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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
2014-10-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Markets are born on pessimism, mature on optimism and die on euphoria is a quote from Sir John Templeton. If that is the case, he would say that we are not in any kind of euphoric stage, and for five years we have not been in that moment. We are still in too much skepticism since 2008. Still a lot of nervous money on the sidelines. The stronger US$ certainly feels like a trend for the time being. Looking around globally, you have the uncertainty in Europe, the question if abenomics for Japan will really take hold, emerging markets have gone through another disconnect, Brazil's election, Russia, etc. There are a lot of things going on that are making the US$ look very, very strong. This is something you want to take advantage of in portfolios. Austerity measures in Europe, combined with pretty tight monetary policy that are tight compared to what they should be, hasn't really spurred a lot of growth in Europe. Probably the biggest thing he is concerned with is if the US gets pulled down by the periphery. If they can hold in and lasso and bring back the rest of the laggards with them, then he thinks we are on to new highs. Before adding to new positions, wait to see what Janet Yellin has to say. If she decides to continue with QE, that could be taken very negatively by the markets. He has been very heavily weighted to the US.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2014-10-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Auto stocks? The problem with Ford (F-N) and General Motors (GM-N) is that they may be looking at 3%-5% year-over-year growth. Analysts don't see what the next move is in these 2 companies. You have to be very careful with this major change in gas and energy, which has caught a lot of people by surprise. The issue with Magna (MG-T) is their 40%-45% exposure to Europe.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2014-10-28 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.


Price:
$37.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 PAST TOP PICK Must be logged in to use chart ATVI-Q Activision Blizzard

(A Top Pick Nov 6/13. Up 13.46%.) He got stopped out of this, but did very well in a short period of time.


Price:
$19.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 PARTIAL SELL Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

This has been all the rage in the last little while, and returns have been quite substantial. Feels that 70%-80% of the revenues are still coming from Europe, not the US or Canada. If the situation in Europe does not right side itself, there could be some issues. If you own, consider taking some of your profit off the table and letting the rest run.


Price:
$32.950
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 HOLD Must be logged in to use chart BABA-N Alibaba Group Holding

The trend is really their friend in what they are trying to do. If you own, you are in good shape and he would continue to hold tight.


Price:
$99.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.


Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 COMMENT Must be logged in to use chart BB-T BlackBerry

He is not buying into the turnaround story. Found that the Passport was too big for his hand, and he can't see this taking off. John Cheng has done a great job. He just can't see this company being a long-term standalone vehicle.


Price:
$11.920
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Thinks this should be a part of everybody's portfolio. One of the best in class operators with precision railway logistics. Looks like it has a lot of headwinds, including the coal business. Also, have a hefty pension liability that they are facing. There is no reason not to continue owning this in the future.


Price:
$78.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

Hasn't owned this for 12 years. It is still very important to the global infrastructure of what goes on in technology. He doesn't think you will see PEI multiples expanding at any great clip in the space. He would rather be in a newer and fresher technology space.


Price:
$24.065
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 PAST TOP PICK Must be logged in to use chart CTRX-Q Catamaran Corp.

(A Top Pick Nov 6/13. Down 0.27%.) Doesn't seem to be getting any traction. Had a really good 8-9 year run, but has been a disappointment in the last year and a half or so. Has done a lot of acquisitions, and he thinks the market is waiting for another acquisition to happen.


Price:
$42.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 BUY Must be logged in to use chart DIS-N Walt Disney

Did really smart moves 15-20 years ago with the ABC purchase. There is a lot going on inside that he is really positive about. There is a Star Wars movie coming out in December. Marvel continues to license and put out new shows.


Price:
$89.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 COMMENT Must be logged in to use chart G-T Goldcorp Inc

Probably the best large gold company. Switzerland is having a referendum vote, where they want to bring back the gold standard back to Switzerland. There is quite a big groundswell of support. If this happens, there are estimates that there will be a lot of gold buying. Feels that gold bulls are grasping at straws sometimes. He doesn't own any gold positions.


Price:
$25.080
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 COMMENT Must be logged in to use chart GE-N General Electric

This is getting more positive coverage right now in the press. However, it doesn't do it for him. There are better names that are more focused that he prefers. If you are there for the dividend, continue to hold.


Price:
$25.880
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-28 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.


Price:
$113.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
Showing 1 to 15 of 652 entries
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