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PAST TOP PICK
(A Top Pick Sep 15/21, Up 46%) Diversified global basket. Likes energy. Increased demand, diminished supply. Strong balance sheets and free cashflow. Disciplined management. Valuations still look cheap. Yield is 4.2%.
Stan WongOwned
Oil and Gas (Integrated Oils)
HOLD
His favourite of the telcos. Likes the cashflow. Highest yield of all the telcos at 5.86%. Growing dividend nicely at a 5% clip over the last 5 years.
Stan WongOwned
telephone utilities
DON'T BUY
Enhanced dividend yield of 12%. Total return over the last 3 years was 5.68% vs. 59% for the NASDAQ 100. YTD, down 17%, vs. the NASDAQ down 24%, so you can see how the covered call strategy works in a falling market. But long term, stocks tend to move higher, not lower. Paying a higher management fee for covered calls, about 60 bps for this one. You can buy a NASDAQ 100 index much cheaper.
E.T.F.'s
COMMENT
Favourite healthcare ideas. Right now, he owns PFE and MRK, as well as some non-pharmaceutical names in the healthcare space. He has pharmacies and managed care. When you're looking at pharma companies, you want to see the breadth of drugs that are in the pipeline, and any blockbuster drugs in there. You're also looking for dividends. For healthcare, you're trying to get a bit of defence and offence, plus growth. Valuation is always important as well. See his Top Picks.
HOLD
When you're looking at pharma companies, you want to see the breadth of drugs that are in the pipeline, and any blockbuster drugs in there. You're also looking for dividends. Yield is 3.4%.
Stan WongOwned
biotechnologypharmaceutical
HOLD
When you're looking at pharma companies, you want to see the breadth of drugs that are in the pipeline, and any blockbuster drugs in there. You're also looking for dividends. Yield is 3.17%.
Stan WongOwned
biotechnologypharmaceutical
DON'T BUY
Fairly high dividend yield of 7.5%, however he's underweight Europe at this point almost to the point of having nothing in Europe. He owns only an energy name or two. Energy crisis plus the Ukraine-Russia situation. Europe is a bit closer to a more severe downturn than we are on this side of the pond.
E.T.F.'s
DON'T BUY
He's fairly underweight the tech space. Underperformed the broader market. High yield of 9% or so, but total return hasn't done well. You don't want to be in tech in this part of the cycle. Beyond the first few names, the stocks are expensive. Visibility of earnings and revenue from the smaller-cap names is a bit tougher as well.
E.T.F.'s
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