Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 12, 2018

Never own it. What prevented him from buying it is the valuation trading at about 107 times earnings. The amount of content spending concerns him as well. Disney (DIS-N) is pulling their content out.

Netflix Inc. (NFLX-Q)
April 12, 2018

Never own it. What prevented him from buying it is the valuation trading at about 107 times earnings. The amount of content spending concerns him as well. Disney (DIS-N) is pulling their content out.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$309.250
Owned
No
BUY
BUY
April 12, 2018

He likes the dividend yield of 3.3%. Trading at 8.5 enterprise value over EBITDA down from 11 last July. Boosting their wireless subscribers. They are doing well. With interest rates moving higher some of the Telcos naturally tend to come off. In Canada the three main players have 90% of the market so they don’t have incentive to fight each other and lower prices. Overtime they will do fine.

He likes the dividend yield of 3.3%. Trading at 8.5 enterprise value over EBITDA down from 11 last July. Boosting their wireless subscribers. They are doing well. With interest rates moving higher some of the Telcos naturally tend to come off. In Canada the three main players have 90% of the market so they don’t have incentive to fight each other and lower prices. Overtime they will do fine.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$56.660
Owned
Yes
TOP PICK
TOP PICK
April 12, 2018

A spin-off from Abbott Laboratories (ABT-N). Strong exposure to immunology and oncology medicines. Dividend Yield of 4.2%. The stock sold off because they had a setback on a cancer drugs, but it is overdone in his opinion. Great way to own a strong growing pharma company. (Analysts’ price target is $120.27)

AbbVie Inc. (ABBV-N)
April 12, 2018

A spin-off from Abbott Laboratories (ABT-N). Strong exposure to immunology and oncology medicines. Dividend Yield of 4.2%. The stock sold off because they had a setback on a cancer drugs, but it is overdone in his opinion. Great way to own a strong growing pharma company. (Analysts’ price target is $120.27)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$92.120
Owned
Yes
TOP PICK
TOP PICK
April 12, 2018

Bought more shares in the last weeks. Attractive at this levels of 23 times earning with a 25% long term growth rate. He doesn’t see any major changes to the company’s model of monetizing user’s information for advertisers and ad targeting based on this week’s Congress testimonies. Long term there is a shift from print ads to digital ads and this company is going to benefit from that. (Analysts’ price target is $217.00)

Facebook (FB-Q)
April 12, 2018

Bought more shares in the last weeks. Attractive at this levels of 23 times earning with a 25% long term growth rate. He doesn’t see any major changes to the company’s model of monetizing user’s information for advertisers and ad targeting based on this week’s Congress testimonies. Long term there is a shift from print ads to digital ads and this company is going to benefit from that. (Analysts’ price target is $217.00)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$163.870
Owned
Yes
TOP PICK
TOP PICK
April 12, 2018

The umbrella company for names like Marshalls, Winners and Home Sense. Major off-price apparel and fashion retailer in the US and internationally. Strong cash flows. Very adaptable in the way they create inventories. Dividend yield of 1.9%. (Analysts’ price target is $91.70)

TJX Companies (TJX-N)
April 12, 2018

The umbrella company for names like Marshalls, Winners and Home Sense. Major off-price apparel and fashion retailer in the US and internationally. Strong cash flows. Very adaptable in the way they create inventories. Dividend yield of 1.9%. (Analysts’ price target is $91.70)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$82.530
Owned
Yes