Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 19, 2018
Safe-ish. He models 5% EPS growth. 75% payout ratio. Fairly attractively valued. Defensive story. Other names are more attractive with better valuations (some even half like Power Financial) with similar growth rates.
BCE Inc. (BCE-T)
December 19, 2018
Safe-ish. He models 5% EPS growth. 75% payout ratio. Fairly attractively valued. Defensive story. Other names are more attractive with better valuations (some even half like Power Financial) with similar growth rates.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$55.480
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
December 19, 2018
It depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.
It depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$28.840
Owned
Unknown
BUY
BUY
December 19, 2018
Had a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.
Microsoft (MSFT-Q)
December 19, 2018
Had a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$103.690
Owned
Unknown
BUY
BUY
December 19, 2018

Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.

Power Corp (POW-T)
December 19, 2018

Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$24.210
Owned
Unknown
BUY
BUY
December 19, 2018
In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$34.930
Owned
Unknown
DON'T BUY
DON'T BUY
December 19, 2018

They have done a Herculean job to try to turn things around. Still very indebted.

Pengrowth Energy (PGF-T)
December 19, 2018

They have done a Herculean job to try to turn things around. Still very indebted.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$0.560
Owned
No
PAST TOP PICK
PAST TOP PICK
December 19, 2018
(A Top Pick Jan 25/18, Down 9%) Banks in general had a rough year. Q4 was very strong for them. Trades at a discount compared to the group. He thinks it is going to grow at 8% annually. Still like it.
(A Top Pick Jan 25/18, Down 9%) Banks in general had a rough year. Q4 was very strong for them. Trades at a discount compared to the group. He thinks it is going to grow at 8% annually. Still like it.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$57.360
Owned
Yes