Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 7, 2021
US banks are great, one of the top performing industries in the S&P. WFC has a great valuation, trading around book value, and it didn't do that great in 2020.
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Wells Fargo (WFC-N)
April 7, 2021
US banks are great, one of the top performing industries in the S&P. WFC has a great valuation, trading around book value, and it didn't do that great in 2020.
Stan Wong
Price
$39.830
Owned
Yes
BUY
BUY
April 7, 2021
One of the larger regionals. Has done very well. More in retail and commercial banking. Still cheap. Great yield of 3.5%.
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One of the larger regionals. Has done very well. More in retail and commercial banking. Still cheap. Great yield of 3.5%.
Stan Wong
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
April 7, 2021

Grocery business is extremely competitive. He'd rather focus on Costco, Walmart, Amazon through Whole Foods. Private label investment putting pressure on margins plus its unionized workforce have been headwinds. 15x earnings for a 5% growth rate is not compelling at this part of the cycle.

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Grocery business is extremely competitive. He'd rather focus on Costco, Walmart, Amazon through Whole Foods. Private label investment putting pressure on margins plus its unionized workforce have been headwinds. 15x earnings for a 5% growth rate is not compelling at this part of the cycle.

Stan Wong
Price
$71.040
Owned
No
BUY WEAKNESS
BUY WEAKNESS
April 7, 2021
Global name. Just hit a new high today, a positive technical indicator. Fee is 46 basis points. He likes the commodity sector, but prefers the industrial metals like copper or aluminum. But lumber's not far behind. Getting a bit overbought, so could be due for a pause. Perhaps buy some and wait for a pullback to buy more.
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Global name. Just hit a new high today, a positive technical indicator. Fee is 46 basis points. He likes the commodity sector, but prefers the industrial metals like copper or aluminum. But lumber's not far behind. Getting a bit overbought, so could be due for a pause. Perhaps buy some and wait for a pullback to buy more.
Stan Wong
Price
$89.080
Owned
Unknown
COMMENT
COMMENT
April 7, 2021
Fee is 72 basis points. Europe is a value space, which has started to outperform growth. He'd rather own the underlying securities, as you get a better return without the covered call overlay.
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Fee is 72 basis points. Europe is a value space, which has started to outperform growth. He'd rather own the underlying securities, as you get a better return without the covered call overlay.
Stan Wong
Price
$19.030
Owned
Unknown
BUY
BUY
April 7, 2021

HD vs. LOW Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

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Home Depot (HD-N)
April 7, 2021

HD vs. LOW Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

Stan Wong
Price
$313.100
Owned
Unknown
BUY
BUY
April 7, 2021

LOW vs. HD Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

Show full opinionHide full opinion

LOW vs. HD Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

Stan Wong
Price
$193.580
Owned
Unknown