Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 24, 2018

Probably not a lot of value in the stock. Higher fuel and lar cost is putting pressure on the company and the industry in general. Competition from the ultra-low cost carriers is also affecting it.

Probably not a lot of value in the stock. Higher fuel and lar cost is putting pressure on the company and the industry in general. Competition from the ultra-low cost carriers is also affecting it.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$52.860
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

He likes the basic material space. Commodities move higher on the later stages of the cycle. This company is not really attractive from the valuation point of view trading at 15 times earning and 8% growth rate.

He likes the basic material space. Commodities move higher on the later stages of the cycle. This company is not really attractive from the valuation point of view trading at 15 times earning and 8% growth rate.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$65.710
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

The gaming industry has seen a massive transition from the console games to the mobile games. Trading at 25 times earnings with 10% growth rate.

The gaming industry has seen a massive transition from the console games to the mobile games. Trading at 25 times earnings with 10% growth rate.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$112.020
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

They said that they were going to do a 3-to-1 split, when is that happening? He doesn’t know. He thinks that might be good. Trading at 28 times forward earnings with 15% growth rate. He used to own it but sold it based on valuation. Some investors have concerns over competition coming over from the Asian market.

They said that they were going to do a 3-to-1 split, when is that happening? He doesn’t know. He thinks that might be good. Trading at 28 times forward earnings with 15% growth rate. He used to own it but sold it based on valuation. Some investors have concerns over competition coming over from the Asian market.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$150.910
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Valuation has always been the Achilles hill for him on this type of companies. Trading at 100 times forward earnings with 44% growth rate. But what if there is more competition? What happens to this growth rate? 125 M subscribers worldwide. More now outside the US than in the US. The profitability of the international market is questionable. They are negative net cash flow.

Valuation has always been the Achilles hill for him on this type of companies. Trading at 100 times forward earnings with 44% growth rate. But what if there is more competition? What happens to this growth rate? 125 M subscribers worldwide. More now outside the US than in the US. The profitability of the international market is questionable. They are negative net cash flow.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$351.290
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Form a valuation standpoint, trading at 10 times forward earnings with high single digit growth rate. But the stock keeps falling down. He would be very careful with this. Could be a value trap.

Form a valuation standpoint, trading at 10 times forward earnings with high single digit growth rate. But the stock keeps falling down. He would be very careful with this. Could be a value trap.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$154.000
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Getting so popular, could they have trouble in the future consuming too much of the option market? High dividend in the last couple of years hasn’t necessary been the best strategy. Momentum and growth have been doing better. You want to be buying this strategy on flat markets. We are not seeing this.

Getting so popular, could they have trouble in the future consuming too much of the option market? High dividend in the last couple of years hasn’t necessary been the best strategy. Momentum and growth have been doing better. You want to be buying this strategy on flat markets. We are not seeing this.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$19.510
Owned
No