Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 25, 2018

A long-tome owner, despite this going sideways for a few years. China hasn't yet panned out, with some missteps. It opens a store every four hours around the world. Still likes it. They're working through mobile ordering. It will break-out. He's sticking with it.

Starbucks (SBUX-Q)
September 25, 2018

A long-tome owner, despite this going sideways for a few years. China hasn't yet panned out, with some missteps. It opens a store every four hours around the world. Still likes it. They're working through mobile ordering. It will break-out. He's sticking with it.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$56.900
Owned
Yes
COMMENT
COMMENT
September 25, 2018

He sold FB in February. Something didn't feel right; he didn't expect the big drop in the spring, then it rallied, then dropped again. There's too much of FB happening in the media like the Instagram founders leaving today. Too much attention and he doesn't like that. Wait till it goes from the headlines to the back page before you get interested again. FB is very undervalued. He doesn't want to be in it right now. He's not on Facebook now. That said, it looks amazing now going forward and the story isn't over. Really good valuation.

Facebook (FB-Q)
September 25, 2018

He sold FB in February. Something didn't feel right; he didn't expect the big drop in the spring, then it rallied, then dropped again. There's too much of FB happening in the media like the Instagram founders leaving today. Too much attention and he doesn't like that. Wait till it goes from the headlines to the back page before you get interested again. FB is very undervalued. He doesn't want to be in it right now. He's not on Facebook now. That said, it looks amazing now going forward and the story isn't over. Really good valuation.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$164.910
Owned
No
COMMENT
COMMENT
September 25, 2018

The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$76.690
Owned
No
BUY
BUY
September 25, 2018

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

FedEx (FDX-N)
September 25, 2018

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$239.200
Owned
Yes
COMMENT
COMMENT
September 25, 2018

He doesn't know this well, but India itself has a massive middle class, but doesn't know their wealth effect on the Indian ecoonmy yet. This ETF is not a bad vehicle, nor is FIH.U-T.

He doesn't know this well, but India itself has a massive middle class, but doesn't know their wealth effect on the Indian ecoonmy yet. This ETF is not a bad vehicle, nor is FIH.U-T.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$24.490
Owned
No
COMMENT
COMMENT
September 25, 2018

This should be doing a lot better. They don't have much international exposure, so a strong ISD doesn't effect them. Also owns HBG, also surprised it hasn't moved up more. But he would be in these names.

This should be doing a lot better. They don't have much international exposure, so a strong ISD doesn't effect them. Also owns HBG, also surprised it hasn't moved up more. But he would be in these names.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$23.070
Owned
Yes
COMMENT
COMMENT
September 25, 2018

A popular name. Suffers negatives in this trade war, but he's positive on this. The street was impressed with the recent unveiling of new toys, but the China tariffs are holding it back now. Worth looking at.

Spin Master Corp (TOY-T)
September 25, 2018

A popular name. Suffers negatives in this trade war, but he's positive on this. The street was impressed with the recent unveiling of new toys, but the China tariffs are holding it back now. Worth looking at.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$52.470
Owned
No