Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
December 11, 2018
He owned it for 5 years and got out in the summer because of negative connotations about China and its tech association. He'd like to get back into it in 2019 though because it's a fast-growing name. They're generating strong cash flow. Good balance sheet. But there's a lot of negativity overall about China. Be patient.
He owned it for 5 years and got out in the summer because of negative connotations about China and its tech association. He'd like to get back into it in 2019 though because it's a fast-growing name. They're generating strong cash flow. Good balance sheet. But there's a lot of negativity overall about China. Be patient.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$151.830
Owned
No
BUY
BUY
December 11, 2018
A long-term defensive stock vs. its peers? He's owned it in the past. He got stopped out of VOD in the summer. He also likes Verizon. As for AT&T, they carry too much debt and have a poor balance sheet.
Vodafone Group PLC(VOD-Q)
December 11, 2018
A long-term defensive stock vs. its peers? He's owned it in the past. He got stopped out of VOD in the summer. He also likes Verizon. As for AT&T, they carry too much debt and have a poor balance sheet.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$20.110
Owned
No
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Jan 26/18, Down 57%) He thought he was clever buying this after major bad news came out. He exited and will stay away from it. Their debt has been seriously downgraded. Then, there's tax-loss selling now.
General Electric(GE-N)
December 11, 2018
(A Top Pick Jan 26/18, Down 57%) He thought he was clever buying this after major bad news came out. He exited and will stay away from it. Their debt has been seriously downgraded. Then, there's tax-loss selling now.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$6.760
Owned
No
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Jan 26/18, Down 67%) He got stopped out after bottom-fishing this. He lost a little. SLCA has a lot of business but are you getting the oil/gas one for free? No, not yet. but it's approaching the point of being a good buy down there.
(A Top Pick Jan 26/18, Down 67%) He got stopped out after bottom-fishing this. He lost a little. SLCA has a lot of business but are you getting the oil/gas one for free? No, not yet. but it's approaching the point of being a good buy down there.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$11.740
Owned
No
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Jan 26/18, Down 10%) He owned it for a long time, then got stopped out. Inflation costs in resin, a big part of their label business, are a pressure. Their Innovia is $40 billon in the hole. It'll be a great entry in 6-12 months though. He still likes it.
CCL Industries (B)(CCL.B-T)
December 11, 2018
(A Top Pick Jan 26/18, Down 10%) He owned it for a long time, then got stopped out. Inflation costs in resin, a big part of their label business, are a pressure. Their Innovia is $40 billon in the hole. It'll be a great entry in 6-12 months though. He still likes it.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$53.270
Owned
No
BUY
BUY
December 11, 2018
Emerging markets worth buying now more than Europe? He likes it because it's an active ETF in EM, and is not your typical static market weighting across various countries and regions. He'd rather pay a higher MER for an active ETF. The broad EM have been outperforming the rest of the world in the last six weeks.
Emerging markets worth buying now more than Europe? He likes it because it's an active ETF in EM, and is not your typical static market weighting across various countries and regions. He'd rather pay a higher MER for an active ETF. The broad EM have been outperforming the rest of the world in the last six weeks.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$30.380
Owned
Yes
BUY
BUY
December 11, 2018
All Canadian banks had good earnings, with TD among the best in various areas (profit, dividend growth, overall performance). He also owns RY and BNS. Definitely buy TD. But American banks are not doing well and he has sold several of them this year. The banks need to lead the recovery in the next three months (or else the market is in trouble).
Toronto Dominion(TD-T)
December 11, 2018
All Canadian banks had good earnings, with TD among the best in various areas (profit, dividend growth, overall performance). He also owns RY and BNS. Definitely buy TD. But American banks are not doing well and he has sold several of them this year. The banks need to lead the recovery in the next three months (or else the market is in trouble).
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$69.390
Owned
Yes