Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 8, 2019
A big holding of his. The current pullback is a buying opportunity. It holds 36 diverse businesses, mid-sized. Recurring revenue, neither low- nor high-tech. They're doing something nice because the shares have done very well over time.
A big holding of his. The current pullback is a buying opportunity. It holds 36 diverse businesses, mid-sized. Recurring revenue, neither low- nor high-tech. They're doing something nice because the shares have done very well over time.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$332.580
Owned
Yes
BUY
BUY
October 8, 2019
Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
Terrific. It's an inflation hedge and worth holding in tough times. It's a long-time core holding. The one caveat is that they come to market regularly. But you can own this for a long, long time.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$68.010
Owned
Yes
TOP PICK
TOP PICK
October 8, 2019
Many are surprised that this--in the home-building space--is doing well now. They did 11,000 home closings last year at $4.5 billion revenue. He's bullish on the economy and KBH has done a great job finding active adult buyers, so many that they are having trouble keeping up with demand. This will do well in a choppy market. Millennials want homes. (Analysts’ price target is $36.86)
KB Home (KBH-N)
October 8, 2019
Many are surprised that this--in the home-building space--is doing well now. They did 11,000 home closings last year at $4.5 billion revenue. He's bullish on the economy and KBH has done a great job finding active adult buyers, so many that they are having trouble keeping up with demand. This will do well in a choppy market. Millennials want homes. (Analysts’ price target is $36.86)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$33.890
Owned
Yes
TOP PICK
TOP PICK
October 8, 2019
They bought Reckitt Benckiser which propelled from the 10th-largest to the 2nd biggest condiment company in the world. It's recession-proof and has been rising slowly during this current downtrend. They do a lot of partnerships with restaurants. A low-volatile, sleeping name that meets a consistent demand: cooking. (Analysts’ price target is $153.22)
McCormick & Co (MKC-N)
October 8, 2019
They bought Reckitt Benckiser which propelled from the 10th-largest to the 2nd biggest condiment company in the world. It's recession-proof and has been rising slowly during this current downtrend. They do a lot of partnerships with restaurants. A low-volatile, sleeping name that meets a consistent demand: cooking. (Analysts’ price target is $153.22)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$166.640
Owned
Yes
TOP PICK
TOP PICK
October 8, 2019
It's about the 5G roll-out. They focus on the US space. They enjoy 30-40% growth. He's long owned it and collects the 3.5% dividend. (Analysts’ price target is $135.42)
It's about the 5G roll-out. They focus on the US space. They enjoy 30-40% growth. He's long owned it and collects the 3.5% dividend. (Analysts’ price target is $135.42)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$137.080
Owned
Yes
BUY
BUY
October 8, 2019

vs. Domino's Pizza Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.

vs. Domino's Pizza Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$93.620
Owned
Unknown