Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 7, 2019
(A Top Pick Jan 09/18, Up 11%) A lot of the gain is from currency. Mostly a US company. Recurring revenues. Thesis is there's a long runway of growth, they have the scale and the buying power to serve condos. Not cheap, but he likes it because of the growth.
(A Top Pick Jan 09/18, Up 11%) A lot of the gain is from currency. Mostly a US company. Recurring revenues. Thesis is there's a long runway of growth, they have the scale and the buying power to serve condos. Not cheap, but he likes it because of the growth.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$94.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 7, 2019
(A Top Pick Jan 09/18, Down 1%) Known as an executive search firm, but now most of the revenues come from consulting. Earnings were up 20% this year. Market cared about fear, not earnings. Expect 10% or more in earnings growth this year. Still positive on US growth, and Korn/Ferry will benefit.
(A Top Pick Jan 09/18, Down 1%) Known as an executive search firm, but now most of the revenues come from consulting. Earnings were up 20% this year. Market cared about fear, not earnings. Expect 10% or more in earnings growth this year. Still positive on US growth, and Korn/Ferry will benefit.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$41.030
Owned
Yes
BUY
BUY
January 7, 2019
Absolutely likes US banks. Thinks you can own both Canadian and US banks. JP Morgan has held up better than Goldman, though his clients own both. He'd absolutely buy BAC or JP Morgan, because recession fears are overblown, interest rates will go up slowly in US and this will benefit the banks. Valuations are quite attractive, balance sheets are better.
Bank of America (BAC-N)
January 7, 2019
Absolutely likes US banks. Thinks you can own both Canadian and US banks. JP Morgan has held up better than Goldman, though his clients own both. He'd absolutely buy BAC or JP Morgan, because recession fears are overblown, interest rates will go up slowly in US and this will benefit the banks. Valuations are quite attractive, balance sheets are better.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$25.560
Owned
Unknown
BUY
BUY
January 7, 2019
Has owned it since 2001. Keyera disappointed the market last year, when it said it would have to spend significant maintenance capital. Short-term thinking put pressure on the stock. Terrific buying opportunity. Not the greatest company, not his number one pick, but for income seekers, it or Pembina deserves a place in your portfolio.
Keyera Corp (KEY-T)
January 7, 2019
Has owned it since 2001. Keyera disappointed the market last year, when it said it would have to spend significant maintenance capital. Short-term thinking put pressure on the stock. Terrific buying opportunity. Not the greatest company, not his number one pick, but for income seekers, it or Pembina deserves a place in your portfolio.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$27.720
Owned
Yes
BUY
BUY
January 7, 2019
One of the best companies in the world. Great earnings growth, terrific balance sheet. Not cheap, but right now it's on sale. Rare to get a great company on sale.
Visa Inc. (V-N)
January 7, 2019
One of the best companies in the world. Great earnings growth, terrific balance sheet. Not cheap, but right now it's on sale. Rare to get a great company on sale.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$136.060
Owned
Yes
WATCH
WATCH
January 7, 2019
Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
Mastercard Inc. (MA-N)
January 7, 2019
Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$191.220
Owned
No
DON'T BUY
DON'T BUY
January 7, 2019
Had a change of heart about commodity companies. They don't have a lot of control over input price of oil. Terrific balance sheet, dividend increases. There are worse places to put your money, but he wants less cyclical choices with more pricing power. Yield is 2.49%.
Methanex Corp (MX-T)
January 7, 2019
Had a change of heart about commodity companies. They don't have a lot of control over input price of oil. Terrific balance sheet, dividend increases. There are worse places to put your money, but he wants less cyclical choices with more pricing power. Yield is 2.49%.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$70.860
Owned
No