Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 22, 2019
He has not owned this for awhile. His concern if there is a slow down in the smart phone market and concerned about the trade war between US and China. Growth rate has slowed down. Perhaps there is a possibility to trade this name since it is down, but longer term he has concerns.
Apple (AAPL-Q)
May 22, 2019
He has not owned this for awhile. His concern if there is a slow down in the smart phone market and concerned about the trade war between US and China. Growth rate has slowed down. Perhaps there is a possibility to trade this name since it is down, but longer term he has concerns.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$182.780
Owned
No
COMMENT
COMMENT
May 22, 2019
The emerging markets are interesting and outperformed the S&P in Q4. Since Q4 it has lagged however. The economic reforms and stimulus in China should support the emerging markets, however, the US China trade tension is too much of a wild card. Should have some exposure to emerging markets. The trade war can change things very quickly.
The emerging markets are interesting and outperformed the S&P in Q4. Since Q4 it has lagged however. The economic reforms and stimulus in China should support the emerging markets, however, the US China trade tension is too much of a wild card. Should have some exposure to emerging markets. The trade war can change things very quickly.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$25.320
Owned
No
COMMENT
COMMENT
May 22, 2019
He likes this name. It is the 2nd largest ecommerce company in China after Alibaba. It has a 30% long term growth rate. It recently pushed above its 200 day average in the last couple of months. He owns Alibaba instead. However, if trade war persists, could have a negative effect on this name.
JD.com Inc (JD-Q)
May 22, 2019
He likes this name. It is the 2nd largest ecommerce company in China after Alibaba. It has a 30% long term growth rate. It recently pushed above its 200 day average in the last couple of months. He owns Alibaba instead. However, if trade war persists, could have a negative effect on this name.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$28.230
Owned
No
COMMENT
COMMENT
May 22, 2019
This has hit a new 52 week high. Franchise is fantastic. They make a lot of money off their memberships. It is an expensive stock and has about a 10% growth rate. He prefers more defensive areas such as Dollar Stores. He does like Costco though
This has hit a new 52 week high. Franchise is fantastic. They make a lot of money off their memberships. It is an expensive stock and has about a 10% growth rate. He prefers more defensive areas such as Dollar Stores. He does like Costco though
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$249.510
Owned
No
COMMENT
COMMENT
May 22, 2019
This has been staying above the 200 day average. He likes it but wonders when the semi conductor growth phase will end. So has stayed away from this sector.
This has been staying above the 200 day average. He likes it but wonders when the semi conductor growth phase will end. So has stayed away from this sector.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$27.410
Owned
No
COMMENT
COMMENT
May 22, 2019
It has been staying above the 200 day average. It is not an expensive tech name. Valuation is not bad.
It has been staying above the 200 day average. It is not an expensive tech name. Valuation is not bad.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$281.820
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 22, 2019
Has a growth rate of about 15% and low volatility. There is a lot of catalyst for this stock to continue to rise higher. Good name to own.
Has a growth rate of about 15% and low volatility. There is a lot of catalyst for this stock to continue to rise higher. Good name to own.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$200.670
Owned
No