Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 10, 2019
(A Top Pick Sep 25/18, Up 36%) They do programmatic advertising. Customer retention is very high and media companies love it.
The Trade Desk (TTD-Q)
September 10, 2019
(A Top Pick Sep 25/18, Up 36%) They do programmatic advertising. Customer retention is very high and media companies love it.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$210.060
Owned
Yes
DON'T BUY
DON'T BUY
September 10, 2019

No one expected Apple+ to cost $5/month. Roku is an open platform, not tied to a particular service; they're in a weird place as this streaming battle continues. This will continue to fall.

Roku Inc (ROKU-Q)
September 10, 2019

No one expected Apple+ to cost $5/month. Roku is an open platform, not tied to a particular service; they're in a weird place as this streaming battle continues. This will continue to fall.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$144.140
Owned
No
COMMENT
COMMENT
September 10, 2019
The sell-off is likely overdone, but in 5 years this will be a lot higher than now. True, safety is #1 and he doesn't like what he saw about the 737 Max. There's a lot of work and at least a year of negativity. But Boeing enjoys a duopoly.
Boeing (BA-N)
September 10, 2019
The sell-off is likely overdone, but in 5 years this will be a lot higher than now. True, safety is #1 and he doesn't like what he saw about the 737 Max. There's a lot of work and at least a year of negativity. But Boeing enjoys a duopoly.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$369.490
Owned
Unknown
BUY
BUY
September 10, 2019
Take profits? They do everything right. Maybe take a little off the table, but hold onto most of your shares.
Microsoft (MSFT-Q)
September 10, 2019
Take profits? They do everything right. Maybe take a little off the table, but hold onto most of your shares.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$135.281
Owned
Unknown
BUY
BUY
September 10, 2019
A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$68.990
Owned
Yes
BUY
BUY
September 10, 2019
Has an amazing chart. When they buy a company, they keep the managers in place to run it. High-recurring revenue. A beauty. He loves it.
Has an amazing chart. When they buy a company, they keep the managers in place to run it. High-recurring revenue. A beauty. He loves it.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$352.440
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 10, 2019
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$20.750
Owned
Unknown