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Compiling comments that experts make about stocks while on public TV.

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Mike S. Newton, CIM FCSI , Portfolio Manager, Director, Wealth Management

ScotiaMcleod, The Newton Group

Address
40 King Street West, 49th Floor
Toronto, ON
M5H 3Y2

Contact Info
Telephone: 416-350-1192
Toll Free: 1-800-399-8520
Email:
Website: http://www.newtongroupwealth.com/


Date Signal Chart Symbol Company Opinion Price
2015-07-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. If it wasn’t for Greece, this whole week would have been extremely dull. There was some interesting action on Wednesday, Thursday and Friday with things that happened in the US healthcare sector. A lot of people were sitting on the sidelines waiting to see what happened with Greece. He really doesn’t think that situation is going to be a big issue. Market systems, governments, market participants and banks are much more prepared to hold this contagion. The only thing that does concern him is if Greece does exit the euro, and a blueprint is suddenly in place for other distressed countries or economies to do the same thing. There are 2 things that have been in the press. A bubble watch, which he actually doesn’t see at all as he doesn’t think things are stretched. However, he does believe the debt levels and getting out and unravelling this debt is going to be a big issue, so if he wants to buy a large global ETF that is exposed to the economies, he’d be a little bit more nervous. Because of this, he finds more comfort in owning individual companies. If you are going to own a global ETF’s with a very, very low competitive MER, that is great, but you have to stay committed to it for 15-20 years. His concern is that we haven’t really been tested for a while, so if you haven’t changed or made plans around what your strategy is since 2008, then you could be in for a big surprise. He advocates using stop losses to take you out.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-03 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.


Price:
$53.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 PAST TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick August 13/14. Up 17.08%.) He hopefully will own this for a very long time. This has come down a little bit in the last couple of months, and would be a Top Pick at this stage right now. Still very attractive.


Price:
$140.210
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

He is very interested at this price. Has owned shares for a number of years. It is his favourite rail name right now. It has gotten down to a point where he is fretting on his holdings, but it has bounced off a $71 level, and it is really attractive down here. He thinks this is generally a consolidation of gains that they have had over the last 5-6 years.


Price:
$73.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Hasn’t owned this for about 4 years. Wasn’t a big fan of all the deals they kept doing. He knows there have been some good trading opportunities in this, but he is generally not a big fan of the space. Probably a pretty good value play down here, but he has other things working and has no room in the portfolio for it.


Price:
$25.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-07-03 PAST TOP PICK Must be logged in to use chart FDX-N FedEx

(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.


Price:
$171.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 COMMENT Must be logged in to use chart HAZ-T Horizons Global Dividend ETF

He likes the holdings in this. It has more of a conventional view on global dividend. It is not just about the dividend it pays, but also the ability to generate free cash flow and raise their payout over time. Very attractive.


Price:
$17.870
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-07-03 BUY Must be logged in to use chart IBB-Q iShares Nasdaq BioTech ETF

Biotech ETF? His pick would be this one. This is a little bit on the high-end, but not unreasonable.


Price:
$370.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-03 TOP PICK Must be logged in to use chart IYH-N iShares US Healthcare E.T.F.

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.


Price:
$159.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 COMMENT Must be logged in to use chart NFLX-Q Netflix Inc.

This is really attractive and he regrets not being in it. This is moving into 150 countries with their streaming. He continues to see this as being a great investment for a very long time.


Price:
$658.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-07-03 COMMENT Must be logged in to use chart PFE-N Pfizer Inc

This is one that he owns and hopes to own for the foreseeable future. From 2000 to 2010, this name went absolutely nowhere, but finally started moving in 2011. (See Top Picks.)


Price:
$33.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 WAIT Must be logged in to use chart PPL-T Pembina Pipeline Corp

Just increased their dividend and their ability to pay the dividend is still in good shape. Got stopped out in the fall, but is probably a name he will come back into. He would be looking at this more towards the fall after we get through these macro issues with Greece and the possible rate hike.


Price:
$40.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-07-03 COMMENT Must be logged in to use chart RHP-T RBC Quant European Dividend Leaders ETF

For diversification of a conservative investors portfolio? He would have no problem in owning this and is happy for any Canadian to try to get out of the Canadian market and diversify.


Price:
$21.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-03 COMMENT Must be logged in to use chart SPXS-N Large Cap Bear 3X Shares

If the Greeks vote No there is going to be absolute pandemonium next week, for the short-term. If they vote Yes, the Greeks won’t have any government or any money and there will be total pandemonium also. Using a Long Call gives him 60 to 1 leverage. Good strategy? He has looked and played in some triple leveraged ETF’s in an aggressive portfolio. If you do some probability analysis, and have the right amount of exposure to this ETF, and willing to take a 25% loss on it on Monday. His short answer is No, he hasn’t done anything like this, but understands where you are coming from. If the position size is good, why not take a shot at it.


Price:
$18.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-03 TOP PICK Must be logged in to use chart STZ-N Constellation Brands Inc

Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.


Price:
$117.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 760 entries
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1 Comment

StockNewbie

March 14th 2015 at 10:19am

I enjoy your views and opinion Mike. Thank you


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