Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 24, 2013

This REIT pays more than it should. However, there is a comfort level for many investors in that it has a large weight by Smart Centers. The amount of overpayment is not enough that it will be changed but he prefers not to invest in this type of the vehicle. However, you get close to the retail market whose numbers are improving. 9.2% yield.

OneREIT (ONR.UN-T)
September 24, 2013

This REIT pays more than it should. However, there is a comfort level for many investors in that it has a large weight by Smart Centers. The amount of overpayment is not enough that it will be changed but he prefers not to invest in this type of the vehicle. However, you get close to the retail market whose numbers are improving. 9.2% yield.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$4.850
Owned
No
COMMENT
COMMENT
September 24, 2013

Believes they are the best operators in the seniors housing sector. Have great quality properties. If you feel the housing market in Canada is topping and going to roll over, seniors housing correlates to this. Cheap. 5.3% yield.

Believes they are the best operators in the seniors housing sector. Have great quality properties. If you feel the housing market in Canada is topping and going to roll over, seniors housing correlates to this. Cheap. 5.3% yield.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$10.110
Owned
Yes
COMMENT
COMMENT
September 24, 2013

Takes existing well-known drugs and go to the FDA to ameliorate shortcomings with that particular drug. E.G. they take a good drug and find a way to eliminate some side effects. The real story here is a drug called Absorica, an acne drug, which has just taken off both sides of the border. Stock got hammered last Thursday because they were faced with another company’s application to do the same thing. With a name like this, you have to be very careful because of its reliance on one name. Valeant Pharmaceuticals (VRX-T) would be a much better choice.

Takes existing well-known drugs and go to the FDA to ameliorate shortcomings with that particular drug. E.G. they take a good drug and find a way to eliminate some side effects. The real story here is a drug called Absorica, an acne drug, which has just taken off both sides of the border. Stock got hammered last Thursday because they were faced with another company’s application to do the same thing. With a name like this, you have to be very careful because of its reliance on one name. Valeant Pharmaceuticals (VRX-T) would be a much better choice.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$7.320
Owned
No
COMMENT
COMMENT
September 24, 2013

Very involved in Western-based activities. One of their biggest and most successful areas is Britco (?), portable housing and camp setups for mining, etc. Has done very well. 65% payout ratio. Stock has been drifting downwards for the past 6-7 months, but this is an absolutely great entry point for the name. 7.7% yield.

WesternOne Inc (WEQ-T)
September 24, 2013

Very involved in Western-based activities. One of their biggest and most successful areas is Britco (?), portable housing and camp setups for mining, etc. Has done very well. 65% payout ratio. Stock has been drifting downwards for the past 6-7 months, but this is an absolutely great entry point for the name. 7.7% yield.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$7.720
Owned
No
BUY
BUY
September 24, 2013

Investing in technology ETFs. Should these be split into things such as semiconductors and software or consolidated into one equal weighted ETF such as 1stTr NASD 100 Tech? When you buy a NASDAQ ETF, you are not buying all technology. Also, if it is not equal weight, you are going to be buying a ton of Apple (AAPL-Q), etc. The equal weight one you mentioned would be the route he would go. He also likes iShares xUS Info Tech (AXIT-N), which is a great way to play technology globally without being shoved into all the big US technology names.

Investing in technology ETFs. Should these be split into things such as semiconductors and software or consolidated into one equal weighted ETF such as 1stTr NASD 100 Tech? When you buy a NASDAQ ETF, you are not buying all technology. Also, if it is not equal weight, you are going to be buying a ton of Apple (AAPL-Q), etc. The equal weight one you mentioned would be the route he would go. He also likes iShares xUS Info Tech (AXIT-N), which is a great way to play technology globally without being shoved into all the big US technology names.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$32.480
Owned
Unknown
DON'T BUY
DON'T BUY
September 24, 2013

The problem with this whole space is that it is a 90% political situation right now. Very difficult to know what to do when prices are being set by various monopolies and regions. This needs to confirm a trend up before doing anything.

The problem with this whole space is that it is a 90% political situation right now. Very difficult to know what to do when prices are being set by various monopolies and regions. This needs to confirm a trend up before doing anything.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$32.450
Owned
No
DON'T BUY
DON'T BUY
September 24, 2013

The whole bond space has been hurt substantially since May 22nd, when rates started creeping up. Prefers iShares Emerging Market Div (DVYE-N) but he got stopped out of this. He would take a look at getting back into this one. On the ZEF, he would want to know how much of it is corporate versus government, preferring to be a little bit more on the corporate side.

The whole bond space has been hurt substantially since May 22nd, when rates started creeping up. Prefers iShares Emerging Market Div (DVYE-N) but he got stopped out of this. He would take a look at getting back into this one. On the ZEF, he would want to know how much of it is corporate versus government, preferring to be a little bit more on the corporate side.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$16.090
Owned
No