Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 17, 2019
They are serial acquirers with heavy cash flow. This can continue without limit. However, they have heavy competition now. So, CSU is now increasing its balance sheet. This has done incredibly well, a no-brainer.
They are serial acquirers with heavy cash flow. This can continue without limit. However, they have heavy competition now. So, CSU is now increasing its balance sheet. This has done incredibly well, a no-brainer.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1200.020
Owned
No
BUY
BUY
May 17, 2019
Their guidance says profits will increase by 50% in 3-5 years through acquisition and improving operations. They have bought a lot of companies in recent years, so the balance sheet needs work. E-commerce is a strong tailwind which is why he likes it. They are building a global powerhouse and trade at a good valuation. They've stopped raising the dividend so they can make acquisitions.
Their guidance says profits will increase by 50% in 3-5 years through acquisition and improving operations. They have bought a lot of companies in recent years, so the balance sheet needs work. E-commerce is a strong tailwind which is why he likes it. They are building a global powerhouse and trade at a good valuation. They've stopped raising the dividend so they can make acquisitions.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$18.150
Owned
Unknown
BUY
BUY
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Visa Inc. (V-N)
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$164.090
Owned
No
BUY
BUY
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$252.550
Owned
Unknown
BUY
BUY
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins are increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Amazon.com (AMZN-Q)
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins are increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1869.000
Owned
No
DON'T BUY
DON'T BUY
May 17, 2019
He likes its business idea, but not sure about the stock--it's valuation is very high. He'll buy Amazon or Visa, but Shopify's sky-high valuation is too high. No doubt they've had amazing growth, but they're not profitable.
He likes its business idea, but not sure about the stock--it's valuation is very high. He'll buy Amazon or Visa, but Shopify's sky-high valuation is too high. No doubt they've had amazing growth, but they're not profitable.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$368.050
Owned
No
BUY
BUY
May 17, 2019
The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.
The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$44.290
Owned
Unknown