Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 6, 2016

A Cdn$ denominated ETF holding about 50 banks in about 17 different countries. About 25% exposure to the Northern European banks, and 40% to the US banks. The real key is the money manager, Rob Wessel, who has 20 years in the business. The valuation of the European banks is incredibly low. They are also buying some banks in India and Australia.

A Cdn$ denominated ETF holding about 50 banks in about 17 different countries. About 25% exposure to the Northern European banks, and 40% to the US banks. The real key is the money manager, Rob Wessel, who has 20 years in the business. The valuation of the European banks is incredibly low. They are also buying some banks in India and Australia.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$18.040
Owned
Yes
TOP PICK
TOP PICK
October 6, 2016

This has been a really tough situation. A very hostile environment. Thinks this is in the early stages of repairing itself and moving into a proper direction. They just launched 365 stores and have realized they have to lower prices to stay competitive. Dividend yield of 1.84%.

This has been a really tough situation. A very hostile environment. Thinks this is in the early stages of repairing itself and moving into a proper direction. They just launched 365 stores and have realized they have to lower prices to stay competitive. Dividend yield of 1.84%.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$29.330
Owned
Yes
TOP PICK
TOP PICK
October 6, 2016

This is going through a bit of controversy right now. There were some Short selling reports and a lot of negative Twitter headlines. They have $7.5 billion under management and has been around for 15 years. There are no branches. A very high growth rate that you can buy right now at about 11X.

BofI Holding (BOFI-Q)
October 6, 2016

This is going through a bit of controversy right now. There were some Short selling reports and a lot of negative Twitter headlines. They have $7.5 billion under management and has been around for 15 years. There are no branches. A very high growth rate that you can buy right now at about 11X.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$22.390
Owned
Yes