Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 24, 2019

An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.

Netflix Inc. (NFLX-Q)
June 24, 2019

An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$371.040
Owned
No
BUY
BUY
June 24, 2019
Value investors buy stocks that trade at a discount to their true value. Amazon disrupts every business they enter, like cosmetics that they announced today, and will dominate more of online retail overall. People love their instant shipping of goods. The risk are government anti-trust laws. So, the value is here.
Amazon.com (AMZN-Q)
June 24, 2019
Value investors buy stocks that trade at a discount to their true value. Amazon disrupts every business they enter, like cosmetics that they announced today, and will dominate more of online retail overall. People love their instant shipping of goods. The risk are government anti-trust laws. So, the value is here.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1913.900
Owned
Yes
BUY
BUY
June 24, 2019

They're into themes--cloud, software, gaming, social media (LinkedIn)--with strong tailwinds. He likes MSFT. Valuations have risen a bit (Google and Facebook have pulled back). MSFT's growth isn't as attractive as those two, but investors love their runway of growth.

Microsoft (MSFT-Q)
June 24, 2019

They're into themes--cloud, software, gaming, social media (LinkedIn)--with strong tailwinds. He likes MSFT. Valuations have risen a bit (Google and Facebook have pulled back). MSFT's growth isn't as attractive as those two, but investors love their runway of growth.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$137.780
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Sep 20/18, Down 41%) he bought it during the hype over the name game, Call of Duty, which pushed the stock way too much. Despite high revenues last year, their guidance was very poor--no new games for 2019, so the stock got slammed. At the same time, videogames in general generate a lot more cash flow than they used to. At the time, he was excited about the new games in their pipeline--who knows when they release them? He has faith. He's holding on and buying more shares. The balance sheet is perfect and they raised a lot more capital recently. He's excited about the opportunities.
(A Top Pick Sep 20/18, Down 41%) he bought it during the hype over the name game, Call of Duty, which pushed the stock way too much. Despite high revenues last year, their guidance was very poor--no new games for 2019, so the stock got slammed. At the same time, videogames in general generate a lot more cash flow than they used to. At the time, he was excited about the new games in their pipeline--who knows when they release them? He has faith. He's holding on and buying more shares. The balance sheet is perfect and they raised a lot more capital recently. He's excited about the opportunities.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$47.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Sep 20/18, Up 16%) The media is out for Zuckerberg's head. Yes, FB has screwed up but they have said sorry. Earnings have slowed, because FB is spending on improving privacy of its users. The market overlooks that is spending money on future growth by monetizing Instagram and getting into payments and VR. Their valuation is quite cheap, though growth is slowing, but that means 30% revenue growth. Who else does 30% trading at 20x earnings? FB is up 50% year to date vs. the Nasdaq's 20%.
Facebook (FB-Q)
June 24, 2019
(A Top Pick Sep 20/18, Up 16%) The media is out for Zuckerberg's head. Yes, FB has screwed up but they have said sorry. Earnings have slowed, because FB is spending on improving privacy of its users. The market overlooks that is spending money on future growth by monetizing Instagram and getting into payments and VR. Their valuation is quite cheap, though growth is slowing, but that means 30% revenue growth. Who else does 30% trading at 20x earnings? FB is up 50% year to date vs. the Nasdaq's 20%.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$192.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Sep 20/18, Down 3%) This moves inline with the S&P 500. BLK is very undervalued. They really make their money selling ETFs to nichy alternative investors, which lower interst rates will encoourage. BLK offers the best suite of alternative investments. BLK generates a lot of free cash flow and they raised their 2.8% dividend twice last year.
(A Top Pick Sep 20/18, Down 3%) This moves inline with the S&P 500. BLK is very undervalued. They really make their money selling ETFs to nichy alternative investors, which lower interst rates will encoourage. BLK offers the best suite of alternative investments. BLK generates a lot of free cash flow and they raised their 2.8% dividend twice last year.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$463.400
Owned
Yes
DON'T BUY
DON'T BUY
June 24, 2019
Don't buy a stock only for the dividend, because some won't see growth, like POW. Lower interest rates won't help them. They bought Wealthsimple, but will that pay off? He's been holding his breath on POW for a long time and he's given up. POW is always on the wrong side of trends.
Power Corp (POW-T)
June 24, 2019
Don't buy a stock only for the dividend, because some won't see growth, like POW. Lower interest rates won't help them. They bought Wealthsimple, but will that pay off? He's been holding his breath on POW for a long time and he's given up. POW is always on the wrong side of trends.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$28.200
Owned
No