Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 24, 2013

Have a dividend of $0.28 per share, which is 3X what it was 3 years ago. They have $75 million in cash and have announced a bunch of buybacks but he doesn’t think that’s what they should be doing with the money. They should get rid of the Bing search engine, which is not working and costing a lot of money. They should also raise their dividend. If you want a greater return, he would look elsewhere. He is not the least bit interested in this name.

Microsoft (MSFT-Q)
September 24, 2013

Have a dividend of $0.28 per share, which is 3X what it was 3 years ago. They have $75 million in cash and have announced a bunch of buybacks but he doesn’t think that’s what they should be doing with the money. They should get rid of the Bing search engine, which is not working and costing a lot of money. They should also raise their dividend. If you want a greater return, he would look elsewhere. He is not the least bit interested in this name.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$32.455
Owned
No
HOLD
HOLD
September 24, 2013

There is one thing going for this company and that is it is now trading above its new issue price of $38. When a stock is trading above its new issue price, it probably has higher highs ahead of it. If you own, support it with some kind of stop loss and continue to hold.

Facebook (FB-Q)
September 24, 2013

There is one thing going for this company and that is it is now trading above its new issue price of $38. When a stock is trading above its new issue price, it probably has higher highs ahead of it. If you own, support it with some kind of stop loss and continue to hold.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$48.450
Owned
Unknown
HOLD
HOLD
September 24, 2013

Had an almost 20% decline since May 22. Thinks about 90% of the correction is done, but he would wait a few months before adding to holdings.

Had an almost 20% decline since May 22. Thinks about 90% of the correction is done, but he would wait a few months before adding to holdings.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$18.610
Owned
Unknown
BUY
BUY
September 24, 2013

This has big holdings in things like Johnson & Johnson (JNJ-N), Pfizer (PFE-N), Merck (MRK-N), etc. Has done very well year to date.

This has big holdings in things like Johnson & Johnson (JNJ-N), Pfizer (PFE-N), Merck (MRK-N), etc. Has done very well year to date.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$107.550
Owned
Yes
BUY
BUY
September 24, 2013

We have seen underperformance in this name, ever since the days started getting longer, in December. You can accumulate this. Europe is still a major part of their revenue and it has been lagging but is turning around now.

McDonalds (MCD-N)
September 24, 2013

We have seen underperformance in this name, ever since the days started getting longer, in December. You can accumulate this. Europe is still a major part of their revenue and it has been lagging but is turning around now.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$97.780
Owned
Yes
HOLD
HOLD
September 24, 2013

Just recently bought this for the 1st time. These names are cyclical and are in favour and out of favour with all kinds of different factors, ruining what is a pretty good story for the last 10 years.

Suncor Energy Inc (SU-T)
September 24, 2013

Just recently bought this for the 1st time. These names are cyclical and are in favour and out of favour with all kinds of different factors, ruining what is a pretty good story for the last 10 years.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$36.630
Owned
Yes
TOP PICK
TOP PICK
September 24, 2013

GPS technology. He was looking for a technology play with a good yield. Likes their Marine, Fitness and other divisions. Feels that the GPS market as a whole is going to be huge. They are reinventing their product array and it is a really, really strong company. Lots of cash. Yield of 4.1% with a 60% payout ratio.

Garmin Limited (GRMN-Q)
September 24, 2013

GPS technology. He was looking for a technology play with a good yield. Likes their Marine, Fitness and other divisions. Feels that the GPS market as a whole is going to be huge. They are reinventing their product array and it is a really, really strong company. Lots of cash. Yield of 4.1% with a 60% payout ratio.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$44.040
Owned
Yes