Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 11, 2018

A core holding. In 5-7 years he wants to double his holding. He believes in it that much. It's in an amazing position in China, a tech giant over there. North American investors have slightly dismissed Alibaba which is unfair.

A core holding. In 5-7 years he wants to double his holding. He believes in it that much. It's in an amazing position in China, a tech giant over there. North American investors have slightly dismissed Alibaba which is unfair.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$187.420
Owned
Yes
BUY
BUY
July 11, 2018

It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

FedEx (FDX-N)
July 11, 2018

It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$230.220
Owned
Yes
COMMENT
COMMENT
July 11, 2018

They sold a lot of their nat gas assets to reduce their heavy debt. He got stopped out of it. He was happy to see it rebound, but he's not eager to get back into it (he prefers too many other stocks). He's neutral about it.

Enbridge (ENB-T)
July 11, 2018

They sold a lot of their nat gas assets to reduce their heavy debt. He got stopped out of it. He was happy to see it rebound, but he's not eager to get back into it (he prefers too many other stocks). He's neutral about it.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$46.700
Owned
No
HOLD
HOLD
July 11, 2018

He likes the company, but Canadian telecoms have struggled. Broadcast revenues are in weak and global smartphone sales are hitting saturation. Also, bond yields are hitting defensive stocks like these. He's holding. No major alarm bells. Yield makes him comfortable. Don't add to your position, but look at U.S. telecoms or their ETFs.

BCE Inc. (BCE-T)
July 11, 2018

He likes the company, but Canadian telecoms have struggled. Broadcast revenues are in weak and global smartphone sales are hitting saturation. Also, bond yields are hitting defensive stocks like these. He's holding. No major alarm bells. Yield makes him comfortable. Don't add to your position, but look at U.S. telecoms or their ETFs.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$55.200
Owned
Yes
HOLD
HOLD
July 11, 2018

It may be the best Canadian performing bank in 2018. It's near its all-time high, due to its large U.S. operations. (He works at another Canadian bank.) He sees a 2.5% lift-off with every interest rate move. TD is a great name. Hold what you have.

It may be the best Canadian performing bank in 2018. It's near its all-time high, due to its large U.S. operations. (He works at another Canadian bank.) He sees a 2.5% lift-off with every interest rate move. TD is a great name. Hold what you have.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$76.020
Owned
Unknown
HOLD
HOLD
July 11, 2018

This water technology company is involved with pumps and valves, which is directly impacted with tariffs from the US. He likes the company and thinks it will benefit in helping with solving global warming water issues. He believes this space is getting close to the end of its cycle, so he is watching the technicals very closely.

Xylem Inc. (XYL-N)
July 11, 2018

This water technology company is involved with pumps and valves, which is directly impacted with tariffs from the US. He likes the company and thinks it will benefit in helping with solving global warming water issues. He believes this space is getting close to the end of its cycle, so he is watching the technicals very closely.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$66.700
Owned
No
DON'T BUY
DON'T BUY
July 11, 2018

This broker – dealer ETF has a decent dividend and is composed of half brokers and half exchanges. He likes the exchange side, with large margins and good scale. The broker side will start to weaken, so they have exited their position and thinks it will worsen more.

This broker – dealer ETF has a decent dividend and is composed of half brokers and half exchanges. He likes the exchange side, with large margins and good scale. The broker side will start to weaken, so they have exited their position and thinks it will worsen more.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$64.750
Owned
No