Viewing Expert Mike S. Newton, CIM FCSI | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Mike S. Newton, CIM FCSI , Director & Portfolio Manager

Scotia Wealth Management

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
2017-05-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is in a good situation, but is in kind of an unnerving situation where a lot of his portfolio is sitting at 52 week highs. There is a lot of noise about a coming correction, and it has really been a stealth one in certain sectors. He is still committing new fresh capital to these markets, but has a risk management plan in place. Because of that, he is not too worried about being precisely correct or being precisely top or bottom. His Stops do a wonderful job of weighing it out for him.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-05-30 COMMENT Must be logged in to use chart AAPL-Q Apple

This has confounded him for this last year. The Apple ecosystem is phenomenally strong, but found it interesting in the last quarter that Chinese sales are actually declining in their ecosystem. His photos are confusing, he can’t find them, and sometimes they’re on somebody else’s phone. He is in a real neutral position right now.


Price:
$153.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-30 TOP PICK Must be logged in to use chart DLR-N Digital Realty Trust

This is everything in Cloud computing. It is the largest data center provider with 156 clients. They have a 93% occupancy rate in their global properties and have grown their dividend quite strongly. Dividend yield of 3.1%. (Analysts’ price target is $116.)


Price:
$118.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 STRONG BUY Must be logged in to use chart ENB-T Enbridge

He likes this company and was actually considering this as a Top Pick for tonight. There could be a number of reasons, unrelated to the name, that are potentially holding back the name. People might be raising money out of this stock to fund other areas. He would definitely buy this on this pullback.


Price:
$52.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Must be logged in to use chart IBB-Q iShares Nasdaq BioTech ETF

A good time to Short? The one biotech ETF that he is really familiar with is this one. Most of the Short story is already built-in, so he would be reluctant to Short. Some of the names in this are doing okay, but some are at all-time lows. He would be reluctant to Short this.


Price:
$284.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-05-30 TOP PICK Must be logged in to use chart JPM-N JP Morgan Chase & Co

Bank stocks have been a big disappointment so far this year. They’ve been languishing for quite some time. This has all the levers that are needed. Has a total global product set. Dividend yield of 2.34%. (Analysts’ price target is $94.50.)


Price:
$83.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Must be logged in to use chart LNR-T Linamar Corp

A little bit of a less focused business than Magna (MG-T) in auto parts, but still a great name.


Price:
$62.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-05-30 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

Just came out with phenomenal earnings, which popped the stock. A very, very high level of earnings comes from outside of Canada.


Price:
$60.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-30 COMMENT Must be logged in to use chart NVDA-Q Nvidia Corp

Had recommended this in the past at around $100. Added to his holdings on the pullback at around $92. Something is going on that he thinks the street is finally catching up to. Nobody is ever really excited about buying the stock after it has gone up 100%. In this case, he actually thinks this has another 100% upside. What they are doing on the GPU chips, a lot of analysts are saying it is akin to what was happening with Intel. He is so impressed with the numbers that are coming through. On their last earnings report, the stock rocketed up 20% or so. Use Stops to protect yourself


Price:
$144.870
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 TOP PICK Must be logged in to use chart NWL-N Newell Brands Inc

Did a $15 billion acquisition of Jardin last year, and have been reshaping themselves ever since. 5 years ago, they had -5% profit growth, and now are at about +6%. Management realized about $400 million in savings. They just sold a winters sports business for about $200 million. Dividend yield of 1.73%. (Analysts’ price target is $60.)


Price:
$53.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Must be logged in to use chart SBUX-Q Starbucks

One of his absolute favourite names. This is breaking out of the range it was in. Thinks the new real story on this is their food comps. Feels their food is going to add $8-$12 in share price in the next 12 months. They are growing with new stores and with suggestive selling.


Price:
$63.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 BUY Must be logged in to use chart SLF-T Sun Life Financial Inc

He is disappointed in this right now. Most people are pointing to a weakness in the US for the decline in the last couple of months.


Price:
$44.280
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-30 BUY Must be logged in to use chart TD-T Toronto Dominion

This has had its issues since the March 6 report on sales practices. They’ve had a few problems with their personal and consumer banking, which was really one of their growth engines for quite some time. The whole housing thing has brought down the excitement around the banks. If you don’t already have some of this in your profile, he would be picking away at it.


Price:
$64.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-05-30 PAST TOP PICK Must be logged in to use chart TDG-N TransDigm Group

(A Top Pick July 19/16. Up 16%.) An aerospace and defense company. They supply lots of mundane things to the airline business. Someone has decided to target this company saying that they buy and acquire companies, and then change the pricing. As soon as he saw the one negative story, he stepped aside and will come back when the dust settles.


Price:
$266.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-30 DON'T BUY Must be logged in to use chart TEVA-N Teva Pharmaceutical

This has had a really difficult time in the last 12 months. There is a lot of worry about drug pricing. He would step aside for now, but keep an eye on it. There will be a return of interest in this name.


Price:
$27.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,070 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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