Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 23, 2018

Starting buying this in 2001. It worked beautifully. Cineplex has raised prices, has put customers in premier offerings and diversified its offerings. The yield is safe though unsure it it will rise. Getting 10% free cash flow yield. Wouldn't be surprised if private equity or an activist stockholder stepped in. He's still a firm believer in CGX, a very viable company.

Cineplex Inc (CGX-T)
April 23, 2018

Starting buying this in 2001. It worked beautifully. Cineplex has raised prices, has put customers in premier offerings and diversified its offerings. The yield is safe though unsure it it will rise. Getting 10% free cash flow yield. Wouldn't be surprised if private equity or an activist stockholder stepped in. He's still a firm believer in CGX, a very viable company.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$31.140
Owned
Yes
WATCH
WATCH
April 23, 2018

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$96.580
Owned
No
TOP PICK
TOP PICK
April 23, 2018

They refinish paint for cars and other coatings. Berkshire Hathaway owns 10% of this, and in 2017 two companies were trying to buy it.. A growth play on the coatings business which is consolidating. Valuation is attractive. Worth at least $42/share. (Analysts' price target $33.75)

They refinish paint for cars and other coatings. Berkshire Hathaway owns 10% of this, and in 2017 two companies were trying to buy it.. A growth play on the coatings business which is consolidating. Valuation is attractive. Worth at least $42/share. (Analysts' price target $33.75)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$30.370
Owned
Yes
TOP PICK
TOP PICK
April 23, 2018

They've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)

They've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1165.110
Owned
Yes
TOP PICK
TOP PICK
April 23, 2018

He was late to this. They sell 9,000 cars a year and are expected to rise to 15,000. They're also developing e-cars and hybrids. They can increase prices and margins each year, and add anccillary services, like theme parks. An expensive PE but they should double earnings. Little debt, lots ot cash flow. He'd pay a higher valuation in a stock if he sees growth, like Ferrari. (Analysts' price target $130.41)

Ferrari N.V. (RACE-N)
April 23, 2018

He was late to this. They sell 9,000 cars a year and are expected to rise to 15,000. They're also developing e-cars and hybrids. They can increase prices and margins each year, and add anccillary services, like theme parks. An expensive PE but they should double earnings. Little debt, lots ot cash flow. He'd pay a higher valuation in a stock if he sees growth, like Ferrari. (Analysts' price target $130.41)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$121.880
Owned
Yes