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
2017-04-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The market is now a Hobson’s choice. You either have to take it or leave it. In after hours today, Google and Amazon, which have already had a great move, had another 3%-5% upside in after-hours. You can either stick with the so-called crowded trades, which he is continuing to do, or go fishing in some of the more bargain areas of the market. With new money, he would be very, very careful. It is a very bifurcated market, and you have to be very careful.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-04-27 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? He is not too concerned about the banks. However, believes that we are going to have a bit of negativity in this space. Still a firm believer in the big banks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 COMMENT Must be logged in to use chart AAPL-Q Apple

Loves this company. Has always been a big believer in the services side and was never too concerned about the fancy phone releases. The services side is going to be the real driver. Longer-term, we are probably looking at a $50 billion a year revenue line, just from the services side.


Price:
$143.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 PAST TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

(A Top Pick April 27/16. Up 11.88%.) His original reason for buying this was for a recovery in Alberta in oil and a bounce off Fort McMurray. He got stopped out of this.


Price:
$23.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-27 PAST TOP PICK Must be logged in to use chart ADBE-Q Adobe Systems

(A Top Pick April 27/16. Up 39.46%.) Every quarter has been better than the previous quarter for 8 straight quarters. Earnings rose 370% when they reported last month. 26% growth in their Cloud business. It is very, very heavily used in corporate America.


Price:
$133.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 BUY Must be logged in to use chart BAC-N Bank of America

There are 2 big events coming up. The May 3rd Fed meeting. Not a lot of people think that they will raise rates, but there is a chance they will. That would be very good for the bank sector, especially for this bank. There is also the French election. If Trump delivers some meaningful tax cuts and some regulation repeals, it could be very good for the banks.


Price:
$23.650
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Just reported earnings which were extremely well received. This is just within a whisker of its all-time highs. He has to give them a lot of credit on their customer service.


Price:
$62.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 COMMENT Must be logged in to use chart CAM-T Canam Group Inc.

This is going private and went up 96% today.


Price:
$12.190
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 PAST TOP PICK Must be logged in to use chart CMCSA-Q Comcast Corp

(A Top Pick April 27/16. Up 31.31%.) Going back 5-6 years, this is a dream stock to own. They bought NBC and Universal in 2011, and are now believes they are right at the top of the box office. They beat earnings substantially this morning.


Price:
$39.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 COMMENT Must be logged in to use chart DIS-N Walt Disney

A name that he held on for too long, and got stopped out in late August. They were going through the issue with the ESPN, and whether or not they could really integrate some of the big acquisitions they had just made. However, they have done extremely well since election time. World-class properties. Feels ESPN was overdone. He will eventually get back into this.


Price:
$115.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-27 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

A big winner for him for about 5-6 years, but when Hillary Clinton did her famous tweet, he sold his holdings. Their hepatitis C drug basically eradicated the disease. They have an HIV drug regimen that is turning out great results, but is expensive. It could be a great long term franchise for them. This looks really interesting, and would get back into the name on a break out. Trading at only 8X forward earnings.


Price:
$68.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-27 COMMENT Must be logged in to use chart HXT-T HBP S&P/TSX 60 Index ETF

This is a derivative play, which has scared some people. It holds the dividend and builds it into the capital costs. If you are not looking for income, this is not bad. Another one you could consider is the iShares TSX 60 (XIU-T).


Price:
$31.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 COMMENT Must be logged in to use chart LNR-T Linamar Corp

Linamar (LNR-T) or Magna (MG-T)? Both are great names. The Magna name is more of a pure play in what he is trying to look for in the auto parts area.


Price:
$57.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-27 COMMENT Must be logged in to use chart MFC-T Manulife Financial

This seems to be the favoured insurance company right now. The business needs interest rates to pick up. They also need their Asian and US businesses to pick up. You may see flows Canadian banks into this insurance company.


Price:
$23.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-27 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

Linamar (LNR-T) or Magna (MG-T)? Both are great names. This one is more of a pure play in what he is trying to look for in the auto parts area. It is having a difficult time getting off the ground with a lot of doubts about Europe and what is going on with currencies. He would like to get back into this. If you believe the global economy is picking up, and you want to have a great global name that you can buy with the Cdn$, this is certainly one of the top class name he would be looking at.


Price:
$56.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,049 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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