Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
May 14, 2019
Pays a 6% dividend, an income stock, and they increased it by 5% last week. They can fund their cash flow growth and will increase their dividend by 5-6%. They have natural gas pipelines. Defensive cash flow and a 55% payout ratio. Perhaps there are risks in investing in a huge petrochemical plant with possible cost overruns, but they seem to be on track. (Analysts’ price target is $55.28)
Pays a 6% dividend, an income stock, and they increased it by 5% last week. They can fund their cash flow growth and will increase their dividend by 5-6%. They have natural gas pipelines. Defensive cash flow and a 55% payout ratio. Perhaps there are risks in investing in a huge petrochemical plant with possible cost overruns, but they seem to be on track. (Analysts’ price target is $55.28)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$47.730
Owned
Yes
TOP PICK
TOP PICK
May 14, 2019
A diversified healthcare company. Their medical devices and diagnostic division is doing quite well with many new products. Pays a good dividend of 1.7% that they have increased for past decades. She likes this space. ABT has good growth. (Analysts’ price target is $83.05)
Abbott Labs (ABT-N)
May 14, 2019
A diversified healthcare company. Their medical devices and diagnostic division is doing quite well with many new products. Pays a good dividend of 1.7% that they have increased for past decades. She likes this space. ABT has good growth. (Analysts’ price target is $83.05)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$76.030
Owned
Yes
TOP PICK
TOP PICK
May 14, 2019

She likes their position in the cloud business, second behind Amazon, but gaining market share. They're transitioned many products to a monthly recurring revenue stream--good. They have a strong balance sheet. Valuation is 25x forward earnings, but she expects them to grow earnings in the double digits. (Analysts’ price target is $144.00)

Microsoft (MSFT-Q)
May 14, 2019

She likes their position in the cloud business, second behind Amazon, but gaining market share. They're transitioned many products to a monthly recurring revenue stream--good. They have a strong balance sheet. Valuation is 25x forward earnings, but she expects them to grow earnings in the double digits. (Analysts’ price target is $144.00)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$124.730
Owned
Yes
BUY
BUY
May 14, 2019
It's still one of the best ad platforms in the world, despite privacy issues. Instagram is the real gem with 70% of its audience under 35, and they have a shopping feature that holds great potential. He doesn't know how they'll monetize Whatsapp. The FTC fine won't hurt FB's bottom line, if it happens. He is overexposed in tech already, so he doesn't own FB, but he likes FB.
Facebook (FB-Q)
May 14, 2019
It's still one of the best ad platforms in the world, despite privacy issues. Instagram is the real gem with 70% of its audience under 35, and they have a shopping feature that holds great potential. He doesn't know how they'll monetize Whatsapp. The FTC fine won't hurt FB's bottom line, if it happens. He is overexposed in tech already, so he doesn't own FB, but he likes FB.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$180.730
Owned
No
DON'T BUY
DON'T BUY
May 14, 2019

The stock has taken a hit since they reported weaker earnings, but they are a global operator and pay a decent yield. He owns no car stocks; it's a tough sector with trade tensions overhanging it. He slightly prefers Martinrea.

The stock has taken a hit since they reported weaker earnings, but they are a global operator and pay a decent yield. He owns no car stocks; it's a tough sector with trade tensions overhanging it. He slightly prefers Martinrea.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$60.900
Owned
No
BUY
BUY
May 14, 2019
70% of their business is search, but maps are another good revenue source. He thinks that Google should break out and isn't appreciated as a comglomerate, as the sum of its parts. YouTube isn't discussed enough yet has exciting potential. Google needs to tell its story better, beyond the search and phone.
70% of their business is search, but maps are another good revenue source. He thinks that Google should break out and isn't appreciated as a comglomerate, as the sum of its parts. YouTube isn't discussed enough yet has exciting potential. Google needs to tell its story better, beyond the search and phone.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$1120.440
Owned
Unknown
WAIT
WAIT
May 14, 2019

The word hope is always mentioned with MFC as in hoping the price rises to $30. That said, MFC is Scotiabank's top insurance pick. It's the only one to exceed EPS expectations. All Canadian insurers need the markets to do better and be less volatile. MFC's wealth management had outflows of $9 billion last quarter; this quarter only $1 billion which is good. EPS grew 20% in the last quarter. He will wait till MFC breaks out of its 10-year trendline.

The word hope is always mentioned with MFC as in hoping the price rises to $30. That said, MFC is Scotiabank's top insurance pick. It's the only one to exceed EPS expectations. All Canadian insurers need the markets to do better and be less volatile. MFC's wealth management had outflows of $9 billion last quarter; this quarter only $1 billion which is good. EPS grew 20% in the last quarter. He will wait till MFC breaks out of its 10-year trendline.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$23.630
Owned
No