Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 29, 2018

(A Top Pick Apr 21/17, Up 32.89%) They were big beneficiaries of anticipated Trump tax cuts. He models 23% earnings per share growth. It is one of his favorites amongst the US banks.

Bank of America (BAC-N)
March 29, 2018

(A Top Pick Apr 21/17, Up 32.89%) They were big beneficiaries of anticipated Trump tax cuts. He models 23% earnings per share growth. It is one of his favorites amongst the US banks.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$29.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 29, 2018

(A Top Pick Apr 21/17, Down 2.09%) This is the Canadian vacuum. The reason for buying is still all intact. It is being ignored because of NAFTA concerns. Value will really surface.

(A Top Pick Apr 21/17, Down 2.09%) This is the Canadian vacuum. The reason for buying is still all intact. It is being ignored because of NAFTA concerns. Value will really surface.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$32.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 29, 2018

(A Top Pick Apr 21/17, Up 18.42%) The emerging markets were cheap relative to Canadian markets. They are still cheap. You are seeing the beginnings of earnings acceleration in these countries.

(A Top Pick Apr 21/17, Up 18.42%) The emerging markets were cheap relative to Canadian markets. They are still cheap. You are seeing the beginnings of earnings acceleration in these countries.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$34.730
Owned
Yes
TOP PICK
TOP PICK
March 29, 2018

He is looking for value. There are dilutive concerns, concerns about an acquisition and it is a multi class structure. It is giving you one of the highest yields it has ever given you since it has traded. These are real smart guys. You will get paid nicely to wait. The management will really add value over time. (Analysts’ target: $31.20).

He is looking for value. There are dilutive concerns, concerns about an acquisition and it is a multi class structure. It is giving you one of the highest yields it has ever given you since it has traded. These are real smart guys. You will get paid nicely to wait. The management will really add value over time. (Analysts’ target: $31.20).

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$24.730
Owned
Yes
TOP PICK
TOP PICK
March 29, 2018

It has gone through a lot of changes recently. They had a tough winter. They had capacity constraints. It is the cheapest it has been in years. He models 9% earnings per share growth. They can fix their issues. They should be trading at a premium. (Analysts’ target: $104.94).

It has gone through a lot of changes recently. They had a tough winter. They had capacity constraints. It is the cheapest it has been in years. He models 9% earnings per share growth. They can fix their issues. They should be trading at a premium. (Analysts’ target: $104.94).

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$94.160
Owned
Yes
TOP PICK
TOP PICK
March 29, 2018

A sleepy little story. It is really cheap. He likes it for strong buybacks, dividend growth and upping their return on equity. 11% forecast earnings growth. (Analysts’ target: $55.00).

Metlife (MET-N)
March 29, 2018

A sleepy little story. It is really cheap. He likes it for strong buybacks, dividend growth and upping their return on equity. 11% forecast earnings growth. (Analysts’ target: $55.00).

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$45.890
Owned
Yes
SELL
SELL
March 29, 2018

This has been a really good name for him but it has done the heavy lifting now. The payout ratio is creeping up a bit. He would sell calls on this. It probably will not be doing any heavy lifting going forward.

This has been a really good name for him but it has done the heavy lifting now. The payout ratio is creeping up a bit. He would sell calls on this. It probably will not be doing any heavy lifting going forward.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$12.770
Owned
Unknown