Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 5, 2014

(A Top Pick Aug 6/13. Up 31.22%.) Stock had got too cheap. Sold his holdings. A cyclical play, and is a tough industry to be in right now.

(A Top Pick Aug 6/13. Up 31.22%.) Stock had got too cheap. Sold his holdings. A cyclical play, and is a tough industry to be in right now.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$38.460
Owned
No
PAST TOP PICK
PAST TOP PICK
August 5, 2014

(A Top Pick Aug 6/13. Up 7.27%.) He is still positive on this. There are so many assets that the company has, that can add value for shareholders. 4.3% dividend yield.

(A Top Pick Aug 6/13. Up 7.27%.) He is still positive on this. There are so many assets that the company has, that can add value for shareholders. 4.3% dividend yield.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$42.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 5, 2014

(A Top Pick Aug 6/13. Up 46.14%.) Stock had got too cheap and is now fully valued. Sold his holdings in order to Buy DIRECTV (DTV-Q).

(A Top Pick Aug 6/13. Up 46.14%.) Stock had got too cheap and is now fully valued. Sold his holdings in order to Buy DIRECTV (DTV-Q).

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$58.810
Owned
No
COMMENT
COMMENT
August 5, 2014

A smaller REIT that focuses on medical office buildings. Has really under performed for the last 18 months. Everyone was concerned that interest rates were going to go up last summer and this really got hammered. 8% decline on the stock, but has an 8% dividend. Better times are ahead.

A smaller REIT that focuses on medical office buildings. Has really under performed for the last 18 months. Everyone was concerned that interest rates were going to go up last summer and this really got hammered. 8% decline on the stock, but has an 8% dividend. Better times are ahead.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$9.950
Owned
Yes
HOLD
HOLD
August 5, 2014

Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.

Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$27.110
Owned
Unknown
COMMENT
COMMENT
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. (See Top Picks.)

Walt Disney (DIS-N)
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. (See Top Picks.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$86.750
Owned
No
COMMENT
COMMENT
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. He would prefer Tim Hortons (THI-T). Valuation is a lot cheaper and the Return on Invested Capital is amazing.

Starbucks (SBUX-Q)
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. He would prefer Tim Hortons (THI-T). Valuation is a lot cheaper and the Return on Invested Capital is amazing.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$76.790
Owned
No