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LIVE · 15:35 ET
Market ClerkRecap
Wed Oct 21 · markets open2 signals today106 insider buys this week · $305.5MCIRO short report next: Oct 31The week ahead
PUNDIT SCORES · TRACKED SINCE 2026

Barry Schwartz

President & CIO, Baskin Wealth Management · frequent BNN Bloomberg Market Call guest

12
Picks on record
6/12
Beating their index
−3.1
Avg vs index
TickerThe pickPickedSourceReturnVs. index
BRK-B USPicked Berkshire Hathaway, expecting improved capital deployment under CEO Greg Abel via bigger buybacks and stronger operating-business performance.logged retroactively from dated source2026-08-19 · $499.62BNN Bloomberg Market Call, Top Picks — Aug 19 2026+8.1%+8.0 ahead
ATD CAPicked Alimentation Couche-Tard, citing fuel-price-swing capture and its acquisition of "over 13,000 convenience stores in Poland and Romania."logged retroactively from dated source2026-08-19 · $87.98BNN Bloomberg Market Call, Top Picks — Aug 19 2026−3.0%−2.2 behind
COST USBacked Costco for sustained "double digit" earnings growth from comp sales, digital expansion, and fuel market-share gains.logged retroactively from dated source2026-08-19 · $956.99BNN Bloomberg Market Call, Top Picks — Aug 19 2026+3.9%+3.9 ahead
CSU CAPicked Constellation Software as one of the undervalued technology businesses he favors amid strong earnings growth.logged retroactively from dated source2026-06-09 · $2975.35BNN Bloomberg Market Call, Top Picks — Jun 9 2026+8.9%+4.0 ahead
NA CAPicked National Bank as an overlooked large-cap offering value in the current market environment.logged retroactively from dated source2026-06-09 · $207.27BNN Bloomberg Market Call, Top Picks — Jun 9 2026−1.8%−6.7 behind
META USPicked Meta as part of high-quality North American businesses that had lagged the rally, favoring software/IT/healthcare/media/insurance names.logged retroactively from dated source2026-06-09 · $584.59BNN Bloomberg Market Call, Top Picks — Jun 9 2026+18.8%+14.3 ahead
TDG USPicked TransDigm despite Boeing/Airbus production weakness, calling it "an attractive opportunity to buy a high-quality compounder."logged retroactively from dated source2026-05-01 · $1154.45BNN Bloomberg Market Call, Top Picks — May 1 2026−1.0%−7.7 behind
FICO USPicked Fair Isaac (FICO), saying VantageScore concerns were "overblown" for the credit-scoring leader with "98 per cent market share for mortgages, auto, and credit card loans."logged retroactively from dated source2026-05-01 · $1035.50BNN Bloomberg Market Call, Top Picks — May 1 2026−22.8%−29.4 behind
FFH CACalled Fairfax "a disciplined insurer that has done a good job investing the float at consistent returns," comparing it to Berkshire Hathaway.logged retroactively from dated source2026-05-01 · $2170.28BNN Bloomberg Market Call, Top Picks — May 1 2026+13.2%+6.6 ahead
NFLX USPicked Netflix, citing 8% subscriber growth in 2025 and management guidance of 13% sales growth and 20% profit growth for 2026.logged retroactively from dated source2026-02-02 · $82.76BNN Bloomberg Market Call, Top Picks — Feb 2 2026−17.0%−27.6 behind
MSCI USPicked MSCI, pointing to 10% revenue growth, "strong inflows into MSCI's international ETFs," and buybacks near 5% of shares in 2025.logged retroactively from dated source2026-02-02 · $624.75BNN Bloomberg Market Call, Top Picks — Feb 2 2026−5.3%−15.8 behind
MSFT USPicked Microsoft after a 10% pullback on a minor Azure-growth shortfall he attributed to "capacity shortages rather than a demand issue."logged retroactively from dated source2026-02-02 · $423.37BNN Bloomberg Market Call, Top Picks — Feb 2 2026+25.6%+15.1 ahead

Picks are public statements, logged with sources and scored against the pick’s market index (TSX Composite for Canadian picks, S&P 500 for US). Price return only. Corrections: contact us.

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