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Stelco Holdings Inc.
DON'T BUY
Royal Bank
BUY WEAK
Spin Master Corp
DON'T BUY
Walmart Inc
BUY WEAK
Manulife Financial
DON'T BUY
Microsoft
WAIT
Goldman Sachs
BUY WEAK

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Signal Opinion Expert
DON'T BUY
Stelco Holdings Inc.(STLC-T) 

November 20, 2018

Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap.
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Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$20.290
Owned Owned
Unknown

BUY on WEAKNESS
Royal Bank(RY-T) 

November 20, 2018

Negative push towards Canada from outside (housing levels, debt), and this includes the banks. But he’s positive on Canadian banks, they earn a lot of money. If housing does decline, those profits let banks weather the storm. Trade at good values, good profits, dividends are safe and valuable in times of market volatility. If you have a position already, you can afford to nibble away at it.
banks
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Negative push towards Canada from outside (housing levels, debt), and this includes the banks. But he’s positive on Canadian banks, they earn a lot of money. If housing does decline, those profits let banks weather the storm. Trade at good values, good profits, dividends are safe and valuable in times of market volatility. If you have a position already, you can afford to nibble away at it.
banks
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$93.620
Owned Owned
Unknown

DON'T BUY
Spin Master Corp(TOY-T) 

November 20, 2018

Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now.
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Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now.
0
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$42.330
Owned Owned
No

BUY on WEAKNESS
Walmart Inc(WMT-N) 

November 20, 2018

Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market.
department stores
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Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market.
department stores
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$94.160
Owned Owned
Unknown

DON'T BUY
Manulife Financial(MFC-T) 

November 20, 2018

Earnings looked good. They freed up capital for buybacks. Interest rate hikes are positive, but might take time to come through. Product sales are good in Asia, so fundamentally in good shape. Overhang of US lawsuits, which will go on for a while. Negative Canadian bias from outside of Canada. Stock won’t move until things get cleaned up. Prefers the banks.
insurance
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Earnings looked good. They freed up capital for buybacks. Interest rate hikes are positive, but might take time to come through. Product sales are good in Asia, so fundamentally in good shape. Overhang of US lawsuits, which will go on for a while. Negative Canadian bias from outside of Canada. Stock won’t move until things get cleaned up. Prefers the banks.
insurance
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$21.300
Owned Owned
No

WAIT
Microsoft(MSFT-Q) 

November 20, 2018

Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95.
computer software/processing
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Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95.
computer software/processing
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$101.710
Owned Owned
Yes

BUY on WEAKNESS
Goldman Sachs(GS-N) 

November 20, 2018

Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit.
investment companies/funds
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Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit.
investment companies/funds
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$191.340
Owned Owned
Yes

BUY on WEAKNESS
DowDuPont Inc.(DWDP-N) 

November 20, 2018

Recent addition for him. Likes its underlying businesses. Its structure is causing uncertainty, but he sees this as an opportunity going forward. Will be more stalwart than tech stocks. It’s on sale, so an opportunity to add. Sit tight, good things to come with this company.
chemicals
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Recent addition for him. Likes its underlying businesses. Its structure is causing uncertainty, but he sees this as an opportunity going forward. Will be more stalwart than tech stocks. It’s on sale, so an opportunity to add. Sit tight, good things to come with this company.
chemicals
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$56.370
Owned Owned
Yes

PAST TOP PICK
JP Morgan Chase & Co(JPM-N) 

November 20, 2018

(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
Financial Services
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(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
Financial Services
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$108.450
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
INDUSTRIAL PRODUCTS
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(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
INDUSTRIAL PRODUCTS
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0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$51.480
Owned Owned
Yes

PAST TOP PICK
Kelt Exploration(KEL-T) 

November 20, 2018

(A Top Pick Feb 14/18, Down 33%) No good news on Canadian energy since the summer. On the flipside, they’re good fundamentally, more disciplined, paying down debt, balance sheets in good shape. Kelt is doing all the right things for the long term.
oil/gas
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(A Top Pick Feb 14/18, Down 33%) No good news on Canadian energy since the summer. On the flipside, they’re good fundamentally, more disciplined, paying down debt, balance sheets in good shape. Kelt is doing all the right things for the long term.
oil/gas
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$4.770
Owned Owned
Yes

DON'T BUY
Target Corp(TGT-N) 

November 20, 2018

Stocks that don’t meet expectations or miss slightly get hit hard. Q3 earnings missed. Walmart has a better platform. A tough space overall. Prefers Walmart or Costco, or even Amazon looks compelling.
clothing
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Stocks that don’t meet expectations or miss slightly get hit hard. Q3 earnings missed. Walmart has a better platform. A tough space overall. Prefers Walmart or Costco, or even Amazon looks compelling.
clothing
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$69.030
Owned Owned
Unknown

DON'T BUY
CVS Health Corp(CVS-N) 

November 20, 2018

Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.
specialty stores
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Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.
specialty stores
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$75.520
Owned Owned
Unknown

PARTIAL BUY
Shopify Inc.(SHOP-T) 

November 20, 2018

Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages.
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Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$179.340
Owned Owned
Unknown

BUY
Bank of Nova Scotia(BNS-T) 

November 20, 2018

Likes it because it’s been unfairly punished compared to the other banks and is trading at a discount. Doesn’t think EMs are heading into a tailspin, so no reason for the strong selloff. You could add to this name. Dividends are growing.
banks
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Likes it because it’s been unfairly punished compared to the other banks and is trading at a discount. Doesn’t think EMs are heading into a tailspin, so no reason for the strong selloff. You could add to this name. Dividends are growing.
banks
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$69.670
Owned Owned
Yes

COMMENT
Dollarama Inc.(DOL-T) 

November 20, 2018

Active shortseller creating pressure, plus pricing pressure. Defensive name, but richly valued. Now accept credit cards, greater margins. Chinese tariffs are an overhang. Holiday period is good for them, valuation’s come down. Shortseller’s allegations are pretty serious, and time will tell. Scaled in approach to buying in is recommended.
Consumer Products
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Active shortseller creating pressure, plus pricing pressure. Defensive name, but richly valued. Now accept credit cards, greater margins. Chinese tariffs are an overhang. Holiday period is good for them, valuation’s come down. Shortseller’s allegations are pretty serious, and time will tell. Scaled in approach to buying in is recommended.
Consumer Products
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$33.840
Owned Owned
Unknown

DON'T BUY
IBM(IBM-N) 

November 20, 2018

There are better tech investments out there. Red Hat was a pricey acquisition, a sign that they need to restart long-term growth. Behind the game in the Cloud. Microsoft, Amazon, and Google, all have a better toehold.
electrical/electronic
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There are better tech investments out there. Red Hat was a pricey acquisition, a sign that they need to restart long-term growth. Behind the game in the Cloud. Microsoft, Amazon, and Google, all have a better toehold.
electrical/electronic
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$117.200
Owned Owned
No

PARTIAL BUY
Looking at the sector recently. Doesn’t own any now. Waiting to see how interest rates shake out the homebuilders. When interest rates stop rising, affordability tends to be a bit better for the homebuilders. When he gets more clarity on rates, he’d be inclined to add, based on the selloff. It’s a bit early now, but you could start a small position.
E.T.F.'s
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Looking at the sector recently. Doesn’t own any now. Waiting to see how interest rates shake out the homebuilders. When interest rates stop rising, affordability tends to be a bit better for the homebuilders. When he gets more clarity on rates, he’d be inclined to add, based on the selloff. It’s a bit early now, but you could start a small position.
E.T.F.'s
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0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$33.980
Owned Owned
No

HOLD
Enbridge(ENB-T) 

November 20, 2018

Enbridge is doing the right things, consolidation, paying down debt, selling non-core assets, Line 3. In this market, starting to see its defensive characteristics hold in well now. Rising rates will have an impact.
oil/gas pipelines
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Enbridge is doing the right things, consolidation, paying down debt, selling non-core assets, Line 3. In this market, starting to see its defensive characteristics hold in well now. Rising rates will have an impact.
oil/gas pipelines
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$43.940
Owned Owned
Unknown

TOP PICK
Likes that they’re recycling capital and getting higher returns. Likes investment in Brazil which is investment friendly, and a good dividend. Yield is 4.8%. (Analysts’ price target is $60.37)
mngmnt/diversified
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Likes that they’re recycling capital and getting higher returns. Likes investment in Brazil which is investment friendly, and a good dividend. Yield is 4.8%. (Analysts’ price target is $60.37)
mngmnt/diversified
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0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$38.670
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

November 20, 2018

It’s on sale. We’ve seen these concerns before. They make good products, people want them. Services side growing at a good clip. Earnings great, good valuation. Positive on the name for the longer term. Yield is 1.6%. (Analysts’ price target is $230.39)
electrical/electronic
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It’s on sale. We’ve seen these concerns before. They make good products, people want them. Services side growing at a good clip. Earnings great, good valuation. Positive on the name for the longer term. Yield is 1.6%. (Analysts’ price target is $230.39)
electrical/electronic
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0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$176.980
Owned Owned
Yes

TOP PICK
Stryker Corp.(SYK-N) 

November 20, 2018

His focus on healthcare equipment. Demographically positive. They make artificial knees and hips, and have introduced robots. Has held in well in market uncertainty. Will be developing more and more technologies. Yield is 1.1%. (Analysts’ price target is $185.27)
biotechnology/pharmaceutical
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His focus on healthcare equipment. Demographically positive. They make artificial knees and hips, and have introduced robots. Has held in well in market uncertainty. Will be developing more and more technologies. Yield is 1.1%. (Analysts’ price target is $185.27)
biotechnology/pharmaceutical
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$165.950
Owned Owned
Yes

BUY
Canada Goose Holdings(GOOS-T) 

November 20, 2018

They blew away earnings recently in a bad market. They're very strong in China--great. The luxury market is boundless there. Their online sales are also strong. That said, he wants to sit back a little more and watch it. But if you believe in it, you could buy it now.
clothing
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They blew away earnings recently in a bad market. They're very strong in China--great. The luxury market is boundless there. Their online sales are also strong. That said, he wants to sit back a little more and watch it. But if you believe in it, you could buy it now.
clothing
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$83.950
Owned Owned
No

SPECULATIVE BUY
Encana Corp(ECA-T) 

November 20, 2018

There's been a lot of volatility in natural gas. ECA has been in the dog-house too long. This entire space (oil, gold, commodities) is too cyclical for his tastes. But ECA now has a good valuation, and as investors sell off America, ECA could benefit from this inflow back into Canadian natural resources.
oil/gas
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There's been a lot of volatility in natural gas. ECA has been in the dog-house too long. This entire space (oil, gold, commodities) is too cyclical for his tastes. But ECA now has a good valuation, and as investors sell off America, ECA could benefit from this inflow back into Canadian natural resources.
oil/gas
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$9.370
Owned Owned
No

COMMENT
Investors are hiding out in utilities. ZWU's covered call mitigates some volatility. (FIE-T is another one he'd look at.) If this ETF performs too well, it means the rest of the market is in trouble. Be careful you don't get suckered into defensive names.
E.T.F.'s
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Investors are hiding out in utilities. ZWU's covered call mitigates some volatility. (FIE-T is another one he'd look at.) If this ETF performs too well, it means the rest of the market is in trouble. Be careful you don't get suckered into defensive names.
E.T.F.'s
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$12.780
Owned Owned
Unknown

BUY
Anticipating them moving into the premium drink space. They're trying to, and are dipping into craft beers like Blue Moon beer. A defensive name that's gone up 12% in the past month. He hasn't owned it in a while, because it's been in a down trend, but it looks interesting now.
breweries/beverages
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Anticipating them moving into the premium drink space. They're trying to, and are dipping into craft beers like Blue Moon beer. A defensive name that's gone up 12% in the past month. He hasn't owned it in a while, because it's been in a down trend, but it looks interesting now.
breweries/beverages
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$64.880
Owned Owned
Unknown

DON'T BUY
BlackBerry(BB-T) 

November 20, 2018

John Chen is making a big move to take BB into the cybersecurity space. During this pulback, he'd rather look at other tech names--or not buy any tech at all.
electrical/electronic
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John Chen is making a big move to take BB into the cybersecurity space. During this pulback, he'd rather look at other tech names--or not buy any tech at all.
electrical/electronic
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$11.530
Owned Owned
No

DON'T BUY
He's down on it. Yield must be around 8.4% now. Don't add new money to this...yet. Wait till the market bounces up.
E.T.F.'s
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0 comments
He's down on it. Yield must be around 8.4% now. Don't add new money to this...yet. Wait till the market bounces up.
E.T.F.'s
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$14.870
Owned Owned
Yes

SELL
A T & T US(T-N) 

November 20, 2018

He'd read a negative report about ATT. Their debt puts them in some danger. Look at Verizon or T-Mobile or Vodafone instead, because they are less levered.
Telecommunications
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He'd read a negative report about ATT. Their debt puts them in some danger. Look at Verizon or T-Mobile or Vodafone instead, because they are less levered.
Telecommunications
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$29.420
Owned Owned
Unknown

BUY
Square Inc(SQ-N) 

November 20, 2018

Amazing name. It'll be one of the first tech names he'd return to when he buys again. He sold his shares, but still earned a gain. Square is trying to penetrate underdeveloped countries. It's gaining a market hold and doing very well, but it's in a very bad market now. In the States, Square is everywhere, more so than in Canada.
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Amazing name. It'll be one of the first tech names he'd return to when he buys again. He sold his shares, but still earned a gain. Square is trying to penetrate underdeveloped countries. It's gaining a market hold and doing very well, but it's in a very bad market now. In the States, Square is everywhere, more so than in Canada.
0
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$61.820
Owned Owned
No

DON'T BUY
Bank of America(BAC-N) 

November 20, 2018

The US banks are one of the better parts of the market now, but there's also concern about Goldman Sachs' leverage sheet which casts a shadow over this entire space. He won't make any big moves here. He prefers JP Morgan, then BAC second. Sit tight and wait until the downward trend reverses. This could fall further to $26.
banks
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The US banks are one of the better parts of the market now, but there's also concern about Goldman Sachs' leverage sheet which casts a shadow over this entire space. He won't make any big moves here. He prefers JP Morgan, then BAC second. Sit tight and wait until the downward trend reverses. This could fall further to $26.
banks
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$27.380
Owned Owned
Unknown

WAIT
Apple(AAPL-Q) 

November 20, 2018

He loves their products and services, but was always worried that Apple is just its iPhone. Markets aren't happy that Apple won't disclose iPhone saes anymore. However, services are a big part of their business, and the Apple Watch he expects will enjoy more sales. When we stop talking about the FANG stocks, that's the time to buy these stocks. He has always owned this stock.
electrical/electronic
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0 comments
He loves their products and services, but was always worried that Apple is just its iPhone. Markets aren't happy that Apple won't disclose iPhone saes anymore. However, services are a big part of their business, and the Apple Watch he expects will enjoy more sales. When we stop talking about the FANG stocks, that's the time to buy these stocks. He has always owned this stock.
electrical/electronic
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$176.980
Owned Owned
Yes

WAIT
JP Morgan Chase & Co(JPM-N) 

November 20, 2018

The US banks are interesting, but the market is terrible now. Wait. This stock is doing well for him. The US banks should do well as interest rates rise. You can continue to buy this.
Financial Services
0 0 0 0 0
0 comments
The US banks are interesting, but the market is terrible now. Wait. This stock is doing well for him. The US banks should do well as interest rates rise. You can continue to buy this.
Financial Services
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$108.450
Owned Owned
Yes

BUY
As the name says, it's low-vol. True, it underperforms in a strong bull market, but it's stable and overall does very well. ZLU is up 9% this year. You can sleep at night owning this. He's long owned this.
E.T.F.'s
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0 comments
As the name says, it's low-vol. True, it underperforms in a strong bull market, but it's stable and overall does very well. ZLU is up 9% this year. You can sleep at night owning this. He's long owned this.
E.T.F.'s
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$33.710
Owned Owned
Yes

WAIT
Amazon.com(AMZN-Q) 

November 20, 2018

He never found this expensive. It's a revenue machine that will continue. He's always owned it. Now what's happening is an unwind of too many people owning it. Remember that Amazon has had steep sell-offs in its history. Don't get in now. He's reduced his position. He still believes in it. Wait till it bounces up again.
specialty stores
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0 comments
He never found this expensive. It's a revenue machine that will continue. He's always owned it. Now what's happening is an unwind of too many people owning it. Remember that Amazon has had steep sell-offs in its history. Don't get in now. He's reduced his position. He still believes in it. Wait till it bounces up again.
specialty stores
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$1495.460
Owned Owned
Yes

WEAK BUY
Dollarama Inc.(DOL-T) 

November 20, 2018

He exited. Same-stores sales were a big worry as were their rush to open new stores. Recently, a short report was negative and hit the stock. Usually, investors flock to DOL-T as a defensive stock. But, it's fallen so far it's worth looking at now.
Consumer Products
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0 comments
He exited. Same-stores sales were a big worry as were their rush to open new stores. Recently, a short report was negative and hit the stock. Usually, investors flock to DOL-T as a defensive stock. But, it's fallen so far it's worth looking at now.
Consumer Products
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$33.840
Owned Owned
No

TOP PICK
CME Group Inc.(CME-O) 

November 20, 2018

It's holding its highs. They run the world's largest options and futures trading, based in the US. Their volume of trade spikes up in times of market volatility and uncertainty, like now. They're growing a lot in Asia. Their Q2 was their best ever, with 15% revenue rise and 35% profit increase. (Analysts’ price target is $191.14)
0 0 0 0 0
0 comments
It's holding its highs. They run the world's largest options and futures trading, based in the US. Their volume of trade spikes up in times of market volatility and uncertainty, like now. They're growing a lot in Asia. Their Q2 was their best ever, with 15% revenue rise and 35% profit increase. (Analysts’ price target is $191.14)
0
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
Ecolab Inc.(ECL-N) 

November 20, 2018

Well-positioned to take advantage of the convergence of population growth, resource volatility and rapid industrialization in the world. They're in water, hygiene and some energy services. The Gates own 12% of the company. High recurring revenues. A healthy balance sheet. (Analysts’ price target is $156.06)
contractors
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0 comments
Well-positioned to take advantage of the convergence of population growth, resource volatility and rapid industrialization in the world. They're in water, hygiene and some energy services. The Gates own 12% of the company. High recurring revenues. A healthy balance sheet. (Analysts’ price target is $156.06)
contractors
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$156.060
Owned Owned
Yes

TOP PICK
Visa Inc.(V-N) 

November 20, 2018

A lot of growth here. They've adapted very well to technology payments, like tapping credits cards. It's safe hiding here during the current correction. They're also involved in B2B connect (blockchain). A trusted, go-to name in the payments space. (Analysts’ price target is $163.28)
other services
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0 comments
A lot of growth here. They've adapted very well to technology payments, like tapping credits cards. It's safe hiding here during the current correction. They're also involved in B2B connect (blockchain). A trusted, go-to name in the payments space. (Analysts’ price target is $163.28)
other services
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$133.370
Owned Owned
Yes

PAST TOP PICK
Home Depot(HD-N) 

November 20, 2018

(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
specialty stores
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0 comments
(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
specialty stores
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$169.050
Owned Owned
No

PAST TOP PICK
Franco-Nevada Corp.(FNV-T) 

November 20, 2018

(A Top Pick Dec 05/17, Down 7%) It's up 6% in the last month. Investors are waiting for gold to break out of its range, held back by a hawkish Fed and strong US dollar, and FNV would benefit. He could add to his position now. The US dollar remains too strong, a headwind.
precious metals
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0 comments
(A Top Pick Dec 05/17, Down 7%) It's up 6% in the last month. Investors are waiting for gold to break out of its range, held back by a hawkish Fed and strong US dollar, and FNV would benefit. He could add to his position now. The US dollar remains too strong, a headwind.
precious metals
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$91.000
Owned Owned
Yes

PAST TOP PICK
Digital Realty Trust(DLR-N) 

November 20, 2018

(A Top Pick Dec 05/17, Down 1%) Got stopped out of this. Been flat in the past month. They own over 150 data centres near clients like Facebook. Pays a 3.73% dividend. He will likely return to this after the market lifts.
Financial Services
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0 comments
(A Top Pick Dec 05/17, Down 1%) Got stopped out of this. Been flat in the past month. They own over 150 data centres near clients like Facebook. Pays a 3.73% dividend. He will likely return to this after the market lifts.
Financial Services
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$108.000
Owned Owned
No

BUY
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
0 0 0 0 0
0 comments
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.860
Owned Owned
Unknown

COMMENT
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
0 0 0 0 0
0 comments
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$18.440
Owned Owned
Unknown

COMMENT
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.`
E.T.F.'s
0 0 0 0 0
0 comments
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.`
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$12.910
Owned Owned
Unknown

DON'T BUY
It is the broad Canadian bond market. It is not a great holding. You want floating rate notes. HFR-T is a better bet. ZST-T does this in Canada.
E.T.F.'s
0 0 0 0 0
0 comments
It is the broad Canadian bond market. It is not a great holding. You want floating rate notes. HFR-T is a better bet. ZST-T does this in Canada.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$24.580
Owned Owned
Unknown

BUY
BMO US Put Write ETF.(ZPW-T) 

November 19, 2018

ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
0 0 0 0 0
0 comments
ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$17.480
Owned Owned
Yes

BUY
ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
0 0 0 0 0
0 comments
ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
0
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$20.290
Owned Owned
Yes

BUY
ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
0 0 0 0 0
0 comments
ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$33.900
Owned Owned
Yes

BUY
Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
E.T.F.'s
0 0 0 0 0
0 comments
Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$54.900
Owned Owned
Yes

DON'T BUY
ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
0 0 0 0 0
0 comments
ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$19.570
Owned Owned
Unknown

DON'T BUY
ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
0 0 0 0 0
0 comments
ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$13.280
Owned Owned
Unknown

WATCH
STEP Energy Services(STEP-T) 

November 19, 2018

There is a battle for market share in Alberta. They are trying to keep their crews busy. There will be a shortage of manpower in the second quarter. They are in a fight with TCW-T. They are both 50-70% down. STEP has 50% debt and it is justified by the equipment. He is looking at it as a name he would look at going forward. Tax loss selling lasts into December.
Energy
0 0 0 0 0
0 comments
There is a battle for market share in Alberta. They are trying to keep their crews busy. There will be a shortage of manpower in the second quarter. They are in a fight with TCW-T. They are both 50-70% down. STEP has 50% debt and it is justified by the equipment. He is looking at it as a name he would look at going forward. Tax loss selling lasts into December.
Energy
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.780
Owned Owned
Unknown

BUY
Cequence Energy Ltd.(CQE-T) 

November 19, 2018

It is a junior company at about $0.70 so he does not talk about it on the show. The book value is $6.50. It was a dry natural gas producer. They are now drilling two oil wells (light oil and liquids). The stock is very cheap here.
oil/gas
0 0 0 0 0
0 comments
It is a junior company at about $0.70 so he does not talk about it on the show. The book value is $6.50. It was a dry natural gas producer. They are now drilling two oil wells (light oil and liquids). The stock is very cheap here.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.750
Owned Owned
_N/A

BUY
Tourmaline Oil Corp(TOU-T) 

November 19, 2018

Management are significant shareholders of the company. Debt is only 18%. This summer was the one time you could buy this one under book value. You buy the assets at a 25% discount to what it cost them to build it. They are moving more towards liquids and building facilities for them. (Guest's target: $34.00)
oil/gas
0 0 0 0 0
0 comments
Management are significant shareholders of the company. Debt is only 18%. This summer was the one time you could buy this one under book value. You buy the assets at a 25% discount to what it cost them to build it. They are moving more towards liquids and building facilities for them. (Guest's target: $34.00)
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$20.010
Owned Owned
Unknown

DON'T BUY
Obsidian Energy(OBE-T) 

November 19, 2018

The company has 19% debt and not a bad balance sheet, in his opinion. Book value is $3.90. It is not on his coverage list because they dropped production in their third quarter. They are spending money and not producing the assets they had before. However, this one is cheap.
oil/gas
0 0 0 0 0
0 comments
The company has 19% debt and not a bad balance sheet, in his opinion. Book value is $3.90. It is not on his coverage list because they dropped production in their third quarter. They are spending money and not producing the assets they had before. However, this one is cheap.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.800
Owned Owned
Unknown

BUY
Birchcliff Energy Ltd.(BIR-T) 

November 19, 2018

BIR-T vs. CR-T. BIR-T has much larger production than CR-T. BIR-T is a large cap vs. CR-T being a small cap. He likes both companies and owns them. He does not have a preferred one.
oil/gas
0 0 0 0 0
0 comments
BIR-T vs. CR-T. BIR-T has much larger production than CR-T. BIR-T is a large cap vs. CR-T being a small cap. He likes both companies and owns them. He does not have a preferred one.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$4.130
Owned Owned
Yes

BUY
Crew Energy Inc.(CR-T) 

November 19, 2018

BIR-T vs. CR-T. BIR-T has much larger production than CR-T. BIR-T is a large cap vs. CR-T being a small cap. He likes both companies and owns them. He does not have a preferred one.
oil/gas
0 0 0 0 0
0 comments
BIR-T vs. CR-T. BIR-T has much larger production than CR-T. BIR-T is a large cap vs. CR-T being a small cap. He likes both companies and owns them. He does not have a preferred one.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.240
Owned Owned
Yes

PAST TOP PICK
SDX Energy Inc(SDX-X) 

November 19, 2018

(A Top Pick Nov 09/17, Down 15%) They have not reported Q3 yet. He likes the company. Their volumes were up in Q3. They are based in London with a Canadian operating team. He sees a lot more production by year-end. They have no debt. He is adding to his position.
oil/gas
0 0 0 0 0
0 comments
(A Top Pick Nov 09/17, Down 15%) They have not reported Q3 yet. He likes the company. Their volumes were up in Q3. They are based in London with a Canadian operating team. He sees a lot more production by year-end. They have no debt. He is adding to his position.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.760
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Nov 09/17, Down 66%) This is a very cheap stock. This company has the ability to ramp up production significantly. They are NOT going under. The book value is about $11. He keeps on adding to the position. It will be double digit within 3 years.
oil/gas
0 0 0 0 0
0 comments
(A Top Pick Nov 09/17, Down 66%) This is a very cheap stock. This company has the ability to ramp up production significantly. They are NOT going under. The book value is about $11. He keeps on adding to the position. It will be double digit within 3 years.
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.140
Owned Owned
Yes

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