Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
November 7, 2018
4.7% dividend with good cash flow. They'll likely raise their dividend in coming years to keep apace with rising interest rates. He likes this. A good company. But he owns Rogers instead for its growth.
Telus Corp(T-T)
November 7, 2018
4.7% dividend with good cash flow. They'll likely raise their dividend in coming years to keep apace with rising interest rates. He likes this. A good company. But he owns Rogers instead for its growth.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$45.010
Owned
No
DON'T BUY
DON'T BUY
November 7, 2018
Well-run, especially compared to peers like GE. Pays a 2.2% dividend yield. But industrials underperform in the late economic cycle (now).
Well-run, especially compared to peers like GE. Pays a 2.2% dividend yield. But industrials underperform in the late economic cycle (now).
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$150.200
Owned
No
TOP PICK
TOP PICK
November 7, 2018
He bought during the recent correction. A global brand name with 100 million users and still growing. Their cloud segment is still rising. More internet users are coming from developing markets, so the runway for growth is still strong. Amazon is way ahead any competitors. Trading at 75x earnings isn't cheap but 50% long-term growth rate. (Analysts’ price target is $2132.23)
Amazon.com(AMZN-Q)
November 7, 2018
He bought during the recent correction. A global brand name with 100 million users and still growing. Their cloud segment is still rising. More internet users are coming from developing markets, so the runway for growth is still strong. Amazon is way ahead any competitors. Trading at 75x earnings isn't cheap but 50% long-term growth rate. (Analysts’ price target is $2132.23)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$1751.000
Owned
Yes
TOP PICK
TOP PICK
November 7, 2018
Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
Mastercard Inc.(MA-N)
November 7, 2018
Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$208.240
Owned
Yes
TOP PICK
TOP PICK
November 7, 2018
Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91)
Zoetis Inc(ZTS-N)
November 7, 2018
Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$95.190
Owned
Yes