Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 19, 2012
Feels that in large part of the tremendous growth of the banks is behind them. You are looking at much more moderate growth. 8%-9% in terms of earnings. Banks are trading at 11-12 times earnings.
Feels that in large part of the tremendous growth of the banks is behind them. You are looking at much more moderate growth. 8%-9% in terms of earnings. Banks are trading at 11-12 times earnings.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$55.050
Owned
No
COMMENT
COMMENT
April 19, 2012
Most cars in North America are 11-12 years old so he expects money will go into the purchase of cars. He would prefer something like Tata Motors (TTM-N), which has a stronger growth prospects.
Ford Motor (F-N)
April 19, 2012
Most cars in North America are 11-12 years old so he expects money will go into the purchase of cars. He would prefer something like Tata Motors (TTM-N), which has a stronger growth prospects.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$11.660
Owned
No
DON'T BUY
DON'T BUY
April 19, 2012
There is a lot of headwinds facing natural gas prices at this point. Supply is very plentiful and there are many different alternatives.
Encana Corp (ECA-T)
April 19, 2012
There is a lot of headwinds facing natural gas prices at this point. Supply is very plentiful and there are many different alternatives.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$18.000
Owned
No
DON'T BUY
DON'T BUY
April 19, 2012
Outside of North America, market share has been relatively firm, mostly because most markets outside of North America are still on 2G and I'm not going on to the 3G but they will be at some point. Market share has been very tough for this company in North America. Earnings are quite murky.
BlackBerry (BB-T)
April 19, 2012
Outside of North America, market share has been relatively firm, mostly because most markets outside of North America are still on 2G and I'm not going on to the 3G but they will be at some point. Market share has been very tough for this company in North America. Earnings are quite murky.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$13.420
Owned
No
COMMENT
COMMENT
April 19, 2012
You always need more of data storage and it is always going to grow over time. This stock is growing at around 15% earnings long-term with a 16X forward earnings. Valuation is not bad. Trend lines are still above the 200 day moving average. Longer-term he likes the stock but that pattern on the pricing has been strange.
EMC Corp (EMC-N)
April 19, 2012
You always need more of data storage and it is always going to grow over time. This stock is growing at around 15% earnings long-term with a 16X forward earnings. Valuation is not bad. Trend lines are still above the 200 day moving average. Longer-term he likes the stock but that pattern on the pricing has been strange.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$28.100
Owned
Unknown
COMMENT
COMMENT
April 19, 2012
Relatively safe stock but it has done so well. Valuation is slightly high at 19-20 times earnings. Growth rate is around 12%. Prefers others with more reasonable valuations.
Relatively safe stock but it has done so well. Valuation is slightly high at 19-20 times earnings. Growth rate is around 12%. Prefers others with more reasonable valuations.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$54.000
Owned
No
TOP PICK
TOP PICK
April 19, 2012
A leader in online advertising with 40% market share of US advertising revenues and growing globally as it has one of the world's most recognized brands. Should continue to generate very strong growth from display advertising. Will continue to monetization within their U tube holding. Mobile search is what the next big thing is. Growing at 15%-20% long-term growth earnings estimated. Trades at 14X earnings. Earnings and revenues are moving up.
A leader in online advertising with 40% market share of US advertising revenues and growing globally as it has one of the world's most recognized brands. Should continue to generate very strong growth from display advertising. Will continue to monetization within their U tube holding. Mobile search is what the next big thing is. Growing at 15%-20% long-term growth earnings estimated. Trades at 14X earnings. Earnings and revenues are moving up.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$599.300
Owned
Yes