Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 7, 2021
Likes the US financials here. Trading at 13x, with a 20% earnings growth rate. Decent valuation. 1.5x price to book.
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Morgan Stanley (MS-N)
April 7, 2021
Likes the US financials here. Trading at 13x, with a 20% earnings growth rate. Decent valuation. 1.5x price to book.
Stan Wong
Price
$79.040
Owned
No
BUY
BUY
April 7, 2021
A great name long-term. Data usage is doubling in the US every 2 years. They'll constantly need to upgrade. EMs will also need massive investment to upgrade from 4G to 5G. Visibility of revenues is strong. At a bit of a premium.
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A great name long-term. Data usage is doubling in the US every 2 years. They'll constantly need to upgrade. EMs will also need massive investment to upgrade from 4G to 5G. Visibility of revenues is strong. At a bit of a premium.
Stan Wong
Price
$244.710
Owned
No
PAST TOP PICK
PAST TOP PICK
April 7, 2021
(A Top Pick Jun 09/20, Up 33%) Outperformed the broader TSX. Will continue to do well as vaccines roll out for the next 12 months. Solid balance sheet. Higher octane stock, expect some turbulence.
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Air Canada (AC-T)
April 7, 2021
(A Top Pick Jun 09/20, Up 33%) Outperformed the broader TSX. Will continue to do well as vaccines roll out for the next 12 months. Solid balance sheet. Higher octane stock, expect some turbulence.
Stan Wong
Price
$27.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 7, 2021
(A Top Pick Jun 09/20, Up 21%) Performed well during the pandemic, fell off with the rotation to cyclicals, and now rebounding. Long-term, a great company. Leader in efficient real estate use. Trades at a premium 35x earnings, with a 10% growth rate. A premium name.
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(A Top Pick Jun 09/20, Up 21%) Performed well during the pandemic, fell off with the rotation to cyclicals, and now rebounding. Long-term, a great company. Leader in efficient real estate use. Trades at a premium 35x earnings, with a 10% growth rate. A premium name.
Stan Wong
Price
$359.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 7, 2021
(A Top Pick Jun 09/20, Up 28%) The exchange, plus market data. Recurring, organic revenues. 24x earnings, with a 7% growth rate. Getting a bit expensive, so he's trimming. Long-term, a good name.
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(A Top Pick Jun 09/20, Up 28%) The exchange, plus market data. Recurring, organic revenues. 24x earnings, with a 7% growth rate. Getting a bit expensive, so he's trimming. Long-term, a good name.
Stan Wong
Price
$150.700
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2021
He owns FB, GOOGL, and NFLX. Avoided Apple as it's underperformed since September due to rotation. Right now, its future is more muted with 5% revenue growth and 9% earnings growth over the next several years. It pales compared to the others. Its future depends on how it can expand services.
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Apple (AAPL-Q)
April 7, 2021
He owns FB, GOOGL, and NFLX. Avoided Apple as it's underperformed since September due to rotation. Right now, its future is more muted with 5% revenue growth and 9% earnings growth over the next several years. It pales compared to the others. Its future depends on how it can expand services.
Stan Wong
Price
$127.580
Owned
No
DON'T BUY
DON'T BUY
April 7, 2021
With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.
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Qualcomm (QCOM-Q)
April 7, 2021
With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.
Stan Wong
Price
$139.580
Owned
No