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COMMENT
COMMENT
January 23, 2019
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$266.330
Owned
Unknown
TOP PICK
TOP PICK
January 23, 2019
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
Waste Management(WM-N)
January 23, 2019
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$94.910
Owned
Yes
DON'T BUY
DON'T BUY
January 23, 2019
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
Loblaw Companies Ltd(L-T)
January 23, 2019
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$63.440
Owned
Unknown
BUY
BUY
January 23, 2019
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$15.350
Owned
Unknown
DON'T BUY
DON'T BUY
January 23, 2019
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
A T & T US(T-N)
January 23, 2019
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$30.865
Owned
No
BUY
BUY
January 23, 2019
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$57.760
Owned
No
DON'T BUY
DON'T BUY
January 23, 2019
He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Southwest Airlines(LUV-N)
January 23, 2019
He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$50.890
Owned
No