Latest Expert Opinions

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

Sold it a while ago. Looks cheap from a valuation standpoint trading at 9 times forward earning with a 19% growth rate. Investors are concerned about their cancer drugs patents expiring in a couple of years. Dark cloud surrounding the company.

Sold it a while ago. Looks cheap from a valuation standpoint trading at 9 times forward earning with a 19% growth rate. Investors are concerned about their cancer drugs patents expiring in a couple of years. Dark cloud surrounding the company.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$78.630
Owned
No
BUY
BUY
May 24, 2018

They just added to their portfolio a month ago. They are doing the right things. Their on-line side is growing.

Walmart Inc (WMT-N)
May 24, 2018

They just added to their portfolio a month ago. They are doing the right things. Their on-line side is growing.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$82.460
Owned
Yes
DON'T BUY
DON'T BUY
May 24, 2018

They transformed themselves from a PC-centric company to a cloud business. They have done a great job. Having said he sold it a couple months ago. Trading at over 2 times PEG ratio (too high) seems a little expensive to him. Still pretty solid but expensive.

Microsoft (MSFT-Q)
May 24, 2018

They transformed themselves from a PC-centric company to a cloud business. They have done a great job. Having said he sold it a couple months ago. Trading at over 2 times PEG ratio (too high) seems a little expensive to him. Still pretty solid but expensive.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$98.360
Owned
No
DON'T BUY
DON'T BUY
May 24, 2018

Owned it and sold it a while ago. Great franchise. Great name. Valuation is pricey. He doesn’t see a catalyst for the next leg up for this particular name.

Starbucks (SBUX-Q)
May 24, 2018

Owned it and sold it a while ago. Great franchise. Great name. Valuation is pricey. He doesn’t see a catalyst for the next leg up for this particular name.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$57.920
Owned
No
COMMENT
COMMENT
May 24, 2018

Internet company in China. Very interest name. He likes it. Potential target for a takeover. 40% growth rate.

JD.com Inc (JD-Q)
May 24, 2018

Internet company in China. Very interest name. He likes it. Potential target for a takeover. 40% growth rate.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$36.870
Owned
No
COMMENT
COMMENT
May 24, 2018

Should I buy American Express (AXP-N) or VISA (V-N)? It is like asking if I should buy an ice-cream for my daughter or my son. Ownes both. Basically, toll booth for global spending. There is still more cash out there than plastic out there believe it or not. American Express (AXP-N) seems a little cheaper from a valuation stand point. Amex is a little more value oriented, VISA is a little more growth oriented. Keep both.

Should I buy American Express (AXP-N) or VISA (V-N)? It is like asking if I should buy an ice-cream for my daughter or my son. Ownes both. Basically, toll booth for global spending. There is still more cash out there than plastic out there believe it or not. American Express (AXP-N) seems a little cheaper from a valuation stand point. Amex is a little more value oriented, VISA is a little more growth oriented. Keep both.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$101.100
Owned
Unknown
COMMENT
COMMENT
May 24, 2018

Should I buy American Express (AXP-N) or VISA (V-N)? It is like asking if I should buy an ice-cream for my daughter or my son. Ownes both. Basically, toll booth for global spending. There is still more cash out there than plastic out there believe it or not. American Express (AXP-N) seems a little cheaper from a valuation stand point. Amex is a little more value oriented, VISA is a little more growth oriented. Keep both.

Visa Inc. (V-N)
May 24, 2018

Should I buy American Express (AXP-N) or VISA (V-N)? It is like asking if I should buy an ice-cream for my daughter or my son. Ownes both. Basically, toll booth for global spending. There is still more cash out there than plastic out there believe it or not. American Express (AXP-N) seems a little cheaper from a valuation stand point. Amex is a little more value oriented, VISA is a little more growth oriented. Keep both.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$131.280
Owned
Unknown