Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 10, 2019
One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.000
Owned
Yes
TOP PICK
TOP PICK
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
Baylin Technologies (BYL-T)
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.000
Owned
Yes
TOP PICK
TOP PICK
September 10, 2019
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
Nice Ltd. (NICE-Q)
September 10, 2019
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$149.300
Owned
Yes
TOP PICK
TOP PICK
September 10, 2019
Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$81.300
Owned
Yes
TOP PICK
TOP PICK
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

FedEx (FDX-N)
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$172.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 10, 2019
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
ResMed Inc. (RMD-N)
September 10, 2019
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$134.360
Owned
No
PAST TOP PICK
PAST TOP PICK
September 10, 2019
(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.
(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$193.260
Owned
Yes