Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 12, 2018

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

FedEx (FDX-N)
September 12, 2018

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$252.980
Owned
Yes
COMMENT
COMMENT
September 12, 2018

From a technical level, fell below the 200-day average earlier this year and has stayed there. Pretty good dividend, which should grow. He owns Sun Life, which has a more diversified base. You don’t want to buy insurers simply for interest rate movements, because they may not happen.

Manulife Financial (MFC-T)
September 12, 2018

From a technical level, fell below the 200-day average earlier this year and has stayed there. Pretty good dividend, which should grow. He owns Sun Life, which has a more diversified base. You don’t want to buy insurers simply for interest rate movements, because they may not happen.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$22.730
Owned
No
BUY
BUY
September 12, 2018

Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.

Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$1171.600
Owned
Yes
BUY
BUY
September 12, 2018

Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$67.990
Owned
Yes
TOP PICK
TOP PICK
September 12, 2018

Global leader with over 80 brands. A lot of revenues are inside NA and US, so tariffs are not a worry. Last earnings topped estimates. A defensive growth name as we get late in the cycle. Price recently pushed above 200-day moving average, which is encouraging. Pretty decent valuation for a consumer staple. Yield is 2.7%. (Analysts’ price target is $98.33.)

Hershey Foods Corp (HSY-N)
September 12, 2018

Global leader with over 80 brands. A lot of revenues are inside NA and US, so tariffs are not a worry. Last earnings topped estimates. A defensive growth name as we get late in the cycle. Price recently pushed above 200-day moving average, which is encouraging. Pretty decent valuation for a consumer staple. Yield is 2.7%. (Analysts’ price target is $98.33.)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$106.020
Owned
Yes
TOP PICK
TOP PICK
September 12, 2018

Sometimes the simplest investments are the best. Dominate global market for electronic payments. Huge network. Concern about disruptors, but they work with VISA, rather than disrupt them. Should do well long-term. A tollbooth for spending. Premium valuation, but an 18% growth rate. Great stock to own. Yield is 0.6%. (Analysts’ price target is $159.26.)

Visa Inc. (V-N)
September 12, 2018

Sometimes the simplest investments are the best. Dominate global market for electronic payments. Huge network. Concern about disruptors, but they work with VISA, rather than disrupt them. Should do well long-term. A tollbooth for spending. Premium valuation, but an 18% growth rate. Great stock to own. Yield is 0.6%. (Analysts’ price target is $159.26.)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$146.570
Owned
Yes
TOP PICK
TOP PICK
September 12, 2018

Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)

Zoetis Inc (ZTS-N)
September 12, 2018

Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$88.240
Owned
Yes