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Greg Newman
Director & Portfolio Manager at Scotia Wealth Management
Member since: Sep '11 · 2621 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 4.74 | 216 23.05% | 250 26.68% | 159 16.97% | 207 22.09% | 105 11.21% | ||
| 1 Month | 4.68 | 3 1.32% | 80 35.09% | 88 38.60% | 55 24.12% | 2 0.88% | |
| 6 Months | 4.84 | 35 16.13% | 74 34.10% | 33 15.21% | 51 23.50% | 24 11.06% | |
| 12 Months | 4.96 | 65 31.71% | 44 21.46% | 19 9.27% | 45 21.95% | 32 15.61% | |
| 2 Years | 4.9 | 68 37.78% | 35 19.44% | 14 7.78% | 40 22.22% | 23 12.78% | |
| 5 Years | 4.34 | 45 42.06% | 17 15.89% | 5 4.67% | 16 14.95% | 24 22.43% |
Stock Opinions by Greg Newman
Quality of stock market rally in question as small number (~7 companies) responsible for gains. Very narrow band of performance for big tech names. Geopolitical risk along inflation could but gains at risk. US Fed rate hikes are still a possibility. Seeing value in a lot of names that have not caught upwards draft in rally. However, is expecting more growth from "Mag 7" stocks. Might be risky to wait for weakness - not a good idea to be "anti-tech".
N/A
Unknown
Expecting share price to rise. Under owned by investors. Turnaround story by management. Free cash flow and higher margins. Expecting stock buybacks and dividend growth. Would recommend small position in portfolio.
Recent weakness in business has been fixed. Free cash flow is starting to rise. Expecting earnings to rise. M&A should pickup again. Balance sheet is in good shape. Expecting share price to rise from here.
Excellent company with very high margins. Earnings expected to rise. Seeing value even at the current price. AWS, cloud computing & A.I. tech very strong. Very good for long term shareholders.
Still likes business and will continue to own. Balance sheet continues to improve. Trading at a reasonable price. Expecting further growth. Growth better than peers. Excellent assets that are hard to replicate.
Telecom space very hard right now. Interest rates weighing on the business. Regulatory issues not in the companies favor. Paying a strong dividend. Will continue to own. Presenting good value at this price.
Will continue to own shares. Good option for investors to include in portfolio.
Would recommend selling. Dividend rising too fast. Earnings not quality. Better options for investors. Current price presenting value to sell. Brookfield a better option.
Current share price weak - company in the penalty box. China market not helping generate sales. Expecting Howard Schultz to come back and fix the business. Earnings are also expected to rise.
Very high quality company. Excellent management team. Expecting return of capital to shareholders. Very good balance sheet, with strong asset base. Expecting cash flow per share to rise. Oil prices appear stable. Expensive compared to peers - but very good name to buy. Recent weakness, a good time to buy.
Reasonable dividend. Good company with quality prospects. Q1 a slight miss, but the business is very sound. Would recommend buying weakness. Excellent value at current share price.
Cyclical company that will fall eventually. Would recommend a small position at current price levels. Company is underpinned by solid earnings. Trading at ~42x earnings, which is high, but expecting stock price to continue to rise.
Increased 2024 guidance. 98% recurring revenue which is very attractive. Not a cheap valuation, would recommend holding, or buying on weakness. A good "small position" in portfolio.
Very good dividend that is safe. Production and earnings continue to beat expectation. Capex unchanged (good for business). Company valuation very fair (in line with peers). Strong management team with quality assets. Expecting further stock buybacks and maybe a dividend raise.
Excellent company with very strong brand. Sales up 10% YoY. 2024 guidance remains the same. Q1 guidance was recently beat. Excellent technology with sticky user base. Consumers appear to be strong. P/E not cheap, but earnings continue to grow.
