Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2018

An analyst at Scotia has this as a Top pick, and thinks it should be owned and part of a portfolio. However, he is a little shy on the cyclicals commodity complex, but while doing his reading, this stock was popping up everywhere. He is now considering adding this.

Nutrien Ltd. (NTR-T)
January 17, 2018

An analyst at Scotia has this as a Top pick, and thinks it should be owned and part of a portfolio. However, he is a little shy on the cyclicals commodity complex, but while doing his reading, this stock was popping up everywhere. He is now considering adding this.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$65.600
Owned
No
WAIT
WAIT
January 17, 2018

It really surprises him at how poorly this has done. He got stopped in the summer, because 1) the price action was not very good and 2) the market all around was rallying, and this one stood out like a red flag. It's too early to get into this again.

Cineplex Inc (CGX-T)
January 17, 2018

It really surprises him at how poorly this has done. He got stopped in the summer, because 1) the price action was not very good and 2) the market all around was rallying, and this one stood out like a red flag. It's too early to get into this again.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$30.650
Owned
No
COMMENT
COMMENT
January 17, 2018

This gives you 30% exposure to China, plus 15% and 12% between Taiwan, India, etc. He would still be allocating money to emerging markets.

This gives you 30% exposure to China, plus 15% and 12% between Taiwan, India, etc. He would still be allocating money to emerging markets.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$36.580
Owned
Yes
COMMENT
COMMENT
January 17, 2018

He is a bit concerned with NAFTA on this. On any weakness on NAFTA, he would continue to peck away at owning this company.

He is a bit concerned with NAFTA on this. On any weakness on NAFTA, he would continue to peck away at owning this company.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$99.960
Owned
Yes
COMMENT
COMMENT
January 17, 2018

Management is still doing a phenomenal job and it is still the highest yielding bank. All 5 Canadian banks are something he is interested in. It’s a horserace between all 5, as they are all great. He owns Royal Bank (RY-T) and Bank of Nova Scotia (BNS-T).

Management is still doing a phenomenal job and it is still the highest yielding bank. All 5 Canadian banks are something he is interested in. It’s a horserace between all 5, as they are all great. He owns Royal Bank (RY-T) and Bank of Nova Scotia (BNS-T).

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$123.020
Owned
No
PAST TOP PICK
PAST TOP PICK
January 17, 2018

(A Top Pick Jan 26/17. Up 14%.) This went through a little weakness over the last 3 months. All the video subscriber results were down, and competitive threats from DirecTV. He continues to be very happy with this.

Comcast Corp (CMCSA-Q)
January 17, 2018

(A Top Pick Jan 26/17. Up 14%.) This went through a little weakness over the last 3 months. All the video subscriber results were down, and competitive threats from DirecTV. He continues to be very happy with this.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$41.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2018

(A Top Pick Jan 26/17. Up 4%.) Got stopped out right after he bought this. It got off to a terrible start when it reported earnings in February. It still has a very good turnaround going on in its MFS investment management business.

(A Top Pick Jan 26/17. Up 4%.) Got stopped out right after he bought this. It got off to a terrible start when it reported earnings in February. It still has a very good turnaround going on in its MFS investment management business.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$54.600
Owned
No