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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
2014-03-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Fed has indicated that rates are expected to go up in 6 months. Market has been very volatile and the yield curve is starting to flatten a little bit, which concerns some of the growth names, which is why they corrected. We are also between earnings seasons. Also, the Russian situation is going on. As usual, when people are very nervous in the market, they don’t take advantage of the fear and don’t pick up the names they have been watching for a long time. He is sitting a little bit higher than normal on cash. Last quarter was really nothing to talk about. The biggest surprise was that the long bonds were up 7%-8%. In the short term, anything can happen, but you have to really have an articulated, solid group of companies in your portfolio.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-03-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs? He has favourite ones. In the big names he likes H&R (HR.UN-T) and RioCan (REI.UN-T) because of their size and the weight they throw around in the business. Very well managed. Also, owns Allied Property (AP.UN-T), basically brick and beam with the majority of properties owned in the GTA. Retrocom (RMM.UN-T) which is a pretty healthy 9% yield. Had owned Artis REIT (AX.UN-T) in a big way, but was a little bit worried about office space out West so peeled that back a little. Also, owns CAP REIT (CAR.UN-T), the largest landlord in Canada.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-03-31 PAST TOP PICK Must be logged in to use chart AFL-N Aflac Inc

(A Top Pick May 1/13. Up 18.69%.) About 77% of this company’s profits originate from Japan and around November, the Japanese market started turning around a little bit. He got stopped out. You probably revisit this one in May-June.


Price:
$63.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-03-31 PAST TOP PICK Must be logged in to use chart AXP-N American Express

(A Top Pick May 1/13. Up 33.01%.) They are making a big effort into the smaller merchant business space where 70% of that business is basically Visa (V-N) and MasterCard (MC-N). Hopes to own this one for a very long time.


Price:
$90.030
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-03-31 DON'T BUY Must be logged in to use chart BB-T BlackBerry

The use of stop losses is very important. It took him out of the name, which limited his losses. It is interesting where we are sitting in the cycle right now. He was really impressed with what John Cheng had to say. He would not dare to put this in any of his core portfolios. Has no idea what is going to happen to this.


Price:
$8.950
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-03-31 BUY Must be logged in to use chart BLK-N Blackrock Inc.

Loves this name. Cost of capital is low and enthusiasm has returned to the market. This is one you could own as a core holding.


Price:
$314.480
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-31 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

Great dividend of around 5.5%. Mostly oil and liquids. Besides all the fundamentals which are in good shape and the wind at its back with the Cdn currency, it clearly has an excellent management team. Focused in Dakota, Saskatchewan and Alberta.


Price:
$45.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-03-31 COMMENT Must be logged in to use chart CCT-T Catamaran Corp

This gets very close to getting stopped out in his portfolio, but hasn’t quite reached that point. Feels there has been a lot of misunderstanding and confusion around a lot of things that are been happening with this company recently, causing a lot of volatility in the name. Also, with Obama care and medical issues in the US, there has been confusion about who is going to win, where does the money go, etc. Thinks the Obama mandated healthcare situation is going to bring about 30 million more customers into the pipeline. This will be quiet for a while longer, but you’ll probably start to see it creep up at some point.


Price:
$49.460
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-03-31 BUY Must be logged in to use chart CEW-T iShares Equal Weight Bank & Lifeco ETF

There are lots of positive things in the bank space. This one traded sideways as we went through a couple of issues with respect to regulatory cash levels in Basil 3 on the banks side. Also, you have issues with the yield curve with the lifecos. During that period, this moves sideways and he feels it is now going to move upwards because of a rising interest rate environment. A yield curve change is good for lifecos. There is not a major catalyst for this to move higher any time soon, but there is nothing to make him worry about it going lower.


Price:
$9.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-31 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Admires this company and this is a great holding.


Price:
$42.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-31 COMMENT Must be logged in to use chart DDD-N 3D Systems

3-D printing. He is a big believer in this. The issue is it became too popular to quick. This is a transformational technology. He is playing it indirectly. Interested in getting back in, but needs to see how things play out a little bit.


Price:
$59.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-03-31 PAST TOP PICK Must be logged in to use chart DXJ-N Wisdom Tree Japan Hedged Equity

(A Top Pick May 1/13. Up 3.64%.) Tracks Japanese stocks and hedges out the yen. On April 1, they have a consumption tax coming in, which is going to be 8%. Once we get through this consumption tax, you could probably go back into this name.


Price:
$47.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-03-31 PARTIAL BUY Must be logged in to use chart EUR-T FT AlphaDEX European Div. ETF

He is a bit light on the European story and would like to include a European ETF in his portfolio. He would also like to own Europe with UK. The only issue is that some of the policy tools that they have been using in Europe are starting to not have the same impact, so there has been some talk of new stimulus in the European community. This is definitely a good time to be stepping in, but average in if you can.


Price:
$20.410
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-03-31 BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

Has been a difficult one to own for 18 months. Been trading sideways. REITs are surprising to the upside so far in 2014.


Price:
$22.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-03-31 COMMENT Must be logged in to use chart MOO-N Market Vectors Agribusinesses ETF

Has been a tough hold for the last 5 years. Has done nothing, but go sideways. Had a lot of issues with the big potash cartel. Thinks the story got too heavily promoted. This is something you have to put away for a long time. Doesn’t see any catalyst right now to move this up.


Price:
$54.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 574 entries
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