Barry Schwartz's Market Outlook: North American Large Caps (Oct. 27, 2026)

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In financial discussions, Barry Schwartz from Baskin Wealth Management addresses current market volatility, emphasizing the importance of focusing on fundamentals rather than short-term trading trends driven by algorithmic trading. He highlights the attractiveness of U.S. software and technology companies, particularly those with potential for double-digit earnings growth. Schwartz also discusses specific companies, including Couch Tard, which is actively pursuing acquisitions in the convenience store sector, and WSP Global, which faces challenges due to perceptions about AI's impact on engineering services.

Schwartz provides insights into various stocks, including Fair Isaac, which faces regulatory scrutiny but remains a long-term investment opportunity, and Brookfield Corporation, which he believes is undervalued despite market indifference. He also shares thoughts on the energy sector, noting that companies like Synovus are benefiting from high oil prices, and discusses the challenges facing Cineplex in the post-pandemic landscape. Overall, Schwartz advocates for a long-term investment strategy focused on quality companies amid market fluctuations.

Barry Schwartz, president & CIO at Baskin Wealth Management, shares his outlook on North American Large Caps.