Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
May 14, 2019
Loves it and it is slightly undervalued. They continue to make a lot of money off software licensing. They sit on a lot of cash, but get into debt when they make acquisitions. A high-quality Canadian tech name, which are rare.
Open Text (OTEX-T)
May 14, 2019
Loves it and it is slightly undervalued. They continue to make a lot of money off software licensing. They sit on a lot of cash, but get into debt when they make acquisitions. A high-quality Canadian tech name, which are rare.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$53.510
Owned
Yes
BUY
BUY
May 14, 2019
A past pick that he has owned and sold over the years. They're doing a good job with the Rec Room and golfing. It depends on the quality of the films. Great managers and pays a 6.7% dividend. NFL Sunday has potential.
Cineplex Inc (CGX-T)
May 14, 2019
A past pick that he has owned and sold over the years. They're doing a good job with the Rec Room and golfing. It depends on the quality of the films. Great managers and pays a 6.7% dividend. NFL Sunday has potential.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$25.630
Owned
No
WAIT
WAIT
May 14, 2019

Uber should've gone public a lot earlier and not during a bad market. You can't blame Morgan Stanley; there is IPO fatigue now. The Uber app is good and the company is working with companies like McDonald's. If Uber can do what Bezos did with Amazon, then that will enormous. There's a huge market for Uber in under-served areas outside big cities.

Uber (UBER-N)
May 14, 2019

Uber should've gone public a lot earlier and not during a bad market. You can't blame Morgan Stanley; there is IPO fatigue now. The Uber app is good and the company is working with companies like McDonald's. If Uber can do what Bezos did with Amazon, then that will enormous. There's a huge market for Uber in under-served areas outside big cities.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$39.960
Owned
No
BUY
BUY
May 14, 2019
They move 62% of Canadian crude into the U.S. and 20% of all natural gas. It has a wide, strong moat. Line 3 will be operating in the near future, though it is delayed. It's cyclical, though, so not for the faint of heart. Has a strong, underlying business. They've done $6 billion in funding moves to support the dividend.
Enbridge (ENB-T)
May 14, 2019
They move 62% of Canadian crude into the U.S. and 20% of all natural gas. It has a wide, strong moat. Line 3 will be operating in the near future, though it is delayed. It's cyclical, though, so not for the faint of heart. Has a strong, underlying business. They've done $6 billion in funding moves to support the dividend.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$49.090
Owned
Yes
TOP PICK
TOP PICK
May 14, 2019

They've penetrated 45% of US households. Streaming (Netflix) is a major threat, though. Today, Comcast sold their stake in Hulu, but can still show their content on Hulu. They still make a ton of money, because they are the "pipe" of Netflix which runs on their lines. Low volatile and pays a decent dividend. Plus, they benefit from mobile usage. (Analysts’ price target is $47.06)

They've penetrated 45% of US households. Streaming (Netflix) is a major threat, though. Today, Comcast sold their stake in Hulu, but can still show their content on Hulu. They still make a ton of money, because they are the "pipe" of Netflix which runs on their lines. Low volatile and pays a decent dividend. Plus, they benefit from mobile usage. (Analysts’ price target is $47.06)

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$42.910
Owned
Yes
TOP PICK
TOP PICK
May 14, 2019
They report in the morning. Wait till then. There's a lot to worry about BABA, which is why the stock is flat. Devaluing the yuan may have a near-term impact on Alibaba However, it is the biggest direct way to access the Chinese middle-class of 600 million people. (Analysts’ price target is $210.93)
They report in the morning. Wait till then. There's a lot to worry about BABA, which is why the stock is flat. Devaluing the yuan may have a near-term impact on Alibaba However, it is the biggest direct way to access the Chinese middle-class of 600 million people. (Analysts’ price target is $210.93)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$174.840
Owned
Yes
TOP PICK
TOP PICK
May 14, 2019
Cash operating margin and dividend are strong (and they just raised it). He's choosing FNV to give his portfolio balance. (Analysts’ price target is $111.63)
Cash operating margin and dividend are strong (and they just raised it). He's choosing FNV to give his portfolio balance. (Analysts’ price target is $111.63)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$101.680
Owned
Yes