Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 10, 2019
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$94.470
Owned
Yes
COMMENT
COMMENT
September 10, 2019

This and SLF have been diversifying. MFC is pushing their wealth management business and increasingly from the Asian market. He's gun-shy on MFC. He used to own it.

Manulife Financial (MFC-T)
September 10, 2019

This and SLF have been diversifying. MFC is pushing their wealth management business and increasingly from the Asian market. He's gun-shy on MFC. He used to own it.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$23.500
Owned
No
BUY
BUY
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

Chorus Aviation Inc (CHR-T)
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$7.480
Owned
Yes
BUY
BUY
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

Cargojet Inc (CJT-T)
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$103.280
Owned
Unknown
HOLD
HOLD
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

Mastercard Inc. (MA-N)
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$272.330
Owned
No
PARTIAL SELL
PARTIAL SELL
September 10, 2019
They do cloud security. Good recurring revenue. Doing very well. Take some profits.
Okta, Inc. (OKTA-Q)
September 10, 2019
They do cloud security. Good recurring revenue. Doing very well. Take some profits.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$107.220
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 10, 2019
He loves what PD does--overseeing and repairing all the IT systems of a company. They're in a great space. A former top pick. It has rocketed up, but has come down a bit too. You can add a little now. It's speculative, though.
Pagerduty (PD-N)
September 10, 2019
He loves what PD does--overseeing and repairing all the IT systems of a company. They're in a great space. A former top pick. It has rocketed up, but has come down a bit too. You can add a little now. It's speculative, though.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$27.450
Owned
Yes