Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 30, 2018

Franchise battles with the parent has created a lot of negativity around this stock, and so has recent short-selling. He needs the clouds to really clear from QSR before he consider this stock.

Franchise battles with the parent has created a lot of negativity around this stock, and so has recent short-selling. He needs the clouds to really clear from QSR before he consider this stock.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$54.420
Owned
Unknown
BUY
BUY
April 30, 2018

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$1018.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 30, 2018

(A Past Top Pick on Aug. 30, 2017, Up 26%) He's lucky he made money on this, because of Citron's activism against Shopify. However, this got stopped out and he regrets he didn't hold onto it. The company continues to do well, but wait till tomorrow morning's earnings before buying. Shopify has moved $26 billion in merchandise up from $6 billion just a few years agao.

Shopify Inc. (SHOP-T)
April 30, 2018

(A Past Top Pick on Aug. 30, 2017, Up 26%) He's lucky he made money on this, because of Citron's activism against Shopify. However, this got stopped out and he regrets he didn't hold onto it. The company continues to do well, but wait till tomorrow morning's earnings before buying. Shopify has moved $26 billion in merchandise up from $6 billion just a few years agao.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$172.010
Owned
No
PAST TOP PICK
PAST TOP PICK
April 30, 2018

(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$108.780
Owned
Yes
COMMENT
COMMENT
April 30, 2018

Run by the brilliant Prem Watsa, but Watsa's made some bad calls about the direction of the markets in recent years. He thinks the street is coming back to this stock. He's owned it for five years. His portfolio is a little strange, like holding Sporting Life. That said, he believes in Prem and will be patient.

Run by the brilliant Prem Watsa, but Watsa's made some bad calls about the direction of the markets in recent years. He thinks the street is coming back to this stock. He's owned it for five years. His portfolio is a little strange, like holding Sporting Life. That said, he believes in Prem and will be patient.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$710.830
Owned
Yes
BUY
BUY
April 30, 2018

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Mastercard Inc. (MA-N)
April 30, 2018

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$178.270
Owned
Yes
BUY
BUY
April 30, 2018

He owns Visa, though he loves both this and Mastercard. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Visa Inc. (V-N)
April 30, 2018

He owns Visa, though he loves both this and Mastercard. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$126.880
Owned
Yes