Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
January 25, 2019
A past top pick. Any family with kids with subscribe to Disney's forthcoming streaming service; it'll be a home run. Their comic book movies are endless and a huge success. Their amusement parks are the world's greatest businesses. Trading at 16x earnings. Buy and hold it forever.
Walt Disney (DIS-N)
January 25, 2019
A past top pick. Any family with kids with subscribe to Disney's forthcoming streaming service; it'll be a home run. Their comic book movies are endless and a huge success. Their amusement parks are the world's greatest businesses. Trading at 16x earnings. Buy and hold it forever.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$111.160
Owned
Unknown
BUY
BUY
January 25, 2019
JPM is the best of the pacl, while BAC is more a value play. He owns JP Morgan instead, run by a super CEO. Any portfolio should own one US bank. You can't go wrong with BAC. It's undervalued now.
Bank of America (BAC-N)
January 25, 2019
JPM is the best of the pacl, while BAC is more a value play. He owns JP Morgan instead, run by a super CEO. Any portfolio should own one US bank. You can't go wrong with BAC. It's undervalued now.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$29.580
Owned
No
COMMENT
COMMENT
January 25, 2019
It's recovered from the start of the year when they announced they are lowering guidance. Healthcare potential is high
Apple (AAPL-Q)
January 25, 2019
It's recovered from the start of the year when they announced they are lowering guidance. Healthcare potential is high
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$157.760
Owned
Unknown
TOP PICK
TOP PICK
January 25, 2019
Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$47.690
Owned
Yes
TOP PICK
TOP PICK
January 25, 2019
Ex-CEO Hunter Harrison was superb at raising shareholder value. The best-run railroad in North America. There's limited competition, so there's a moat. They raise prices 2-3% annually along with volume growth. Attractive valuation. (Analysts’ price target is $117.56)
Ex-CEO Hunter Harrison was superb at raising shareholder value. The best-run railroad in North America. There's limited competition, so there's a moat. They raise prices 2-3% annually along with volume growth. Attractive valuation. (Analysts’ price target is $117.56)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$110.370
Owned
Yes
TOP PICK
TOP PICK
January 25, 2019
Well-run though cyclical. MG says that if car sales remain flat for the next three years, MG will generate of 35% of current market cap in free cash flow (after paying dividends). They will continue to buy back stock. They've doubled the dividend. Cheap valuation. (Analysts’ price target is $78.30)
Magna Int'l. (A) (MG-T)
January 25, 2019
Well-run though cyclical. MG says that if car sales remain flat for the next three years, MG will generate of 35% of current market cap in free cash flow (after paying dividends). They will continue to buy back stock. They've doubled the dividend. Cheap valuation. (Analysts’ price target is $78.30)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$69.290
Owned
Yes