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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
2014-08-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This year has been a bit of a struggle for a lot of active portfolio managers. Underneath the surface, investors have missed what has been going on. Looking back to March, a lot of the highfliers in biotech, cloud computing, etc. corrected heavily. At the same time, the blue chips were doing not so badly. Then the social media stocks, biotech’s, etc. rebounded very sharply, while some large cap industrials were starting to roll over in June and into July. The net result had been a zero to a +4 in the US. In Canada it’s been masked by very strong performance in materials, a run-up in energy and, Canadian banks have come back into their own. A lot of moving parts. The correction that we have been waiting for has sort of happened in sector and theme, month by month. Feels this is one of the quietest 6 months he has had in the spring/summer in a long time. He is fully invested.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Telcos? The headwinds they are going to face in September are some hearings that are coming with respect to Spectrum and some initiatives. The government wants to bring in a 4th carrier, which he hopes happens because there needs to be a little bit more competition. His order of preference is Telus (T-T) as a long shot, BCE (BCE-T) as a Hold and he wouldn’t touch Rogers (RCI.B-T) if his life depended on it. Quebecor (QBR-T) comes up in a lot of research. He would be comfortable sticking with Telus and BCE.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-13 COMMENT Must be logged in to use chart ACQ-T AutoCanada Inc.

Took quite a drop, but doesn’t know what the specific reason for it was. It is good news that the large auto manufacturers are friendly with the company. All the metrics are very good for Canadian auto sales. The problem with a consolidation play is that the market gets a little addicted to it, and the minute you are not doing acquisitions they start wondering what is the organic growth. He would probably be interested in buying this pretty soon.


Price:
$67.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick Aug 26/13. Up 18.05%.) If you think things are going to get difficult, you have to own this in a portfolio. Thinks of this as a core holding that you just want to own forever. When you get buying opportunities like this, you have to take advantage of it. Yield of 2.39%.


Price:
$121.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

The drop today was gut wrenching for anybody that owns it. There is a bit of a concern that he is starting to see in the infrastructure space. We talk about the vast wealth in our resources out West, and yet we are seeing too much optimism in the space. Anything that can move that badly in such a short period of time, there has to be some kind of overreaction. He might take advantage of it, but has to do his homework yet.


Price:
$27.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This one is probably your 1st stop in the Brookfield names, but it might be a little bit priced to perfection. There is a possibility he might Buy this to replace one of his REIT names. You could also look at Brookfield Partners (BPY.UN-T), which has a strong yield.


Price:
$51.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 SPECULATIVE BUY Must be logged in to use chart BIDU-Q Baidu.com

A search engine in Asia. Has done very, very well. Has owned it in the past and really likes it. This is a name that he would want to own, but in a risky portfolio.


Price:
$218.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 WATCH Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

This has been really hurt this year. He is keeping an eye on it. It is probably one of those classic Warren Buffett type value plays. At these levels, he would start watching it. Wait for it to consolidate a bit and then take a position.


Price:
$58.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 HOLD Must be logged in to use chart CSU-T Constellation Software Inc.

He was really impressed with the big spike in growth but exited in the March swoon, when anything that was highflying got hurt. Would like to get back in at some point. He would still be absolutely behind this name.


Price:
$278.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-13 TOP PICK Must be logged in to use chart FDX-N FedEx

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.


Price:
$149.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 BUY Must be logged in to use chart LMCA-Q Liberty Media Corp

Just spun off a large non-voting class of shares. This is something that he thinks everybody should continue to hold. John Malone is probably one of the best cable and media czars out there. Pretty attractive at these levels.


Price:
$46.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 HOLD Must be logged in to use chart MET-N Metlife

Has a great yield and continues to do very well.


Price:
$52.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 PAST TOP PICK Must be logged in to use chart OTC-T Open Text

(A Top Pick Aug 26/13. Up 68.98%.) This has had a 2 for 1 stock split in the last year. This is a classic example of the street being completely behind the curve on this.


Price:
$61.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 BUY Must be logged in to use chart QCOM-Q Qualcomm

He is still a big believer in this company. They were having some trouble getting their royalties out of China. He would probably start to step into this company. The name has corrected just right.


Price:
$74.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 COMMENT Must be logged in to use chart SOCL-Q Global X Social Media Ind. ETF

He sold all his social media stocks in March, and then re-bought them all 3 weeks later. Keep your eye on it and Trade it, don’t Hold it.


Price:
$20.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 626 entries
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