Stock Opinions by Mike S. Newton, CIM FCSI - Stockchase Experts
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Mike S. Newton, CIM FCSI @

On Stockchase since : Jun 2009

Director & Portfolio Manager

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Mike S. Newton, CIM FCSI Latest Top Picks...

Stock Opinions by Mike S. Newton, CIM FCSI - Stockchase Experts


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TOP PICK
ResMed Inc.(RMD-N) 

September 25, 2018

18 million Americans have sleep apnea with many others undiagnosed. They have 2.5 billion nights of medical sleep data. They take cases out of hospitals and into homes. Based in Australia and the U.S. Shares have been been steadily rising. (1.3% dividend yield, Analysts' price target $109.75) 

Healthcare

18 million Americans have sleep apnea with many others undiagnosed. They have 2.5 billion nights of medical sleep data. They take cases out of hospitals and into homes. Based in Australia and the U.S. Shares have been been steadily rising. (1.3% dividend yield, Analysts' price target $109.75) 

Healthcare
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$115.360
Owned Owned
Yes

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TOP PICK

They're now penetrating a post-leisure world where S, M, L, XL doesn't exist, but the clothing is custom-fit. They're going beyond the usual gym story with a new CEO. Have a a huge, untapped market going forward. It's up 100% back this year. Its mojo is back.  (no dividend, Analysts' price target: $154.114)

household goods

They're now penetrating a post-leisure world where S, M, L, XL doesn't exist, but the clothing is custom-fit. They're going beyond the usual gym story with a new CEO. Have a a huge, untapped market going forward. It's up 100% back this year. Its mojo is back.  (no dividend, Analysts' price target: $154.114)

household goods
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$158.410
Owned Owned
Yes

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TOP PICK
The Trade Desk(TTD-Q) 

September 25, 2018

There's a massiec shift happening in advertising and it's not just in digital. TTD empowers buyers of advertising by helping them with matching with their brands. There are 500 billion digital opportunities across all omni channels. It's a dashbaord that lets buyers best spend their money and target their audience. It won't replace digital advertising companies, but enable them. Grown 60% revenue over two years as margins have grown. Shares rocketed today with the release of new software. This is like fintech in advertising.  (no dividend, Analysts' price target $131.31)

There's a massiec shift happening in advertising and it's not just in digital. TTD empowers buyers of advertising by helping them with matching with their brands. There are 500 billion digital opportunities across all omni channels. It's a dashbaord that lets buyers best spend their money and target their audience. It won't replace digital advertising companies, but enable them. Grown 60% revenue over two years as margins have grown. Shares rocketed today with the release of new software. This is like fintech in advertising.  (no dividend, Analysts' price target $131.31)

0
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$154.680
Owned Owned
Yes

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PAST TOP PICK
SoftBank Corp(9984-JP) 

September 25, 2018

(Past Top Pick, Oct. 11, 2017, Up 14%) This stock has lifted only in the past few months after being sideways or down. They have a $100-billion vision fund which is now $200 bilion, more than all that Silicon Valley has raised in two years. His catalyst was the spin-off that took a $1-billion investment. Since then, he invested in this and has been happy. There's more room to go.

Telecommunications

(Past Top Pick, Oct. 11, 2017, Up 14%) This stock has lifted only in the past few months after being sideways or down. They have a $100-billion vision fund which is now $200 bilion, more than all that Silicon Valley has raised in two years. His catalyst was the spin-off that took a $1-billion investment. Since then, he invested in this and has been happy. There's more room to go.

Telecommunications
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$0.000
Owned Owned
Yes

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PAST TOP PICK
Impinj Inc(PI-Q) 

September 25, 2018

(Past Top Pick, Oct. 11, 2017, Down 33%) He got stopped out and lost 11%. They RFID, radio transmitters and they do a battery list tracker. The issue was there was a lot of hype in their name, then an overhand in their inventories. They do a lot of work in clothing, which has been a negative industry. They offer a great product. This is still a good story, though volatile lately. Improving inventory around the world will help them. He would buy it again if the price moved in the right way.

(Past Top Pick, Oct. 11, 2017, Down 33%) He got stopped out and lost 11%. They RFID, radio transmitters and they do a battery list tracker. The issue was there was a lot of hype in their name, then an overhand in their inventories. They do a lot of work in clothing, which has been a negative industry. They offer a great product. This is still a good story, though volatile lately. Improving inventory around the world will help them. He would buy it again if the price moved in the right way.

0
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$24.830
Owned Owned
No

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PAST TOP PICK

(Past Top Pick, Oct. 11, 2017, Up 14%) It did poorly the same time Starbucks did, then it popped up into everyone's radar after a great Q1 growth rate of 30%. They had a strong footing on all their newly acquired businesses. All their margins like fuel that had been dragging were impressive. He reduced a bit, but wants to see this NAFTA overhang disappear.

food stores

(Past Top Pick, Oct. 11, 2017, Up 14%) It did poorly the same time Starbucks did, then it popped up into everyone's radar after a great Q1 growth rate of 30%. They had a strong footing on all their newly acquired businesses. All their margins like fuel that had been dragging were impressive. He reduced a bit, but wants to see this NAFTA overhang disappear.

food stores
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$64.990
Owned Owned
Yes

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COMMENT
General Market Comment 

September 25, 2018

The U.S. market has been resilient, despite NAFTA worries, China-US tariffs and Brexit falling apart. There are muted reactions to all this noise. Surprising. His strategy is to stick with a stock as long as he can, and let price tell him which direction the market will go. Use stop losses to get out of a stock. He'd like to see more convergence with the rest of the world where emerging markets are down. There's a little softness in the US dollar, and maybe EM has hit the bottom. US Fed Reserve announces interest rate tomorrow at 2:00 pm EST. His portfolio is 50-55% American. It's an American story wth pain outside, around the world. Slightly altering the balance between CAD and USD has been a better thing to do than hedging. A lot of ETFs hedge, in fact.

The U.S. market has been resilient, despite NAFTA worries, China-US tariffs and Brexit falling apart. There are muted reactions to all this noise. Surprising. His strategy is to stick with a stock as long as he can, and let price tell him which direction the market will go. Use stop losses to get out of a stock. He'd like to see more convergence with the rest of the world where emerging markets are down. There's a little softness in the US dollar, and maybe EM has hit the bottom. US Fed Reserve announces interest rate tomorrow at 2:00 pm EST. His portfolio is 50-55% American. It's an American story wth pain outside, around the world. Slightly altering the balance between CAD and USD has been a better thing to do than hedging. A lot of ETFs hedge, in fact.

Unknown
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Canadian Pacific Rail(CP-T) 

September 25, 2018

Up 20% YTD. The TransMountain delay helps them. CP is his preferred railway. They don't have the logjams to get deliveries moving, unlike CN. It's gone too far, too quickly though, so for this reason he recommends looking at CN. Both are proxies on the Canadian economy. A NAFTA resolution would be a big boost. Both rails are good.

Transportation

Up 20% YTD. The TransMountain delay helps them. CP is his preferred railway. They don't have the logjams to get deliveries moving, unlike CN. It's gone too far, too quickly though, so for this reason he recommends looking at CN. Both are proxies on the Canadian economy. A NAFTA resolution would be a big boost. Both rails are good.

Transportation
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$272.690
Owned Owned
Unknown

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BUY
Alibaba Group Holding(BABA-N) 

September 25, 2018

The recent fall is due to China-US trade war, but it's also the reality of doing business in China. Jack Ma has done an amazing job. He still believes in this. Chinese e-commerce is very good. It's trading 30x forward PE, but he thinks that's decreased to 24x. 

The recent fall is due to China-US trade war, but it's also the reality of doing business in China. Jack Ma has done an amazing job. He still believes in this. Chinese e-commerce is very good. It's trading 30x forward PE, but he thinks that's decreased to 24x. 

0
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$164.250
Owned Owned
Yes

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BUY
JP Morgan Chase & Co(JPM-N) 

September 25, 2018

He added more last week (and other U.S. banks). There's a lot of upside built into the whole space. He's very positive in this space, and expects more upside. A great buy.

Financial Services

He added more last week (and other U.S. banks). There's a lot of upside built into the whole space. He's very positive in this space, and expects more upside. A great buy.

Financial Services
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$116.390
Owned Owned
Yes

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BUY
BCE Inc.(BCE-T) 

September 25, 2018

Down 14% YTD. He enjoys using the product. The yield is attractive. We're in a growth environment now as defensive utilities are out, like all telcoms. He added to his position. Patience will pay off. 4.5% dividend

telephone utilities

Down 14% YTD. He enjoys using the product. The yield is attractive. We're in a growth environment now as defensive utilities are out, like all telcoms. He added to his position. Patience will pay off. 4.5% dividend

telephone utilities
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$51.990
Owned Owned
Yes

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WAIT
Intel(INTC-Q) 

September 25, 2018

A lot happening here in this space. Was downgraded by Raymond James. Step aside and watch this play out.

electrical/electronic

A lot happening here in this space. Was downgraded by Raymond James. Step aside and watch this play out.

electrical/electronic
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$45.910
Owned Owned
Unknown

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COMMENT
Starbucks(SBUX-Q) 

September 25, 2018

A long-tome owner, despite this going sideways for a few years. China hasn't yet panned out, with some missteps. It opens a store every four hours around the world. Still likes it. They're working through mobile ordering. It will break-out. He's sticking with it.

food services

A long-tome owner, despite this going sideways for a few years. China hasn't yet panned out, with some missteps. It opens a store every four hours around the world. Still likes it. They're working through mobile ordering. It will break-out. He's sticking with it.

food services
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$56.900
Owned Owned
Yes

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COMMENT
General Market Comment 

September 25, 2018

A global oil ETF? NXF-T is a covered call. It has the 15-largest non-Canadian oil stocks equal-weighted. It's done well because of volatility and currency. Also, the NXF-T.  Oil has been up since the Sunday OPEC oil meeting and some excitement. We'll see if this is a head-fake or a real trend.

A global oil ETF? NXF-T is a covered call. It has the 15-largest non-Canadian oil stocks equal-weighted. It's done well because of volatility and currency. Also, the NXF-T.  Oil has been up since the Sunday OPEC oil meeting and some excitement. We'll see if this is a head-fake or a real trend.

Unknown
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

September 25, 2018

Do you worry about record levels of debt among households and businesses? It worries him, yes. How the global community coordinates and keeps on top of debt will be really important. Nobody in 30 years is used to raising interest rates and bond yields. The repositioning of trade is very odd; if the U.S. gets even stronger, it will have ramifications in emerging market debt and their ability to repay it. These are the icebergs we face. They won't go away, but they better shrink. He doen't think we will hit them. 

Do you worry about record levels of debt among households and businesses? It worries him, yes. How the global community coordinates and keeps on top of debt will be really important. Nobody in 30 years is used to raising interest rates and bond yields. The repositioning of trade is very odd; if the U.S. gets even stronger, it will have ramifications in emerging market debt and their ability to repay it. These are the icebergs we face. They won't go away, but they better shrink. He doen't think we will hit them. 

Unknown
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$0.020
Owned Owned
Unknown

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Showing 1 to 15 of 1,271 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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