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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 | Symbol | Company | Opinion | Price |
|---|---|---|---|---|---|
| 2013-05-16 | COMMENT | A Commentary | A Comment -- General Comments From an Expert |
20 something odd dow records this year so far. A bit over blown, but it is sustainable. Employment is still getting better, commodity prices are falling. Still a fair amount of caution. People are buying defensively. Most of his growth portfolios are 45% in the US. Seeing value in the large cap growth names. Tweet finance |
Price: $0.020 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | PAST TOP PICK | AAPL-Q | Apple |
Recommended at 571.72 now 434.58 down 22.35% They did a share purchase plan a few weeks ago, which put a floor on the recent drop in share price. Still some catalysts, Apple TV, Iphone. Have started buying it for new clients recently. The growth won't be as big as it has been in the past. Tweet finance |
Price: $434.578 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | BUY | AMLP-N | Alerian MLP ETF |
Current yeild is 5.8%. Is a great ETF. Start worrying if interest rates start moving up, which he doesn't think will happen anytime soon. Tweet finance |
Price: $17.700 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | BUY | AMT-N | American Tower |
They put up wireless towers, are considered a REIT, and a cash cow. In 5 years there will be more smartphones and tablets out there. Tweet finance |
Price: $83.210 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | BUY | BAC-N | Bank of America |
Likes the banks, US financials. his favourite is JP Morgan, Bank of America is trading around 13x earnings. feels is a good investment. Tweet finance |
Price: $13.360 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-16 | HOLD | CSCO-Q | Cisco |
Cisco ranks well in their ranking system. If you don't own it, don't buy it's too high right now. Tech sector is one of the more undervalued sectors now. Tweet finance |
Price: $23.887 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-16 | BUY | DEO-N | Diageo PLC |
Have held for a long time. Up 30% with a dividend over the last 12 months. Their strategy is to acquire all the premium names they can. Really not a lot of competition in their space. Tweet finance |
Price: $124.950 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | TOP PICK | DIS-N | Walt Disney |
Waiting for a pull back before he gets in. Purchase of Marvel not that long ago, and Lucus films. First theme park in mainland China expected in 2016. Will continue to grow 10 to 15% earnings growth rate, so is a good stock to own. As the economy continues to improve they will grow as well. Tweet finance |
Price: $66.470 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-16 | DON'T BUY | G-T | Goldcorp Inc |
Some of the reasons to own gold in the past, such as the global financial crisis, and fears of the US dollar falling to nothing or inflation running away have dissipated. And some of the reasons to sell gold Portugal, Spain. Italy have said they are going to sell their reserves to meet their financial obligations, Cyprus is already doing that. which will put pressure on the price of gold. Tweet finance |
Price: $27.400 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | BUY | GE-N | General Electric |
Yield at 3.26%. Likes GE. they have global revenus coming in, and you've got the yield while you wait. Tweet finance |
Price: $23.270 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | PAST TOP PICK | HDV-N | iShares High Dividend Equity |
Recommended at $57.53 now 69.08 up 24.28% High yield US companies. Very stable. Tweet finance |
Price: $69.080 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | TOP PICK | ITB-N | iShares DJ Home Construction ETF |
Hold Home Depots, and single family home type stocks. Is one of his top themes. Tweet finance |
Price: $25.610 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | BUY | JPM-N | JP Morgan Chase & Co |
Is the bank he likes to own. Tweet finance |
Price: $50.970 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-16 | BUY | M-N | Macys Inc. (formerly Federated Department Stores) |
Like this as well as Walmart, however it is more volatile, so it needs to be watched closer. Take profits when it's up. Tweet finance |
Price: $47.880 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | BUY | ORCL-Q | Oracle |
Last time around their earnings were a bit disapointing, which is when he bought it. Thinks the stock has room to grow. Thinks it will continue growing in the future. Tweet finance |
Price: $34.370 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |