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
2017-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The macro political force is very annoying and very distracting, but it will always be a part of the investment climate. A great example of when you really do have to pay attention to what is going on. He thinks there is going to be some interesting trade wars going on around the world, some currency manipulation around the world. Things can change, and the rug can get pulled from underneath your feet by an announcement or an Executive Order, or even a tweet. It looks like Canada is going to be left untouched for the time being, we can’t expect that to always be the case. He is looking at his whole portfolio and every scenario that is possible for every stock he owns, and being prepared. It looks like Trump is trying to show China, with his stiff principles on Mexico right now. Stay invested, but watch your stuff.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
_N/A
2017-01-26 PAST TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

(A Top Pick Jan 26/16. Up 39.56%.) Likes the Amazon Echo with Alexis, versus Apple’s Siri. They also produced the movie, Manchester by the Sea. Also, announced that they just bought some cargo ships, meaning they are getting into freight shipping. They are crushing everybody.


Price:
$839.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-26 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(A Top Pick Jan 26/16. Down 2.64%.) If you think about it, they have 10,000 locations, including Circle K and Macs, and are rebranding a lot of their stores. They did 2 huge acquisitions. This is still an amazing growth story, and is still a Buy.


Price:
$60.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-26 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Feels a lot of the street is turning positive on the name, just based on valuation. They are halfway through letting go of 15,000 people out of 80,000. Free cash flow is improving. The C series is picking up. It is very attractive from a valuation standpoint, but for him he would rather buy it as the story starts to turn around. In the 2nd half and we start seeing revenue coming in, then he would get interested.


Price:
$2.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Affect of the trade war between the US and Mexico? Mexico’s earnings for this bank were between $350 million and $385 million over the last 4 years, so it was not as big as people might think. There are a lot of things working well for Canadian banks, and this bank is going to be a big benefactor from that.


Price:
$78.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 WEAK BUY Must be logged in to use chart BOTZ-Q Global X Robotics & AI ETF

Has never really been a big fan of having to use ETF’s to go into catchy themes. At first blush, he thought this was a silly idea, but when looking at the underlying holdings, they are all actually pretty attractive. He would suggest you play this for a little while, but thinks some of the underlying themes, if you did a bit more research, would be much more attractive.


Price:
$16.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2017-01-26 COMMENT Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

Just recently bought this. It has definitely lagged in the engineering/construction space. There is a lawsuit with Mitsubishi regarding some nuclear business, which hasn’t been settled yet. That has hung over the stock. This fits into the value/cyclical bent that we need to start revisiting. It certainly plays into the whole game with respect to what Trump is trying to do in revitalizing infrastructure. Because of its always seemingly higher oil/gas exposure, this is another reason it has lagged, but could also be one of the catalyst that drives it out. Trading at 7X forward earnings only.


Price:
$32.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-26 TOP PICK Must be logged in to use chart CMCSA-Q Comcast Corp

For the 1st time in 10 years, they grew their cable subscribers. 161,000 new cable subscribers brings them to 23 million. The Internet is still growing. 1.5 million additional users last year. This is a Trump safe play by all definitions. They acquired DreamWorks. Their NBC entertainment division is kicking and firing on all cylinders. Dividend yield of 1.67%. A 2 for 1 stock split is coming up as well. (Analysts’ price target is $79.84.)


Price:
$75.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-26 COMMENT Must be logged in to use chart CSCO-Q Cisco

One of the old-school technology names and people are looking at the true obvious Cloud players. This company is going to be more and more important in Cloud infrastructure than what people are giving it credit for. From about 2000 to 2015, this made zero, and finally you are seeing some break out.


Price:
$30.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 COMMENT Must be logged in to use chart CSX-Q CSX Corp

From a currency standpoint, he would prefer to shop in his own backyard in Canada. However, there are a lot of strange things going on with respect to trade wars, and all kinds of movement of goods between the borders, which is going to be a big issue. If you have US$ and looking at this, he doesn’t see why you wouldn’t go into it with Hunter Harris moving over to that name.


Price:
$48.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 COMMENT Must be logged in to use chart HBC-T Hudson Bay Co.

Just bought some for speculative accounts. 4th quarter earnings were not great. You have a business, and then you have another game with real estate. Right now, he would reckon that the shares are trading at about a 40%-45% discount to the real estate value. It is getting to the point were something has to happen. He wouldn’t be surprised if they did some IPOs. This isn’t a long-term Hold, and if you can get a trade out of it, great.


Price:
$10.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-26 COMMENT Must be logged in to use chart ITP-T Intertape Polymer Group

Has owned this in the past, but got stopped out sometime last year. A Canadian name that has a bit of a lower volatility profile, so it’s one you would want to own for a long time. They have a lot of US business.


Price:
$24.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2017-01-26 COMMENT Must be logged in to use chart IYZ-N iShares Trust Dow Jones U.S. Telecom Sector Fund

He is a fan of using ETF’s in spaces that are very volatile. Because the telephone space is not very volatile, this is not necessarily mandatory. He doesn’t own any US telecoms at this time. You have to remember that Trump has indicated he wants to bring down regulations. Loves the space and the yield is great, so you are in the right space.


Price:
$34.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 HOLD Must be logged in to use chart MIC-N MacQuarie Infrastructure LLC

Has owned this in the past and thinks it is a long term holding. They are one of the leaders in this space. The whole developed world is going to be needing everything to be repaired, updated and replaced, so this company is going to play that game. Secondly, global energy, dams, etc. is still going to be very, very important. 6.2% dividend yield.


Price:
$82.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-26 PAST TOP PICK Must be logged in to use chart NWL-N Newell Rubbermaid Inc.

(A Top Pick Jan 26/16. Up 23.41%.) This has been very busy with acquisitions. They did the Rubbermaid deal, but just announced they were selling that off. They have done a 5-year licensing deal to do the consumer Totes division of Rubbermaid with an American company. They are moving more towards the model of a holding company to a full-on operating company.


Price:
$46.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 1,001 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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