Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 7, 2019
Software company, which acquires other software companies. Similar to Constellation, which is a better opportunity than this one. Smart acquirers. They say they have lots of M&A opportunities, so as long as you're comfortable with that strategy (and he is with Constellation), you should do very well. Big runway of growth, but there's lots of competition, so do your research.
Software company, which acquires other software companies. Similar to Constellation, which is a better opportunity than this one. Smart acquirers. They say they have lots of M&A opportunities, so as long as you're comfortable with that strategy (and he is with Constellation), you should do very well. Big runway of growth, but there's lots of competition, so do your research.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$66.930
Owned
No
HOLD
HOLD
January 7, 2019
He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$47.850
Owned
Yes
HOLD
HOLD
January 7, 2019
Sell underperformers and switch to those with more potential in a recovery? It's always hard. It's a game of averages. You have to go with your best idea that you have the most conviction in. Small caps do worse in a lousy market compared to big caps. It's cheap here. Got hammered last quarter with concerns about the media division, but he thinks this is temporary. But his opinion may not be the best, as he's liked this for 3 years and it's only gone one way.
Cineplex Inc (CGX-T)
January 7, 2019
Sell underperformers and switch to those with more potential in a recovery? It's always hard. It's a game of averages. You have to go with your best idea that you have the most conviction in. Small caps do worse in a lousy market compared to big caps. It's cheap here. Got hammered last quarter with concerns about the media division, but he thinks this is temporary. But his opinion may not be the best, as he's liked this for 3 years and it's only gone one way.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$26.770
Owned
Yes
HOLD
HOLD
January 7, 2019
Has owned for a while. One of the more defensive companies you can own. Medical things you can only use once. Sells a suite of products and software to hospitals. Lots of EM opportunities. Still has to pay down debt from an acquisition, but but in 12-18 months should be ready for another. Good place to be with aging demographics, especially in US.
Becton Dickinson (BDX-N)
January 7, 2019
Has owned for a while. One of the more defensive companies you can own. Medical things you can only use once. Sells a suite of products and software to hospitals. Lots of EM opportunities. Still has to pay down debt from an acquisition, but but in 12-18 months should be ready for another. Good place to be with aging demographics, especially in US.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$218.640
Owned
Yes
HOLD
HOLD
January 7, 2019
Where do you see an exit point? Exit, never. He'll sell when Warren Buffet sells. Expecting a pretty lousy quarter. They have the most unbelievable pricing power. Diversifying. Can't guarantee there won't be a little volatility when earnings come out, but that's the time to buy more.
Moody's Corp. (MCO-N)
January 7, 2019
Where do you see an exit point? Exit, never. He'll sell when Warren Buffet sells. Expecting a pretty lousy quarter. They have the most unbelievable pricing power. Diversifying. Can't guarantee there won't be a little volatility when earnings come out, but that's the time to buy more.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$143.810
Owned
Yes
DON'T BUY
DON'T BUY
January 7, 2019
At its low? Terrible balance sheet. Grasping at straws, making an expensive acquisition because they're late to the party. Not at all interested. Buy Apple if you're looking for a beaten-up tech company.
IBM (IBM-N)
January 7, 2019
At its low? Terrible balance sheet. Grasping at straws, making an expensive acquisition because they're late to the party. Not at all interested. Buy Apple if you're looking for a beaten-up tech company.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$118.150
Owned
No
BUY
BUY
January 7, 2019
You have to own this company if you think people will continue to love their iPhones.
Apple (AAPL-Q)
January 7, 2019
You have to own this company if you think people will continue to love their iPhones.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$147.930
Owned
Yes