Latest Expert Opinions

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

Utilities and telecoms. They have been underperforming. Many times, these companies are dividend payers but not necessarily dividend growers. He would be careful in this interest rate rising environment.

Utilities and telecoms. They have been underperforming. Many times, these companies are dividend payers but not necessarily dividend growers. He would be careful in this interest rate rising environment.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$12.460
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick May 26/17 - Up 22%) One of his top holdings. Trading at 24 times forward earnings with a 20-25% growth rate. 2.2 billion active users. Ad revenue per active user is growing. Buyback program of $9 billion.

Facebook (FB-Q)
May 24, 2018

(A Top Pick May 26/17 - Up 22%) One of his top holdings. Trading at 24 times forward earnings with a 20-25% growth rate. 2.2 billion active users. Ad revenue per active user is growing. Buyback program of $9 billion.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$184.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick May 26/17 - Up 20%.) Just sold it to take profits. Still likes it. Global health technology company.

(A Top Pick May 26/17 - Up 20%.) Just sold it to take profits. Still likes it. Global health technology company.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$42.330
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick May 26/17 - Up 18%.) He still likes it. Some concerns lately with the US dollar moving higher and concerns about global trade. Trading 11 times forward earnings. Discount compared to US and European markets. Exposure to largest Asian ex-Japan names. Income is rising in that part of the world.

(A Top Pick May 26/17 - Up 18%.) He still likes it. Some concerns lately with the US dollar moving higher and concerns about global trade. Trading 11 times forward earnings. Discount compared to US and European markets. Exposure to largest Asian ex-Japan names. Income is rising in that part of the world.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$67.470
Owned
Yes
BUY
BUY
May 24, 2018

Very highly talked space: robotics and AI. Very volatile. Many small cap. Long-term this is the right space. Like the name but be careful about the volatility.

Very highly talked space: robotics and AI. Very volatile. Many small cap. Long-term this is the right space. Like the name but be careful about the volatility.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$23.450
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Looks cheap trading at 9 times earnings with 10% growth rate. With the pending purchase of Aetna Inc (AET-N) investors are a little concern that they paid too much. The pharmacy benefit management (PBM) space hasn’t done really well lately.

Looks cheap trading at 9 times earnings with 10% growth rate. With the pending purchase of Aetna Inc (AET-N) investors are a little concern that they paid too much. The pharmacy benefit management (PBM) space hasn’t done really well lately.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$66.030
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Not his game. Doesn’t like the leverage volatility ETFs. Too much risk here. He prefers at reducing risk at a portfolio construction. Volatility definitely is expected to rise. We have been spoiled the last couple of years but with interest rates rising there is more volatility.

Not his game. Doesn’t like the leverage volatility ETFs. Too much risk here. He prefers at reducing risk at a portfolio construction. Volatility definitely is expected to rise. We have been spoiled the last couple of years but with interest rates rising there is more volatility.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$15.480
Owned
No