stockchase picture

Compiling comments that experts make about stocks while on public TV.

Expert Index

List by First Name

List by Last Name

Stan Wong , Vice President & Portfolio Manager

Macquarie Private Wealth

Address
675 Cochrane Drive
Macquarie Tower, Suite 700
Markham, ON
L3R 0B8

Contact Info
Telephone: 905 968 1928
Toll Free: 1 877 968 1928
Fax: 905 968 1915
Email:
Website: http://www.stanwong.com

Bio:

Stan Wong is one of Canada’s leading investment professionals. As Vice President & Portfolio Manager, he retains one of the highest levels of registration in the investment services industry.  With over 16 years of experience, he provides industry leading wealth management and investment counsel to private investors and institutional clients in Canada.  Today, Stan is also a frequent guest commentator on Business News Network (BNN) television.  He also provides frequent commentary to The Globe and Mail


Date Signal Chart Symbol Company Opinion Price
2014-04-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Equity markets are looking fatigued.  Stocks quite fully valued.  Negative seasonal tendencies; Presidential cycle; But thinks at the end of the year we will be higher than we are today.  Some growthier cyclical names are being bought.  Prefers equities over bonds.  Thinks economy will continue to move forward in the US.  Industrials, tech, financials, consumer discretionary, cyclical areas, are good.  Likes the US and Europe.  10 year bonds are now down to 6% in Greece.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
_N/A
2014-04-09 DON'T BUY Must be logged in to use chart ABT-N Abbott Labs

This one has outperformed the health care sector over the last few years.  Sees a 15% growth rate on the dividend, but it is low compared to others.  Prefers PFE-N.


Price:
$37.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-09 TOP PICK Must be logged in to use chart ADS-DAX Adidas

Mr. Wong referred to the symbol AADDYY-O.  A new position.  Will do quite well with the economic recovery in Europe and the FIFA world cup.  They will get a lot of press and a lot of purchases.  Are under pressure in share price due to exposure to emerging markets, but he thinks emerging markets will be a big beneficiary for this one.  15% earnings growth expected.


Price:
$0.001
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

20 times PE, 17 times is historical average.  Be a bit careful. 


Price:
$89.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-09 BUY Must be logged in to use chart BAC-N Bank of America

There is a lot of noise, but it is trading below 1 times book value.  12 months out capital markets, economy, and housing markets will be better, net interest margins are moving forward and loan loss ratios are improving.  These big cap bank names will do fine.


Price:
$16.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-09 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Stock is starting to break out.  Yield is nice, 6% and 5% growth rate in the yield over the next 3 years. 


Price:
$45.730
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-09 DON'T BUY Must be logged in to use chart CAT-N Caterpillar

Has been sideways on a 5 year chart.  He would prefer names in the consumer space.


Price:
$102.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-09 BUY on WEAKNESS Must be logged in to use chart CELG-Q Celgene Corp

Bio tech stocks were beaten up.  Buying some.  Thinks they will continue to have the growth.  Use stop losses. 


Price:
$147.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Attractive.  It is breaking out after trading in a rage for a while.  It should go to $49 at this point.  At an important breakout.


Price:
$41.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-09 DON'T BUY Must be logged in to use chart DOL-T Dollarama Inc.

All time high today.  This name is up there in terms of stretched valuations.  Prefers US equities.


Price:
$92.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-09 WEAK BUY Must be logged in to use chart EUR-T FT AlphaDEX European Div. ETF

Likes Europe.  It’s a space that in Q4 last year the GDP actually moved positive and he sees it moving up.  Canadian dollar hedged, which he would prefer not to have.  Prefers FEZ-N. 


Price:
$20.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-09 BUY Must be logged in to use chart F-N Ford Motor

Have not had a recall.  Relatively cheap at 10 times PE.  Decent balance sheet.  Will continue to grow.


Price:
$15.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 BUY Must be logged in to use chart GE-N General Electric

Likes the industrial space.  Pretty decent growth.  Dividend should grow 10%.


Price:
$25.950
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

A Top Pick last time.  Has been beaten up.  Has a blockbuster drug where earnings will explode.  18 times earnings, 25% earnings growth.


Price:
$70.650
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 BUY Must be logged in to use chart GOOGL-Q Google

Currently out of, but a name he would like to be back in.  Not a lot of people understand all the moving parts.  Growth ratio is great.  Nearly 20% earnings growth.  GOOGL vs GOOG is the one most people seem to be going with.  But they should mostly move in tandem at this point.


Price:
$564.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 833 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.