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
2016-11-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Most of the positioning he has done has been happening over the past 6 months. He would argue that the vast majority of individuals have really set themselves up rather defensively. There is probably an avalanche of cash ready to come into this market. You have to remember that the markets were adjusting, really since last June, even when Trump announced. November was a big turning point for healthcare, and has been nothing but downhill ever since last November. He has had cash in his portfolio for quite some time, and is not afraid to have it because if Trump wins decisively, there are a lot of investment houses that think the market will drop 7%-12%, and a lot of people think that a Clinton win will have the market rise 3%-4%, and those are not the kind of risks/rewards he was hoping for.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-11-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Natural gas? The natural gas markets have had a really good run, and have just come back a little. He is not an expert on the natural gas market and the ins and outs of supply and demand. Has owned Peyto (PEY-T) for the whole year and it has been a great move, but has come off quite a bit lately. Thinks there is a little bit of positioning when you look at all the positions in coal right now. He would be quite happy to pick up Peyto at this time. Has had a tough time playing natural gas through an ETF.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-11-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Medical marijuana? In the US there are 4 states that have a ballot on marijuana. He doesn’t take this issue really seriously. The problem long-term, is when regulations start coming in. When utilization comes in, you then have forces in place that are going to cause excitement to wane a little. Then from a few enjoying the fruits of this early move, it becomes more broad. This is going to be more about a trading approach to these names than anything fundamental. If you see things going parabolic, take a little bit off your investments when you are looking at it as being too good to be true.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-08 COMMENT Must be logged in to use chart AAPL-Q Apple

Got out of this at the beginning of the year. It has gone up, down, up, down, and back to below where he had sold it. Feels this has moved from a very exciting trending name. The bloom is a little off the name now, so he has deployed money elsewhere. The ecosystem is really important to this name now, and it is less of a hardware story. Of all their products, he finds that the Apple TV is getting really interesting, which could be a real surprise for a lot of people.


Price:
$111.060
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-08 PAST TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

(A Top Pick Jan 26/16. Up 31.01%.) This would have been a little bit higher if they hadn’t disappointed on earnings. Investors don’t know what they are going to get on an earnings call with this company. They are either going to flash you a profit to get you all excited, or will plow all that money back into the business.


Price:
$787.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 TOP PICK Must be logged in to use chart AP.UN-T Allied Properties REIT

This is known as the niche brick and beam landlord in Toronto. 40% of their properties are in the downtown core. The name has pulled back recently, mostly related to the pullback in REITs. Also, 10 year bonds are backing up a bit giving a bit of consternation in the space. The name has come down to a level where it is trading around its NAV, and you are basically getting a bunch of undeveloped land for free. There is some pretty good upside. It very rarely comes down to this level where you can buy it. Dividend yield of 4.34%.


Price:
$34.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(A Top Pick Jan 26/16. Up 7.99%.) Has owned this for a very, very long time. Made a big acquisition in the US, so investors have kind of taken a break on this, but it will resume again.


Price:
$66.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

He was quite surprised at such a blue-chip name getting hit so hard this week. In their conference call, they announced that they were lowering guidance going forward. They are really in a prescription-fill and price war with Walgreens. They expect 40 million prescriptions to go elsewhere this year. A very difficult space to be in.


Price:
$73.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-08 WATCH Must be logged in to use chart DIS-N Walt Disney

Had owned this for 6-7 years. There was a bit of a drop and he gave it a pass, thinking how bad can it be. Didn’t think the ESPN thing was going to be as bad as people had thought. A lesson he learned through many years was don’t trade for what you think is going to happen. The price is really telling you something. On the 2nd fall he felt enough was enough and sold his holdings. You are going to have some tax loss selling on this right through into December, and he might consider buying at some time.


Price:
$94.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-08 TOP PICK Must be logged in to use chart DLR-N Digital Realty Trust

A datacentre REIT, taking advantage of this whole iCloud phenomenon. It has gone down, completely in line with the broader REIT space. The demand in that space continues to completely outpace the capacity of the Digital Realty Trust. This is one opportunity presenting itself because of the election. Dividend yield of 3.71%.


Price:
$94.880
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart FB-Q Facebook

If you were to do a 3.5 year look at this stock, it has had a pretty good move. From here, you wonder how many more people could be sending into Facebook. However, this has proven again to be a good example of well-managed. Revenue numbers were still incredibly strong. If this company plays it right and does some acquisitions to defend their brand and their user experience, they could probably maintain their competitive edge. All of the data analytics is going to work well for this company.


Price:
$124.220
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

One of his favourite companies. Thinks it just cracked through its 52-week high. It was grinding for a little while back in 2015, because it looked like the company had gotten its eye off the ball with some of their moonshot ideas. However, the core business of ad revenue has been immense. He is not worried about this.


Price:
$811.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart HD-N Home Depot

Home Depot (HD-N) or Lowe’s (LOW-N)? Home Depot is about 3 to 4 times the size of Lowe’s, and their store count dwarfs Lowes. This is down about 6%-7% this year where Lowe’s is having a better time of it. However, going back 5 years, Home Depot has been a better, smoother experience. This is a tough call, but knows that Home Depot’s footprint is a bit higher.


Price:
$124.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart LOW-N Lowes Companies Inc.

Home Depot (HD-N) or Lowe’s (LOW-N)? Home Depot is about 3 to 4 times the size of this company’s, and their store count dwarfs them. Home Depot is down about 6%-7% this year where Lowe’s is having a better time of it. However, going back 5 years, Home Depot has been a better, smoother experience. This is a tough call, but knows that Home Depot’s footprint is a bit higher.


Price:
$66.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-08 SELL Must be logged in to use chart MCK-N McKesson Corp

Any time where you have a swing of 20%-40%, clearly there is an issue with communication between investors, management and analysts. He would take the bad medicine now and move on to something that is working a bit better.


Price:
$130.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
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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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