Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 20, 2018

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy.

FedEx (FDX-N)
September 20, 2018

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$246.810
Owned
No
BUY
BUY
September 20, 2018

Worst performer of all the banks for the year. They made two big acquisitions in the wealth management. He thinks it is a screaming buy here. You can’t be too pessimistic on the Canadian Economy. (Analysts’ price target is $86.46)

Bank of Nova Scotia (BNS-T)
September 20, 2018

Worst performer of all the banks for the year. They made two big acquisitions in the wealth management. He thinks it is a screaming buy here. You can’t be too pessimistic on the Canadian Economy. (Analysts’ price target is $86.46)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$77.580
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2018

He thinks the fact that they spent a billion dollars on the acquisition of a ski wear brand was a sign of desperation. How do you compete against Amazon (AMZN-Q)? The next 10 years won’t look like the past ten years for this company.

He thinks the fact that they spent a billion dollars on the acquisition of a ski wear brand was a sign of desperation. How do you compete against Amazon (AMZN-Q)? The next 10 years won’t look like the past ten years for this company.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$157.460
Owned
No
TOP PICK
TOP PICK
September 20, 2018

This is video games company. Makes the top games: Call of Duty. Diablo, Candy Crash. Valuation is reasonable. Balance sheet is perfect. One of the greatest secular trends of our times. (Analysts’ price target is $81.07)

Activision Blizzard (ATVI-Q)
September 20, 2018

This is video games company. Makes the top games: Call of Duty. Diablo, Candy Crash. Valuation is reasonable. Balance sheet is perfect. One of the greatest secular trends of our times. (Analysts’ price target is $81.07)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$80.650
Owned
Yes
TOP PICK
TOP PICK
September 20, 2018

It is all about Instagram. He thinks it is going to be the shopping mall to the world. Worldwide. The regulation problems are providing a bigger moat to this company. (Analysts’ price target is $205.12)

Facebook (FB-Q)
September 20, 2018

It is all about Instagram. He thinks it is going to be the shopping mall to the world. Worldwide. The regulation problems are providing a bigger moat to this company. (Analysts’ price target is $205.12)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$166.020
Owned
Yes
TOP PICK
TOP PICK
September 20, 2018

Most exciting runway of growth he has seen. Global ETF adoption is 4% in equities and 0.4% in Fixed income. ETFs make life easier. (Analysts’ price target is $585.50)

Blackrock Inc. (BLK-N)
September 20, 2018

Most exciting runway of growth he has seen. Global ETF adoption is 4% in equities and 0.4% in Fixed income. ETFs make life easier. (Analysts’ price target is $585.50)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$487.140
Owned
Yes