Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
September 24, 2013

An ETF or a stock that would be good in the materials space? In this sector, you are typically talking about things such as gold, copper, silver, metals, mining and fertilizers. He would probably be inclined to go with a name like this which is already started to move up a bit. He would also just take half a position.

An ETF or a stock that would be good in the materials space? In this sector, you are typically talking about things such as gold, copper, silver, metals, mining and fertilizers. He would probably be inclined to go with a name like this which is already started to move up a bit. He would also just take half a position.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$33.740
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 24, 2013

(A Top Pick October 16/12. Up 59.34%.) This has always been a large conglomerate of media holdings. They spun out The Stars network in January. Still likes.

Liberty Media Corp (FWONA-Q)
September 24, 2013

(A Top Pick October 16/12. Up 59.34%.) This has always been a large conglomerate of media holdings. They spun out The Stars network in January. Still likes.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$145.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 24, 2013

(A Top Pick October 16/12. Up 17.1%.) This is actually trading a little bit behind its peer group. He got stopped out of it a while ago. If you still own, you should be happy with it.

Enerplus Corp (ERF-T)
September 24, 2013

(A Top Pick October 16/12. Up 17.1%.) This is actually trading a little bit behind its peer group. He got stopped out of it a while ago. If you still own, you should be happy with it.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$17.640
Owned
No
PAST TOP PICK
PAST TOP PICK
September 24, 2013

(A Top Pick October 16/12. Up 3.38%.) A Netherlands-based carrier neutral cloud hosting site. Have 1200 customers. His thesis behind this was the very popular Cloud theme combined with a European turnaround. Didn’t work out the way he had hoped and he was stopped out about 6 months ago.

(A Top Pick October 16/12. Up 3.38%.) A Netherlands-based carrier neutral cloud hosting site. Have 1200 customers. His thesis behind this was the very popular Cloud theme combined with a European turnaround. Didn’t work out the way he had hoped and he was stopped out about 6 months ago.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$23.520
Owned
No
DON'T BUY
DON'T BUY
September 24, 2013

It seems that everybody is out to get this company these days. This is unfortunate, because it is a great franchise. He typically moves on from things that have flies on them. He likes US banks and would suggest that you look at an equal weight U.S. Bank ETF.

JP Morgan Chase & Co (JPM-N)
September 24, 2013

It seems that everybody is out to get this company these days. This is unfortunate, because it is a great franchise. He typically moves on from things that have flies on them. He likes US banks and would suggest that you look at an equal weight U.S. Bank ETF.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$50.320
Owned
No
COMMENT
COMMENT
September 24, 2013

Our housing market is no different than other housing markets, but qualifications in our mortgage market are definitely different than in the US. You could also look at Counsel (CXS-T). Both are quite good names.

Home Capital Group (HCG-T)
September 24, 2013

Our housing market is no different than other housing markets, but qualifications in our mortgage market are definitely different than in the US. You could also look at Counsel (CXS-T). Both are quite good names.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$73.430
Owned
No
COMMENT
COMMENT
September 24, 2013

Used to own but sold his holdings when the stock moved up so much. Currently prefers 3D Systems (DDD-N). 3-D printing is quite fascinating with what is happening on it. There is new interest in this space.

Stratasys Inc (SSYS-Q)
September 24, 2013

Used to own but sold his holdings when the stock moved up so much. Currently prefers 3D Systems (DDD-N). 3-D printing is quite fascinating with what is happening on it. There is new interest in this space.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$100.560
Owned
No