Stock Opinions by Stan Wong - Stockchase Experts
WATCH LIST
1832
Stan Wong @

On Stockchase since : Jun 2009

Director & Portfolio Manager at Private Wealth Management, ScotiaMcleod

Reveal Expert Performance

Stan Wong hasn’t left any messages.

You are Stan Wong? Sign up for Market Pro to post messages to your visitors here.

T: 905-752-1996www.stanwong.com

Stan Wong Latest Top Picks...

Stock Opinions by Stan Wong - Stockchase Experts

Signal Opinion Expert Chart
DON'T BUY
FedEx(FDX-N) 

January 23, 2019

He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
Transportation
0 0 0 0 0
0 comments
He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
Transportation
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK
Dollar General Corp.(DG-N) 

January 23, 2019

Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
0 0 0 0 0
0 comments
Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
medical services
0 0 0 0 0
0 comments
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
medical services
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

TOP PICK
Waste Management(WM-N) 

January 23, 2019

The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
environmental
0 0 0 0 0
0 comments
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
environmental
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

January 23, 2019

Volatility from 2018 will continue this year as the cycle matures. He doesn't think a slowdown is imminent, but it will happen. We've seen a nice rally since Dec. 24 and investors are coming back. Geopolitical concers are also easing. US labour and manufacturing numbers meanwhile have been good. The US economy is still firm. Maybe we won't see new highs, at least not until China-US resolve their trade war, and he's confident it'll happen. He's overweight the US and underweight Canada now, and zero in Europe, with some in Asia, which is getting cheap (maybe add there). Canadian banks and insurers will do okay in 2019. He doesn't see a massive slowdown. He doubts the US Fed will hike beyond once this year; they'll remain calm. Key here is US-China resolving their trade war.
0 0 0 0 0
0 comments
Volatility from 2018 will continue this year as the cycle matures. He doesn't think a slowdown is imminent, but it will happen. We've seen a nice rally since Dec. 24 and investors are coming back. Geopolitical concers are also easing. US labour and manufacturing numbers meanwhile have been good. The US economy is still firm. Maybe we won't see new highs, at least not until China-US resolve their trade war, and he's confident it'll happen. He's overweight the US and underweight Canada now, and zero in Europe, with some in Asia, which is getting cheap (maybe add there). Canadian banks and insurers will do okay in 2019. He doesn't see a massive slowdown. He doubts the US Fed will hike beyond once this year; they'll remain calm. Key here is US-China resolving their trade war.
Unknown
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Loblaw Companies Ltd(L-T) 

January 23, 2019

It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
food stores
0 0 0 0 0
0 comments
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
food stores
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
E.T.F.'s
0 0 0 0 0
0 comments
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
A T & T US(T-N) 

January 23, 2019

vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Telecommunications
0 0 0 0 0
0 comments
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Telecommunications
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
Verizon Communications(VZ-N) 

January 23, 2019

vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
telephone utilities
0 0 0 0 0
0 comments
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
telephone utilities
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Southwest Airlines(LUV-N) 

January 23, 2019

He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Transportation
0 0 0 0 0
0 comments
He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Transportation
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Shopify Inc.(SHOP-T) 

January 23, 2019

He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this.
0 0 0 0 0
0 comments
He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
80% equities + 20% bonds. They rebalance this to maintain 80/20 regularly. MER is 25 basis points, so cheap. His concern is that it's weighted to momentum and growth stocks--how long will these move? Also, competitors like iShares have come out with similar ETFs.
E.T.F.'s
0 0 0 0 0
0 comments
80% equities + 20% bonds. They rebalance this to maintain 80/20 regularly. MER is 25 basis points, so cheap. His concern is that it's weighted to momentum and growth stocks--how long will these move? Also, competitors like iShares have come out with similar ETFs.
E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

January 23, 2019

Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
0 0 0 0 0
0 comments
Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
mngmnt/diversified
0 0 0 0 0
0 comments
Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
mngmnt/diversified
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

PARTIAL BUY
JD.com Inc(JD-Q) 

January 23, 2019

It's been beaten up the past year, given the China-US tension. This has been basing since November which is good. But he needs to see this push further before he buys it. He prefers Alibaba. It's okay to buy a bit of this now.
0 0 0 0 0
0 comments
It's been beaten up the past year, given the China-US tension. This has been basing since November which is good. But he needs to see this push further before he buys it. He prefers Alibaba. It's okay to buy a bit of this now.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 1,832 entries
Successfully Saved Company
Successfully Saved Company
9+
JOIN THE DISCUSSION
9 comments in the last 7 days