

September 20, 2018

Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid. 

Business Services

Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid. 

Business Services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$1191.570
Owned Owned
Yes

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PAST TOP PICK
Delta Air Lines Inc(DAL-N) 

September 20, 2018

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

Transportation

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

Transportation
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$58.130
Owned Owned
Yes

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PAST TOP PICK
Waste Connections(WCN-T) 

September 20, 2018

(A Top Pick July 18/17 - Up 26%) Garbage. As the economy improves more garbage being produce. Optically not cheap. Trading at 30 times earnings. But they continuously beat expectations. There are profit to be made here. 

Transportation & Environmental Services

(A Top Pick July 18/17 - Up 26%) Garbage. As the economy improves more garbage being produce. Optically not cheap. Trading at 30 times earnings. But they continuously beat expectations. There are profit to be made here. 

Transportation & Environmental Services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$103.000
Owned Owned
Yes

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PAST TOP PICK
KAR Auction Services(KAR-N) 

September 20, 2018

(A Top Pick July 18/17  - Up 51%.)  Unfortunately, they got out early. The company is splitting into two business. One is selling car at auctions. The other is into selling salvage vehicles. Valuation went out of whack. 

Automotive

(A Top Pick July 18/17  - Up 51%.)  Unfortunately, they got out early. The company is splitting into two business. One is selling car at auctions. The other is into selling salvage vehicles. Valuation went out of whack. 

Automotive
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$61.670
Owned Owned
No

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DON'T BUY
Pizza Pizza Royalty(PZA-T) 

September 20, 2018

He doesn’t know if this franchise matches all the other options are out there. A royalty play. 

merchandising/lodging

He doesn’t know if this franchise matches all the other options are out there. A royalty play. 

merchandising/lodging
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$9.740
Owned Owned
Yes

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DON'T BUY
Empire Company (A)(EMP.A-T) 

September 20, 2018

He doesn’t like the grocery business. There is no room for error. Well run companies, but not an area that he wants to put client’s money in. Not a growth story. (Analysts’ price target is $28.82)

food stores

He doesn’t like the grocery business. There is no room for error. Well run companies, but not an area that he wants to put client’s money in. Not a growth story. (Analysts’ price target is $28.82)

food stores
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$23.250
Owned Owned
No

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BUY
Cineplex Inc(CGX-T) 

September 20, 2018

He likes the Management. It is a hit and miss type of business. It makes no sense that the stock is trading at $28. $33, $40 is ore reasonable. They are doing a great job at diversifying. He has been positive on this stock for a long time and has been wrong. Hopefully he is right now.  (Analysts’ price target is $35.51)

other services

He likes the Management. It is a hit and miss type of business. It makes no sense that the stock is trading at $28. $33, $40 is ore reasonable. They are doing a great job at diversifying. He has been positive on this stock for a long time and has been wrong. Hopefully he is right now.  (Analysts’ price target is $35.51)

other services
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$33.540
Owned Owned
Yes

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COMMENT
Nvidia Corp(NVDA-Q) 

September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies. 

computer software/processing

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies. 

computer software/processing
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$266.280
Owned Owned
No

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