Viewing Expert Mike S. Newton, CIM FCSI | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Mike S. Newton, CIM FCSI , Director & Portfolio Manager

Scotia Wealth Management

Address
40 King Street West, 49th Floor
Toronto, ON
M5H 3Y2

Contact Info
Telephone: 416-350-1192
Toll Free: 1-800-399-8520
Email:
Website: http://www.newtongroupwealth.com/


Date Signal Chart Symbol Company Opinion Price
2017-08-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. This has been lumbering along in the last year and has been somewhat difficult. The US has been a great place to be. Feels investors’ frame of reference is too short. We have been in a bull market, but not as long as people are thinking. There is a whole generation that is not investing because of the great financial crisis we just experienced. Feels it is an interesting time to be invested. Much of what is going on is based on economic finance reform and the new US tax code that we hope comes in.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
_N/A
2017-08-30 WAIT Must be logged in to use chart AAPL-Q Apple

September 12 will be the big announcement. As a user, he had been a little soured, but everything is fine now. He is finding the TV experience good, and is looking forward to the new phone. Wait until September 12.


Price:
$163.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 BUY Must be logged in to use chart AMZN-Q Amazon.com

Amazon (AMZN-Q) or Ali Baba (BABA-N)? He would add to both of these now, for 3 reasons. #1 the pullback. #2 it is a longer-term great story and #3 you have an $.80 Cdn$, which you don’t see very often.


Price:
$967.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 BUY Must be logged in to use chart BABA-N Alibaba Group Holding

Amazon (AMZN-Q) or Ali Baba (BABA-N)? He would add to both of these now, for 3 reasons. #1 the pullback. #2 it is a longer-term great story and #3 you have an $.80 Cdn$, which you don’t see very often.


Price:
$171.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 COMMENT Must be logged in to use chart BCE-T BCE Inc.

The roll out of FIBE is going to be a huge focus in 2018 for this company. They are taking market share from other players. Good dividend.


Price:
$59.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

One of his absolute favourite Canadian companies. It is in packaging and labelling. Currently they are being hit a little bit by the Cdn$ strength. This is a low volatility, non-resource, non-energy, non-gold, non-materials name in Canada which is very rare, and this is good timing.


Price:
$58.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

If Canada is going to do well, and we are going to have a back half pick up like everyone thinks, why not own this. The recent pullback represents a buying opportunity. Dividend yield of 1.6%. (Analysts’ price target is $109.70.)


Price:
$100.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 BUY Must be logged in to use chart ENB-T Enbridge

Enbridge (ENB-T) or Enbridge Income Fund Holdings (ENF-T)? He added this about 2 years ago. He loves the boldness of the Spectra Energy deal. A really well run company. He prefers this one.


Price:
$49.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Enbridge (ENB-T) or Enbridge Income Fund Holdings (ENF-T)? He added Enbridge about 2 years ago. He loves the boldness of the Spectra Energy deal. It is a really well run company. He prefers it over this one.


Price:
$30.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2017-08-30 COMMENT Must be logged in to use chart IBB-Q iShares Nasdaq BioTech ETF

He is very positive on the biotech sector. There had been a lot of negative news cycle during the election, so the sector consolidated for some time. He then got back in through this ETF in March. He just sold this, but only because of a portfolio rebalancing. A great way to play Biotech’s.


Price:
$324.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2017-08-30 TOP PICK Must be logged in to use chart JPM-N JP Morgan Chase & Co

He is a big fan of management and the business. Their latest quarter was excellent, for one main reason; every sector of the business is firing on all cylinders. Also, the board just approved the quarterly dividend being increased by $.56. They are basically going to return about $21 billion to shareholders over the next 12 months. Dividend yield of 2.2%. (Analysts’ price target is $96.)


Price:
$91.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 COMMENT Must be logged in to use chart MRU-T Metro Inc (A)

We saw what just happened with the Amazon Whole Foods acquisition, which sent shivers down the spine of the US grocery retailers. There was a little less reaction in Canada, but it does put Canadian grocers on notice. There is the health reform in Québec and the minimum wage situation in Ontario. These are some of the issues that have made the stock go sideways a little. His preferred way to play grocers would be Loblaw’s (L-T), but he doesn’t own any grocers right now.


Price:
$41.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2017-08-30 BUY Must be logged in to use chart SBUX-Q Starbucks

This has been a frustrating year. He is buying and averaging down. There are 2 parts to the story. There is the domestic story. They came out with some revenue and growth rates in North America that people were not expecting. Thinks it is going through a soft landing. We are used to the high growth rates which is coming down a little. The real story is the China side, where they have 2600 stores and are adding 500 stores a year. As long as China/US relations stay good, he believes this company will continue to see great rewards out of that region. The drop in the stock price is a good buying opportunity.


Price:
$54.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 TOP PICK Must be logged in to use chart SHOP-T Shopify Inc.

Was really surprised at the growth metrics underneath this. They are in 500,000 merchant companies in 175 countries with a 60% growth rate in North America, and even higher growth rates elsewhere. (Analysts’ price target is $151.)


Price:
$136.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 COMMENT Must be logged in to use chart SU-T Suncor Energy Inc

A tough name to own because of volatility. Oil cannot get a break. He is setting up for an oil rally. Prefers renting the space through an ETF. The Suncor story is all about Fort Hills which is 90% complete. They expect to be testing on it and get it up and running in 2018.


Price:
$39.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,095 entries
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1 Comment

StockNewbie

March 14th 2015 at 10:19am

I enjoy your views and opinion Mike. Thank you


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