Latest Expert Opinions

Signal
Opinion
Expert
Chart
DON'T BUY
DON'T BUY
February 25, 2021

Consumer staple names have fallen off, with trades into cyclicals. Tough to own given the valuation relative to what the growth rates are. You're paying 24x PE for 5-6% growth rate, a bit pricey. Prefers Costco in this space; not cheap, but growth rate is better. COST is doing things well in the e-commerce space.

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Walmart Inc (WMT-N)
February 25, 2021

Consumer staple names have fallen off, with trades into cyclicals. Tough to own given the valuation relative to what the growth rates are. You're paying 24x PE for 5-6% growth rate, a bit pricey. Prefers Costco in this space; not cheap, but growth rate is better. COST is doing things well in the e-commerce space.

Stan Wong
Price
$132.030
Owned
Unknown
HOLD
HOLD
February 25, 2021

Consumer staple names have fallen off, with trades into cyclicals. Tough to own WMT given the valuation relative to what the growth rates are. You're paying 24x PE for 5-6% growth rate, a bit pricey. Prefers Costco in this space; not cheap, but growth rate is better. COST is doing things well in the e-commerce space.

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Costco Wholesale (COST-Q)
February 25, 2021

Consumer staple names have fallen off, with trades into cyclicals. Tough to own WMT given the valuation relative to what the growth rates are. You're paying 24x PE for 5-6% growth rate, a bit pricey. Prefers Costco in this space; not cheap, but growth rate is better. COST is doing things well in the e-commerce space.

Stan Wong
Price
$334.700
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 25, 2021
Continues to like it. Might be a bit overbought. 6-12 months out, as US vaccinations increase, this name should do really well. A recovery story. Low vacancy rate, premium locations and malls. Higher beta, so watch out. Pretty decent dividend at 4.5%.
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Continues to like it. Might be a bit overbought. 6-12 months out, as US vaccinations increase, this name should do really well. A recovery story. Low vacancy rate, premium locations and malls. Higher beta, so watch out. Pretty decent dividend at 4.5%.
Stan Wong
Price
$116.900
Owned
Yes
DON'T BUY
DON'T BUY
February 25, 2021

Covered calls give you a boost in the distribution. Not a bad strategy when market is flat or slightly negative. If market continues to go higher, you're better off owning the underlying securities. Consider XEI instead, no covered call. Owns the securities outright, and so you won't get as high a dividend, but you might get more performance. In last 6 months, XEI returned17-18%, whereas ZWC returned 10.68%.

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Covered calls give you a boost in the distribution. Not a bad strategy when market is flat or slightly negative. If market continues to go higher, you're better off owning the underlying securities. Consider XEI instead, no covered call. Owns the securities outright, and so you won't get as high a dividend, but you might get more performance. In last 6 months, XEI returned17-18%, whereas ZWC returned 10.68%.

Stan Wong
Price
$16.770
Owned
No
BUY
BUY
February 25, 2021

Covered calls in ZWC give you a boost in the distribution. If market continues to go higher, you're better off owning the underlying securities. Consider XEI instead, no covered call. Owns the securities outright, and so you won't get as high a dividend, but you might get more performance. In last 6 months, XEI returned17-18%, whereas ZWC returned 10.68%.

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Covered calls in ZWC give you a boost in the distribution. If market continues to go higher, you're better off owning the underlying securities. Consider XEI instead, no covered call. Owns the securities outright, and so you won't get as high a dividend, but you might get more performance. In last 6 months, XEI returned17-18%, whereas ZWC returned 10.68%.

Stan Wong
Price
$21.140
Owned
Yes
TOP PICK
TOP PICK
February 25, 2021
Taking part in the economic recovery and normalization of activity. Diversified basket of global large- and mid-cap companies. Vaccines plus accommodative monetary policies increase economic prospects and a new commodities cycle. Starting to outperform the broader market. Yield is 1.13%.
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Taking part in the economic recovery and normalization of activity. Diversified basket of global large- and mid-cap companies. Vaccines plus accommodative monetary policies increase economic prospects and a new commodities cycle. Starting to outperform the broader market. Yield is 1.13%.
Stan Wong
Price
$86.045
Owned
Yes
TOP PICK
TOP PICK
February 25, 2021
Financials destined to outperform in next 12-24 months. Global, diversified. Second largest lifeco in US. Interest rates moving higher helps. Trades at just over half of book value, a huge discount to peers. Dividend looks solid and will probably grow over time. Yield is 5.09%. (Analysts’ price target is $85.53)
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Financials destined to outperform in next 12-24 months. Global, diversified. Second largest lifeco in US. Interest rates moving higher helps. Trades at just over half of book value, a huge discount to peers. Dividend looks solid and will probably grow over time. Yield is 5.09%. (Analysts’ price target is $85.53)
Stan Wong
Price
$89.290
Owned
Yes