Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 20, 2018

(A Top Pick July 18/17  - Up 51%.)  Unfortunately, they got out early. The company is splitting into two business. One is selling car at auctions. The other is into selling salvage vehicles. Valuation went out of whack. 

KAR Auction Services(KAR-N)
September 20, 2018

(A Top Pick July 18/17  - Up 51%.)  Unfortunately, they got out early. The company is splitting into two business. One is selling car at auctions. The other is into selling salvage vehicles. Valuation went out of whack. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$61.670
Owned
No
DON'T BUY
DON'T BUY
September 20, 2018

He doesn’t know if this franchise matches all the other options are out there. A royalty play. 

Pizza Pizza Royalty(PZA-T)
September 20, 2018

He doesn’t know if this franchise matches all the other options are out there. A royalty play. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$9.740
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2018

He doesn’t like the grocery business. There is no room for error. Well run companies, but not an area that he wants to put client’s money in. Not a growth story. (Analysts’ price target is $28.82)

Empire Company (A)(EMP.A-T)
September 20, 2018

He doesn’t like the grocery business. There is no room for error. Well run companies, but not an area that he wants to put client’s money in. Not a growth story. (Analysts’ price target is $28.82)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$23.250
Owned
No
BUY
BUY
September 20, 2018

He likes the Management. It is a hit and miss type of business. It makes no sense that the stock is trading at $28. $33, $40 is ore reasonable. They are doing a great job at diversifying. He has been positive on this stock for a long time and has been wrong. Hopefully he is right now.  (Analysts’ price target is $35.51)

Cineplex Inc(CGX-T)
September 20, 2018

He likes the Management. It is a hit and miss type of business. It makes no sense that the stock is trading at $28. $33, $40 is ore reasonable. They are doing a great job at diversifying. He has been positive on this stock for a long time and has been wrong. Hopefully he is right now.  (Analysts’ price target is $35.51)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$33.540
Owned
Yes
COMMENT
COMMENT
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies. 

Nvidia Corp(NVDA-Q)
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$266.280
Owned
No
DON'T BUY
DON'T BUY
September 20, 2018

Hasn’t dropped enough for him to get on it. Amazing company. Lots of room to growth. Stores are always packed. But trading at 30 times earnings. Crazy for a retail company. Growth slowed. Another 5 dollars drop, and he would be looking.

Dollarama Inc.(DOL-T)
September 20, 2018

Hasn’t dropped enough for him to get on it. Amazing company. Lots of room to growth. Stores are always packed. But trading at 30 times earnings. Crazy for a retail company. Growth slowed. Another 5 dollars drop, and he would be looking.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$42.680
Owned
No
BUY
BUY
September 20, 2018

One of the largest Real Estate in NA. inside ownership that maintains a large control of the company. It is so cheap it hurts. If they sold all their RE tomorrow to say CPP they would get close to $300/share. They are buying back stock. He is not selling any share. It is illiquid, but the value is there. 

Morguard Corporation(MRC-T)
September 20, 2018

One of the largest Real Estate in NA. inside ownership that maintains a large control of the company. It is so cheap it hurts. If they sold all their RE tomorrow to say CPP they would get close to $300/share. They are buying back stock. He is not selling any share. It is illiquid, but the value is there. 

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$175.070
Owned
Yes