Viewing Expert Greg Newman | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Greg Newman , Dir. & Assoc. Portfolio Management

Scotia Wealth Management


Date Signal Chart Symbol Company Opinion Price
2016-05-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He thinks the market is still a buy.  Interest rates are going to remain low.  The US dollar will continue to ease.  A lower US$ means firmer S&P earnings and higher commodity prices.  The world is not a great place in terms of economy, but stocks are much better than the alternatives.  Cash gives you the opportunity to buy at lower levels.  Things can happen.  He thinks the market will be higher three months out.  70-75% equity is his recommendation.  He thinks Canada is awaking.  It has underperformed for 5 years.  He thinks capital is flowing back into Canada.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
_N/A
2016-05-04 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks.  Banks don’t cut dividends, payout ratios are low.  The stream of income is safe.  The banks are a buy right now.  TD-T underperformed the group because of the US$.  It has a lower dividend.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 PAST TOP PICK Must be logged in to use chart AFN-T Ag Growth International Inc

(Top Pick April 23/15, Down 25.22%) They made what he thought was an accretive acquisition with a nice US$ tail wind.  The problem was a drought last year.  Then finally the demand for Canadian small caps dried up and this one got oversold.


Price:
$36.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 BUY on WEAKNESS Must be logged in to use chart AGU-T Agrium

Nitrogen prices have been soft. He sees a 20% decline in earnings this year.  It tends to be over-owned and then becomes oversold when other places for money look brighter.  He thinks you will get an opportunity to own this name lower and that you should pick away at it.


Price:
$110.910
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 TOP PICK Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

It has a 13% growth rate.  If they buy the Australian asset, he sees it as being 8% accretive.  He thinks the dividend will continue to grow.


Price:
$53.390
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

This name has too high of a short interest.  They have a high exposure to emerging markets.  The energy book is well contained compared to peers.  It has a 4.4% dividend that will grow over time.


Price:
$62.610
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 BUY Must be logged in to use chart CNR-T Canadian National R.R.

(Market Call Minute) These guys are little ahead of the curve.  The rails are just too cheap relative to their 5 year average.


Price:
$75.930
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 COMMENT Must be logged in to use chart CPX-T Capital Power

The yield is safe.  It is a wait and see, with their coal assets.


Price:
$17.720
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 BUY on WEAKNESS Must be logged in to use chart DH-T DH Corporation

They missed the other day.  It shook investor confidence.  It is a good long term grower, however.  The next couple of quarters could be tough.


Price:
$34.450
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

(Market Call Minute) You only want to own the really indebted oil companies if you believe oil is going straight up, which he does not.


Price:
$8.110
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 HOLD Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

The high dividend is safe.  It is unlikely that ENF-T will have to raise equity here to fund their needs.  There will not be much AFFO growth, however.  There are more exciting places to be.


Price:
$28.270
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 BUY Must be logged in to use chart FTS-T Fortis Inc.

He thinks they did not overpay for ITC.  He sees it creating value for the name.  He increased his earnings per share estimates as a result of the acquisition.  It is lower risk because it is a regulated utility. 


Price:
$40.610
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 BUY on WEAKNESS Must be logged in to use chart GS-T Gluskin Sheff and Associates

This is an asset management business that is doing the right things.  The strife will sort itself out.  It may not take off right away, but it will take off.  Write some puts about $16.50.


Price:
$17.330
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 STRONG BUY Must be logged in to use chart HBC-T Hudson Bay Co.

(Market Call Minute) It gets no respect.  Retail has had a tough time.  They have really good growth for 2016/17.


Price:
$16.760
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 WATCH Must be logged in to use chart IGM-T IGM Financial Inc.

It is a steady eddie.  It is a good long term play.  He would not own it right now.  There is uncertainty with regulatory changes coming to the industry so he would not buy it right now.


Price:
$37.760
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 745 entries
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