Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 12, 2018

A leading blue-chip index of 11 Eurozone countries. He sees continued economic expansion in Europe.

A leading blue-chip index of 11 Eurozone countries. He sees continued economic expansion in Europe.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$41.320
Owned
Yes
BUY
BUY
April 12, 2018

Is this a good way to play the US financials or you rather play the individual names? There is nothing wrong with this, but this Is focused on the broker-dealers side and you don’t want to miss on some of the retail banks

Is this a good way to play the US financials or you rather play the individual names? There is nothing wrong with this, but this Is focused on the broker-dealers side and you don’t want to miss on some of the retail banks

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$66.080
Owned
No
DON'T BUY
DON'T BUY
April 12, 2018

He doesn’t own it. Real Estate hasn’t been a part of his portfolio for clients for some time. As rates move higher yield on names like this become less attractive. There are some vacancies that worries him.

He doesn’t own it. Real Estate hasn’t been a part of his portfolio for clients for some time. As rates move higher yield on names like this become less attractive. There are some vacancies that worries him.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$23.140
Owned
No
BUY
BUY
April 12, 2018

He still owns it. Fourth largest internet-based companies in the world. It suffered a heathy pullback but long term you will see a company like this with tons of runway. Trading at 38 times earnings with a 25% growth rate which is attractive for a high growth technology company.

He still owns it. Fourth largest internet-based companies in the world. It suffered a heathy pullback but long term you will see a company like this with tons of runway. Trading at 38 times earnings with a 25% growth rate which is attractive for a high growth technology company.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$0.000
Owned
Yes
COMMENT
COMMENT
April 12, 2018

The stock has done very well. He sees valuations stretched.

Dollarama Inc. (DOL-T)
April 12, 2018

The stock has done very well. He sees valuations stretched.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$149.200
Owned
Yes
DON'T BUY
DON'T BUY
April 12, 2018

Lots of competition from well capitalized companies. Not really compelling form a technical point of view. Some of the reforms affecting the price of the generics drugs affect Shoppers Drug Mart that is owned by this company. There is also food inflation to deal with. Consumers staples in general is a sector that he doesn’t like. Margins are very thin.

Lots of competition from well capitalized companies. Not really compelling form a technical point of view. Some of the reforms affecting the price of the generics drugs affect Shoppers Drug Mart that is owned by this company. There is also food inflation to deal with. Consumers staples in general is a sector that he doesn’t like. Margins are very thin.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$63.840
Owned
No
COMMENT
COMMENT
April 12, 2018

If looking for a well-established dividend paying stock is this a good choice? Like the chip makers but some other names might be cheaper. You can’t argue with the chart with Intel. He likes Applied Materials (AMAT-O) because it is in the semiconductor equipment manufacturer space and it is cheaply valued. They make equipment to make chips, so you avoid deciding who is going to be the winner among the chip makers.

Intel (INTC-Q)
April 12, 2018

If looking for a well-established dividend paying stock is this a good choice? Like the chip makers but some other names might be cheaper. You can’t argue with the chart with Intel. He likes Applied Materials (AMAT-O) because it is in the semiconductor equipment manufacturer space and it is cheaply valued. They make equipment to make chips, so you avoid deciding who is going to be the winner among the chip makers.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$52.720
Owned
No