Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 5, 2014

(Market Call Minute.) Loves the health care in the US. He is playing this through C. R. Bard (BCR-N) and Zimmer (ZMH-N).

Medtronic Inc (MDT-N)
August 5, 2014

(Market Call Minute.) Loves the health care in the US. He is playing this through C. R. Bard (BCR-N) and Zimmer (ZMH-N).

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$61.990
Owned
No
COMMENT
COMMENT
August 5, 2014

(Market Call Minute.) Saputo Cheese (SAP-T) is his preferred name in the cheese business.

(Market Call Minute.) Saputo Cheese (SAP-T) is his preferred name in the cheese business.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$54.210
Owned
No
BUY
BUY
August 5, 2014

(Market Call Minute.)

(Market Call Minute.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$60.080
Owned
Yes
COMMENT
COMMENT
August 5, 2014

(Market Call Minute.) Very pleased with the recovery in the stock in the past month and thinks there is still a lot more room for this to go higher.

KP Tissue Inc (KPT-T)
August 5, 2014

(Market Call Minute.) Very pleased with the recovery in the stock in the past month and thinks there is still a lot more room for this to go higher.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$16.550
Owned
Yes
BUY
BUY
August 5, 2014

(Market Call Minute.) There is some value that could be created with this company and Canadian Utilities to spin off and try to compete with Pentium (?) pipelines of the world.

TC Energy (TRP-T)
August 5, 2014

(Market Call Minute.) There is some value that could be created with this company and Canadian Utilities to spin off and try to compete with Pentium (?) pipelines of the world.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$54.060
Owned
Unknown
TOP PICK
TOP PICK
August 5, 2014

A spin-off from Kimberley Clark (KMB-N). It’s big business is fine paper, stationary, etc. but there is no growth in that. They are focusing on labels and filtration where there is a lot of growth. Operate in health care and automotive and they have great return on capital. High ROE and buying back stock. Yield of 2.16%.

Neenah Paper (NP-N)
August 5, 2014

A spin-off from Kimberley Clark (KMB-N). It’s big business is fine paper, stationary, etc. but there is no growth in that. They are focusing on labels and filtration where there is a lot of growth. Operate in health care and automotive and they have great return on capital. High ROE and buying back stock. Yield of 2.16%.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$50.110
Owned
Yes
TOP PICK
TOP PICK
August 5, 2014

Likes owner/operated companies. A huge media conglomerate. The sexy stuff is the movies, but the meat and potatoes is the TV networks. Owns a lot of content such as MYV, Comedy Central. Thinks that at some point something is going to happen with this company. Company is buying back stock. Yield of 1.61%.

Viacom Inc. (VIAB-Q)
August 5, 2014

Likes owner/operated companies. A huge media conglomerate. The sexy stuff is the movies, but the meat and potatoes is the TV networks. Owns a lot of content such as MYV, Comedy Central. Thinks that at some point something is going to happen with this company. Company is buying back stock. Yield of 1.61%.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$81.770
Owned
Yes