Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 8, 2019

You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.

Mastercard Inc. (MA-N)
October 8, 2019

You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$267.070
Owned
No
BUY
BUY
October 8, 2019

He follows the streaming space closely. Roku is unique because it has several thousand apps connected to it--it's a conduit, unlike, say, Netflix. Roku is attractive not for conservative investors.

Roku Inc (ROKU-Q)
October 8, 2019

He follows the streaming space closely. Roku is unique because it has several thousand apps connected to it--it's a conduit, unlike, say, Netflix. Roku is attractive not for conservative investors.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$108.000
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 8, 2019
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$111.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 8, 2019
(A Top Pick Nov 20/18, Up 13%) They do well during volatility and less so during calm. It depends on transaction volumes. They're still growing well, but volumes declined 15% (when the markets were calm) earlier this year. Because it moves opposite to the markets, it's a hedge.
CME Group Inc. (CME-O)
October 8, 2019
(A Top Pick Nov 20/18, Up 13%) They do well during volatility and less so during calm. It depends on transaction volumes. They're still growing well, but volumes declined 15% (when the markets were calm) earlier this year. Because it moves opposite to the markets, it's a hedge.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
October 8, 2019
(A Top Pick Nov 20/18, Up 23%) It boasts $15 billion in annual sales. The Gates own 10% of this company, which attracted him to this stock; the Gates are behind this name.
Ecolab Inc. (ECL-N)
October 8, 2019
(A Top Pick Nov 20/18, Up 23%) It boasts $15 billion in annual sales. The Gates own 10% of this company, which attracted him to this stock; the Gates are behind this name.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$189.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 8, 2019
(A Top Pick Nov 20/18, Up 30%) Credit cards have penetrated only 40% of the world market. They just did a deal with a digital finance app to push into Europe. This adds 7 million new customers in Europe. Add more Visa during the current weakness.
Visa Inc. (V-N)
October 8, 2019
(A Top Pick Nov 20/18, Up 30%) Credit cards have penetrated only 40% of the world market. They just did a deal with a digital finance app to push into Europe. This adds 7 million new customers in Europe. Add more Visa during the current weakness.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$172.420
Owned
Yes
DON'T BUY
DON'T BUY
October 8, 2019
Pays a 7% yield. They take a basket of US stocks, then look at options premiums and carving off a bit of the upside and downside. He doesn't like engineered products like this. ZPW can be depleting asset base, losing some capital in the coming months.
Pays a 7% yield. They take a basket of US stocks, then look at options premiums and carving off a bit of the upside and downside. He doesn't like engineered products like this. ZPW can be depleting asset base, losing some capital in the coming months.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$15.990
Owned
No