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Stock Opinions by Stan Wong

COMMENT
Portfolio review at this time of year. He meets with clients on an ongoing basis to do annual and semi-annual reviews. This time of year isn't necessarily any busier. Looks for tax efficiencies that they can create for clients.
Unknown
COMMENT
Tax-loss selling as a useful tool? It can be, but his clients don't have a lot of them to worry about. Markets have been pretty strong, and portfolios have been doing quite well.
Unknown
COMMENT
Covid 19 trends in the US and Europe. This next wave is causing a bit of investor concern. Bit of anxiety and volatility in the markets, but this should be short-lived. Worst of the pandemic is probably behind us, given rising vaccination rates and anti-viral pill treatments coming down the pipe.
Unknown
COMMENT
Not time to be defensive? No, it's more of an opportunity to take advantage of some of the cyclical areas. See his Top Picks. Latter part of the year going into the new one is historically a seasonally strong part of the year. Still likes the cyclicals. Take advantage of some of the beaten up names. Going forward, look ahead 6-12 months to see where the economy will be and where we'll be with Covid 19.
Unknown
BUY
A powerhouse. Ad revenue per user continues to climb. Augmented and virtual reality will continue to drive revenue and earnings growth. Trades at 25x forward earnings, 23-25% growth rate, very good value in the tech space. Executing well.
0
BUY on WEAKNESS
Likes the US, has a lot of quality. At this stage, slightly overbought at 65 RSI. Wait for some more volatility. Long-term, it's a great way to access the 500 largest cap names in the US.
E.T.F.'s
BUY on WEAKNESS
EV space is a great opportunity. Stock's taken off, now overbought with RSI close to 70. Wait. The name makes a lot of sense. Holds a lot of value compared to the pure play EV companies. Trades at 10x forward earnings.
Automotive
HOLD
EV space is a great opportunity. The name makes a lot of sense. Holds a lot of value compared to the pure play EV companies. Trades at 10x forward earnings.
Automotive
BUY
He started acquiring because it dropped so much. A lot of the payment companies suffered throughout the pandemic. Further lockdowns have made the stocks sell off again. Still a secular trend from cash to digital. Ignore the noise over the next 6 months. Might have more growth than a MA or Visa.
0
HOLD
A lot of the payment companies suffered throughout the pandemic. Further lockdowns have made the stocks sell off again. Still a secular trend from cash to digital. Ignore the noise over the next 6 months. Not much difference between it and Visa, though MA might have a bit more growth.
other services
DON'T BUY
ZWB vs. ZEB He prefers ZEB, with a lower management fee. ZWB has a higher yield at 5%, instead of 3.1%. ZEB has outperformed the covered call strategy. You want to own the underlying securities without being called out. Covered call strategy works better in a sideways or downwards market. But if the the market's falling, you probably don't want to own either.
E.T.F.'s
BUY
ZEB vs. ZWB He prefers ZEB, with a lower management fee. ZWB has a higher yield at 5%, instead of 3.1%. ZEB has outperformed the covered call strategy. You want to own the underlying securities without being called out. Covered call strategy works better in a sideways or downwards market. But if the the market's falling, you probably don't want to own either.
E.T.F.'s
BUY
ETF to tuck away for a decade? Don't need to know your investment objectives. Nice broad-based ETF. Basket of 100 largest companies in the world. Expense ratio of 40 bps. MSFT, AAPL, AMZN, JPM, JNJ, Nestle, PG, Samsung. More growth than value. Relatively diversified. Great way to start off investing.
E.T.F.'s
DON'T BUY
Chart has been sideways and up and down. More concerning that stock's fallen below the 200-day MA, and the MA has started to turn. Higher valuation than others. Forward PE is 129x, 5.5x price to sales. Higher interest rates hit high valuations.
0
BUY
ZWU vs. ZWE Includes telecoms, pipelines, and electric companies as well as utilities. Good for conservative investor, who wants a nice yield of tax-efficient income. Very good yield about 7.5%. Longer term, you might have more growth in ZWE if you can look beyond the next 6-12 months.
E.T.F.'s
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