Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 31, 2018

(A Top Pick Aug 29/18, Down 9%) This robot manufacturer is a leader in the field in Japan. The business is cyclical and he feels the rally is yet to come and sees this as a good time to buy in – especially as the automotive cycle improves.

Fanuc Corp(6954-TYO)
October 31, 2018

(A Top Pick Aug 29/18, Down 9%) This robot manufacturer is a leader in the field in Japan. The business is cyclical and he feels the rally is yet to come and sees this as a good time to buy in – especially as the automotive cycle improves.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$17.260
Owned
Yes
DON'T BUY
DON'T BUY
October 31, 2018
It's been beaten up badly. He sold it earlier this year. The debt is way too high. Beer is in structural decline because more people are drinking wine, scotch and now consuming cannabis. Molson made a big purchase--and debt. They need growth by looking at cannabis and spirits. A catalyst would be merging with Heineken, but not until MC lowers this debt.
It's been beaten up badly. He sold it earlier this year. The debt is way too high. Beer is in structural decline because more people are drinking wine, scotch and now consuming cannabis. Molson made a big purchase--and debt. They need growth by looking at cannabis and spirits. A catalyst would be merging with Heineken, but not until MC lowers this debt.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$90.000
Owned
Unknown
DON'T BUY
DON'T BUY
October 31, 2018
Dividend of 13%, so expect a 50% dividend cut. This has been a complete disaster. Yes, dividends are great but what's a company's payout ratio and industry they're in? Look for dividend growers instead.
Altagas Ltd(ALA-T)
October 31, 2018
Dividend of 13%, so expect a 50% dividend cut. This has been a complete disaster. Yes, dividends are great but what's a company's payout ratio and industry they're in? Look for dividend growers instead.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$16.550
Owned
Unknown
BUY
BUY
October 31, 2018

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

CCL Industries (B)(CCL.B-T)
October 31, 2018

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$55.380
Owned
Yes
BUY
BUY
October 31, 2018

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

CCL or ITP? CCL has great management and will benefit from global growth. They do labels and packaging for the big-branded companies. They're diversified and are generating a lot of free cash flow. ITP is a turnaround story. Amazon is their biggest customer. if you believe e-commerce will continue to grow then play ITP. ITP pays a higher dividend than CCL. Worries of higher input costs and a slowing economy are overblown. Sees good long-term returns from both.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$17.390
Owned
Yes
COMMENT
COMMENT
October 31, 2018

He doesn't know what the odds are of MFC winning this lawsuit that a hedge fund has trumpeted, but the case is a huge cloud. Rising interest rates will benefit all insurance companies whose stock prices haven't moved much but are paying fat dividend yields. MFC pays a 4.2% dividend. Maybe MFC isn't his top idea in this sector, but the problem with all the insurance companies is that they have so many policies with many many details--it's opaque, so what do they mean? And this has led to this lawsuit.

Manulife Financial(MFC-T)
October 31, 2018

He doesn't know what the odds are of MFC winning this lawsuit that a hedge fund has trumpeted, but the case is a huge cloud. Rising interest rates will benefit all insurance companies whose stock prices haven't moved much but are paying fat dividend yields. MFC pays a 4.2% dividend. Maybe MFC isn't his top idea in this sector, but the problem with all the insurance companies is that they have so many policies with many many details--it's opaque, so what do they mean? And this has led to this lawsuit.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$20.730
Owned
Unknown
STRONG BUY
STRONG BUY
October 31, 2018

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

Facebook(FB-Q)
October 31, 2018

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$151.790
Owned
Unknown