Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
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.  

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.  

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$220.030
Owned
Yes
COMMENT
COMMENT
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$70.030
Owned
No
COMMENT
COMMENT
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. 

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. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$28.780
Owned
No
BUY
BUY
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. 

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. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$85.460
Owned
Yes
BUY
BUY
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. 

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. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1191.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$58.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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. 

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. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$103.000
Owned
Yes