Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 24, 2019
They keep beating expectations, so why hasn't this stock shot up? Because investors fear a recession and TFII will get hit when that happens. TFII makes smart acquisitions and he still believes in it.
They keep beating expectations, so why hasn't this stock shot up? Because investors fear a recession and TFII will get hit when that happens. TFII makes smart acquisitions and he still believes in it.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$39.830
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2019
Don't buy any US stocks for the dividend--you get taxed and suffer currency fluctuation. But he likes US banks because there's growth. That said, he wouldn't buy WFC.
Wells Fargo (WFC-N)
June 24, 2019
Don't buy any US stocks for the dividend--you get taxed and suffer currency fluctuation. But he likes US banks because there's growth. That said, he wouldn't buy WFC.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$46.270
Owned
No
DON'T BUY
DON'T BUY
June 24, 2019

He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.

He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$53.140
Owned
No
BUY
BUY
June 24, 2019

It's a dividend play, so it trades on its yield, directly influenced by interest rate moves. Brookfield stocks are steady-eddys and they make few mistakes. BEP will benefit from lower interest rates. However, the parent stock, BAM, is the best Brookfield stock.

It's a dividend play, so it trades on its yield, directly influenced by interest rate moves. Brookfield stocks are steady-eddys and they make few mistakes. BEP will benefit from lower interest rates. However, the parent stock, BAM, is the best Brookfield stock.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$45.480
Owned
Unknown
BUY
BUY
June 24, 2019

If there's a recession, CN revenues will slow. They warned that their Q2 may be a little weak, though they'll hit their targets. They continue to generate a lot of cash flow and are adding more assets, like rail cars and lines. He believes the North American economy will continue to grow at 2-3%, so CN will benefit. A must-own. (CP is also good.)

If there's a recession, CN revenues will slow. They warned that their Q2 may be a little weak, though they'll hit their targets. They continue to generate a lot of cash flow and are adding more assets, like rail cars and lines. He believes the North American economy will continue to grow at 2-3%, so CN will benefit. A must-own. (CP is also good.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$121.560
Owned
Yes
BUY
BUY
June 24, 2019

Are there Canadian companies like Beyond Meat? Why pay more for this hamburger than a meat burger? He's tried it and wasn't blow away. Maple Leaf, he assumes, is looking into alternative protein. Nestle is getting it. Anyone selling protein is looking into alternative/vegan food. There will be so much competition. Who knows will win? To play this place, own BYND.

Are there Canadian companies like Beyond Meat? Why pay more for this hamburger than a meat burger? He's tried it and wasn't blow away. Maple Leaf, he assumes, is looking into alternative protein. Nestle is getting it. Anyone selling protein is looking into alternative/vegan food. There will be so much competition. Who knows will win? To play this place, own BYND.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$140.990
Owned
No
HOLD
HOLD
June 24, 2019
A defensive play that'll move up and down with recession worries. They will sell of real estate to improve their balance sheet, not his favourite idea, but it is a well-run company. Lots of insider ownership, which is good.
A defensive play that'll move up and down with recession worries. They will sell of real estate to improve their balance sheet, not his favourite idea, but it is a well-run company. Lots of insider ownership, which is good.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$67.200
Owned
Yes