Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
McDonalds (MCD-N)
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$210.200
Owned
No
COMMENT
COMMENT
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

Costco Wholesale (COST-Q)
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$290.690
Owned
No
TOP PICK
TOP PICK
September 11, 2019
Owns and operates wireless communications towers globally. Primarily in US, Brazil, and India. Good time to buy this week with the mini-selloff. Lots of runway for growth, as we need the cell phone data. Great long-term, secular growth rate. Yield is 1.73%. (Analysts’ price target is $220.80)
American Tower (AMT-N)
September 11, 2019
Owns and operates wireless communications towers globally. Primarily in US, Brazil, and India. Good time to buy this week with the mini-selloff. Lots of runway for growth, as we need the cell phone data. Great long-term, secular growth rate. Yield is 1.73%. (Analysts’ price target is $220.80)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$212.700
Owned
Yes
TOP PICK
TOP PICK
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
Merck & Company (MRK-N)
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$82.920
Owned
Yes
TOP PICK
TOP PICK
September 11, 2019
Online leader in dating space, owning the top 4 sites in North America. Subscription based online dating sites. 44 brands around the world, in 190 countries. Half their revenues come from the US. Asia is one of its largest markets. Meeting online has surpassed meeting through friends. 17% growth rate. A bit of a premium. Good long-term secular growth story. No dividend. (Analysts’ price target is $90.24)
Match Group Inc. (MTCH-N)
September 11, 2019
Online leader in dating space, owning the top 4 sites in North America. Subscription based online dating sites. 44 brands around the world, in 190 countries. Half their revenues come from the US. Asia is one of its largest markets. Meeting online has surpassed meeting through friends. 17% growth rate. A bit of a premium. Good long-term secular growth story. No dividend. (Analysts’ price target is $90.24)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$0.000
Owned
Yes