Latest Expert Opinions

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

(A Top Pick August 24/17, Down 6%) Took a stop loss in June, and bought US equities. Long-term, EM is the place to be, but it’s going to have its highs and lows. At some point, once sentiment turns, it’s a spot to get back into.

Vanguard Emerging ETF(VWO-N)
September 12, 2018

(A Top Pick August 24/17, Down 6%) Took a stop loss in June, and bought US equities. Long-term, EM is the place to be, but it’s going to have its highs and lows. At some point, once sentiment turns, it’s a spot to get back into.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$40.280
Owned
No
HOLD
HOLD
September 12, 2018

Stock price has pushed up above the 200-day moving average. Longer term, this is an important space to be in. Good pipeline. Hold onto it at this point. Valuation is cheap. Trading at 9x earnings, expected 20% growth rate.

Celgene Corp(CELG-Q)
September 12, 2018

Stock price has pushed up above the 200-day moving average. Longer term, this is an important space to be in. Good pipeline. Hold onto it at this point. Valuation is cheap. Trading at 9x earnings, expected 20% growth rate.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$86.800
Owned
No
WAIT
WAIT
September 12, 2018

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

BCE Inc.(BCE-T)
September 12, 2018

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$52.830
Owned
No
COMMENT
COMMENT
September 12, 2018

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

A T & T US(T-N)
September 12, 2018

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$33.420
Owned
Unknown
COMMENT
COMMENT
September 12, 2018

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$76.450
Owned
Yes
BUY
BUY
September 12, 2018

Long-term, makes a lot of sense. Much better valuation than Amazon. Has almost a 30% growth rate. These names have been beaten up because of US-Asia Pacific sentiment. Put your stop losses in place. At some point, China-US relations will get better.

Alibaba Group Holding(BABA-N)
September 12, 2018

Long-term, makes a lot of sense. Much better valuation than Amazon. Has almost a 30% growth rate. These names have been beaten up because of US-Asia Pacific sentiment. Put your stop losses in place. At some point, China-US relations will get better.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$161.460
Owned
Yes
BUY
BUY
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

Facebook(FB-Q)
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$162.000
Owned
Yes