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This site compiles comments that experts make about stocks while on public TV shows.

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Stan Wong of Macquarie Private Wealth

Opinions from Stan Wong

TOP PICKStarbucksSBUX-Q21.810World-class name. 16,000 locations globally. Have been doing very good cost cutting lately. 4 straight quarters of positive earnings surprises. Long-term growth rate of 16%. Likes the consumer discretionary space, which is where the growth is now. Trading at a forward PE of 20X’s versus its 5 year average of 30.2010-02-04
TOP PICKSeagate TechnologySTX-N13.170Hard disk drive manufacturer for servers and consumer electronic products. 3 straight quarters of positive earnings surprises. Last quarter beat estimates by over 50%. Very cheap at under 6X forward earnings.2010-02-04
TOP PICKiShares Global Materials ETFMXI-N55.340Global Materials ETF. Very decent growth in materials. When you are moving into a recovery in the economy, materials is one of the best performing spaces. On a timely basis this is one of the most oversold areas in the 10 sectors. Truly global as only about 30% is North American.2010-02-04
PAST TOP PICKAppleAAPL-Q192.050(A Top Pick June 19/09. Up 38%.) Still likes. Thinks the new iPad will help them gather steam. 12 straight quarters of positive earnings. Trading at 17X forward earnings. Still undervalued.2010-02-04
PAST TOP PICKMarket Vectors Agribusinesses E.T.F.MOO-N41.060(A Top Pick June 19/09. Up 18.4%.) Agriculture ETF. Long-term feces developing countries changing their food habits from starch-based two more protein-based.2010-02-04
PAST TOP PICKClaymore Natural Gas Commodity ETFGAS-T5.360(A Top Pick June 19/09. Down 31.6%.) Got stopped out at about 10% down.2010-02-04
BUYAltria Group IncMO-N19.420Nice company to own if you are looking for a consistent and stable yield. Yielding almost 7%. Payout ratio is not too exorbitant so dividend should be safe.2010-02-04
BUYAlcoaAA-N12.910Has come down to around the 200-day moving average and trading around 16X forward earnings so looks interesting. Thanks it's due for a bounce. Likes the materials space.2010-02-04
BUYMastercard Inc.MA-N222.110Very good moneymaking machine. Riding along the 50-day moving average and not falling below it. You could also look at Capital One Financial (COF-N) or American Express (AXP-N).2010-02-04
BUYBombardier Inc (B)BBD.B-T5.290Industrial space can do well if we continue on the path of an economic recovery and he likes the space. Charts look very strong floating along the 50-day moving average. Prefers Boeing (BA-N).2010-02-04
WEAK BUYGeneral ElectricGE-N16.040This is a big US name that is going to follow the economy. Likes the name but there are others more interesting. Trading around 16X earnings versus the market which is trading around 14X’s.2010-02-04
DON'T BUYBank of AmericaBAC-N14.750Very concerned with what the US government will or will not do with new banking regulations. Earnings momentum seems pretty negative. Lofty PE of 17X earnings. Would be careful.2010-02-04
DON'T BUYShoppers Drug Mart CorpSC-T42.840Really a consumer staple stock. Think investors will be moving to higher beta area such as technology, materials, resources etc.2010-02-04
BUYRogers Communcations (B)RCI.B-T32.990Has a great mix of different assets such as wireless, cable and sports. Worries about competition are overblown.2010-02-04
BUYDow ChemicalDOW-N26.610Looks interesting. In the materials sector, which he likes. Recently beat earnings.2010-02-04
BUYGammon Lake ResourcesGAM-T9.400Gold/Silver. Looks very attractive. Very good earnings. If gold starts moving up, some of the companies will leverage up and do better than the price of gold bullion itself.2010-02-04
BUYDuPontDD-N32.520Likes the materials sector.2010-02-04
BUYiUnits S&P/TSX Energy E.T.F.XEG-T17.520A basket of the larger cap Canadian gold companies, which is a good area to look at.2010-02-04
BUY on WEAKNESSFord MotorF-N11.060Loves this company. When it comes to rivals, there isn't anybody left any more in North America. Have continually beat estimates on an ongoing basis. Revisions are moving up on both a quarterly and annual basis.2010-02-04
BUYEnbridgeENB-T47.270Pipeline transporting crude and natural gas so very little volatility. This is one you can rely on for a very consistent dividend and dividend growth. Yielding over 3.6%. Don't expect to see explosive growth.2010-02-04
DON'T BUYBank of MontrealBMO-T51.920A lot of the stocks within the banking space have been relatively flat over the last several months. Would prefer other names in the Canadian financial space such as AGF Management (AGF.B-T) with over 6.2% yield. Dundee Wealth (DW-T) looks like it is turning itself around.2010-02-04
BUYAGF Management (B)AGF.B-T16.020Would be his choice in the Canadian financial space. 6.2% yield.2010-02-04
DON'T BUYThompson Creek MetalsTCM-T12.120Likes the materials space and this one looks interesting at the 200-day moving average but in terms of growth and earnings it's not as exciting as some of the other names.2010-02-04
BUYIntelINTC-Q19.020Likes the technology and semiconductor space. This one ranks very well in his system. Beat earnings in January. Over 3.2% dividend.2010-02-04
BUYMicron TechnologyMU-Q8.610Likes the technology and semiconductor space. The technology here is being recycled very quickly, which is what he likes. Forward PE is only at 10X earnings.2010-02-04
DON'T BUYBarrick GoldABX-T36.450The largest name in gold. Had some decent earnings in the last quarter and will be reporting again in a couple of weeks. This may not be your best leveraged name when looking at gold. He would prefer some of the mid-cap smaller names. You could own Gold S&P/TSX ETF (XGD-T) as this is the largest name in this as well giving you exposure to other names.2010-02-04
PAST TOP PICKAppleAAPL-Q191.860(A Top Pick June 19/09. Up 38.1%.) Brand name for the iPhone and iPod are dominant. A catalyst coming up will be the Tablet in 2010.2009-12-17
PAST TOP PICKMarket Vectors Agribusinesses E.T.F.MOO-N43.000(A Top Pick June 19/09. Up 25.5%.) Still likes the agriculture sector a lot. This one has exposure to fertilizer, seeds and equipment. There will be a greater and greater demand for food so this is an area that should continue to do well.2009-12-17
PAST TOP PICKClaymore Natural Gas Commodity ETFGAS-T5.740(A Top Pick June 19/09. Down 26.4%.) Got stopped out with a 10%-11% loss.2009-12-17
TOP PICKRogers Communcations (B)RCI.B-T30.790Recent selloff was very much overdone. They have a very attractive asset mix of good growth areas, both in wireless and cable as well as the media side. Earnings are expected to grow 11% next year. Very good earnings report last quarter with $.70 earnings versus $.52 estimates. 3.8% dividend.2009-12-17
TOP PICKFreeport McMoran Copper & GoldFCX-N75.960Largest pure play mining company globally. Also have assets in gold and molybdenum. Outlook for copper is the best for near and long-term with the growth and demand from China. Forward PE is 11X, which is pretty cheap.2009-12-17
TOP PICKiShares S&P Asia 50 ETFAIA-N38.690ETF which owns 50 of the largest companies in Asia including China, South Korea, Singapore and Hong Kong. All of these areas are expected to have GDP growth by over 4.5%-9.4%.2009-12-17
STRONG BUYFord MotorF-N9.390Did extremely well. Had a $0.26 earnings operating EPS over an expected loss of $0.14 in the last quarter. Decent product line. Will return to profitability in 2010.2009-12-17
DON'T BUYBank of AmericaBAC-N14.860Now have a new CEO. Will probably return to profit next year. The stock is still highly levered to the consumer and there is still 10% unemployment in the US. Would prefer investment banks instead.2009-12-17
HOLDVisa Inc.V-N87.030Very profitable company with a lot of great margin. Good business model. Trading at 24X forward earnings, which look a little rich. As banks consolidate, expect they will start looking for concessions and squeeze them on the margins. If you own, hang on until it breaks down through the 50-day moving average.2009-12-17
SELLManulife FinancialMFC-T18.600Unimpressive earnings in the last quarter with a loss of $.12. Doesn't feel comfortable with the stock at this point. Doesn't see growth in the near-term. Sold his holdings.2009-12-17
BUYResearch In MotionRIM-T67.050This stock is driven by earnings reports and they had one today. We consider this as a stock from a trading perspective. If he gets back up to the $90's, you might consider selling and go back in on weakness.2009-12-17
DON'T BUYDell ComputersDELL-Q13.740Last earnings release had $.22 in earnings, while the Street had estimated $.28. Earnings estimates have been moving down for the next quarter and the next 12 months.2009-12-17
BUYWestern DigitalWDC-N41.980Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.2009-12-17
BUYSino-Forest CorpTRE-T17.520Great name. Basically a timber/lumber company. Growth in China is phenomenal. Trading at forward earnings of 9X. Has just come down to a 50 day moving average, so it looks attractive. Last quarter made $.52 while the Street estimated $.41.2009-12-17
CommentiShares Global Timber & Forest ETFWOOD-Q38.721Forestry products ETF. Primarily North American. Very thinly traded. If you are interested in this area, consider Claymore Beacon Global Timber ETF (CUT-N).2009-12-17
CommentClaymore Beacon Global Timber ETFCUT-N17.580Forestry products ETF. Around 35% North American companies.2009-12-17
BUYiShares S&P/TSX REIT ETFXRE-T11.210REIT ETF. 6%-7% yield. Likes this space. Good area if you want yields.2009-12-17
CommentGeorge Weston Ltd.WN-T63.900Consumers staple space. Has done well in the last few months. If you are looking for something levered to an economic recovery, this is not the best space to be in. Great franchise. Trading at 17X forward earnings.2009-12-17
DON'T BUYBarrick GoldABX-T41.050If buying gold, consider making an entry when it is at its 50-day moving average of about $1100. This company is the largest one in gold but he prefers owning the entire space so he would prefer iUnits Gold S&P/TSX ETF (XGD-T), which owns this company along with others.2009-12-17
BUYiShares Silver E.T.F.SLV-N16.790He likes silver, even more than gold. This is currently right around the 50 day moving average. Long-term he feels silver will move up with gold.2009-12-17
DON'T BUYGeneral ElectricGE-N15.790Doesn't track extremely well for him. Beat estimates in the last quarter but from her growth perspective, he just doesn't see it. 2.5% yield.2009-12-17
DON'T BUYExxon MobilXOM-N68.220Just made a very big acquisition. Stock is very cheap at 11X earnings. Just below the 200-day moving average, which could be an entry point. He would prefer material more so than energy.2009-12-17
DON'T BUYImperial OilIMO-T39.760He would prefer material more so than energy.2009-12-17
BUYJP MorganJPM-N40.270This is his preferred way to play US banks. This one is a great name. Very strong management. In both investment banking and consumer banking. Handily beat estimates by 15% last quarter. Pretty cheap PE at 12X forward earnings.2009-12-17
DON'T BUYCitiGroupC-N3.200Would not want to own this one at this point. Expected to make $.10 next year. Trading at 34.5X PE, which is too rich.2009-12-17
WATCHApplied MaterialsAMAT-Q13.350Likes tech space and this ranks very well in his model. Surprised on the upside with earnings of $.11 versus expected $.02 in the last quarter. Earnings momentum seems to be going upwards. Seems to get stuck around $14 range and as it is moving towards this again he would be very careful.2009-12-17
BUYGoogleGOOG-Q593.940Likes the name and the chart is phenomenal. Earnings keep moving up quite handily. There are other technology names he likes better.2009-12-17
CommentWal-Mart Stores Inc.WMT-N52.760(Market Call Minute.) Doesn't see the growth in this. If you look 10 years it is pretty much where it is. Could be a trading stock.2009-12-17
DON'T BUYMotorolaMOT-N8.110(Market Call Minute.) Moving into developing phones using the android space. New phone, Click, is not quite on par with the iPhone.2009-12-17
DON'T BUYVerizon CommunicationsVZ-N32.810(Market Call Minute.) Telco space is interesting in this one has some yield. Not extremely exciting so he would consider Vodafone (VOD-Q) instead.2009-12-17
TOP PICKJP MorganJPM-N42.210Likes it because of its leadership position. Strong leadership. Solid balance sheet. Investment banking business is very strong. Good 3rd earnings. Took a small position and will add more if the stock falls further.2009-11-04
TOP PICKCorning IncGLW-N14.870Stock hasn't done much in the last little while. Reported very good earnings recently. Primary business is display technology and 80% of profits come from LCDs and expects a recovery soon in this area. Trades at 9X forward PE.2009-11-04
TOP PICKMarket Vector Hard Assets ETFHAP-N31.581Hard Assets ETF. Gives diversified exposure to large cap companies in agriculture, energy, metals and precious metals. Expects commodity producers to do well longer term.2009-11-04
PAST TOP PICKGoldman SachsGS-N169.500(A Top Pick June 19/09. Up 21%.) Still likes. Beat estimates once again. Trades at 9X forward earnings.2009-11-04
PAST TOP PICKIntelINTC-Q18.590(A Top Pick June 19/09. Up 18%.) Average PC is around 5.5 years old and they normally last 4 years. Windows 7 will also spur some kind of movement. Could be a Buy now.2009-11-04
PAST TOP PICKiShares MSCI Emerging Market E.T.F.EEM-N38.900(A Top Pick June 19/09. Up 24%.) The BRIC countries are tomorrow's economic powerhouses. Buy on weakness and could be considered a “Buy and Hold”.2009-11-04
CommentHBP NYMEX Nat'l Gas Bull+HNU-T10.800Natural Gas Bull+ ETF. This is a 2X levered relationship to natural gas so if gas drops, the downward swings will be compounded. Use very short time frames for this. A single ETF such as US Natural Gas Fund (UNG-N) might be preferable.2009-11-04
CommentA Comment -- General Comments From an ExpertA Commentary0.020Gold. He tends to buy gold itself through an ETF such as Comex Gold ETF (HUG-T) or SPDR Gold (GLD-N). He has a problem with buying single companies because of possible Operating problems. iUnits Gold (XGD-T) gives you a basket of senior producers.2009-11-04
DON'T BUYResearch In MotionRIM-T61.390Wouldn't buy a position at this time. Estimates have been slowly creeping down. Would prefer Apple (AAPL-Q). If you own you could continue to hold.2009-11-04
DON'T BUYJohnson & JohnsonJNJ-N59.520Great leadership name. Trading at around 12X forward earnings. Healthcare stocks tend not to do well when the market starts moving up. Quarterly estimates are being revised downwards. 3.25% dividend. Would prefer Pfizer (PFE-N).2009-11-04
BUYAppleAAPL-Q190.810His top holding.2009-11-04
BUYPfizer IncPFE-N16.930About the 50-day and 200-day moving averages and is continuing to climb. 3.7% dividend and they are due for an increase.2009-11-04
DON'T BUYThompson Creek MetalsTCM-T11.500Molybdenum was a great play about 1.5 years ago and is still very interesting. Trading at 7.7X forward earnings but technically has dropped below the 50-day moving average and is moving towards the 200-day moving average.2009-11-04
BUYRogers Communcations (B)RCI.B-T32.090Beat earnings very handily so the stock looks interesting. Broken above the 200 day moving average. Earnings have been moving up both in estimates and guidance.2009-11-04
BUYHBP Comex Silver ETFHUZ-T12.280Silver ETF. Likes silver a bit more than gold. It's a hedge against the US$ but also has industrial applications.2009-11-04
DON'T BUYPotash Corp of SaskatchewanPOT-T100.670His technicals indicate this is not a stock to own. Estimates on their quarterly and annual earnings are coming down.2009-11-04
CommentHewlett-Packard CoHPQ-N47.760From a technical perspective it is doing very well. Trading at 11X forward PE, which is not too bad. Beat estimates in the last quarter. Not his favourite in the tech space.2009-11-04
BUYBCE Inc.BCE-T25.790Solid dividend of 6.3%. iPhones are now available to Bell subscribers, which should be positive for them. Diversified with home phones, satellite television, etc.2009-11-04
CommentEnbridgeENB-T42.580Over 3.5% dividend and should be safe. A utility, a sector that will not do very well in a recovering economy and rising stock market so if looking for growth this won't work. If looking for a steady dividend, it is not bad.2009-11-04
DON'T BUYFortis Inc.FTS-T25.400A little bit boring in this environment. Utilities will not do very well in a recovering economy and rising stock market.2009-11-04
DON'T BUYTrans Canada CorpTRP-T32.790A little bit boring in this environment. Utilities will not do very well in a recovering economy and rising stock market.2009-11-04
DON'T BUYSuncor Energy IncSU-T35.140Doesn't like the story at this point. Missed their estimates pretty heavily last quarter. Has been a laggard.2009-11-04
DON'T BUYToronto DominionTD-T62.990A bit concerned with where some of the banks are going in Canada. They have fallen below the 50-day moving average. As an alternative, Royal (RY-T) might be a bit better. 3.8% yield.2009-11-04
DON'T BUYDell ComputersDELL-Q14.580Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q).2009-11-04
SELLKinross GoldK-T20.090(Market Call Minute.) Had some problems with their mine in Russia, which is their 2nd most important mine. Earnings were pretty rough.2009-11-04
CommentProctor & GamblePG-N59.030(Market Call Minute.) Consumer staples and probably one of the most diversified and defensive names. Decent but a better name would be Kimberly-Clark (KMB-N), which has a cheaper PE multiple.2009-11-04
HOLDGeneral ElectricGE-N14.190(Market Call Minute.) 2009-11-04
DON'T BUYTorstarCorp (B)TS.B-T7.250(Market Call Minute.) Very cheap at 7X earnings but thinks they will struggle with the newspaper division.2009-11-04
TOP PICKFord MotorF-N6.920When coming out of a recession cyclical areas, retailers and auto manufacturers tend to do well. Product line-up appears to be much better than General Motors or Chrysler. Have done some debt restructuring. Improving their balance sheet. Have ramped up their Q3 production to 495,00 and Q4 is expected at 570,000.2009-09-17
TOP PICKWestern DigitalWDC-N36.600Manufactures hard drive storage space for personal computers/laptops. Makes storage solutions for enterprise applications. Electronic devices for PVRs. The new Windows 7 application is going to spur sales of new PCs.2009-09-17
TOP PICKiShares Global TechIXN-N0.000(Could not find symbol in Globe Investor. Bill.) IShares Global Technology. Technology in general has the best long-term growth prospects at 13% per annum growth. Attractive on valuations and has been getting excellent earnings. Lots of cash to take advantage of smaller opportunities.2009-09-17
PAST TOP PICKAppleAAPL-Q184.550(A Top Pick June 19/09. Up 33%.) 21 million iPhones since they first introduced them in 2007. Everyone is looking forward to the Tablet. Trading at about 32X forward earnings but the growth is phenomenal. He trades in and out of this one.2009-09-17
PAST TOP PICKMarket Vectors Agribusinesses E.T.F.MOO-N39.900(A Top Pick June 19/08. Up 15.2%.) Agricultural ETF. Still like this. Global population is growing by 75 million every year. Developing countries are changing their food habits to more protein.2009-09-17
PAST TOP PICKClaymore Natural Gas Commodity ETFGAS-T5.490(A Top Pick June 19/08. Down 29.2%.) Gas commodity ETF. Was stopped out at a 10% loss. This can be very volatile and it is important to put strict stop/losses on it. This is a good vehicle for playing natural gas.2009-09-17
DON'T BUYCitiGroupC-N4.420He prefers Goldman Sachs (GS-N) in the US financials. Also, JP Morgan (JPM-N) might be better. This one is trading just above its 50 day and 200 day moving average so the technicals look interesting but it is trading at a 42X forward earnings, which is pretty rich.2009-09-17
CommentGeneral ElectricGE-N16.660Has crossed into the 200 and 50 day moving averages so it looks interesting. Trading around 19X forward earnings, a bit more than the market multiple at this point. For the industrial space consider something like Joy Global (JOYG-Q).2009-09-17
BUYJoy Global Inc.JOYG-Q48.180Trading at 19X forward earnings but in the last quarter they were able to beat estimates quite handily. There have been a lot of revisions on the upside for next year in terms of earnings.2009-09-17
HOLDResearch In MotionRIM-T88.250Likes the stock a lot. Trading at 19X forward earnings but has tremendous growth. They are now moving more into the consumer space. If you are buying, try to get it in the low $80's.2009-09-17
BUYBrookfield PropertiesBPO-T12.500Doing a preferred share offering for their class L shares for $25 per share, yielding 6.75% until 2014 and then the yield will equip the Canadian 5 year bond yield +4.17%. Likes this issue. Good yield.2009-09-17
WATCHBombardier Inc (B)BBD.B-T4.790Trading at 11X forward earnings. In the industrial space and when we are coming out of a recession, industrials are good place to be. Technically it is getting close to its resistant level.2009-09-17
CommentSuperior Plus CorpSPB-T11.550Very volatile. Longer term it might be something to look at but more of a trading name. 14% yield2009-09-17
CommentAmerican International GroupAIG-N39.430Trading at 7X forward earnings, which is very cheap. Ranking not badly in terms of his outlook. Handily beat the Street on Aug 7. Might be a name to consider. Prefers Goldman Sachs (GS-N) or J.P. Morgan (JPM-N).2009-09-17
DON'T BUYShoppers Drug Mart CorpSC-T43.320A retailer but he looks at it more as a consumer staple. If you are looking at an economic recovery, he is not sure how well this will do relative to something else. Trading at 14X earnings. Has always had a bit of a premium.2009-09-17
DON'T BUYSirius Satellite RadioSIRI-Q0.690Technicals look interesting. Price has moved over the 200-day and 50-day moving averages. However, it is still expected to lose money next year. Very speculative.2009-09-17

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