Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 16, 2017

Has had 44 years in a row of dividend growth. Just announced a 6.25% increase, $1.70 a share. Our world is going to need electricity 44 years from now and this company has a wonderful installed base. 3.7% dividend yield.

Fortis Inc. (FTS-T)
October 16, 2017

Has had 44 years in a row of dividend growth. Just announced a 6.25% increase, $1.70 a share. Our world is going to need electricity 44 years from now and this company has a wonderful installed base. 3.7% dividend yield.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$46.140
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
October 16, 2017

There hasn’t been any meaningful pullbacks on the chart, so not many buying opportunities on many of the US stocks. This stock has been unstoppable. It has one of the greatest collection of assets in the US. If you believe the US is going to continue to be a powerhouse and a grower in their economy, this is one of the best ways to play it. On any pullback, he would be in there.

There hasn’t been any meaningful pullbacks on the chart, so not many buying opportunities on many of the US stocks. This stock has been unstoppable. It has one of the greatest collection of assets in the US. If you believe the US is going to continue to be a powerhouse and a grower in their economy, this is one of the best ways to play it. On any pullback, he would be in there.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$187.960
Owned
Yes
BUY
BUY
October 16, 2017

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

KP Tissue Inc (KPT-T)
October 16, 2017

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$15.090
Owned
Yes
COMMENT
COMMENT
October 16, 2017

Recently started buying this. For lack of a better way to describe it, this is like a full complete service provider for medical supplies to hospitals and clinics. They sell consumables such as syringes and catheters, and are trying to get more into drug delivery and software. Acquiring Bard C R (BCR-N). A great company and a good business to be in.

Becton Dickinson (BDX-N)
October 16, 2017

Recently started buying this. For lack of a better way to describe it, this is like a full complete service provider for medical supplies to hospitals and clinics. They sell consumables such as syringes and catheters, and are trying to get more into drug delivery and software. Acquiring Bard C R (BCR-N). A great company and a good business to be in.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$200.820
Owned
Yes
BUY
BUY
October 16, 2017

He loves the banks. This is Canada’s most efficient bank. They are doing a wonderful job in the US. If you are worried about the impact of the Canadian housing market on the banks, this one would be one with less exposure. Prefers National Bank (NA-T). Expects a 7%-8% dividend increase this year.

Toronto Dominion (TD-T)
October 16, 2017

He loves the banks. This is Canada’s most efficient bank. They are doing a wonderful job in the US. If you are worried about the impact of the Canadian housing market on the banks, this one would be one with less exposure. Prefers National Bank (NA-T). Expects a 7%-8% dividend increase this year.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$71.020
Owned
Yes
BUY
BUY
October 16, 2017

Thinks this is his best idea. Trades at a discount to the big Canadian banks on a PE basis, and is generating higher return on equity. Has one of the best divisions which the market is not properly pricing; their fund administration business.

Thinks this is his best idea. Trades at a discount to the big Canadian banks on a PE basis, and is generating higher return on equity. Has one of the best divisions which the market is not properly pricing; their fund administration business.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$61.000
Owned
Yes
TOP PICK
TOP PICK
October 16, 2017

Attractively priced. Whether it comes out in November, December or whenever, they are going to sell a lot of iPhone 10s. Some analysts say they could sell as high as 270 million phones, which would be 20% more than their biggest phone sale. Has a ton of cash and are going to be a big beneficiary of tax repatriation, if that happens, with tax reform. At some point, he expects they will start putting that cash to work with either a massive buyback or massive dividend increase, etc. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Apple (AAPL-Q)
October 16, 2017

Attractively priced. Whether it comes out in November, December or whenever, they are going to sell a lot of iPhone 10s. Some analysts say they could sell as high as 270 million phones, which would be 20% more than their biggest phone sale. Has a ton of cash and are going to be a big beneficiary of tax repatriation, if that happens, with tax reform. At some point, he expects they will start putting that cash to work with either a massive buyback or massive dividend increase, etc. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$159.880
Owned
Yes